Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JFWD 4.32%
2 HEAL 4.30%
3 EDOC 4.30%
4 AZTD 4.17%
5 JSML 4.01%
6 LGHT 3.84%
7 NEWZ 3.52%
8 EKG 3.48%
9 FMKT 3.17%
10 FDHT 3.00%
11 FMTM 2.92%
12 SMLL 2.79%
13 PTH 2.50%
14 RJMG 2.29%
15 FCUS 1.90%
16 QMOM 1.85%
17 FXH 1.60%
18 FCPI 1.59%
19 FMED 1.48%
20 IHF 1.43%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 14.93M (11.21%) 924.72K
Increased by +6.19%
Jun 30, 25
2 Vanguard Group Inc 12.75M (9.57%) 556.22K
Increased by +4.36%
Jun 30, 25
3 FMR Inc 11.10M (8.33%) -2.19M
Decreased by -19.72%
Jun 30, 25
4 William Blair Investment Management, LLC 5.22M (3.92%) 634.93K
Increased by +12.16%
Jun 30, 25
5 ClearBridge Advisors, LLC 5.19M (3.89%) 185.86K
Increased by +3.58%
Jun 30, 25
6 Capital World Investors 4.28M (3.21%) 2.89M
Increased by +67.62%
Jun 30, 25
7 State Street Corp 4.03M (3.02%) -17.50K
Decreased by -0.43%
Jun 30, 25
8 Baillie Gifford & Co Limited. 3.93M (2.95%) -189.14K
Decreased by -4.81%
Jun 30, 25
9 Geode Capital Management, LLC 3.64M (2.73%) 261.32K
Increased by +7.18%
Jun 30, 25
10 State Street Corporation 3.54M (2.66%) 161.24K
Increased by +4.55%
Mar 31, 24
11 Franklin Resources Inc 3.16M (2.37%) 1.11M
Increased by +35.04%
Jun 30, 25
12 Durable Capital Partners LP 2.89M (2.17%) -4.93M
Decreased by -170.74%
Dec 31, 24
13 Loomis, Sayles & Company LP 2.35M (1.76%) -37.20K
Decreased by -1.59%
Jun 30, 25
14 Renaissance Technologies Corp 2.22M (1.66%) -845.20K
Decreased by -38.15%
Jun 30, 25
15 T. Rowe Price Investment Management,Inc. 1.95M (1.46%) -1.13M
Decreased by -58.04%
Mar 31, 25
16 Amvescap Plc. 1.89M (1.42%) -75.01K
Decreased by -3.96%
Jun 30, 25
17 UBS Asset Mgmt Americas Inc 1.86M (1.39%) -109.56K
Decreased by -5.90%
Jun 30, 25
18 Edmond de Rothschild Holding S.A. 1.81M (1.36%) -167.70K
Decreased by -9.28%
Jun 30, 24
19 Fuller & Thaler Asset Management Inc 1.73M (1.30%) 150.57K
Increased by +8.70%
Mar 31, 25
20 Swedbank AB 1.66M (1.25%) -1.75M
Decreased by -105.17%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 4.35M (3.26%) 0.00
Increased by 0.00%
Aug 31, 25
2 Vanguard Total Stock Mkt Idx Inv 3.88M (2.92%) -94.40K
Decreased by -2.43%
Jul 31, 25
3 Vanguard Small Cap Index 2.99M (2.24%) -20.60K
Decreased by -0.69%
Jul 31, 25
4 American Funds Growth Fund of Amer A 2.83M (2.12%) 2.83M
Increased by +100.00%
Jun 30, 25
5 Capital Group Growth Fnd of Amer Comp 2.83M (2.12%) 2.83M
Increased by +100.00%
Jun 30, 25
6 Vanguard Explorer Inv 2.29M (1.72%) 87.54K
Increased by +3.82%
Jun 30, 25
7 Franklin Innovation Composite 2.11M (1.59%) 614.74K
Increased by +29.07%
Jun 30, 25
8 Baillie Gifford US Equity Growth 2.11M (1.59%) -73.84K
Decreased by -3.49%
Dec 31, 24
9 Franklin DynaTech A 2.00M (1.50%) 0.00
Increased by 0.00%
Jul 31, 25
10 Franklin DynaTech Fund A 2.00M (1.50%) 200.00K
Increased by +10.00%
May 31, 25
11 Vanguard US Growth Investor 1.90M (1.43%) -97.42K
Decreased by -5.13%
Jun 30, 25
12 Vanguard Small Cap Growth Index Inv 1.69M (1.27%) -1.65K
Decreased by -0.10%
Jul 31, 25
13 Fidelity Puritan 1.47M (1.10%) -435.00
Decreased by -0.03%
Apr 30, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 1.44M (1.08%) -624.88K
Decreased by -43.53%
Jul 31, 25
15 Swedbank Robur Globalfond A 1.40M (1.05%) 0.00
Increased by 0.00%
Jun 30, 24
16 Swedbank Robur Technology A 1.40M (1.05%) 0.00
Increased by 0.00%
Jan 31, 24
17 American Funds SMALLCAP World A 1.39M (1.04%) 0.00
Increased by 0.00%
Jun 30, 25
18 Smithson Investment Trust Ord 1.36M (1.02%) 0.00
Increased by 0.00%
May 31, 25
19 Fidelity Growth Strategies 1.33M (1.00%) 0.00
Increased by 0.00%
Aug 31, 24
20 Fidelity VIP Contrafund Initial 1.22M (0.92%) -294.90K
Decreased by -24.17%
Feb 28, 25