Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EDUT 6.98%
2 ZGEN 5.98%
3 IPO 4.62%
4 RFG 3.53%
5 CSMD 2.84%
6 MID 2.79%
7 FFTY 2.71%
8 PEZ 2.70%
9 FCUS 2.53%
10 XMHQ 2.52%
11 CNAV 2.40%
12 FPX 2.39%
13 COWG 2.37%
14 AGIX 2.07%
15 XMMO 2.02%
16 XDAT 1.92%
17 PFUT 1.90%
18 QMOM 1.69%
19 IVOG 1.33%
20 XITK 1.29%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 3.61M (9.28%) -38.19K
Decreased by -1.06%
Mar 31, 25
2 FMR Inc 3.56M (9.14%) -170.67K
Decreased by -4.80%
Mar 31, 25
3 Vanguard Group Inc 3.53M (9.08%) -10.38K
Decreased by -0.29%
Mar 31, 25
4 Baillie Gifford & Co Limited. 2.48M (6.37%) -262.35K
Decreased by -10.59%
Mar 31, 25
5 Durable Capital Partners LP 1.69M (4.35%) -625.01K
Decreased by -36.89%
Mar 31, 25
6 Capital World Investors 1.36M (3.48%) 1.36M
Increased by +100.00%
Mar 31, 25
7 Amvescap Plc. 1.35M (3.46%) 261.21K
Increased by +19.40%
Mar 31, 25
8 Dragoneer Investment Group, LLC 1.26M (3.23%) 191.94K
Increased by +15.28%
Mar 31, 25
9 T. Rowe Price Associates, Inc. 1.19M (3.06%) -149.40K
Decreased by -12.55%
Mar 31, 25
10 State Street Corp 1.16M (2.98%) 21.84K
Increased by +1.89%
Mar 31, 25
11 T. Rowe Price Investment Management,Inc. 990.90K (2.55%) 520.07K
Increased by +52.48%
Mar 31, 25
12 Whale Rock Capital Management LLC 907.05K (2.33%) -272.71K
Decreased by -30.07%
Mar 31, 25
13 AllianceBernstein L.P. 755.48K (1.94%) -10.44K
Decreased by -1.38%
Sep 30, 24
14 Geode Capital Management, LLC 736.60K (1.89%) 53.10K
Increased by +7.21%
Mar 31, 25
15 Morgan Stanley - Brokerage Accounts 692.39K (1.78%) 11.99K
Increased by +1.73%
Jun 30, 24
16 State Street Corporation 692.15K (1.78%) 14.59K
Increased by +2.11%
Mar 31, 24
17 Two Sigma Advisers, LLC 625.00K (1.61%) -50.50K
Decreased by -8.08%
Mar 31, 24
18 Gilder Gagnon Howe & CO LLC 610.62K (1.57%) -71.55K
Decreased by -11.72%
Mar 31, 25
19 General Atlantic Llc 580.64K (1.49%) 0.00
Increased by 0.00%
Sep 30, 23
20 Lord, Abbett & Co LLC 561.79K (1.44%) -74.19K
Decreased by -13.21%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.23M (3.16%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 1.15M (2.97%) 14.78K
Increased by +1.28%
Apr 30, 25
3 Baillie Gifford US Equity Growth 967.00K (2.48%) -30.44K
Decreased by -3.15%
Dec 31, 24
4 Fidelity Contrafund 943.26K (2.42%) 57.56K
Increased by +6.10%
Apr 30, 25
5 Vanguard US Growth Investor 924.46K (2.38%) 0.00
Increased by 0.00%
Mar 31, 25
6 Vanguard Small Cap Index 903.84K (2.32%) 5.39K
Increased by +0.60%
Apr 30, 25
7 American Funds Growth Fund of Amer A 879.91K (2.26%) 879.91K
Increased by +100.00%
Mar 31, 25
8 Capital Group Growth Fnd of Amer Comp 879.91K (2.26%) 879.91K
Increased by +100.00%
Mar 31, 25
9 iShares Russell 2000 ETF 691.24K (1.78%) -5.50K
Decreased by -0.80%
Apr 30, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 586.44K (1.51%) 3.05K
Increased by +0.52%
Apr 30, 25
11 Vanguard Small Cap Growth Index Inv 503.18K (1.29%) -601.00
Decreased by -0.12%
Apr 30, 25
12 T. Rowe Price Mid-Cap Growth 419.50K (1.08%) 199.60K
Increased by +47.58%
Mar 31, 25
13 T. Rowe Price US Mid-Cap Growth Equity 419.50K (1.08%) 419.50K
Increased by +100.00%
Mar 31, 25
14 Baillie Gifford American B Inc 404.35K (1.04%) -9.20K
Decreased by -2.28%
Apr 30, 25
15 T. Rowe Price Growth Stock 401.43K (1.03%) 82.25K
Increased by +20.49%
Mar 31, 25
16 T. Rowe Price US Growth Stock Composite 401.43K (1.03%) 78.68K
Increased by +19.60%
Mar 31, 25
17 BlackRock Mid-Cap Growth Equity Instl 379.92K (0.98%) 379.92K
Increased by +100.00%
Apr 30, 25
18 American Funds New Perspective A 376.00K (0.97%) 376.00K
Increased by +100.00%
Mar 31, 25
19 Capital Group New Perspective Comp 376.00K (0.97%) 376.00K
Increased by +100.00%
Mar 31, 25
20 Fidelity Contrafund Commingled Pl S 372.75K (0.96%) 23.15K
Increased by +6.21%
Apr 30, 25