Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EPRE 6.53%
2 GRW 4.84%
3 XKFF 4.75%
4 WBIL 4.31%
5 ROKT 4.28%
6 CWS 4.18%
7 PRN 4.07%
8 FGM 4.07%
9 AWEG 3.92%
10 MISL 3.88%
11 XAR 3.71%
12 MDCP 3.38%
13 NBDS 3.37%
14 GCAD 3.32%
15 OAIM 3.13%
16 JSMD 2.60%
17 POWA 2.33%
18 DXGE 2.27%
19 IMOM 2.10%
20 JHID 2.05%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Wealthfront Advisers LLC 22.23M (18.82%) 22.23M
Increased by +99.98%
Dec 31, 24
2 Capital World Investors 4.90M (4.14%) 960.96K
Increased by +19.63%
Dec 31, 24
3 BlackRock Inc 4.40M (3.72%) -159.90K
Decreased by -3.64%
Dec 31, 24
4 Vanguard Group Inc 3.72M (3.15%) 36.12K
Increased by +0.97%
Dec 31, 24
5 State Street Corporation 1.54M (1.31%) 6.63K
Increased by +0.43%
Mar 31, 24
6 State Street Corp 1.49M (1.26%) 14.60K
Increased by +0.98%
Dec 31, 24
7 Capital Research & Mgmt Co - Division 3 1.46M (1.24%) -651.12K
Decreased by -44.48%
Sep 30, 24
8 Lazard Asset Management LLC 1.08M (0.92%) -179.95K
Decreased by -16.61%
Dec 31, 24
9 AGF Management Ltd 937.68K (0.79%) -27.76K
Decreased by -2.96%
Dec 31, 24
10 Riverbridge Partners LLC 866.92K (0.73%) -45.01K
Decreased by -5.19%
Dec 31, 24
11 Morgan Stanley - Brokerage Accounts 849.67K (0.72%) 46.56K
Increased by +5.48%
Dec 31, 24
12 UBS Group AG 846.62K (0.72%) 626.69K
Increased by +74.02%
Dec 31, 24
13 Geode Capital Management, LLC 688.60K (0.58%) 2.94K
Increased by +0.43%
Dec 31, 24
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 Federated Hermes Inc 495.12K (0.42%) -56.05K
Decreased by -11.32%
Dec 31, 24
18 UBS Asset Mgmt Americas Inc 493.68K (0.42%) -79.00
Decreased by -0.02%
Dec 31, 24
19 Charles Schwab Investment Management Inc 490.27K (0.41%) 18.56K
Increased by +3.79%
Dec 31, 24
20 Bain Capital Public Equity Management II, LLC 464.81K (0.39%) 464.81K
Increased by +100.00%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 1.78M (1.51%) -104.66K
Decreased by -5.87%
Dec 31, 24
2 Capital Group Growth Fnd of Amer Comp 1.78M (1.51%) -104.66K
Decreased by -5.87%
Dec 31, 24
3 American Funds New Perspective A 1.63M (1.38%) 0.00
Increased by 0.00%
Dec 31, 24
4 Capital Group New Perspective Comp 1.63M (1.38%) 0.00
Increased by 0.00%
Dec 31, 24
5 BlackRock Mid-Cap Growth Equity Instl 981.24K (0.83%) -38.26K
Decreased by -3.90%
Feb 28, 25
6 Vanguard Mid Cap Index Institutional 888.07K (0.75%) 3.56K
Increased by +0.40%
Feb 28, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 787.21K (0.67%) 7.10K
Increased by +0.90%
Feb 28, 25
8 American Funds Washington Mutual A 771.61K (0.65%) 0.00
Increased by 0.00%
Dec 31, 24
9 Capital Group Wash Mutual Invtrs Comp 771.61K (0.65%) 0.00
Increased by 0.00%
Dec 31, 24
10 Vanguard Windsor™ II Inv 734.85K (0.62%) -80.89K
Decreased by -11.01%
Dec 31, 24
11 Vanguard Total Stock Mkt Idx Inv 682.98K (0.58%) 0.00
Increased by 0.00%
Feb 28, 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 454.38K (0.38%) 400.00
Increased by +0.09%
Feb 28, 25
15 Value Line Mid Cap Focused 445.29K (0.38%) 8.00K
Increased by +1.80%
Mar 31, 25
16 iShares US Aerospace & Defense ETF 442.77K (0.37%) 0.00
Increased by 0.00%
Mar 31, 25
17 TD U.S. Dividend Growth Fund-F 426.11K (0.36%) 32.19K
Increased by +7.56%
Dec 31, 23
18 American Century Heritage Inv 413.96K (0.35%) 0.00
Increased by 0.00%
Sep 30, 23
19 American Century US Opport. Mid Cap Gr 413.96K (0.35%) 0.00
Increased by 0.00%
Sep 30, 23
20 Franklin Innovation Composite 413.58K (0.35%) -86.42K
Decreased by -20.89%
Sep 30, 23