Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EDUT 6.98%
2 ZGEN 5.98%
3 IPO 4.62%
4 MID 3.79%
5 RFG 3.53%
6 FCUS 2.99%
7 FFTY 2.88%
8 PEZ 2.70%
9 AGIX 2.34%
10 CSMD 2.19%
11 COWG 2.16%
12 FPX 2.03%
13 XMHQ 1.79%
14 XMMO 1.55%
15 FXD 1.19%
16 PFUT 1.12%
17 PEXL 1.11%
18 XITK 1.07%
19 FRTY 1.04%
20 AMOM 1.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.47M (9.55%) 976.45K
Increased by +28.11%
Jun 30, 24
2 Vanguard Group Inc 3.47M (9.55%) 14.71K
Increased by +0.42%
Sep 30, 24
3 Baillie Gifford & Co Limited. 3.20M (8.80%) -215.19K
Decreased by -6.72%
Sep 30, 24
4 Durable Capital Partners LP 3.03M (8.33%) 86.15K
Increased by +2.84%
Sep 30, 24
5 FMR Inc 2.66M (7.32%) 564.17K
Increased by +21.18%
Sep 30, 24
6 Dragoneer Investment Group, LLC 1.54M (4.23%) 557.65K
Increased by +36.24%
Sep 30, 24
7 Whale Rock Capital Management LLC 1.37M (3.76%) -51.85K
Decreased by -3.79%
Sep 30, 24
8 T. Rowe Price Associates, Inc. 1.33M (3.65%) 829.41K
Increased by +62.40%
Sep 30, 24
9 State Street Corp 1.08M (2.96%) 36.92K
Increased by +3.43%
Sep 30, 24
10 AllianceBernstein L.P. 755.48K (2.08%) -10.44K
Decreased by -1.38%
Sep 30, 24
11 Gilder Gagnon Howe & CO LLC 746.28K (2.05%) -36.56K
Decreased by -4.90%
Sep 30, 24
12 Amvescap Plc. 706.84K (1.94%) 1.07K
Increased by +0.15%
Sep 30, 24
13 Morgan Stanley - Brokerage Accounts 692.39K (1.90%) 11.99K
Increased by +1.73%
Jun 30, 24
14 State Street Corporation 692.15K (1.90%) 14.59K
Increased by +2.11%
Mar 31, 24
15 Foxhaven Asset Management, LP 687.12K (1.89%) -87.14K
Decreased by -12.68%
Sep 30, 24
16 Geode Capital Management, LLC 672.80K (1.85%) 16.48K
Increased by +2.45%
Sep 30, 24
17 Two Sigma Advisers, LLC 625.00K (1.72%) -50.50K
Decreased by -8.08%
Mar 31, 24
18 General Atlantic Llc 580.64K (1.60%) 0.00
Increased by 0.00%
Sep 30, 23
19 Lord, Abbett & Co LLC 561.79K (1.54%) -74.19K
Decreased by -13.21%
Mar 31, 24
20 Goldman Sachs Group Inc 527.02K (1.45%) 244.58K
Increased by +46.41%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.23M (3.39%) 920.00
Increased by +0.07%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 1.13M (3.12%) 5.64K
Increased by +0.50%
Feb 28, 25
3 Baillie Gifford US Equity Growth 967.00K (2.66%) -30.44K
Decreased by -3.15%
Dec 31, 24
4 Vanguard US Growth Investor 967.00K (2.66%) -92.89K
Decreased by -9.61%
Dec 31, 24
5 Vanguard Small Cap Index 919.23K (2.53%) 756.00
Increased by +0.08%
Feb 28, 25
6 Fidelity Contrafund 746.70K (2.05%) 0.00
Increased by 0.00%
Jan 31, 25
7 iShares Russell 2000 ETF 691.24K (1.90%) -5.50K
Decreased by -0.80%
Apr 30, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 575.93K (1.58%) 1.91K
Increased by +0.33%
Feb 28, 25
9 Vanguard Small Cap Growth Index Inv 516.29K (1.42%) -2.30K
Decreased by -0.45%
Feb 28, 25
10 Baillie Gifford American B Inc 430.84K (1.18%) -8.22K
Decreased by -1.91%
Jan 31, 25
11 Baillie Gifford Positive Change B Acc 356.75K (0.98%) 1.25K
Increased by +0.35%
Jan 31, 25
12 Baillie Gifford Positive Change 354.77K (0.98%) 0.00
Increased by 0.00%
Jan 31, 25
13 T. Rowe Price Integrated US SmCapGrEq 340.04K (0.93%) 189.60K
Increased by +55.76%
Dec 31, 24
14 Invesco Discovery A 331.36K (0.91%) 0.00
Increased by 0.00%
Jan 31, 25
15 Invesco OFI Small Cap Growth 331.36K (0.91%) 0.00
Increased by 0.00%
Dec 31, 24
16 T. Rowe Price Small-Cap Stock 326.00K (0.90%) -6.90K
Decreased by -2.12%
Sep 30, 23
17 T. Rowe Price US Small-Cap Core Equity 326.00K (0.90%) -6.90K
Decreased by -2.12%
Sep 30, 23
18 T. Rowe Price US Growth Stock Composite 322.75K (0.89%) 322.75K
Increased by +100.00%
Dec 31, 24
19 T. Rowe Price Growth Stock 319.28K (0.88%) -3.46K
Decreased by -1.09%
Jan 31, 25
20 AGF Global Select 316.87K (0.87%) 0.00
Increased by 0.00%
Oct 31, 24