Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ATFV 1.94%
2 SMCO 1.82%
3 LCLG 1.81%
4 TSME 1.53%
5 BOUT 1.52%
6 XRT 1.44%
7 PAMC 1.19%
8 MDYG 1.19%
9 IJK 1.16%
10 JOET 1.12%
11 IVOG 1.06%
12 FXD 1.04%
13 MIDE 0.95%
14 RETL 0.93%
15 IQSM 0.87%
16 FTC 0.81%
17 LSEQ 0.77%
18 MCDS 0.76%
19 QDVO 0.71%
20 QVMM 0.63%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.54M (10.50%) 136.91K
Increased by +2.10%
Dec 31, 24
2 Vanguard Group Inc 6.38M (10.25%) -52.65K
Decreased by -0.82%
Dec 31, 24
3 Capital Research & Mgmt Co - Division 3 5.16M (8.29%) 367.70K
Increased by +7.13%
Dec 31, 24
4 JPMorgan Chase & Co 4.43M (7.12%) -2.82M
Decreased by -63.61%
Dec 31, 24
5 Morgan Stanley - Brokerage Accounts 2.65M (4.26%) 44.08K
Increased by +1.66%
Dec 31, 24
6 T. Rowe Price Investment Management,Inc. 2.53M (4.06%) -32.75K
Decreased by -1.30%
Dec 31, 24
7 State Street Corp 2.22M (3.56%) 49.02K
Increased by +2.21%
Dec 31, 24
8 State Street Corporation 2.19M (3.51%) 46.86K
Increased by +2.14%
Mar 31, 24
9 SRS Investment Management, LLC 1.27M (2.04%) 123.97K
Increased by +9.76%
Dec 31, 24
10 T. Rowe Price Associates, Inc. 1.22M (1.96%) -149.56K
Decreased by -12.24%
Dec 31, 24
11 Goldman Sachs Group Inc 1.12M (1.81%) -204.56K
Decreased by -18.18%
Dec 31, 23
12 Geode Capital Management, LLC 1.08M (1.74%) 8.89K
Increased by +0.82%
Dec 31, 24
13 Alyeska Investment Group, L.P. 1.05M (1.69%) 197.19K
Increased by +18.75%
Dec 31, 24
14 Anomaly Capital Management, LP 961.28K (1.54%) 172.43K
Increased by +17.94%
Dec 31, 24
15 Massachusetts Financial Services Company 955.65K (1.53%) 225.12K
Increased by +23.56%
Dec 31, 24
16 FMR Inc 949.77K (1.53%) -103.77K
Decreased by -10.93%
Dec 31, 24
17 HHG PLC 838.53K (1.35%) -3.65K
Decreased by -0.44%
Dec 31, 24
18 1832 Asset Management L.P 824.62K (1.32%) -4.60K
Decreased by -0.56%
Jun 30, 24
19 Coatue Management LLC 805.89K (1.29%) 406.18K
Increased by +50.40%
Mar 31, 24
20 NORGES BANK 797.26K (1.28%) 10.87K
Increased by +1.36%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 2.32M (3.72%) 414.93K
Increased by +17.92%
Dec 31, 24
2 Capital Group Growth Fnd of Amer Comp 2.32M (3.72%) 414.93K
Increased by +17.92%
Dec 31, 24
3 iShares Core S&P Mid-Cap ETF 2.05M (3.29%) 3.58K
Increased by +0.17%
Mar 31, 25
4 American Funds AMCAP A 2.04M (3.27%) 0.00
Increased by 0.00%
Dec 31, 24
5 Capital Group AMCAP Composite 2.04M (3.27%) 0.00
Increased by 0.00%
Dec 31, 24
6 VA CollegeAmerica Amcap 529A 2.04M (3.27%) -797.16K
Decreased by -39.10%
Sep 30, 24
7 Vanguard Total Stock Mkt Idx Inv 2.00M (3.22%) 6.12K
Increased by +0.31%
Feb 28, 25
8 US Small-Cap Growth II Equity Comp 1.52M (2.45%) 1.52M
Increased by +100.00%
Jun 30, 23
9 Eaton Vance Atlanta Capital SMID-Cap I 1.52M (2.44%) 0.00
Increased by 0.00%
Jan 31, 25
10 Vanguard Mid Cap Index Institutional 1.37M (2.20%) 6.04K
Increased by +0.44%
Feb 28, 25
11 T. Rowe Price US Mid-Cap Growth Equity 1.12M (1.79%) -4.90K
Decreased by -0.44%
Dec 31, 24
12 T. Rowe Price Mid-Cap Growth 999.90K (1.61%) 0.00
Increased by 0.00%
Feb 28, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 956.00K (1.54%) 2.62K
Increased by +0.27%
Feb 28, 25
14 Vanguard Growth Index Investor 726.82K (1.17%) 650.00
Increased by +0.09%
Feb 28, 25
15 MFS Mid Cap Growth Equity 684.89K (1.10%) 151.38K
Increased by +22.10%
Dec 31, 24
16 MFS Mid Cap Growth A 677.50K (1.09%) -4.39K
Decreased by -0.65%
Feb 28, 25
17 Strategic Advisers U.S. Total Stock 585.48K (0.94%) 38.70K
Increased by +6.61%
Feb 28, 25
18 T. Rowe Price U.S. Mid-Cap Gr Eq Tr-Z 582.60K (0.94%) -31.00K
Decreased by -5.32%
Sep 30, 23
19 Janus Inst Mid Cap Growth CF 571.03K (0.92%) 0.00
Increased by 0.00%
Dec 31, 24
20 T. Rowe Price Mid-Cap Value 569.50K (0.91%) -109.15K
Decreased by -19.17%
Jun 30, 24