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 MID 3.05%
6 XMHQ 2.52%
7 FFTY 2.43%
8 FCUS 2.41%
9 CSMD 2.24%
10 CNAV 2.12%
11 PEZ 2.11%
12 COWG 1.89%
13 FPX 1.84%
14 QMOM 1.77%
15 XMMO 1.58%
16 AGIX 1.58%
17 XDAT 1.52%
18 PFUT 1.45%
19 XITK 1.09%
20 IVOG 1.05%

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 1.28M (3.29%) 672.00
Increased by +0.05%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 1.16M (2.97%) 2.62K
Increased by +0.23%
May 31, 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%) 0.00
Increased by 0.00%
May 31, 25
5 Vanguard US Growth Investor 924.46K (2.38%) 0.00
Increased by 0.00%
Mar 31, 25
6 Vanguard Small Cap Index 908.07K (2.33%) 4.22K
Increased by +0.47%
May 31, 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 591.01K (1.52%) 4.57K
Increased by +0.77%
May 31, 25
11 Vanguard Small Cap Growth Index Inv 500.28K (1.29%) -2.90K
Decreased by -0.58%
May 31, 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 404.19K (1.04%) -160.00
Decreased by -0.04%
May 31, 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 377.19K (0.97%) -2.74K
Decreased by -0.73%
May 31, 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 373.28K (0.96%) 537.00
Increased by +0.14%
May 31, 25