Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GABF 9.21%
2 FCUS 4.47%
3 PFI 4.34%
4 TSME 2.02%
5 EHLS 1.75%
6 FESM 0.99%
7 FNY 0.87%
8 SFYX 0.82%
9 MSSM 0.65%
10 STXK 0.60%
11 RSSL 0.59%
12 UWM 0.47%
13 ISCG 0.46%
14 JKK 0.46%
15 GSSC 0.43%
16 FNX 0.43%
17 IWP 0.39%
18 SCHA 0.29%
19 JKJ 0.28%
20 ISCB 0.22%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital Research & Mgmt Co - Division 3 13.68M (13.54%) 3.01M
Increased by +21.96%
Mar 31, 25
2 Vanguard Group Inc 10.43M (10.33%) -115.28K
Decreased by -1.10%
Mar 31, 25
3 BlackRock Inc 9.98M (9.88%) 326.00K
Increased by +3.27%
Mar 31, 25
4 FMR Inc 7.74M (7.67%) 328.46K
Increased by +4.24%
Mar 31, 25
5 Atlantic Trust Group, LLC 3.72M (3.69%) -76.07K
Decreased by -2.04%
Dec 31, 24
6 Rubric Capital Management LP 2.65M (2.62%) 2.65M
Increased by +100.00%
Mar 31, 25
7 Great Mountain Partners LLC 2.56M (2.53%) 0.00
Increased by 0.00%
Sep 30, 24
8 Geode Capital Management, LLC 2.44M (2.42%) 53.73K
Increased by +2.20%
Mar 31, 25
9 Wellington Management Company LLP 2.35M (2.32%) 1.44M
Increased by +61.48%
Mar 31, 25
10 State Street Corp 2.34M (2.32%) -51.54K
Decreased by -2.20%
Mar 31, 25
11 State Street Corporation 2.21M (2.18%) 156.39K
Increased by +7.09%
Dec 31, 23
12 Artisan Partners Limited Partnership 2.12M (2.10%) 2.12M
Increased by +100.00%
Mar 31, 25
13 Hood River Capital Management LLC 2.07M (2.05%) 153.91K
Increased by +7.44%
Dec 31, 24
14 Frontier Capital Management CO Inc 2.03M (2.01%) 146.74K
Increased by +7.25%
Mar 31, 25
15 Westfield Capital Management Company, L.P. 1.89M (1.87%) -596.25K
Decreased by -31.51%
Mar 31, 25
16 Washington State Investment Board 1.86M (1.85%) -206.27K
Decreased by -11.06%
Mar 31, 25
17 Ensign Peak Advisors Inc 1.84M (1.82%) 1.27M
Increased by +69.33%
Mar 31, 25
18 Broad Bay Capital Management, LP 1.81M (1.79%) -590.50K
Decreased by -32.63%
Jun 30, 24
19 Ameriprise Financial Inc 1.79M (1.77%) -306.48K
Decreased by -17.14%
Dec 31, 24
20 Westfield Capital Management Company, LP 1.66M (1.64%) 773.02K
Increased by +46.57%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 3.71M (3.68%) 0.00
Increased by 0.00%
Jun 30, 25
2 Capital Group Growth Fnd of Amer Comp 3.71M (3.68%) 0.00
Increased by 0.00%
Jun 30, 25
3 Vanguard Total Stock Mkt Idx Inv 3.29M (3.26%) 2.05K
Increased by +0.06%
May 31, 25
4 Vanguard US Total Market Shares ETF 3.24M (3.21%) 234.47K
Increased by +7.24%
Sep 30, 24
5 American Funds AMCAP A 2.89M (2.86%) 0.00
Increased by 0.00%
Jun 30, 25
6 Capital Group AMCAP Composite 2.89M (2.86%) 0.00
Increased by 0.00%
Jun 30, 25
7 Fidelity Blue Chip Growth 2.75M (2.72%) 0.00
Increased by 0.00%
May 31, 25
8 American Funds Invmt Co of Amer A 2.74M (2.71%) 99.58K
Increased by +3.63%
Jun 30, 25
9 Capital Group Investment Co of Amer Comp 2.74M (2.71%) 99.58K
Increased by +3.63%
Jun 30, 25
10 Vanguard Small Cap Index 2.59M (2.56%) 12.10K
Increased by +0.47%
May 31, 25
11 iShares Russell 2000 ETF 2.55M (2.52%) 0.00
Increased by 0.00%
May 31, 25
12 American Funds American Balanced A 2.38M (2.35%) 1.21M
Increased by +50.77%
Jun 30, 25
13 Fidelity® Blue Chip Growth 1.90M (1.89%) 0.00
Increased by 0.00%
Nov 30, 23
14 Vanguard Institutional Extnd Mkt Idx Tr 1.60M (1.58%) 12.68K
Increased by +0.79%
May 31, 25
15 American Funds SMALLCAP World A 1.55M (1.54%) -66.20K
Decreased by -4.26%
Jun 30, 25
16 American Funds Fundamental Invs A 1.54M (1.52%) 1.54M
Increased by +100.00%
Jun 30, 25
17 Capital Group Fundamental Invtrs Comp 1.54M (1.52%) 1.54M
Increased by +100.00%
Jun 30, 25
18 Vanguard Small Cap Growth Index Inv 1.42M (1.41%) -8.87K
Decreased by -0.62%
May 31, 25
19 VA CollegeAmerica Amcap 529A 1.37M (1.36%) 633.02K
Increased by +46.06%
Sep 30, 24
20 Hood River Small-Cap Growth Instl 1.22M (1.21%) 99.12K
Increased by +8.10%
Dec 31, 24