Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 WBIL 4.82%
3 CLOU 4.62%
4 LCG 4.13%
5 UTRN 4.02%
6 MRAD 3.71%
7 AWEG 3.36%
8 LOUP 3.23%
9 WFH 3.22%
10 BIGD 2.94%
11 FDTX 2.82%
12 NBDS 2.72%
13 GTEK 2.68%
14 GVIP 2.68%
15 RJMG 2.68%
16 BKWO 2.63%
17 JTEK 2.35%
18 CBSE 2.19%
19 CBLS 2.16%
20 SKYY 2.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 JPMorgan Chase & Co 5.64M (11.23%) 138.51K
Increased by +2.45%
Sep 30, 24
2 Vanguard Group Inc 5.06M (10.06%) 109.41K
Increased by +2.16%
Sep 30, 24
3 T. Rowe Price Associates, Inc. 4.35M (8.65%) 2.63M
Increased by +60.56%
Sep 30, 24
4 FMR Inc 3.77M (7.51%) 337.21K
Increased by +8.94%
Sep 30, 24
5 BlackRock Inc 3.41M (6.79%) -89.68K
Decreased by -2.63%
Sep 30, 24
6 Wellington Management Company LLP 1.40M (2.79%) 480.80K
Increased by +34.29%
Sep 30, 24
7 ClearBridge Advisors, LLC 1.12M (2.24%) -79.08K
Decreased by -7.03%
Sep 30, 24
8 State Street Corp 1.09M (2.16%) 20.52K
Increased by +1.89%
Sep 30, 24
9 State Street Corporation 1.03M (2.06%) 15.02K
Increased by +1.45%
Mar 31, 24
10 Durable Capital Partners LP 1.02M (2.03%) 200.95K
Increased by +19.70%
Sep 30, 24
11 Morgan Stanley - Brokerage Accounts 835.64K (1.66%) 65.21K
Increased by +7.80%
Jun 30, 24
12 Geode Capital Management, LLC 820.48K (1.63%) 19.97K
Increased by +2.43%
Sep 30, 24
13 Franklin Resources Inc 773.62K (1.54%) -496.82K
Decreased by -64.22%
Sep 30, 24
14 Groupama Asset Management 700.00K (1.39%) 700.00K
Increased by +100.00%
Sep 30, 24
15 Bank of New York Mellon Corp 674.52K (1.34%) 24.80K
Increased by +3.68%
Dec 31, 24
16 Amvescap Plc. 672.93K (1.34%) 48.86K
Increased by +7.26%
Sep 30, 24
17 Artisan Partners Limited Partnership 660.31K (1.31%) 57.91K
Increased by +8.77%
Jun 30, 24
18 NORGES BANK 640.35K (1.27%) 104.23K
Increased by +16.28%
Jun 30, 24
19 Millennium Management LLC 632.13K (1.26%) 537.23K
Increased by +84.99%
Jun 30, 24
20 Goldman Sachs Group Inc 626.58K (1.25%) -82.79K
Decreased by -13.21%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.54M (3.06%) 2.28K
Increased by +0.15%
Dec 31, 24
2 Vanguard Mid Cap Index Institutional 1.05M (2.10%) 14.13K
Increased by +1.34%
Dec 31, 24
3 JPM US Large Cap Growth-MA 800.11K (1.59%) 729.21K
Increased by +91.14%
Sep 30, 23
4 JPMorgan Large Cap Growth I 800.11K (1.59%) 0.00
Increased by 0.00%
Dec 31, 24
5 Vanguard Institutional Extnd Mkt Idx Tr 781.24K (1.55%) 12.34K
Increased by +1.58%
Dec 31, 24
6 T. Rowe Price New Horizons 723.75K (1.44%) -393.20K
Decreased by -54.33%
Dec 31, 24
7 US Small-Cap Growth II Equity Comp 723.75K (1.44%) -394.16K
Decreased by -54.46%
Dec 31, 24
8 Vanguard Growth Index Investor 526.97K (1.05%) -50.21K
Decreased by -9.53%
Dec 31, 24
9 BlackRock Mid-Cap Growth Equity Instl 517.96K (1.03%) -19.40K
Decreased by -3.75%
Mar 31, 24
10 Franklin Innovation Composite 500.00K (0.99%) -100.00K
Decreased by -20.00%
Jun 30, 24
11 Invesco American Franchise Y 484.00K (0.96%) 0.00
Increased by 0.00%
Dec 31, 24
12 Invesco Large Cap Growth Composite 484.00K (0.96%) 317.02K
Increased by +65.50%
Dec 31, 24
13 T. Rowe Price Growth Stock 472.36K (0.94%) -7.88K
Decreased by -1.67%
Dec 31, 24
14 T. Rowe Price US Growth Stock Composite 472.36K (0.94%) -13.62K
Decreased by -2.88%
Dec 31, 24
15 Franklin DynaTech Fund A 400.00K (0.80%) -100.00K
Decreased by -25.00%
Jul 31, 24
16 MFS Mid Cap Growth A 384.53K (0.77%) 0.00
Increased by 0.00%
Dec 31, 24
17 MFS Mid Cap Growth Equity 384.53K (0.77%) 101.02K
Increased by +26.27%
Dec 31, 24
18 Vanguard Information Technology ETF 379.32K (0.75%) 5.54K
Increased by +1.46%
Dec 31, 24
19 Harbor Capital Appreciation Instl 370.01K (0.74%) 127.53K
Increased by +34.47%
Mar 31, 24
20 Vanguard Mid-Cap Growth ETF 363.37K (0.72%) 17.05K
Increased by +4.69%
Dec 31, 24