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 IWO 0.85%
9 SFYX 0.82%
10 MSSM 0.79%
11 ISCG 0.66%
12 STXK 0.60%
13 RSSL 0.59%
14 JKK 0.52%
15 UWM 0.47%
16 IWM 0.44%
17 GSSC 0.43%
18 FNX 0.43%
19 ISCB 0.33%
20 SCHA 0.29%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital Research & Mgmt Co - Division 3 10.68M (10.55%) 3.03M
Increased by +28.42%
Dec 31, 24
2 Vanguard Group Inc 10.55M (10.43%) 184.73K
Increased by +1.75%
Dec 31, 24
3 BlackRock Inc 7.81M (7.72%) 650.25K
Increased by +8.32%
Sep 30, 24
4 FMR Inc 7.60M (7.51%) -1.15M
Decreased by -15.09%
Sep 30, 24
5 Washington State Investment Board 6.42M (6.35%) -1.88M
Decreased by -29.34%
Sep 30, 24
6 Atlantic Trust Group, LLC 3.80M (3.76%) 298.94K
Increased by +7.87%
Sep 30, 24
7 Great Mountain Partners LLC 2.56M (2.53%) 0.00
Increased by 0.00%
Sep 30, 24
8 Westfield Capital Management Company, L.P. 2.49M (2.46%) 828.67K
Increased by +33.30%
Dec 31, 24
9 Geode Capital Management, LLC 2.39M (2.36%) 61.90K
Increased by +2.59%
Sep 30, 24
10 State Street Corp 2.33M (2.30%) 38.28K
Increased by +1.65%
Sep 30, 24
11 JPMorgan Chase & Co 2.31M (2.28%) 364.50K
Increased by +15.78%
Sep 30, 24
12 State Street Corporation 2.21M (2.18%) 156.39K
Increased by +7.09%
Dec 31, 23
13 Ameriprise Financial Inc 2.09M (2.07%) 495.15K
Increased by +23.64%
Sep 30, 24
14 Morgan Stanley - Brokerage Accounts 1.95M (1.93%) -2.89M
Decreased by -148.43%
Sep 30, 24
15 Hood River Capital Management LLC 1.92M (1.89%) -1.14M
Decreased by -59.60%
Sep 30, 24
16 Frontier Capital Management CO Inc 1.88M (1.86%) -375.31K
Decreased by -19.98%
Dec 31, 24
17 Broad Bay Capital Management, LP 1.81M (1.79%) -590.50K
Decreased by -32.63%
Jun 30, 24
18 Westfield Capital Management Company, LP 1.66M (1.64%) 773.02K
Increased by +46.57%
Sep 30, 24
19 Driehaus Capital Management LLC 1.34M (1.33%) -215.87K
Decreased by -16.09%
Sep 30, 24
20 NORGES BANK 1.28M (1.26%) 125.07K
Increased by +9.81%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.22M (3.18%) 2.97K
Increased by +0.09%
Dec 31, 24
2 iShares Russell 2000 ETF 2.76M (2.73%) -20.95K
Decreased by -0.76%
Jan 31, 25
3 Vanguard Small Cap Index 2.61M (2.58%) 32.66K
Increased by +1.25%
Dec 31, 24
4 American Funds Growth Fund of Amer A 2.44M (2.41%) 0.00
Increased by 0.00%
Dec 31, 24
5 Capital Group Growth Fnd of Amer Comp 2.44M (2.41%) 0.00
Increased by 0.00%
Dec 31, 24
6 American Funds AMCAP A 2.42M (2.39%) 1.04M
Increased by +43.13%
Dec 31, 24
7 Capital Group AMCAP Composite 2.42M (2.39%) 1.04M
Increased by +43.13%
Dec 31, 24
8 American Funds Invmt Co of Amer A 2.09M (2.07%) 1.18M
Increased by +56.29%
Dec 31, 24
9 Capital Group Investment Co of Amer Comp 2.09M (2.07%) 1.18M
Increased by +56.29%
Dec 31, 24
10 Fidelity® Blue Chip Growth 1.90M (1.88%) 0.00
Increased by 0.00%
Nov 30, 23
11 American Funds SMALLCAP World A 1.74M (1.72%) -76.70K
Decreased by -4.41%
Dec 31, 24
12 Vanguard Institutional Extnd Mkt Idx Tr 1.55M (1.53%) 21.32K
Increased by +1.37%
Dec 31, 24
13 Vanguard Small Cap Growth Index Inv 1.48M (1.46%) 60.41K
Increased by +4.08%
Dec 31, 24
14 Fidelity Blue Chip Growth 1.47M (1.46%) -50.10K
Decreased by -3.40%
Dec 31, 24
15 VA CollegeAmerica Amcap 529A 1.37M (1.36%) 633.02K
Increased by +46.06%
Sep 30, 24
16 Fidelity® Small Cap Growth 1.20M (1.18%) -1.45K
Decreased by -0.12%
Oct 31, 23
17 Hood River Small-Cap Growth Instl 1.12M (1.11%) -562.30K
Decreased by -50.02%
Sep 30, 24
18 Fidelity Small Cap Index 1.03M (1.02%) -7.55K
Decreased by -0.73%
Nov 30, 24
19 Fidelity® Small Cap Index 958.34K (0.95%) 26.76K
Increased by +2.79%
Oct 31, 23
20 iShares Russell 2000 Growth ETF 907.05K (0.90%) -4.25K
Decreased by -0.47%
Jan 31, 25