Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 3.42%
2 FMTM 2.99%
3 HALX 2.73%
4 PEZ 2.72%
5 NUMG 2.33%
6 SMCO 1.98%
7 ATFV 1.94%
8 FRTY 1.72%
9 LCLG 1.55%
10 CGGG 1.55%
11 XRT 1.49%
12 MMID 1.46%
13 FXD 1.40%
14 PJFM 1.30%
15 PAMC 1.19%
16 TSME 1.03%
17 USMF 1.02%
18 IEDI 0.90%
19 JOET 0.90%
20 IQSM 0.87%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.54M (10.57%) 129.50K
Increased by +1.98%
Mar 31, 26
2 JPMorgan Chase & Co 6.51M (10.52%) -337.04K
Decreased by -5.18%
Mar 31, 26
3 Vanguard Group Inc 6.41M (10.37%) -372.40K
Decreased by -5.81%
Dec 31, 25
4 Capital Research & Mgmt Co - Division 3 6.17M (9.98%) -2.31M
Decreased by -37.43%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 3.03M (4.90%) 3.03M
Increased by +100.00%
Mar 31, 26
6 Vanguard Capital Management, LLC 2.81M (4.55%) 2.81M
Increased by +100.00%
Mar 31, 26
7 T. Rowe Price Investment Management,Inc. 2.80M (4.53%) -1.75M
Decreased by -62.65%
Mar 31, 26
8 Morgan Stanley - Brokerage Accounts 2.27M (3.67%) -304.22K
Decreased by -13.42%
Mar 31, 26
9 State Street Corp 2.23M (3.60%) 38.47K
Increased by +1.73%
Mar 31, 26
10 State Street Corporation 2.19M (3.54%) 46.86K
Increased by +2.14%
Mar 31, 24
11 AQR Capital Management LLC 1.34M (2.16%) 987.26K
Increased by +73.77%
Mar 31, 26
12 Geode Capital Management, LLC 1.27M (2.06%) 38.01K
Increased by +2.99%
Mar 31, 26
13 Massachusetts Financial Services Company 1.23M (1.98%) 115.44K
Increased by +9.42%
Mar 31, 26
14 FMR Inc 1.20M (1.94%) 249.91K
Increased by +20.82%
Mar 31, 26
15 SRS Investment Management, LLC 1.16M (1.87%) 3.15K
Increased by +0.27%
Mar 31, 26
16 Citadel Advisors Llc 1.13M (1.83%) 267.74K
Increased by +23.63%
Jun 30, 25
17 Goldman Sachs Group Inc 1.12M (1.82%) -204.56K
Decreased by -18.18%
Dec 31, 23
18 Holocene Advisors, LP 1.12M (1.82%) 506.79K
Increased by +45.11%
Mar 31, 25
19 ING Investment Management LLC 1.05M (1.69%) 618.75K
Increased by +59.10%
Mar 31, 25
20 Bank of New York Mellon Corp 956.72K (1.55%) 383.67K
Increased by +40.10%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 4.09M (6.61%) 238.92K
Increased by +5.84%
Mar 31, 26
2 Capital Group Growth Fnd of Amer Comp 4.09M (6.61%) 238.92K
Increased by +5.84%
Mar 31, 26
3 Franklin US Small-Mid Cap Growth Equity 2.92M (4.72%) 2.68M
Increased by +91.85%
Mar 31, 25
4 iShares Core S&P Mid-Cap ETF 2.11M (3.41%) 396.00
Increased by +0.02%
May 29, 26
5 American Funds AMCAP A 2.10M (3.40%) -196.84K
Decreased by -9.36%
Dec 31, 25
6 Capital Group AMCAP Composite 2.10M (3.40%) -196.84K
Decreased by -9.36%
Dec 31, 25
7 VA CollegeAmerica Amcap 529A 2.04M (3.30%) -797.16K
Decreased by -39.10%
Sep 30, 24
8 Vanguard US Total Market Shares ETF 2.02M (3.27%) 1.50K
Increased by +0.07%
Sep 30, 24
9 Vanguard Total Stock Mkt Idx Inv 2.00M (3.24%) 9.21K
Increased by +0.46%
Apr 30, 26
10 American Funds Fundamental Invs A 1.69M (2.73%) 351.97K
Increased by +20.83%
Mar 31, 26
11 Capital Group Fundamental Invtrs Comp 1.69M (2.73%) 351.97K
Increased by +20.83%
Mar 31, 26
12 US Small-Cap Growth II Equity Comp 1.52M (2.47%) 1.52M
Increased by +100.00%
Jun 30, 23
13 T. Rowe Price US Mid-Cap Growth Equity 1.24M (2.01%) -1.00K
Decreased by -0.08%
Mar 31, 26
14 T. Rowe Price Mid-Cap Growth 1.24M (2.01%) -539.00
Decreased by -0.04%
Apr 30, 26
15 Eaton Vance Atlanta Capital SMID-Cap I 1.13M (1.83%) -14.53K
Decreased by -1.28%
Apr 30, 26
16 MFS Mid Cap Growth A 828.36K (1.34%) 0.00
Increased by 0.00%
Apr 30, 26
17 MFS Mid Cap Growth Equity 828.36K (1.34%) 81.24K
Increased by +9.81%
Mar 31, 26
18 JPMorgan Equity Premium Income ETF 803.50K (1.30%) 600.00
Increased by +0.07%
May 29, 26
19 Vanguard Small Cap Index 724.87K (1.17%) -1.60K
Decreased by -0.22%
Apr 30, 26
20 Vanguard Institutional Extnd Mkt Idx Tr 701.90K (1.14%) 6.86K
Increased by +0.98%
Apr 30, 26