Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EPRE 6.53%
2 GRW 5.65%
3 CWS 4.81%
4 XKFF 4.75%
5 ROKT 4.55%
6 PRN 4.51%
7 AWEG 4.42%
8 MISL 4.09%
9 XAR 3.90%
10 FGM 3.78%
11 GCAD 3.71%
12 MDCP 3.41%
13 NBDS 3.38%
14 OAIM 3.00%
15 POWA 2.69%
16 JSMD 2.60%
17 WBIL 2.42%
18 DXGE 2.27%
19 SMAP 2.25%
20 JHID 2.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Wealthfront Advisers LLC 22.23M (18.80%) 22.23M
Increased by +99.98%
Dec 31, 24
2 Capital World Investors 4.92M (4.16%) 24.08K
Increased by +0.49%
Mar 31, 25
3 BlackRock Inc 4.17M (3.53%) -225.57K
Decreased by -5.41%
Mar 31, 25
4 Vanguard Group Inc 3.84M (3.25%) 123.19K
Increased by +3.21%
Mar 31, 25
5 State Street Corporation 1.54M (1.30%) 6.63K
Increased by +0.43%
Mar 31, 24
6 State Street Corp 1.43M (1.21%) -62.44K
Decreased by -4.37%
Mar 31, 25
7 Lazard Asset Management LLC 1.04M (0.88%) -45.64K
Decreased by -4.40%
Mar 31, 25
8 UBS Asset Mgmt Americas Inc 948.92K (0.80%) 455.25K
Increased by +47.98%
Mar 31, 25
9 AGF Management Ltd 937.68K (0.79%) -27.76K
Decreased by -2.96%
Dec 31, 24
10 UBS Group AG 846.62K (0.72%) 626.69K
Increased by +74.02%
Dec 31, 24
11 Morgan Stanley - Brokerage Accounts 828.05K (0.70%) -21.62K
Decreased by -2.61%
Mar 31, 25
12 Riverbridge Partners LLC 806.31K (0.68%) -60.61K
Decreased by -7.52%
Mar 31, 25
13 Geode Capital Management, LLC 732.32K (0.62%) 43.72K
Increased by +5.97%
Mar 31, 25
14 Nuveen Asset Management, LLC 684.06K (0.58%) -8.32K
Decreased by -1.22%
Dec 31, 24
15 American Century Companies Inc 635.71K (0.54%) -237.90K
Decreased by -37.42%
Sep 30, 24
16 Baird Financial Group, Inc. 548.22K (0.46%) -6.94K
Decreased by -1.27%
Mar 31, 24
17 Charles Schwab Investment Management Inc 515.34K (0.44%) 25.07K
Increased by +4.86%
Mar 31, 25
18 Federated Hermes Inc 500.50K (0.42%) 5.38K
Increased by +1.08%
Mar 31, 25
19 Bain Capital Public Equity Management II, LLC 464.81K (0.39%) 464.81K
Increased by +100.00%
Dec 31, 24
20 Capital Research & Mgmt Co - Division 3 463.58K (0.39%) 113.06K
Increased by +24.39%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 1.78M (1.51%) -2.98K
Decreased by -0.17%
Mar 31, 25
2 Capital Group Growth Fnd of Amer Comp 1.78M (1.51%) -2.98K
Decreased by -0.17%
Mar 31, 25
3 American Funds New Perspective A 1.63M (1.38%) -2.27K
Decreased by -0.14%
Mar 31, 25
4 Capital Group New Perspective Comp 1.63M (1.38%) -2.27K
Decreased by -0.14%
Mar 31, 25
5 BlackRock Mid-Cap Growth Equity Instl 979.74K (0.83%) -36.01K
Decreased by -3.68%
Apr 30, 25
6 Vanguard Mid Cap Index Institutional 898.56K (0.76%) 6.81K
Increased by +0.76%
Apr 30, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 807.47K (0.68%) 3.26K
Increased by +0.40%
Apr 30, 25
8 American Funds Washington Mutual A 770.07K (0.65%) -1.54K
Decreased by -0.20%
Mar 31, 25
9 Capital Group Wash Mutual Invtrs Comp 770.07K (0.65%) -1.54K
Decreased by -0.20%
Mar 31, 25
10 Vanguard Total Stock Mkt Idx Inv 727.66K (0.62%) 32.40K
Increased by +4.45%
Apr 30, 25
11 Vanguard Windsor™ II Inv 692.98K (0.59%) -7.45K
Decreased by -1.07%
Mar 31, 25
12 Vanguard US Total Market Shares ETF 681.72K (0.58%) 0.00
Increased by 0.00%
Sep 30, 24
13 American Funds American Balanced A 639.44K (0.54%) 0.00
Increased by 0.00%
Jun 30, 24
14 Vanguard Growth Index Investor 512.27K (0.43%) 5.76K
Increased by +1.12%
Apr 30, 25
15 CREF Growth R1 465.00K (0.39%) 58.48K
Increased by +12.58%
Mar 31, 25
16 CREF Growth R3 465.00K (0.39%) 58.48K
Increased by +12.58%
Mar 31, 25
17 Value Line Mid Cap Focused 445.29K (0.38%) 8.00K
Increased by +1.80%
Mar 31, 25
18 iShares US Aerospace & Defense ETF 439.00K (0.37%) 0.00
Increased by 0.00%
Apr 30, 25
19 TD U.S. Dividend Growth Fund-F 426.11K (0.36%) 32.19K
Increased by +7.56%
Dec 31, 23
20 American Century Heritage Inv 413.96K (0.35%) 0.00
Increased by 0.00%
Sep 30, 23