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 IWO 0.95%
8 FNY 0.87%
9 SFYX 0.82%
10 ISCG 0.66%
11 MSSM 0.64%
12 STXK 0.60%
13 RSSL 0.59%
14 JKK 0.52%
15 IWM 0.48%
16 UWM 0.47%
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 9.65M (9.54%) 1.84M
Increased by +19.06%
Dec 31, 24
4 FMR Inc 7.41M (7.33%) -185.56K
Decreased by -2.50%
Dec 31, 24
5 Atlantic Trust Group, LLC 3.72M (3.68%) -76.07K
Decreased by -2.04%
Dec 31, 24
6 Great Mountain Partners LLC 2.56M (2.53%) 0.00
Increased by 0.00%
Sep 30, 24
7 Westfield Capital Management Company, L.P. 2.49M (2.46%) 828.67K
Increased by +33.30%
Dec 31, 24
8 State Street Corp 2.39M (2.37%) 67.83K
Increased by +2.83%
Dec 31, 24
9 Geode Capital Management, LLC 2.39M (2.36%) 674.00
Increased by +0.03%
Dec 31, 24
10 State Street Corporation 2.21M (2.18%) 156.39K
Increased by +7.09%
Dec 31, 23
11 Washington State Investment Board 2.07M (2.05%) -4.35M
Decreased by -210.14%
Dec 31, 24
12 Hood River Capital Management LLC 2.07M (2.05%) 153.91K
Increased by +7.44%
Dec 31, 24
13 Frontier Capital Management CO Inc 1.88M (1.86%) -375.31K
Decreased by -19.98%
Dec 31, 24
14 Broad Bay Capital Management, LP 1.81M (1.79%) -590.50K
Decreased by -32.63%
Jun 30, 24
15 Ameriprise Financial Inc 1.79M (1.77%) -306.48K
Decreased by -17.14%
Dec 31, 24
16 Westfield Capital Management Company, LP 1.66M (1.64%) 773.02K
Increased by +46.57%
Sep 30, 24
17 Two Sigma Advisers, LLC 1.31M (1.29%) 256.80K
Increased by +19.67%
Dec 31, 24
18 NORGES BANK 1.28M (1.26%) 125.07K
Increased by +9.81%
Dec 31, 24
19 Royce & Associates, LP 1.27M (1.25%) 143.09K
Increased by +11.30%
Sep 30, 23
20 JPMorgan Chase & Co 1.23M (1.22%) -1.08M
Decreased by -87.69%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.23M (3.20%) 7.11K
Increased by +0.22%
Feb 28, 25
2 Vanguard Small Cap Index 2.62M (2.59%) 2.17K
Increased by +0.08%
Feb 28, 25
3 iShares Russell 2000 ETF 2.61M (2.58%) -30.73K
Decreased by -1.18%
Feb 28, 25
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 Fidelity Blue Chip Growth 1.59M (1.57%) 120.10K
Increased by +7.54%
Jan 31, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 1.56M (1.54%) 4.74K
Increased by +0.30%
Feb 28, 25
14 Vanguard Small Cap Growth Index Inv 1.47M (1.45%) -8.36K
Decreased by -0.57%
Feb 28, 25
15 VA CollegeAmerica Amcap 529A 1.37M (1.36%) 633.02K
Increased by +46.06%
Sep 30, 24
16 Hood River Small-Cap Growth Instl 1.22M (1.21%) 99.12K
Increased by +8.10%
Dec 31, 24
17 Fidelity® Small Cap Growth 1.20M (1.18%) -1.45K
Decreased by -0.12%
Oct 31, 23
18 Fidelity Small Cap Index 1.02M (1.01%) -8.12K
Decreased by -0.80%
Dec 31, 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 904.50K (0.89%) -1.07K
Decreased by -0.12%
Feb 28, 25