Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 WBIL 4.82%
3 UTRN 4.02%
4 MRAD 3.71%
5 AWEG 3.55%
6 CLOU 3.29%
7 LCG 3.04%
8 BIGD 2.94%
9 GVIP 2.68%
10 LOUP 2.64%
11 FCLD 2.59%
12 RJMG 2.37%
13 NUMG 2.32%
14 NBDS 2.32%
15 GTEK 2.12%
16 CNAV 2.08%
17 FDTX 2.03%
18 ENTR 1.99%
19 PTF 1.99%
20 CBLS 1.98%

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 Franklin Resources Inc 1.12M (2.21%) 332.94K
Increased by +29.60%
Mar 31, 25
8 State Street Corp 1.10M (2.16%) 9.56K
Increased by +0.87%
Mar 31, 25
9 State Street Corporation 1.03M (2.04%) 15.02K
Increased by +1.45%
Mar 31, 24
10 Amvescap Plc. 978.03K (1.92%) -231.71K
Decreased by -23.69%
Mar 31, 25
11 ClearBridge Advisors, LLC 942.52K (1.85%) -150.51K
Decreased by -15.97%
Mar 31, 25
12 Massachusetts Financial Services Company 927.93K (1.83%) 251.85K
Increased by +27.14%
Mar 31, 25
13 Geode Capital Management, LLC 887.84K (1.75%) 57.44K
Increased by +6.47%
Mar 31, 25
14 Durable Capital Partners LP 847.46K (1.67%) -117.86K
Decreased by -13.91%
Mar 31, 25
15 Morgan Stanley - Brokerage Accounts 835.64K (1.64%) 65.21K
Increased by +7.80%
Jun 30, 24
16 Groupama Asset Management 732.58K (1.44%) 5.78K
Increased by +0.79%
Mar 31, 25
17 UBS Asset Mgmt Americas Inc 661.95K (1.30%) 94.48K
Increased by +14.27%
Mar 31, 25
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 Bank of New York Mellon Corp 616.99K (1.21%) -57.54K
Decreased by -9.33%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.59M (3.13%) 24.43K
Increased by +1.54%
Apr 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 1.08M (2.12%) 10.29K
Increased by +0.95%
Apr 30, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 807.15K (1.59%) 4.27K
Increased by +0.53%
Apr 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%
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 594.32K (1.17%) 5.68K
Increased by +0.96%
Apr 30, 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 388.95K (0.77%) 2.99K
Increased by +0.77%
Apr 30, 25