Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 WBIL 4.82%
3 UTRN 4.02%
4 AWEG 3.94%
5 MRAD 3.71%
6 LOUP 3.18%
7 BIGD 2.94%
8 CLOU 2.94%
9 GVIP 2.68%
10 RJMG 2.61%
11 LCG 2.48%
12 FCLD 2.23%
13 CNAV 2.09%
14 ENTR 1.99%
15 PTF 1.99%
16 CBLS 1.98%
17 NUMG 1.98%
18 NBDS 1.93%
19 FDTX 1.81%
20 GTEK 1.79%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.39M (10.61%) 144.51K
Increased by +2.68%
Jun 30, 25
2 T. Rowe Price Associates, Inc. 4.14M (8.15%) -770.35K
Decreased by -18.61%
Jun 30, 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 (6.89%) -47.98K
Decreased by -1.37%
Mar 31, 25
6 Wellington Management Company LLP 1.83M (3.60%) 396.10K
Increased by +21.66%
Jun 30, 25
7 Franklin Resources Inc 1.30M (2.55%) 172.08K
Increased by +13.27%
Jun 30, 25
8 ING Investment Management LLC 1.15M (2.26%) 620.10K
Increased by +53.94%
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 (1.93%) -231.71K
Decreased by -23.69%
Mar 31, 25
12 HHG PLC 973.26K (1.92%) 485.65K
Increased by +49.90%
Jun 30, 25
13 ClearBridge Advisors, LLC 942.52K (1.86%) -150.51K
Decreased by -15.97%
Mar 31, 25
14 Geode Capital Management, LLC 887.84K (1.75%) 57.44K
Increased by +6.47%
Mar 31, 25
15 Morgan Stanley - Brokerage Accounts 835.64K (1.65%) 65.21K
Increased by +7.80%
Jun 30, 24
16 UBS Asset Mgmt Americas Inc 817.21K (1.61%) 155.26K
Increased by +19.00%
Jun 30, 25
17 Jennison Associates LLC 794.68K (1.56%) 672.16K
Increased by +84.58%
Jun 30, 25
18 Groupama Asset Management 732.58K (1.44%) 5.78K
Increased by +0.79%
Mar 31, 25
19 Massachusetts Financial Services Company 669.20K (1.32%) -258.73K
Decreased by -38.66%
Jun 30, 25
20 Artisan Partners Limited Partnership 660.31K (1.30%) 57.91K
Increased by +8.77%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.61M (3.17%) 21.59K
Increased by +1.34%
Jun 30, 25
2 Vanguard US Total Market Shares ETF 1.55M (3.05%) 15.14K
Increased by +0.98%
Sep 30, 24
3 Vanguard Mid Cap Index Institutional 1.11M (2.18%) 18.00K
Increased by +1.63%
Jun 30, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 812.66K (1.60%) -670.00
Decreased by -0.08%
Jun 30, 25
5 JPM US Large Cap Growth-MA 800.11K (1.58%) 729.21K
Increased by +91.14%
Sep 30, 23
6 JPMorgan Large Cap Growth I 800.11K (1.58%) 0.00
Increased by 0.00%
Jun 30, 25
7 T. Rowe Price New Horizons 672.88K (1.32%) -70.58K
Decreased by -10.49%
Jun 30, 25
8 US Small-Cap Growth II Equity Comp 672.88K (1.32%) -80.42K
Decreased by -11.95%
Jun 30, 25
9 Vanguard Growth Index Investor 588.67K (1.16%) -6.83K
Decreased by -1.16%
Jun 30, 25
10 BlackRock Mid-Cap Growth Equity Instl 517.96K (1.02%) -19.40K
Decreased by -3.75%
Mar 31, 24
11 Franklin Innovation Composite 500.00K (0.98%) -100.00K
Decreased by -20.00%
Jun 30, 24
12 T. Rowe Price Growth Stock 467.05K (0.92%) -96.75K
Decreased by -20.71%
Jun 30, 25
13 T. Rowe Price US Growth Stock Composite 467.05K (0.92%) -147.94K
Decreased by -31.68%
Jun 30, 25
14 Vanguard US Growth Investor 466.14K (0.92%) 86.14K
Increased by +18.48%
Jun 30, 25
15 Franklin US Small-Mid Cap Growth Equity 420.81K (0.83%) 292.62K
Increased by +69.54%
Mar 31, 25
16 Vanguard Mid-Cap Growth ETF 408.02K (0.80%) 23.26K
Increased by +5.70%
Jun 30, 25
17 Franklin DynaTech Fund A 400.00K (0.79%) -100.00K
Decreased by -25.00%
Jul 31, 24
18 Invesco American Franchise Y 393.55K (0.77%) 62.65K
Increased by +15.92%
May 31, 25
19 Vanguard Information Technology ETF 393.43K (0.77%) 3.25K
Increased by +0.83%
Jun 30, 25
20 Harbor Capital Appreciation Instl 370.01K (0.73%) 127.53K
Increased by +34.47%
Mar 31, 24