Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 WBIL 4.82%
3 CLOU 4.41%
4 UTRN 4.02%
5 AWEG 3.72%
6 MRAD 3.71%
7 LCG 3.50%
8 LOUP 3.19%
9 BIGD 2.94%
10 NBDS 2.91%
11 GVIP 2.68%
12 GTEK 2.50%
13 RJMG 2.37%
14 WFH 2.26%
15 JTEK 2.22%
16 BKWO 2.17%
17 ENTR 1.99%
18 PTF 1.99%
19 CBLS 1.98%
20 SKYY 1.95%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.04M (9.93%) -10.78K
Decreased by -0.21%
Dec 31, 24
2 T. Rowe Price Associates, Inc. 4.20M (8.26%) -150.77K
Decreased by -3.59%
Dec 31, 24
3 FMR Inc 4.13M (8.12%) 352.76K
Increased by +8.55%
Dec 31, 24
4 BlackRock Inc 3.55M (6.98%) 134.58K
Increased by +3.80%
Dec 31, 24
5 JPMorgan Chase & Co 3.33M (6.55%) -2.32M
Decreased by -69.64%
Dec 31, 24
6 Wellington Management Company LLP 1.48M (2.91%) 74.99K
Increased by +5.08%
Dec 31, 24
7 Amvescap Plc. 1.21M (2.38%) 536.82K
Increased by +44.37%
Dec 31, 24
8 ClearBridge Advisors, LLC 1.09M (2.15%) -31.83K
Decreased by -2.91%
Dec 31, 24
9 State Street Corp 1.09M (2.14%) 3.63K
Increased by +0.33%
Dec 31, 24
10 State Street Corporation 1.03M (2.04%) 15.02K
Increased by +1.45%
Mar 31, 24
11 Durable Capital Partners LP 965.32K (1.90%) -54.73K
Decreased by -5.67%
Dec 31, 24
12 Massachusetts Financial Services Company 927.93K (1.83%) 251.85K
Increased by +27.14%
Mar 31, 25
13 Morgan Stanley - Brokerage Accounts 835.64K (1.64%) 65.21K
Increased by +7.80%
Jun 30, 24
14 Geode Capital Management, LLC 830.40K (1.63%) 9.92K
Increased by +1.19%
Dec 31, 24
15 Franklin Resources Inc 792.02K (1.56%) 18.40K
Increased by +2.32%
Dec 31, 24
16 Groupama Asset Management 726.80K (1.43%) 26.80K
Increased by +3.69%
Dec 31, 24
17 Bank of New York Mellon Corp 674.52K (1.33%) 24.80K
Increased by +3.68%
Dec 31, 24
18 Artisan Partners Limited Partnership 660.31K (1.30%) 57.91K
Increased by +8.77%
Jun 30, 24
19 Millennium Management LLC 632.13K (1.24%) 537.23K
Increased by +84.99%
Jun 30, 24
20 NORGES BANK 603.28K (1.19%) -37.07K
Decreased by -6.14%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.56M (3.08%) 18.31K
Increased by +1.17%
Mar 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 1.07M (2.10%) 7.76K
Increased by +0.73%
Mar 31, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 802.88K (1.58%) 18.77K
Increased by +2.34%
Mar 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%
Mar 31, 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 588.64K (1.16%) 59.41K
Increased by +10.09%
Mar 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 Invesco Large Cap Growth Composite 484.00K (0.95%) 317.02K
Increased by +65.50%
Dec 31, 24
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 A 410.12K (0.81%) 0.00
Increased by 0.00%
Mar 31, 25
18 MFS Mid Cap Growth Equity 410.12K (0.81%) 25.59K
Increased by +6.24%
Mar 31, 25
19 Franklin DynaTech Fund A 400.00K (0.79%) -100.00K
Decreased by -25.00%
Jul 31, 24
20 Vanguard Mid-Cap Growth ETF 386.41K (0.76%) 18.16K
Increased by +4.70%
Mar 31, 25