Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EPRE 6.53%
2 RW 5.22%
3 CWS 4.88%
4 XKFF 4.75%
5 GRW 4.43%
6 MISL 4.23%
7 GCAD 3.65%
8 OAIM 3.55%
9 AWEG 3.46%
10 OAIM 3.41%
11 MDCP 3.41%
12 RULE 3.35%
13 XAR 3.30%
14 IPAV 3.27%
15 IPAV 3.27%
16 ROKT 3.26%
17 PRN 3.26%
18 BCIL 3.19%
19 NBDS 3.08%
20 BOUT 2.80%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Wealthfront Advisers LLC 22.23M (18.24%) 22.23M
Increased by +99.98%
Dec 31, 24
2 Capital World Investors 4.96M (4.07%) 42.36K
Increased by +0.85%
Jun 30, 25
3 Vanguard Group Inc 3.93M (3.22%) 89.73K
Increased by +2.28%
Jun 30, 25
4 BlackRock Inc 3.93M (3.22%) -242.02K
Decreased by -6.16%
Jun 30, 25
5 State Street Corporation 1.54M (1.27%) 6.63K
Increased by +0.43%
Mar 31, 24
6 State Street Corp 1.37M (1.12%) -58.34K
Decreased by -4.26%
Jun 30, 25
7 Lazard Asset Management LLC 1.04M (0.85%) -45.64K
Decreased by -4.40%
Mar 31, 25
8 AGF Management Ltd 937.68K (0.77%) -27.76K
Decreased by -2.96%
Dec 31, 24
9 Amvescap Plc. 892.30K (0.73%) 258.18K
Increased by +28.93%
Jun 30, 25
10 Morgan Stanley - Brokerage Accounts 876.15K (0.72%) 48.11K
Increased by +5.49%
Jun 30, 25
11 Nuveen, LLC 740.19K (0.61%) -19.06K
Decreased by -2.57%
Jun 30, 25
12 Geode Capital Management, LLC 734.21K (0.60%) 1.89K
Increased by +0.26%
Jun 30, 25
13 UBS Group AG 733.55K (0.60%) 291.12K
Increased by +39.69%
Jun 30, 25
14 UBS Asset Mgmt Americas Inc 715.16K (0.59%) -233.76K
Decreased by -32.69%
Jun 30, 25
15 Riverbridge Partners LLC 713.38K (0.59%) -92.94K
Decreased by -13.03%
Jun 30, 25
16 Nuveen Asset Management, LLC 684.06K (0.56%) -8.32K
Decreased by -1.22%
Dec 31, 24
17 Two Sigma Investments LLC 555.50K (0.46%) 149.46K
Increased by +26.91%
Jun 30, 25
18 Baird Financial Group, Inc. 548.22K (0.45%) -6.94K
Decreased by -1.27%
Mar 31, 24
19 American Century Companies Inc 528.14K (0.43%) 215.53K
Increased by +40.81%
Jun 30, 25
20 Charles Schwab Investment Management Inc 510.18K (0.42%) -5.16K
Decreased by -1.01%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 1.78M (1.46%) 0.00
Increased by 0.00%
Jun 30, 25
2 Capital Group Growth Fnd of Amer Comp 1.78M (1.46%) 0.00
Increased by 0.00%
Jun 30, 25
3 American Funds New Perspective A 1.63M (1.34%) 0.00
Increased by 0.00%
Jun 30, 25
4 Capital Group New Perspective Comp 1.63M (1.34%) 0.00
Increased by 0.00%
Jun 30, 25
5 Vanguard Mid Cap Index Institutional 919.96K (0.75%) 9.09K
Increased by +0.99%
Jul 31, 25
6 BlackRock Mid-Cap Growth Equity Instl 772.39K (0.63%) -104.25K
Decreased by -13.50%
Jul 31, 25
7 American Funds Washington Mutual A 770.07K (0.63%) 0.00
Increased by 0.00%
Jun 30, 25
8 Capital Group Wash Mutual Invtrs Comp 770.07K (0.63%) 0.00
Increased by 0.00%
Jun 30, 25
9 Vanguard Total Stock Mkt Idx Inv 712.25K (0.58%) -15.40K
Decreased by -2.16%
Jul 31, 25
10 Vanguard Windsor™ II Inv 692.98K (0.57%) -7.45K
Decreased by -1.07%
Mar 31, 25
11 Vanguard US Total Market Shares ETF 681.72K (0.56%) 0.00
Increased by 0.00%
Sep 30, 24
12 American Funds American Balanced A 639.44K (0.52%) 0.00
Increased by 0.00%
Jun 30, 24
13 Vanguard Institutional Extnd Mkt Idx Tr 556.94K (0.46%) -243.05K
Decreased by -43.64%
Jul 31, 25
14 Vanguard Growth Index Investor 488.32K (0.40%) 2.91K
Increased by +0.60%
Jul 31, 25
15 CREF Growth R1 465.00K (0.38%) 58.48K
Increased by +12.58%
Mar 31, 25
16 CREF Growth R3 465.00K (0.38%) 0.00
Increased by 0.00%
Jul 31, 25
17 iShares US Aerospace & Defense ETF 462.56K (0.38%) 0.00
Increased by 0.00%
Aug 31, 25
18 Value Line Mid Cap Focused 445.29K (0.37%) 0.00
Increased by 0.00%
Jun 30, 25
19 TD U.S. Dividend Growth Fund-F 426.11K (0.35%) 32.19K
Increased by +7.56%
Dec 31, 23
20 SPDR® S&P Aerospace & Defense ETF 419.69K (0.34%) 0.00
Increased by 0.00%
Aug 31, 25