Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XHB 2.89%
2 RISN 2.76%
3 FIXT 2.52%
4 BELT 2.49%
5 PEZ 2.48%
6 FFLS 2.19%
7 FEMA 2.16%
8 CGGO 1.55%
9 PAMC 1.25%
10 NBSM 1.11%
11 EQTY 0.98%
12 RFG 0.91%
13 NAIL 0.89%
14 FFND 0.86%
15 QMID 0.85%
16 MMLG 0.79%
17 MDYG 0.70%
18 CLAW 0.67%
19 HOMZ 0.62%
20 VNMC 0.58%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 15.69M (14.83%) -760.88K
Decreased by -4.85%
Dec 31, 24
2 Capital Research Global Investors 13.32M (12.58%) 5.78M
Increased by +43.44%
Dec 31, 24
3 Vanguard Group Inc 9.79M (9.25%) 133.77K
Increased by +1.37%
Dec 31, 24
4 Capital World Investors 5.52M (5.22%) -698.48K
Decreased by -12.64%
Dec 31, 24
5 T. Rowe Price Associates, Inc. 5.15M (4.87%) -4.00M
Decreased by -77.62%
Dec 31, 24
6 FMR Inc 4.59M (4.34%) -425.41K
Decreased by -9.27%
Dec 31, 24
7 WCM Investment Management 4.37M (4.13%) -119.15K
Decreased by -2.73%
Sep 30, 24
8 Berkshire Hathaway Inc 3.98M (3.76%) -802.13K
Decreased by -20.16%
Jun 30, 24
9 State Street Corp 3.83M (3.62%) 60.92K
Increased by +1.59%
Dec 31, 24
10 State Street Corporation 3.62M (3.42%) 42.89K
Increased by +1.18%
Mar 31, 24
11 Morgan Stanley - Brokerage Accounts 3.59M (3.39%) 1.92M
Increased by +53.41%
Dec 31, 24
12 Wasatch Advisors Inc. 2.54M (2.40%) -48.92K
Decreased by -1.92%
Sep 30, 23
13 Lone Pine Capital LLC 2.16M (2.04%) -1.60M
Decreased by -73.88%
Sep 30, 23
14 Wasatch Advisors LP 2.12M (2.00%) -131.10K
Decreased by -6.18%
Dec 31, 24
15 Sands Capital Management, LLC 1.85M (1.75%) -99.53K
Decreased by -5.38%
Sep 30, 24
16 Baillie Gifford & Co Limited. 1.84M (1.74%) -264.09K
Decreased by -14.36%
Dec 31, 24
17 Timucuan Asset Management Inc/FL 1.79M (1.69%) 7.33K
Increased by +0.41%
Dec 31, 24
18 Geode Capital Management, LLC 1.79M (1.69%) 153.00
Increased by +0.01%
Dec 31, 24
19 Abdiel Capital Advisors LLC 1.73M (1.63%) 0.00
Increased by 0.00%
Dec 31, 24
20 Macquarie Group Ltd 1.70M (1.60%) -344.79K
Decreased by -20.33%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 9.55M (9.03%) 5.28M
Increased by +55.30%
Dec 31, 24
2 Capital Group Growth Fnd of Amer Comp 9.55M (9.03%) 5.28M
Increased by +55.30%
Dec 31, 24
3 American Funds AMCAP A 5.90M (5.57%) 287.04K
Increased by +4.86%
Dec 31, 24
4 Capital Group AMCAP Composite 5.90M (5.57%) 287.04K
Increased by +4.86%
Dec 31, 24
5 VA CollegeAmerica Amcap 529A 5.90M (5.57%) 287.04K
Increased by +4.86%
Dec 31, 24
6 iShares Core S&P Mid-Cap ETF 3.50M (3.31%) 6.13K
Increased by +0.17%
Mar 31, 25
7 Vanguard Total Stock Mkt Idx Inv 3.21M (3.03%) 8.13K
Increased by +0.25%
Feb 28, 25
8 Vanguard Small Cap Index 2.60M (2.46%) 2.12K
Increased by +0.08%
Feb 28, 25
9 T. Rowe Price New Horizons 2.52M (2.38%) 164.40K
Increased by +6.53%
Feb 28, 25
10 American Funds SMALLCAP World A 2.44M (2.31%) -425.54K
Decreased by -17.42%
Dec 31, 24
11 US Small-Cap Growth II Equity Comp 2.35M (2.22%) -878.19K
Decreased by -37.32%
Dec 31, 24
12 T. Rowe Price US Growth Stock Composite 1.85M (1.75%) 817.58K
Increased by +44.25%
Sep 30, 24
13 Vanguard Institutional Extnd Mkt Idx Tr 1.63M (1.54%) 2.25K
Increased by +0.14%
Feb 28, 25
14 Fidelity Advisor® Growth Opps M 1.53M (1.45%) 223.90K
Increased by +14.59%
Nov 30, 23
15 American Funds New Economy A 1.48M (1.40%) 100.07K
Increased by +6.75%
Dec 31, 24
16 Capital Group New Economy Comp 1.48M (1.40%) 100.07K
Increased by +6.75%
Dec 31, 24
17 Vanguard Small Cap Growth Index Inv 1.46M (1.38%) -5.28K
Decreased by -0.36%
Feb 28, 25
18 Delaware Ivy Mid Cap Growth A 1.44M (1.36%) 0.00
Increased by 0.00%
Oct 31, 24
19 T. Rowe Price Growth Stock 1.31M (1.24%) 511.42K
Increased by +39.12%
Feb 28, 25
20 T. Rowe Price Growth Stock Tr-B 1.28M (1.21%) 587.69K
Increased by +45.77%
Sep 30, 24