Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 WBIL 4.82%
3 UTRN 4.02%
4 CLOU 3.76%
5 MRAD 3.71%
6 BIGD 2.94%
7 RULE 2.76%
8 GVIP 2.68%
9 LOUP 2.40%
10 WFH 2.28%
11 CNAV 2.09%
12 LCG 2.07%
13 TMFM 2.05%
14 FCLD 2.02%
15 ENTR 1.99%
16 PTF 1.99%
17 NUMG 1.96%
18 RJMG 1.84%
19 NBDS 1.84%
20 FDTX 1.81%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.39M (10.67%) 144.51K
Increased by +2.68%
Jun 30, 25
2 T. Rowe Price Associates, Inc. 4.14M (8.19%) -770.35K
Decreased by -18.61%
Jun 30, 25
3 BlackRock Inc 3.62M (7.17%) 123.30K
Increased by +3.41%
Jun 30, 25
4 JPMorgan Chase & Co 3.57M (7.07%) 62.05K
Increased by +1.74%
Jun 30, 25
5 FMR Inc 2.31M (4.58%) -1.43M
Decreased by -61.81%
Jun 30, 25
6 Wellington Management Company LLP 1.83M (3.62%) 396.10K
Increased by +21.66%
Jun 30, 25
7 Franklin Resources Inc 1.30M (2.57%) 172.08K
Increased by +13.27%
Jun 30, 25
8 ING Investment Management LLC 1.15M (2.28%) 620.10K
Increased by +53.94%
Mar 31, 25
9 State Street Corp 1.13M (2.23%) 28.10K
Increased by +2.49%
Jun 30, 25
10 State Street Corporation 1.03M (2.05%) 15.02K
Increased by +1.45%
Mar 31, 24
11 Amvescap Plc. 978.03K (1.94%) -231.71K
Decreased by -23.69%
Mar 31, 25
12 HHG PLC 973.26K (1.93%) 485.65K
Increased by +49.90%
Jun 30, 25
13 Geode Capital Management, LLC 925.94K (1.83%) 38.10K
Increased by +4.11%
Jun 30, 25
14 ClearBridge Advisors, LLC 832.76K (1.65%) -109.76K
Decreased by -13.18%
Jun 30, 25
15 UBS Asset Mgmt Americas Inc 817.21K (1.62%) 155.26K
Increased by +19.00%
Jun 30, 25
16 Jennison Associates LLC 794.68K (1.57%) 672.16K
Increased by +84.58%
Jun 30, 25
17 Groupama Asset Management 732.58K (1.45%) 5.78K
Increased by +0.79%
Mar 31, 25
18 Massachusetts Financial Services Company 669.20K (1.32%) -258.73K
Decreased by -38.66%
Jun 30, 25
19 Artisan Partners Limited Partnership 660.31K (1.31%) 57.91K
Increased by +8.77%
Jun 30, 24
20 Millennium Management LLC 632.13K (1.25%) 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 1.58M (3.12%) -35.36K
Decreased by -2.24%
Jul 31, 25
2 Vanguard US Total Market Shares ETF 1.55M (3.06%) 15.14K
Increased by +0.98%
Sep 30, 24
3 Vanguard Mid Cap Index Institutional 1.12M (2.21%) 12.05K
Increased by +1.08%
Jul 31, 25
4 JPM US Large Cap Growth-MA 800.11K (1.58%) 729.21K
Increased by +91.14%
Sep 30, 23
5 US Small-Cap Growth II Equity Comp 672.88K (1.33%) -80.42K
Decreased by -11.95%
Jun 30, 25
6 Vanguard Growth Index Investor 591.72K (1.17%) 3.05K
Increased by +0.52%
Jul 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 566.64K (1.12%) -246.02K
Decreased by -43.42%
Jul 31, 25
8 BlackRock Mid-Cap Growth Equity Instl 517.96K (1.03%) -19.40K
Decreased by -3.75%
Mar 31, 24
9 T. Rowe Price New Horizons 501.60K (0.99%) -171.28K
Decreased by -34.15%
Jul 31, 25
10 Franklin Innovation Composite 500.00K (0.99%) -100.00K
Decreased by -20.00%
Jun 30, 24
11 JPMorgan Large Cap Growth I 489.51K (0.97%) -310.60K
Decreased by -63.45%
Jul 31, 25
12 T. Rowe Price US Growth Stock Composite 467.05K (0.92%) -147.94K
Decreased by -31.68%
Jun 30, 25
13 Vanguard US Growth Investor 466.14K (0.92%) 86.14K
Increased by +18.48%
Jun 30, 25
14 Franklin US Small-Mid Cap Growth Equity 420.81K (0.83%) 292.62K
Increased by +69.54%
Mar 31, 25
15 Vanguard Mid-Cap Growth ETF 418.44K (0.83%) 10.42K
Increased by +2.49%
Jul 31, 25
16 T. Rowe Price Growth Stock 415.89K (0.82%) -51.16K
Decreased by -12.30%
Jul 31, 25
17 Franklin DynaTech Fund A 400.00K (0.79%) -100.00K
Decreased by -25.00%
Jul 31, 24
18 Vanguard Information Technology ETF 397.49K (0.79%) 4.05K
Increased by +1.02%
Jul 31, 25
19 Invesco American Franchise Y 393.55K (0.78%) 62.65K
Increased by +15.92%
May 31, 25
20 Harbor Capital Appreciation Instl 370.01K (0.73%) 127.53K
Increased by +34.47%
Mar 31, 24