Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EPRE 6.53%
2 RW 4.91%
3 XKFF 4.75%
4 GRW 4.30%
5 CWS 3.69%
6 BCIL 3.65%
7 OAIM 3.55%
8 OAIM 3.41%
9 MDCP 3.41%
10 RULE 3.35%
11 MISL 3.33%
12 IPAV 3.27%
13 NBDS 3.23%
14 DVGR 3.19%
15 AWEG 3.12%
16 XAR 2.83%
17 ROKT 2.65%
18 JSMD 2.60%
19 WDGF 2.53%
20 QIDX 2.35%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Wealthfront Advisers LLC 22.23M (18.16%) 22.23M
Increased by +99.98%
Dec 31, 24
2 Capital World Investors 4.96M (4.05%) -448.00
Decreased by -0.01%
Sep 30, 25
3 Vanguard Group Inc 3.95M (3.23%) -82.99K
Decreased by -2.10%
Dec 31, 25
4 BlackRock Inc 3.81M (3.11%) -116.38K
Decreased by -3.05%
Sep 30, 25
5 State Street Corporation 1.54M (1.26%) 6.63K
Increased by +0.43%
Mar 31, 24
6 State Street Corp 1.47M (1.20%) 96.90K
Increased by +6.60%
Sep 30, 25
7 Lazard Asset Management LLC 1.04M (0.85%) -45.64K
Decreased by -4.40%
Mar 31, 25
8 Morgan Stanley - Brokerage Accounts 1.01M (0.83%) 137.15K
Increased by +13.54%
Sep 30, 25
9 AGF Management Ltd 937.68K (0.77%) -27.76K
Decreased by -2.96%
Dec 31, 24
10 Amvescap Plc. 862.50K (0.70%) -29.80K
Decreased by -3.46%
Sep 30, 25
11 American Century Companies Inc 779.74K (0.64%) 10.03K
Increased by +1.29%
Dec 31, 25
12 Geode Capital Management, LLC 774.19K (0.63%) 39.98K
Increased by +5.16%
Sep 30, 25
13 Nuveen, LLC 713.48K (0.58%) -14.43K
Decreased by -2.02%
Dec 31, 25
14 JPMorgan Chase & Co 698.92K (0.57%) 360.09K
Increased by +51.52%
Sep 30, 25
15 Nuveen Asset Management, LLC 684.06K (0.56%) -8.32K
Decreased by -1.22%
Dec 31, 24
16 UBS Asset Mgmt Americas Inc 626.72K (0.51%) -88.44K
Decreased by -14.11%
Sep 30, 25
17 Riverbridge Partners LLC 589.52K (0.48%) -63.68K
Decreased by -10.80%
Dec 31, 25
18 UBS Group AG 560.20K (0.46%) -173.34K
Decreased by -30.94%
Sep 30, 25
19 Federated Hermes Inc 549.04K (0.45%) 53.10K
Increased by +9.67%
Sep 30, 25
20 Baird Financial Group, Inc. 548.22K (0.45%) -6.94K
Decreased by -1.27%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 1.69M (1.38%) 0.00
Increased by 0.00%
Dec 31, 25
2 Capital Group Growth Fnd of Amer Comp 1.69M (1.38%) 0.00
Increased by 0.00%
Dec 31, 25
3 American Funds New Perspective A 1.41M (1.15%) -224.60K
Decreased by -15.97%
Dec 31, 25
4 Capital Group New Perspective Comp 1.41M (1.15%) -224.60K
Decreased by -15.97%
Dec 31, 25
5 Vanguard Mid Cap Index Institutional 894.19K (0.73%) -5.30K
Decreased by -0.59%
Jan 31, 26
6 American Funds Washington Mutual A 770.07K (0.63%) 0.00
Increased by 0.00%
Dec 31, 25
7 Capital Group Wash Mutual Invtrs Comp 770.07K (0.63%) 0.00
Increased by 0.00%
Dec 31, 25
8 Vanguard Total Stock Mkt Idx Inv 725.62K (0.59%) 9.85K
Increased by +1.36%
Jan 31, 26
9 Vanguard Windsor™ II Inv 692.98K (0.57%) -7.45K
Decreased by -1.07%
Mar 31, 25
10 BlackRock Mid-Cap Growth Equity Instl 692.34K (0.57%) -1.28M
Decreased by -184.56%
Jan 31, 26
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 Stt Strt® SPDR® S&P® Arspc & Dfnc ETF 571.93K (0.47%) 0.00
Increased by 0.00%
Feb 27, 26
14 Vanguard Growth Index Investor 524.59K (0.43%) 3.20K
Increased by +0.61%
Jan 31, 26
15 iShares US Aerospace & Defense ETF 523.85K (0.43%) -43.97K
Decreased by -8.39%
Feb 28, 26
16 Vanguard Institutional Extnd Mkt Idx Tr 492.05K (0.40%) -2.77K
Decreased by -0.56%
Jan 31, 26
17 CREF Growth R1 465.00K (0.38%) 58.48K
Increased by +12.58%
Mar 31, 25
18 CREF Growth R3 453.40K (0.37%) 0.00
Increased by 0.00%
Dec 31, 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