Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XHB 3.39%
2 BELT 2.62%
3 FIXT 2.52%
4 PEZ 2.48%
5 FFLS 2.19%
6 FEMA 2.16%
7 FFND 2.03%
8 CGGO 1.55%
9 PAMC 1.25%
10 NBSM 1.11%
11 QMID 1.07%
12 NAIL 1.06%
13 RFG 0.95%
14 MMLG 0.79%
15 HOMZ 0.79%
16 IVOG 0.75%
17 IJK 0.75%
18 MDYG 0.73%
19 CLAW 0.67%
20 VNMC 0.58%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 16.00M (15.74%) -520.43K
Decreased by -3.25%
Jun 30, 24
2 Vanguard Group Inc 9.66M (9.50%) -54.40K
Decreased by -0.56%
Sep 30, 24
3 T. Rowe Price Associates, Inc. 9.15M (9.00%) 2.48M
Increased by +27.05%
Sep 30, 24
4 Capital Research Global Investors 7.53M (7.41%) -44.32K
Decreased by -0.59%
Sep 30, 24
5 Capital World Investors 6.22M (6.12%) -4.33M
Decreased by -69.65%
Sep 30, 24
6 FMR Inc 5.02M (4.94%) 1.29M
Increased by +25.74%
Sep 30, 24
7 WCM Investment Management 4.37M (4.30%) -119.15K
Decreased by -2.73%
Sep 30, 24
8 Berkshire Hathaway Inc 3.98M (3.91%) -802.13K
Decreased by -20.16%
Jun 30, 24
9 State Street Corp 3.77M (3.71%) 222.98K
Increased by +5.91%
Sep 30, 24
10 State Street Corporation 3.62M (3.57%) 42.89K
Increased by +1.18%
Mar 31, 24
11 Wasatch Advisors Inc. 2.54M (2.50%) -48.92K
Decreased by -1.92%
Sep 30, 23
12 Wasatch Advisors LP 2.25M (2.22%) 85.30K
Increased by +3.79%
Sep 30, 24
13 Lone Pine Capital LLC 2.16M (2.13%) -1.60M
Decreased by -73.88%
Sep 30, 23
14 Baillie Gifford & Co Limited. 2.10M (2.07%) -61.06K
Decreased by -2.90%
Sep 30, 24
15 Macquarie Group Ltd 2.04M (2.01%) 1.03K
Increased by +0.05%
Sep 30, 24
16 Sands Capital Management, LLC 1.85M (1.82%) -99.53K
Decreased by -5.38%
Sep 30, 24
17 Geode Capital Management, LLC 1.79M (1.76%) 24.51K
Increased by +1.37%
Sep 30, 24
18 Timucuan Asset Management Inc/FL 1.78M (1.75%) 23.93K
Increased by +1.34%
Sep 30, 24
19 Abdiel Capital Advisors LLC 1.73M (1.70%) 0.00
Increased by 0.00%
Sep 30, 24
20 Morgan Stanley - Brokerage Accounts 1.67M (1.65%) -2.01M
Decreased by -120.48%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Capital Group AMCAP Composite 5.61M (5.52%) -54.88K
Decreased by -0.98%
Sep 30, 24
2 VA CollegeAmerica Amcap 529A 5.61M (5.52%) -54.88K
Decreased by -0.98%
Sep 30, 24
3 American Funds Growth Fund of Amer A 4.27M (4.20%) -1.89M
Decreased by -44.19%
Sep 30, 24
4 Capital Group Growth Fnd of Amer Comp 4.27M (4.20%) -1.89M
Decreased by -44.19%
Sep 30, 24
5 iShares Core S&P Mid-Cap ETF 3.44M (3.39%) 0.00
Increased by 0.00%
Nov 30, 24
6 US Small-Cap Growth II Equity Comp 3.23M (3.18%) -11.49K
Decreased by -0.36%
Sep 30, 24
7 T. Rowe Price New Horizons 3.23M (3.18%) -2.10K
Decreased by -0.06%
Oct 31, 24
8 Vanguard Total Stock Mkt Idx Inv 3.20M (3.15%) -12.73K
Decreased by -0.40%
Oct 31, 24
9 American Funds SMALLCAP World A 2.87M (2.82%) -1.08M
Decreased by -37.49%
Sep 30, 24
10 Vanguard Small Cap Index 2.55M (2.51%) 5.00K
Increased by +0.20%
Oct 31, 24
11 T. Rowe Price US Growth Stock Composite 1.85M (1.82%) 817.58K
Increased by +44.25%
Sep 30, 24
12 BlackRock Mid-Cap Growth Equity Instl 1.67M (1.64%) -86.88K
Decreased by -5.20%
Oct 31, 24
13 Vanguard Institutional Extnd Mkt Idx Tr 1.59M (1.57%) -8.80K
Decreased by -0.55%
Oct 31, 24
14 T. Rowe Price Growth Stock 1.58M (1.55%) -267.67K
Decreased by -16.94%
Oct 31, 24
15 Fidelity Advisor® Growth Opps M 1.53M (1.51%) 223.90K
Increased by +14.59%
Nov 30, 23
16 Delaware Ivy Mid Cap Growth A 1.44M (1.42%) 0.00
Increased by 0.00%
Oct 31, 24
17 Vanguard Small Cap Growth Index Inv 1.40M (1.38%) -6.30K
Decreased by -0.45%
Oct 31, 24
18 American Funds New Economy A 1.38M (1.36%) 0.00
Increased by 0.00%
Sep 30, 24
19 Capital Group New Economy Comp 1.38M (1.36%) 0.00
Increased by 0.00%
Sep 30, 24
20 T. Rowe Price Growth Stock Tr-B 1.28M (1.26%) 587.69K
Increased by +45.77%
Sep 30, 24