Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 WBIL 4.82%
3 AWEG 4.44%
4 UTRN 4.02%
5 MRAD 3.71%
6 CLOU 3.23%
7 BIGD 2.94%
8 LCG 2.92%
9 GVIP 2.68%
10 LOUP 2.49%
11 FCLD 2.47%
12 RJMG 2.43%
13 NUMG 2.23%
14 NBDS 2.22%
15 CNAV 2.07%
16 ENTR 1.99%
17 GTEK 1.99%
18 PTF 1.99%
19 CBLS 1.98%
20 FDG 1.93%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.25M (10.32%) 201.99K
Increased by +3.85%
Mar 31, 25
2 T. Rowe Price Associates, Inc. 4.91M (9.66%) 714.98K
Increased by +14.56%
Mar 31, 25
3 FMR Inc 3.74M (7.37%) -382.30K
Decreased by -10.21%
Mar 31, 25
4 JPMorgan Chase & Co 3.51M (6.91%) 183.95K
Increased by +5.24%
Mar 31, 25
5 BlackRock Inc 3.50M (6.88%) -47.98K
Decreased by -1.37%
Mar 31, 25
6 Wellington Management Company LLP 1.43M (2.82%) -44.55K
Decreased by -3.11%
Mar 31, 25
7 ING Investment Management LLC 1.15M (2.26%) 620.10K
Increased by +53.94%
Mar 31, 25
8 Franklin Resources Inc 1.12M (2.21%) 332.94K
Increased by +29.60%
Mar 31, 25
9 State Street Corp 1.10M (2.16%) 9.56K
Increased by +0.87%
Mar 31, 25
10 State Street Corporation 1.03M (2.04%) 15.02K
Increased by +1.45%
Mar 31, 24
11 Amvescap Plc. 978.03K (1.92%) -231.71K
Decreased by -23.69%
Mar 31, 25
12 ClearBridge Advisors, LLC 942.52K (1.85%) -150.51K
Decreased by -15.97%
Mar 31, 25
13 Massachusetts Financial Services Company 927.93K (1.83%) 251.85K
Increased by +27.14%
Mar 31, 25
14 Geode Capital Management, LLC 887.84K (1.75%) 57.44K
Increased by +6.47%
Mar 31, 25
15 Durable Capital Partners LP 847.46K (1.67%) -117.86K
Decreased by -13.91%
Mar 31, 25
16 Morgan Stanley - Brokerage Accounts 835.64K (1.64%) 65.21K
Increased by +7.80%
Jun 30, 24
17 Groupama Asset Management 732.58K (1.44%) 5.78K
Increased by +0.79%
Mar 31, 25
18 UBS Asset Mgmt Americas Inc 661.95K (1.30%) 94.48K
Increased by +14.27%
Mar 31, 25
19 Artisan Partners Limited Partnership 660.31K (1.30%) 57.91K
Increased by +8.77%
Jun 30, 24
20 Millennium Management LLC 632.13K (1.24%) 537.23K
Increased by +84.99%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.59M (3.13%) 988.00
Increased by +0.06%
May 31, 25
2 Vanguard US Total Market Shares ETF 1.55M (3.04%) 15.14K
Increased by +0.98%
Sep 30, 24
3 Vanguard Mid Cap Index Institutional 1.09M (2.14%) 10.32K
Increased by +0.95%
May 31, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 813.33K (1.60%) 6.18K
Increased by +0.76%
May 31, 25
5 JPM US Large Cap Growth-MA 800.11K (1.57%) 729.21K
Increased by +91.14%
Sep 30, 23
6 JPMorgan Large Cap Growth I 800.11K (1.57%) 0.00
Increased by 0.00%
Apr 30, 25
7 T. Rowe Price New Horizons 753.29K (1.48%) 21.01K
Increased by +2.79%
Mar 31, 25
8 US Small-Cap Growth II Equity Comp 753.29K (1.48%) 29.54K
Increased by +3.92%
Mar 31, 25
9 T. Rowe Price Growth Stock 615.00K (1.21%) 152.88K
Increased by +24.86%
Mar 31, 25
10 T. Rowe Price US Growth Stock Composite 615.00K (1.21%) 142.64K
Increased by +23.19%
Mar 31, 25
11 Vanguard Growth Index Investor 595.50K (1.17%) 1.18K
Increased by +0.20%
May 31, 25
12 BlackRock Mid-Cap Growth Equity Instl 517.96K (1.02%) -19.40K
Decreased by -3.75%
Mar 31, 24
13 Franklin Innovation Composite 500.00K (0.98%) -100.00K
Decreased by -20.00%
Jun 30, 24
14 Fidelity Select Software & IT Svcs Port 486.92K (0.96%) 107.00K
Increased by +21.98%
Apr 30, 25
15 T. Rowe Price Growth Stock Tr-B 459.67K (0.90%) 121.84K
Increased by +26.51%
Mar 31, 25
16 Franklin US Small-Mid Cap Growth Equity 420.81K (0.83%) 292.62K
Increased by +69.54%
Mar 31, 25
17 MFS Mid Cap Growth Equity 410.12K (0.81%) 25.59K
Increased by +6.24%
Mar 31, 25
18 Franklin DynaTech Fund A 400.00K (0.79%) -100.00K
Decreased by -25.00%
Jul 31, 24
19 MFS Mid Cap Growth A 397.67K (0.78%) -12.45K
Decreased by -3.13%
Apr 30, 25
20 Vanguard Information Technology ETF 390.19K (0.77%) 1.24K
Increased by +0.32%
May 31, 25