Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 WBIL 4.82%
3 AWEG 4.16%
4 UTRN 4.02%
5 MRAD 3.71%
6 CLOU 3.16%
7 BIGD 2.94%
8 LCG 2.71%
9 LOUP 2.69%
10 GVIP 2.68%
11 FCLD 2.38%
12 RJMG 2.33%
13 NUMG 2.20%
14 CNAV 2.09%
15 NBDS 2.06%
16 ENTR 1.99%
17 PTF 1.99%
18 CBLS 1.98%
19 GTEK 1.91%
20 FDTX 1.81%

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 (7.36%) -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 1.61M (3.17%) 21.59K
Increased by +1.34%
Jun 30, 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 1.11M (2.17%) 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 (1.57%) 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%
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