Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GABF 9.21%
2 CTEF 4.86%
3 FCUS 4.47%
4 PFI 4.34%
5 CGGG 3.68%
6 FRTY 3.03%
7 XAR 3.01%
8 SSMG 2.88%
9 BCUS 2.85%
10 MISL 2.84%
11 HYP 2.68%
12 TSME 2.41%
13 CNAV 2.17%
14 SFYX 2.16%
15 ITA 2.09%
16 SGRW 1.95%
17 TOGA 1.76%
18 EHLS 1.75%
19 WBIL 1.70%
20 FEMD 1.69%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital Research & Mgmt Co - Division 3 11.83M (11.69%) -1.90M
Decreased by -16.06%
Mar 31, 26
2 Capital World Investors 11.65M (11.51%) 2.73M
Increased by +23.44%
Mar 31, 26
3 Vanguard Group Inc 9.77M (9.65%) -198.12K
Decreased by -2.03%
Dec 31, 25
4 BlackRock Inc 6.18M (6.11%) -616.12K
Decreased by -9.97%
Dec 31, 25
5 FMR Inc 5.39M (5.33%) -660.47K
Decreased by -12.25%
Dec 31, 25
6 Atlantic Trust Group, LLC 3.72M (3.68%) -76.07K
Decreased by -2.04%
Dec 31, 24
7 Capital Research Global Investors 2.87M (2.84%) 2.87M
Increased by +100.00%
Mar 31, 26
8 Westfield Capital Management Company, L.P. 2.85M (2.81%) 497.60K
Increased by +17.47%
Mar 31, 26
9 Wellington Management Company LLP 2.65M (2.62%) 472.60K
Increased by +17.85%
Dec 31, 25
10 Rubric Capital Management LP 2.58M (2.55%) -1.12M
Decreased by -43.62%
Mar 31, 26
11 Great Mountain Partners LLC 2.56M (2.53%) 0.00
Increased by 0.00%
Sep 30, 24
12 Ensign Peak Advisors Inc 2.36M (2.34%) -417.43K
Decreased by -17.66%
Dec 31, 25
13 DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main 2.35M (2.32%) 612.87K
Increased by +26.09%
Dec 31, 25
14 Baillie Gifford & Co Limited. 2.29M (2.26%) -141.37K
Decreased by -6.18%
Dec 31, 25
15 State Street Corporation 2.21M (2.18%) 156.39K
Increased by +7.09%
Dec 31, 23
16 Hood River Capital Management LLC 2.07M (2.05%) 153.91K
Increased by +7.44%
Dec 31, 24
17 Geode Capital Management, LLC 2.00M (1.98%) 71.27K
Increased by +3.55%
Dec 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 State Street Corp 1.75M (1.72%) 20.38K
Increased by +1.17%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 6.17M (6.10%) 1.45M
Increased by +23.55%
Mar 31, 26
2 Capital Group Growth Fnd of Amer Comp 6.17M (6.10%) 1.45M
Increased by +23.55%
Mar 31, 26
3 American Funds Fundamental Invs A 5.13M (5.07%) 2.54M
Increased by +49.42%
Mar 31, 26
4 Capital Group Fundamental Invtrs Comp 5.13M (5.07%) 2.54M
Increased by +49.42%
Mar 31, 26
5 Vanguard Total Stock Mkt Idx Inv 3.26M (3.22%) 9.14K
Increased by +0.28%
Mar 31, 26
6 Vanguard US Total Market Shares ETF 3.24M (3.20%) 234.47K
Increased by +7.24%
Sep 30, 24
7 American Funds American Balanced A 2.97M (2.94%) -26.23K
Decreased by -0.88%
Mar 31, 26
8 American Funds New Perspective A 2.96M (2.93%) 145.47K
Increased by +4.91%
Mar 31, 26
9 Capital Group New Perspective Comp 2.96M (2.93%) 145.47K
Increased by +4.91%
Mar 31, 26
10 American Funds Invmt Co of Amer A 2.74M (2.71%) 0.00
Increased by 0.00%
Mar 31, 26
11 Capital Group Investment Co of Amer Comp 2.74M (2.71%) 0.00
Increased by 0.00%
Mar 31, 26
12 iShares Russell 2000 ETF 2.55M (2.52%) 0.00
Increased by 0.00%
May 31, 25
13 Vanguard Small Cap Index 2.37M (2.34%) 38.79K
Increased by +1.64%
Mar 31, 26
14 Fidelity Blue Chip Growth 2.18M (2.15%) 0.00
Increased by 0.00%
Mar 31, 26
15 Fidelity Blue Chip Growth Composite 2.18M (2.15%) 2.18M
Increased by +100.00%
Mar 31, 26
16 Fidelity® Blue Chip Growth 1.90M (1.88%) 0.00
Increased by 0.00%
Nov 30, 23
17 American Funds SMALLCAP World A 1.47M (1.45%) -85.71K
Decreased by -5.84%
Mar 31, 26
18 American Funds IS® Growth 1 1.40M (1.38%) 107.07K
Increased by +7.67%
Mar 31, 26
19 Capital Group Growth Composite 1.40M (1.38%) 107.07K
Increased by +7.67%
Mar 31, 26
20 UniGlobal Vorsorge 1.39M (1.37%) 1.39M
Increased by +100.00%
Mar 31, 26