Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RISN 3.06%
2 XHB 2.75%
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 NAIL 0.96%
12 EQTY 0.92%
13 RFG 0.91%
14 FRTY 0.89%
15 QMID 0.81%
16 MMLG 0.79%
17 FFND 0.78%
18 MDYG 0.70%
19 CLAW 0.67%
20 AIEQ 0.64%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital Research Global Investors 11.41M (10.76%) -1.91M
Decreased by -16.75%
Mar 31, 25
2 BlackRock Inc 11.01M (10.38%) -4.68M
Decreased by -42.50%
Mar 31, 25
3 Vanguard Group Inc 10.17M (9.59%) 380.98K
Increased by +3.74%
Mar 31, 25
4 T. Rowe Price Associates, Inc. 6.84M (6.45%) 1.69M
Increased by +24.66%
Mar 31, 25
5 Capital World Investors 5.04M (4.75%) -486.33K
Decreased by -9.65%
Mar 31, 25
6 WCM Investment Management 4.37M (4.12%) -119.15K
Decreased by -2.73%
Sep 30, 24
7 FMR Inc 4.13M (3.90%) -456.20K
Decreased by -11.03%
Mar 31, 25
8 Berkshire Hathaway Inc 3.98M (3.75%) -802.13K
Decreased by -20.16%
Jun 30, 24
9 Morgan Stanley - Brokerage Accounts 3.89M (3.67%) 301.47K
Increased by +7.75%
Mar 31, 25
10 State Street Corp 3.77M (3.55%) -61.79K
Decreased by -1.64%
Mar 31, 25
11 State Street Corporation 3.62M (3.42%) 42.89K
Increased by +1.18%
Mar 31, 24
12 Principal Financial Group Inc 3.02M (2.85%) 1.56M
Increased by +51.55%
Mar 31, 25
13 Wasatch Advisors Inc. 2.54M (2.40%) -48.92K
Decreased by -1.92%
Sep 30, 23
14 Timucuan Asset Management Inc/FL 2.37M (2.23%) 575.52K
Increased by +24.32%
Mar 31, 25
15 Wasatch Advisors LP 2.28M (2.15%) 158.07K
Increased by +6.93%
Mar 31, 25
16 Lone Pine Capital LLC 2.16M (2.04%) -1.60M
Decreased by -73.88%
Sep 30, 23
17 Geode Capital Management, LLC 1.88M (1.78%) 92.78K
Increased by +4.93%
Mar 31, 25
18 Sands Capital Management, LLC 1.85M (1.75%) -99.53K
Decreased by -5.38%
Sep 30, 24
19 Marshall Wace Asset Management Ltd 1.82M (1.71%) 717.25K
Increased by +39.49%
Mar 31, 25
20 Turtle Creek Asset Management Inc. 1.78M (1.68%) 405.67K
Increased by +22.82%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 9.33M (8.80%) -221.93K
Decreased by -2.38%
Mar 31, 25
2 Capital Group Growth Fnd of Amer Comp 9.33M (8.80%) -221.93K
Decreased by -2.38%
Mar 31, 25
3 VA CollegeAmerica Amcap 529A 5.90M (5.56%) 287.04K
Increased by +4.86%
Dec 31, 24
4 American Funds AMCAP A 3.98M (3.75%) -1.92M
Decreased by -48.23%
Mar 31, 25
5 Capital Group AMCAP Composite 3.98M (3.75%) -1.92M
Decreased by -48.23%
Mar 31, 25
6 iShares Core S&P Mid-Cap ETF 3.47M (3.27%) -11.20K
Decreased by -0.32%
Apr 30, 25
7 Vanguard Total Stock Mkt Idx Inv 3.44M (3.25%) 45.77K
Increased by +1.33%
Apr 30, 25
8 Vanguard US Total Market Shares ETF 3.21M (3.03%) 2.47K
Increased by +0.08%
Sep 30, 24
9 Vanguard Small Cap Index 2.70M (2.54%) 15.91K
Increased by +0.59%
Apr 30, 25
10 T. Rowe Price New Horizons 2.65M (2.50%) 132.47K
Increased by +5.00%
Mar 31, 25
11 US Small-Cap Growth II Equity Comp 2.65M (2.50%) 296.19K
Increased by +11.18%
Mar 31, 25
12 American Funds SMALLCAP World A 2.44M (2.30%) 0.00
Increased by 0.00%
Mar 31, 25
13 Principal MidCap R5 2.37M (2.23%) 213.00K
Increased by +8.99%
Apr 30, 25
14 Principal Aligned MidCap Equity 2.19M (2.07%) 1.26M
Increased by +57.66%
Mar 31, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 1.66M (1.57%) 7.16K
Increased by +0.43%
Apr 30, 25
16 Fidelity Advisor® Growth Opps M 1.53M (1.45%) 223.90K
Increased by +14.59%
Nov 30, 23
17 Vanguard Small Cap Growth Index Inv 1.50M (1.42%) -1.95K
Decreased by -0.13%
Apr 30, 25
18 Capital Group New Economy Comp 1.48M (1.40%) 100.07K
Increased by +6.75%
Dec 31, 24
19 Delaware Ivy Mid Cap Growth A 1.44M (1.36%) 0.00
Increased by 0.00%
Oct 31, 24
20 T. Rowe Price Growth Stock 1.31M (1.23%) -474.00
Decreased by -0.04%
Mar 31, 25