Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RISN 3.06%
2 XHB 2.95%
3 FIXT 2.52%
4 BELT 2.49%
5 PEZ 2.48%
6 FFLS 2.28%
7 FEMA 2.16%
8 CGGO 1.55%
9 ITB 1.38%
10 PAMC 1.25%
11 NBSM 1.11%
12 RFG 0.91%
13 NAIL 0.91%
14 FRTY 0.89%
15 QMID 0.82%
16 EQTY 0.81%
17 MMLG 0.79%
18 FFND 0.78%
19 MDYG 0.70%
20 HOMZ 0.68%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital Research Global Investors 11.41M (10.75%) -1.91M
Decreased by -16.75%
Mar 31, 25
2 BlackRock Inc 10.21M (9.62%) -804.71K
Decreased by -7.88%
Jun 30, 25
3 Vanguard Group Inc 10.15M (9.56%) -24.73K
Decreased by -0.24%
Jun 30, 25
4 T. Rowe Price Associates, Inc. 6.98M (6.58%) 143.53K
Increased by +2.06%
Jun 30, 25
5 Capital World Investors 5.04M (4.75%) 2.85K
Increased by +0.06%
Jun 30, 25
6 Principal Financial Group Inc 4.38M (4.13%) 1.36M
Increased by +31.02%
Jun 30, 25
7 WCM Investment Management 4.37M (4.12%) -119.15K
Decreased by -2.73%
Sep 30, 24
8 Berkshire Hathaway Inc 3.98M (3.75%) -802.13K
Decreased by -20.16%
Jun 30, 24
9 State Street Corp 3.81M (3.59%) 42.64K
Increased by +1.12%
Jun 30, 25
10 FMR Inc 3.76M (3.54%) -372.35K
Decreased by -9.90%
Jun 30, 25
11 Morgan Stanley - Brokerage Accounts 3.66M (3.45%) -234.08K
Decreased by -6.40%
Jun 30, 25
12 State Street Corporation 3.62M (3.41%) 42.89K
Increased by +1.18%
Mar 31, 24
13 Wasatch Advisors LP 2.72M (2.56%) 437.40K
Increased by +16.10%
Jun 30, 25
14 Timucuan Asset Management Inc/FL 2.58M (2.43%) 214.15K
Increased by +8.30%
Jun 30, 25
15 Wasatch Advisors Inc. 2.54M (2.40%) -48.92K
Decreased by -1.92%
Sep 30, 23
16 Turtle Creek Asset Management Inc. 2.26M (2.13%) 480.44K
Increased by +21.28%
Jun 30, 25
17 Steadfast Capital Management LLC 2.20M (2.07%) 2.20M
Increased by +100.00%
Jun 30, 25
18 Lone Pine Capital LLC 2.16M (2.04%) -1.60M
Decreased by -73.88%
Sep 30, 23
19 Geode Capital Management, LLC 1.89M (1.78%) 10.55K
Increased by +0.56%
Jun 30, 25
20 Sands Capital Management, LLC 1.85M (1.74%) -99.53K
Decreased by -5.38%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 VA CollegeAmerica Amcap 529A 5.90M (5.56%) 287.04K
Increased by +4.86%
Dec 31, 24
2 Principal MidCap R5 4.45M (4.19%) 1.25M
Increased by +28.01%
Jul 31, 25
3 iShares Core S&P Mid-Cap ETF 3.50M (3.30%) 0.00
Increased by 0.00%
Aug 31, 25
4 Vanguard Total Stock Mkt Idx Inv 3.39M (3.19%) -71.41K
Decreased by -2.11%
Jul 31, 25
5 Principal Aligned MidCap Equity 3.26M (3.07%) 1.07M
Increased by +32.76%
Jun 30, 25
6 American Funds Growth Fund of Amer A 3.22M (3.04%) -6.11M
Decreased by -189.71%
Jun 30, 25
7 Capital Group Growth Fnd of Amer Comp 3.22M (3.04%) -6.11M
Decreased by -189.71%
Jun 30, 25
8 Vanguard US Total Market Shares ETF 3.21M (3.03%) 2.47K
Increased by +0.08%
Sep 30, 24
9 American Funds SMALLCAP World A 2.95M (2.78%) 504.17K
Increased by +17.10%
Jun 30, 25
10 US Small-Cap Growth II Equity Comp 2.63M (2.47%) -23.30K
Decreased by -0.89%
Jun 30, 25
11 Vanguard Small Cap Index 2.61M (2.46%) -17.07K
Decreased by -0.65%
Jul 31, 25
12 T. Rowe Price New Horizons 2.36M (2.22%) -269.54K
Decreased by -11.44%
Jul 31, 25
13 Fidelity Advisor® Growth Opps M 1.53M (1.45%) 223.90K
Increased by +14.59%
Nov 30, 23
14 Vanguard Small Cap Growth Index Inv 1.47M (1.39%) -3.74K
Decreased by -0.25%
Jul 31, 25
15 Delaware Ivy Mid Cap Growth A 1.44M (1.36%) 0.00
Increased by 0.00%
Oct 31, 24
16 American Funds AMCAP A 1.31M (1.24%) -2.67M
Decreased by -203.59%
Jun 30, 25
17 Capital Group AMCAP Composite 1.31M (1.24%) -2.67M
Decreased by -203.59%
Jun 30, 25
18 T. Rowe Price US Growth Stock Composite 1.30M (1.23%) -3.56K
Decreased by -0.27%
Jun 30, 25
19 T. Rowe Price Growth Stock 1.29M (1.21%) -15.80K
Decreased by -1.23%
Jul 31, 25
20 Macquarie Mid Cap Growth A 1.24M (1.17%) 0.00
Increased by 0.00%
Jul 31, 25