Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RW 6.80%
2 EPRE 6.53%
3 GRW 4.85%
4 XKFF 4.75%
5 CWS 4.32%
6 MISL 4.24%
7 BCIL 3.99%
8 ROKT 3.72%
9 DVGR 3.59%
10 OAIM 3.55%
11 OAIM 3.41%
12 MDCP 3.41%
13 RULE 3.35%
14 NBDS 3.33%
15 IPAV 3.27%
16 AWEG 3.12%
17 IPAV 3.10%
18 XAR 3.04%
19 QIDX 2.67%
20 JSMD 2.60%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Wealthfront Advisers LLC 22.23M (17.95%) 22.23M
Increased by +99.98%
Dec 31, 24
2 BlackRock Inc 4.11M (3.32%) 185.52K
Increased by +4.51%
Mar 31, 26
3 Vanguard Group Inc 3.95M (3.19%) -82.99K
Decreased by -2.10%
Dec 31, 25
4 Capital Research & Mgmt Co - Division 3 2.66M (2.15%) 2.22M
Increased by +83.58%
Mar 31, 26
5 Capital World Investors 2.36M (1.91%) -2.35M
Decreased by -99.18%
Mar 31, 26
6 Vanguard Portfolio Management, LLC 2.24M (1.80%) 2.24M
Increased by +100.00%
Mar 31, 26
7 State Street Corp 1.74M (1.40%) 183.81K
Increased by +10.57%
Mar 31, 26
8 State Street Corporation 1.54M (1.24%) 6.63K
Increased by +0.43%
Mar 31, 24
9 FMR Inc 1.52M (1.23%) 1.28M
Increased by +84.22%
Mar 31, 26
10 Vanguard Capital Management, LLC 1.33M (1.08%) 1.33M
Increased by +100.00%
Mar 31, 26
11 Lazard Asset Management LLC 1.04M (0.84%) -45.64K
Decreased by -4.40%
Mar 31, 25
12 Morgan Stanley - Brokerage Accounts 1.02M (0.83%) -34.38K
Decreased by -3.36%
Mar 31, 26
13 AGF Management Ltd 937.68K (0.76%) -27.76K
Decreased by -2.96%
Dec 31, 24
14 UBS Group AG 899.23K (0.73%) 4.53K
Increased by +0.50%
Mar 31, 26
15 Two Sigma Investments LLC 801.13K (0.65%) 269.56K
Increased by +33.65%
Mar 31, 26
16 Geode Capital Management, LLC 790.35K (0.64%) 24.95K
Increased by +3.16%
Mar 31, 26
17 Diamant Asset Management Inc 763.65K (0.62%) 760.69K
Increased by +99.61%
Mar 31, 26
18 Nuveen, LLC 751.61K (0.61%) 38.13K
Increased by +5.07%
Mar 31, 26
19 American Century Companies Inc 731.65K (0.59%) -48.09K
Decreased by -6.57%
Mar 31, 26
20 JPMorgan Chase & Co 698.92K (0.56%) 360.09K
Increased by +51.52%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fd of Amer A 1.60M (1.29%) 0.00
Increased by 0.00%
Jun 30, 26
2 American Funds Growth Fund of Amer A 1.60M (1.29%) -84.28K
Decreased by -5.26%
Mar 31, 26
3 Capital Group Growth Fnd of Amer Comp 1.60M (1.29%) -84.28K
Decreased by -5.26%
Mar 31, 26
4 Capital Group New Perspective Comp 1.35M (1.09%) -54.67K
Decreased by -4.04%
Mar 31, 26
5 American Funds New Perspective A 946.57K (0.76%) -405.13K
Decreased by -42.80%
Jun 30, 26
6 Vanguard Mid Cap Index Institutional 898.37K (0.73%) 1.71K
Increased by +0.19%
Jun 30, 26
7 Vanguard Total Stock Mkt Idx Inv 817.54K (0.66%) 8.89K
Increased by +1.09%
Jun 30, 26
8 American Funds Washington Mutual A 770.07K (0.62%) 0.00
Increased by 0.00%
Jun 30, 26
9 Capital Group Wash Mutual Invtrs Comp 770.07K (0.62%) 0.00
Increased by 0.00%
Mar 31, 26
10 Fidelity Advisor Intl Cap App I 697.26K (0.56%) -32.68K
Decreased by -4.69%
May 31, 26
11 Vanguard Windsor™ II Inv 692.98K (0.56%) -7.45K
Decreased by -1.07%
Mar 31, 25
12 Vanguard US Total Market Shares ETF 681.72K (0.55%) 0.00
Increased by 0.00%
Sep 30, 24
13 American Funds American Balanced A 639.44K (0.52%) 0.00
Increased by 0.00%
Jun 30, 24
14 BlackRock Mid-Cap Growth Equity Instl 584.36K (0.47%) -25.22K
Decreased by -4.32%
May 31, 26
15 Stt Strt® SPDR® S&P® Arspc & Dfnc ETF 518.92K (0.42%) -570.00
Decreased by -0.11%
Jun 30, 26
16 Vanguard Growth Index Investor 513.83K (0.41%) 535.00
Increased by +0.10%
Jun 30, 26
17 Vanguard Institutional Extnd Mkt Idx Tr 501.10K (0.40%) 16.49K
Increased by +3.29%
Jun 30, 26
18 T. Rowe Price Growth Stock Tr-B 492.95K (0.40%) 492.95K
Increased by +100.00%
Jun 30, 26
19 T. Rowe Price Growth Stock 484.00K (0.39%) 484.00K
Increased by +100.00%
Jun 30, 26
20 T. Rowe Price US Growth Stock Composite 484.00K (0.39%) 484.00K
Increased by +100.00%
Jun 30, 26