Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GRW 5.60%
2 FCTE 5.14%
3 UTRN 4.02%
4 AQGX 3.69%
5 PXMG 3.62%
6 FINQ 3.30%
7 ZIG 3.27%
8 BIGD 3.15%
9 PTF 3.15%
10 KMID 2.66%
11 CWS 2.50%
12 USSE 2.42%
13 OPPX 2.41%
14 NUMG 2.39%
15 EQWM 2.37%
16 FCUS 2.34%
17 TMFX 2.15%
18 GGRW 2.10%
19 UPGD 2.07%
20 RYJ 2.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 2.96M (12.71%) 58.74K
Increased by +1.98%
Mar 31, 25
2 BlackRock Inc 2.34M (10.03%) -134.31K
Decreased by -5.74%
Mar 31, 25
3 State Street Corp 1.07M (4.59%) 5.12K
Increased by +0.48%
Mar 31, 25
4 State Street Corporation 1.01M (4.32%) -10.86K
Decreased by -1.08%
Mar 31, 24
5 T. Rowe Price Associates, Inc. 823.57K (3.53%) 3.68K
Increased by +0.45%
Mar 31, 25
6 Valley Forge Capital Management, LP 768.42K (3.30%) -15.70K
Decreased by -2.04%
Mar 31, 25
7 Geode Capital Management, LLC 698.79K (3.00%) 35.76K
Increased by +5.12%
Mar 31, 25
8 JPMorgan Chase & Co 580.20K (2.49%) -98.41K
Decreased by -16.96%
Mar 31, 25
9 International Assets Investment Management, LLC 538.36K (2.31%) 538.07K
Increased by +99.95%
Sep 30, 24
10 Morgan Stanley - Brokerage Accounts 453.01K (1.94%) 66.21K
Increased by +14.62%
Mar 31, 25
11 Principal Financial Group Inc 391.82K (1.68%) 26.81K
Increased by +6.84%
Mar 31, 25
12 American Century Companies Inc 386.62K (1.66%) 17.50K
Increased by +4.53%
Mar 31, 25
13 AllianceBernstein L.P. 318.95K (1.37%) -56.38K
Decreased by -17.68%
Dec 31, 24
14 Ako Capital Llp 317.73K (1.36%) 68.37K
Increased by +21.52%
Jun 30, 24
15 UBS Asset Mgmt Americas Inc 316.78K (1.36%) 72.52K
Increased by +22.89%
Mar 31, 25
16 AF Advisors, Inc. 280.60K (1.20%) -76.74K
Decreased by -27.35%
Mar 31, 25
17 T. Rowe Price Investment Management,Inc. 272.03K (1.17%) -47.18K
Decreased by -17.34%
Mar 31, 25
18 Neuberger Berman Group LLC 267.74K (1.15%) -53.99K
Decreased by -20.17%
Jun 30, 24
19 Franklin Resources Inc 266.65K (1.14%) -91.32K
Decreased by -34.25%
Dec 31, 24
20 Winslow Capital Management, LLC 266.41K (1.14%) 106.75K
Increased by +40.07%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 745.05K (3.20%) 856.00
Increased by +0.11%
May 31, 25
2 Vanguard US Total Market Shares ETF 736.83K (3.16%) -5.06K
Decreased by -0.69%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 694.47K (2.98%) 4.82K
Increased by +0.69%
May 31, 25
4 Vanguard Mid Cap Index Institutional 509.21K (2.18%) 4.88K
Increased by +0.96%
May 31, 25
5 Fidelity 500 Index 308.06K (1.32%) 1.33K
Increased by +0.43%
May 31, 25
6 Vanguard Small Cap Index 305.67K (1.31%) 1.18K
Increased by +0.39%
Nov 30, 23
7 SPDR® S&P 500 ETF 302.89K (1.30%) -4.34K
Decreased by -1.43%
Mar 31, 25
8 SPDR® S&P 500 ETF Trust 298.29K (1.28%) -2.37K
Decreased by -0.79%
Mar 31, 24
9 SPDR® S&P 500® ETF Trust 295.04K (1.27%) -1.51K
Decreased by -0.51%
Mar 31, 25
10 SPDR® S&P 500® ETF 293.50K (1.26%) -1.01K
Decreased by -0.34%
Jun 30, 25
11 Fidelity® 500 Index 289.65K (1.24%) 1.84K
Increased by +0.64%
Nov 30, 23
12 iShares Core S&P 500 ETF 288.23K (1.24%) 448.00
Increased by +0.16%
Jun 30, 25
13 Vanguard Growth Index Investor 268.21K (1.15%) 568.00
Increased by +0.21%
May 31, 25
14 JPMorgan Large Cap Growth I 234.72K (1.01%) 0.00
Increased by 0.00%
May 31, 25
15 Principal Aligned MidCap Equity 227.15K (0.97%) 3.54K
Increased by +1.56%
Jun 30, 25
16 Principal MidCap R5 227.15K (0.97%) -520.00
Decreased by -0.23%
Jun 30, 25
17 American Century US Premier Lg Cp Gr 225.00K (0.97%) 2.00K
Increased by +0.89%
Jun 30, 25
18 American Century Ultra® Inv 225.00K (0.97%) 2.00K
Increased by +0.89%
Jun 30, 25
19 The Technology Select Sector SPDR® ETF 193.49K (0.83%) 434.00
Increased by +0.22%
Jun 30, 25
20 Vanguard Mid-Cap Growth ETF 180.15K (0.77%) 479.00
Increased by +0.27%
May 31, 25