Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EPRE 6.53%
2 GRW 6.15%
3 CWS 4.87%
4 XKFF 4.75%
5 PRN 4.58%
6 IPAV 4.22%
7 AWEG 4.22%
8 RW 3.92%
9 MISL 3.86%
10 GCAD 3.65%
11 ROKT 3.49%
12 MDCP 3.41%
13 OAIM 3.38%
14 RULE 3.35%
15 XAR 3.31%
16 IPAV 3.24%
17 NBDS 3.15%
18 JSMD 2.60%
19 QIDX 2.49%
20 DXGE 2.27%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Wealthfront Advisers LLC 22.23M (18.81%) 22.23M
Increased by +99.98%
Dec 31, 24
2 Capital World Investors 4.96M (4.20%) 42.36K
Increased by +0.85%
Jun 30, 25
3 BlackRock Inc 4.17M (3.53%) -225.57K
Decreased by -5.41%
Mar 31, 25
4 Vanguard Group Inc 3.93M (3.32%) 89.73K
Increased by +2.28%
Jun 30, 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 AGF Management Ltd 937.68K (0.79%) -27.76K
Decreased by -2.96%
Dec 31, 24
9 Morgan Stanley - Brokerage Accounts 828.05K (0.70%) -21.62K
Decreased by -2.61%
Mar 31, 25
10 Nuveen, LLC 759.24K (0.64%) 759.24K
Increased by +100.00%
Mar 31, 25
11 Geode Capital Management, LLC 732.32K (0.62%) 43.72K
Increased by +5.97%
Mar 31, 25
12 UBS Asset Mgmt Americas Inc 715.16K (0.61%) -233.76K
Decreased by -32.69%
Jun 30, 25
13 Riverbridge Partners LLC 713.38K (0.60%) -92.94K
Decreased by -13.03%
Jun 30, 25
14 Nuveen Asset Management, LLC 684.06K (0.58%) -8.32K
Decreased by -1.22%
Dec 31, 24
15 Amvescap Plc. 634.12K (0.54%) 183.63K
Increased by +28.96%
Mar 31, 25
16 Two Sigma Investments LLC 555.50K (0.47%) 149.46K
Increased by +26.91%
Jun 30, 25
17 Baird Financial Group, Inc. 548.22K (0.46%) -6.94K
Decreased by -1.27%
Mar 31, 24
18 American Century Companies Inc 528.14K (0.45%) 215.53K
Increased by +40.81%
Jun 30, 25
19 Charles Schwab Investment Management Inc 510.18K (0.43%) -5.16K
Decreased by -1.01%
Jun 30, 25
20 Federated Hermes Inc 495.94K (0.42%) -4.56K
Decreased by -0.92%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 1.78M (1.51%) 0.00
Increased by 0.00%
Jun 30, 25
2 Capital Group Growth Fnd of Amer Comp 1.78M (1.51%) 0.00
Increased by 0.00%
Jun 30, 25
3 American Funds New Perspective A 1.63M (1.38%) 0.00
Increased by 0.00%
Jun 30, 25
4 Capital Group New Perspective Comp 1.63M (1.38%) 0.00
Increased by 0.00%
Jun 30, 25
5 Vanguard Mid Cap Index Institutional 919.96K (0.78%) 9.09K
Increased by +0.99%
Jul 31, 25
6 BlackRock Mid-Cap Growth Equity Instl 772.39K (0.65%) -104.25K
Decreased by -13.50%
Jul 31, 25
7 American Funds Washington Mutual A 770.07K (0.65%) 0.00
Increased by 0.00%
Jun 30, 25
8 Capital Group Wash Mutual Invtrs Comp 770.07K (0.65%) 0.00
Increased by 0.00%
Jun 30, 25
9 Vanguard Total Stock Mkt Idx Inv 712.25K (0.60%) -15.40K
Decreased by -2.16%
Jul 31, 25
10 Vanguard Windsor™ II Inv 692.98K (0.59%) -7.45K
Decreased by -1.07%
Mar 31, 25
11 Vanguard US Total Market Shares ETF 681.72K (0.58%) 0.00
Increased by 0.00%
Sep 30, 24
12 American Funds American Balanced A 639.44K (0.54%) 0.00
Increased by 0.00%
Jun 30, 24
13 Vanguard Institutional Extnd Mkt Idx Tr 556.94K (0.47%) -243.05K
Decreased by -43.64%
Jul 31, 25
14 Vanguard Growth Index Investor 488.32K (0.41%) 2.91K
Increased by +0.60%
Jul 31, 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%) 0.00
Increased by 0.00%
Jun 30, 25
17 iShares US Aerospace & Defense ETF 456.60K (0.39%) 497.00
Increased by +0.11%
Jul 31, 25
18 Value Line Mid Cap Focused 445.29K (0.38%) 0.00
Increased by 0.00%
Jun 30, 25
19 TD U.S. Dividend Growth Fund-F 426.11K (0.36%) 32.19K
Increased by +7.56%
Dec 31, 23
20 SPDR® S&P Aerospace & Defense ETF 415.10K (0.35%) 1.72K
Increased by +0.41%
Jul 31, 25