Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XHB 3.17%
2 FIXT 2.52%
3 BELT 2.49%
4 PEZ 2.48%
5 FEMA 2.16%
6 CGGO 1.55%
7 PAMC 1.25%
8 FFLS 1.14%
9 NBSM 1.11%
10 NAIL 1.07%
11 FFND 1.04%
12 QMID 1.00%
13 RFG 0.91%
14 MMLG 0.79%
15 HOMZ 0.73%
16 MDYG 0.70%
17 CLAW 0.67%
18 VNMC 0.58%
19 MIDE 0.53%
20 IQSM 0.51%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 16.45M (15.58%) 456.92K
Increased by +2.78%
Sep 30, 24
2 Capital Research Global Investors 13.32M (12.61%) 5.78M
Increased by +43.44%
Dec 31, 24
3 Vanguard Group Inc 9.79M (9.27%) 133.77K
Increased by +1.37%
Dec 31, 24
4 T. Rowe Price Associates, Inc. 9.15M (8.67%) 2.48M
Increased by +27.05%
Sep 30, 24
5 Capital World Investors 5.52M (5.23%) -698.48K
Decreased by -12.64%
Dec 31, 24
6 FMR Inc 5.02M (4.75%) 1.29M
Increased by +25.74%
Sep 30, 24
7 WCM Investment Management 4.37M (4.14%) -119.15K
Decreased by -2.73%
Sep 30, 24
8 Berkshire Hathaway Inc 3.98M (3.77%) -802.13K
Decreased by -20.16%
Jun 30, 24
9 State Street Corp 3.77M (3.57%) 222.98K
Increased by +5.91%
Sep 30, 24
10 State Street Corporation 3.62M (3.43%) 42.89K
Increased by +1.18%
Mar 31, 24
11 JPMorgan Chase & Co 3.24M (3.06%) 446.66K
Increased by +13.81%
Sep 30, 24
12 Wasatch Advisors Inc. 2.54M (2.41%) -48.92K
Decreased by -1.92%
Sep 30, 23
13 Wasatch Advisors LP 2.25M (2.13%) 85.30K
Increased by +3.79%
Sep 30, 24
14 Lone Pine Capital LLC 2.16M (2.05%) -1.60M
Decreased by -73.88%
Sep 30, 23
15 Macquarie Group Ltd 2.04M (1.93%) 1.03K
Increased by +0.05%
Sep 30, 24
16 Sands Capital Management, LLC 1.85M (1.75%) -99.53K
Decreased by -5.38%
Sep 30, 24
17 Baillie Gifford & Co Limited. 1.84M (1.74%) -264.09K
Decreased by -14.36%
Dec 31, 24
18 Timucuan Asset Management Inc/FL 1.79M (1.70%) 7.33K
Increased by +0.41%
Dec 31, 24
19 Geode Capital Management, LLC 1.79M (1.70%) 24.51K
Increased by +1.37%
Sep 30, 24
20 Abdiel Capital Advisors LLC 1.73M (1.64%) 0.00
Increased by 0.00%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 9.55M (9.05%) 5.28M
Increased by +55.30%
Dec 31, 24
2 Capital Group Growth Fnd of Amer Comp 9.55M (9.05%) 5.28M
Increased by +55.30%
Dec 31, 24
3 American Funds AMCAP A 5.90M (5.59%) 287.04K
Increased by +4.86%
Dec 31, 24
4 Capital Group AMCAP Composite 5.90M (5.59%) 287.04K
Increased by +4.86%
Dec 31, 24
5 VA CollegeAmerica Amcap 529A 5.90M (5.59%) 287.04K
Increased by +4.86%
Dec 31, 24
6 iShares Core S&P Mid-Cap ETF 3.50M (3.31%) -912.00
Decreased by -0.03%
Jan 31, 25
7 Vanguard Total Stock Mkt Idx Inv 3.19M (3.02%) 2.97K
Increased by +0.09%
Dec 31, 24
8 Vanguard Small Cap Index 2.59M (2.46%) 25.71K
Increased by +0.99%
Dec 31, 24
9 American Funds SMALLCAP World A 2.44M (2.31%) -425.54K
Decreased by -17.42%
Dec 31, 24
10 T. Rowe Price New Horizons 2.35M (2.23%) 0.00
Increased by 0.00%
Dec 31, 24
11 US Small-Cap Growth II Equity Comp 2.35M (2.23%) -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%) 22.96K
Increased by +1.41%
Dec 31, 24
14 T. Rowe Price Growth Stock 1.56M (1.47%) -22.33K
Decreased by -1.43%
Nov 30, 24
15 Fidelity Advisor® Growth Opps M 1.53M (1.45%) 223.90K
Increased by +14.59%
Nov 30, 23
16 American Funds New Economy A 1.48M (1.40%) 100.07K
Increased by +6.75%
Dec 31, 24
17 Capital Group New Economy Comp 1.48M (1.40%) 100.07K
Increased by +6.75%
Dec 31, 24
18 Vanguard Small Cap Growth Index Inv 1.47M (1.39%) 56.31K
Increased by +3.83%
Dec 31, 24
19 Delaware Ivy Mid Cap Growth A 1.44M (1.37%) 0.00
Increased by 0.00%
Oct 31, 24
20 T. Rowe Price Growth Stock Tr-B 1.28M (1.22%) 587.69K
Increased by +45.77%
Sep 30, 24