Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XHB 3.60%
2 PEZ 2.34%
3 FEMA 2.19%
4 FIXT 2.18%
5 CGGO 1.55%
6 RFG 1.18%
7 NAIL 1.16%
8 MMLG 1.02%
9 MDYG 0.94%
10 IJK 0.94%
11 HOMZ 0.91%
12 IVOG 0.87%
13 FXD 0.83%
14 VNMC 0.76%
15 MIDE 0.66%
16 FNY 0.58%
17 QVMM 0.53%
18 SPMD 0.49%
19 IJH 0.49%
20 VBK 0.48%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 16.15M (16.05%) 5.61M
Increased by +34.75%
Dec 31, 23
2 Capital World Investors 11.91M (11.83%) 627.26K
Increased by +5.27%
Dec 31, 23
3 Vanguard Group Inc 9.66M (9.60%) 300.51K
Increased by +3.11%
Dec 31, 23
4 Capital Research Global Investors 6.54M (6.50%) 298.39K
Increased by +4.56%
Dec 31, 23
5 T. Rowe Price Associates, Inc. 6.29M (6.25%) -2.43M
Decreased by -38.66%
Dec 31, 23
6 Berkshire Hathaway Inc 4.78M (4.75%) 0.00
Increased by 0.00%
Dec 31, 23
7 WCM Investment Management 4.52M (4.49%) 46.96K
Increased by +1.04%
Dec 31, 23
8 FMR Inc 3.76M (3.74%) -843.05K
Decreased by -22.41%
Dec 31, 23
9 State Street Corporation 3.58M (3.56%) 1.45M
Increased by +40.52%
Dec 31, 23
10 Wasatch Advisors Inc. 2.54M (2.53%) -48.92K
Decreased by -1.92%
Sep 30, 23
11 Wasatch Advisors LP 2.53M (2.52%) -8.49K
Decreased by -0.33%
Dec 31, 23
12 JPMorgan Chase & Co 2.46M (2.45%) 630.02K
Increased by +25.59%
Dec 31, 23
13 Baillie Gifford & Co Limited. 2.35M (2.33%) -126.04K
Decreased by -5.37%
Dec 31, 23
14 BAMCO Inc 2.26M (2.24%) -72.24K
Decreased by -3.20%
Dec 31, 23
15 Sands Capital Management, LLC 2.24M (2.23%) -222.90K
Decreased by -9.95%
Dec 31, 23
16 Abdiel Capital Advisors LLC 2.23M (2.21%) -71.43K
Decreased by -3.21%
Sep 30, 23
17 Lone Pine Capital LLC 2.16M (2.15%) -1.60M
Decreased by -73.88%
Sep 30, 23
18 Timucuan Asset Management Inc/FL 2.06M (2.05%) -40.51K
Decreased by -1.97%
Dec 31, 23
19 Macquarie Group Ltd 1.98M (1.97%) 66.23K
Increased by +3.34%
Dec 31, 23
20 Morgan Stanley - Brokerage Accounts 1.89M (1.88%) -669.40K
Decreased by -35.37%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 6.16M (6.12%) 837.97K
Increased by +13.61%
Mar 31, 24
2 Capital Group Growth Fnd of Amer Comp 6.16M (6.12%) 837.97K
Increased by +13.61%
Mar 31, 24
3 Capital Group AMCAP Composite 5.97M (5.93%) 432.51K
Increased by +7.25%
Mar 31, 24
4 VA CollegeAmerica Amcap 529A 5.97M (5.93%) 432.51K
Increased by +7.25%
Mar 31, 24
5 American Funds SMALLCAP World A 3.99M (3.96%) -58.51K
Decreased by -1.47%
Mar 31, 24
6 iShares Core S&P Mid-Cap ETF 3.31M (3.29%) -590.00
Decreased by -0.02%
Apr 30, 24
7 Vanguard Total Stock Mkt Idx Inv 3.17M (3.15%) 11.28K
Increased by +0.36%
Mar 31, 24
8 T. Rowe Price New Horizons 2.96M (2.94%) -365.86K
Decreased by -12.37%
Mar 31, 24
9 US Small-Cap Growth II Equity Comp 2.96M (2.94%) -365.86K
Decreased by -12.37%
Mar 31, 24
10 Vanguard Small Cap Index 2.59M (2.57%) -21.42K
Decreased by -0.83%
Mar 31, 24
11 BlackRock Mid-Cap Growth Equity Instl 2.08M (2.07%) -145.64K
Decreased by -6.99%
Mar 31, 24
12 Vanguard Institutional Extnd Mkt Idx Tr 1.60M (1.59%) 18.59K
Increased by +1.17%
Mar 31, 24
13 Fidelity Advisor® Growth Opps M 1.53M (1.52%) 223.90K
Increased by +14.59%
Nov 30, 23
14 Vanguard Small Cap Growth Index Inv 1.47M (1.46%) 1.14K
Increased by +0.08%
Mar 31, 24
15 American Funds New Economy A 1.38M (1.37%) 33.37K
Increased by +2.41%
Mar 31, 24
16 Capital Group New Economy Comp 1.38M (1.37%) 33.37K
Increased by +2.41%
Mar 31, 24
17 Fidelity Advisor Growth Opps M 1.28M (1.27%) -250.80K
Decreased by -19.58%
Mar 31, 24
18 Delaware Ivy Mid Cap Growth A 1.19M (1.18%) 9.16K
Increased by +0.77%
Mar 31, 24
19 Sands Capital Select Growth TE Inst EQ 1.15M (1.15%) -112.08K
Decreased by -9.71%
Mar 31, 24
20 Baron Opp. Small Cap Growth Strategy 1.15M (1.14%) -100.00K
Decreased by -8.70%
Dec 31, 23