Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 WBIL 4.82%
3 CLOU 4.08%
4 UTRN 4.02%
5 MRAD 3.71%
6 LCG 3.53%
7 LOUP 2.96%
8 BIGD 2.94%
9 AWEG 2.72%
10 GVIP 2.68%
11 NBDS 2.40%
12 RJMG 2.38%
13 GTEK 2.29%
14 WFH 2.29%
15 BKWO 2.14%
16 JTEK 2.08%
17 ENTR 1.99%
18 PTF 1.99%
19 CBLS 1.98%
20 FDG 1.95%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.04M (10.04%) -10.78K
Decreased by -0.21%
Dec 31, 24
2 T. Rowe Price Associates, Inc. 4.20M (8.35%) -150.77K
Decreased by -3.59%
Dec 31, 24
3 FMR Inc 4.13M (8.21%) 352.76K
Increased by +8.55%
Dec 31, 24
4 BlackRock Inc 3.55M (7.06%) 134.58K
Increased by +3.80%
Dec 31, 24
5 JPMorgan Chase & Co 3.33M (6.62%) -2.32M
Decreased by -69.64%
Dec 31, 24
6 Wellington Management Company LLP 1.48M (2.94%) 74.99K
Increased by +5.08%
Dec 31, 24
7 Amvescap Plc. 1.21M (2.41%) 536.82K
Increased by +44.37%
Dec 31, 24
8 ClearBridge Advisors, LLC 1.09M (2.18%) -31.83K
Decreased by -2.91%
Dec 31, 24
9 State Street Corp 1.09M (2.17%) 3.63K
Increased by +0.33%
Dec 31, 24
10 State Street Corporation 1.03M (2.06%) 15.02K
Increased by +1.45%
Mar 31, 24
11 Durable Capital Partners LP 965.32K (1.92%) -54.73K
Decreased by -5.67%
Dec 31, 24
12 Morgan Stanley - Brokerage Accounts 835.64K (1.66%) 65.21K
Increased by +7.80%
Jun 30, 24
13 Geode Capital Management, LLC 830.40K (1.65%) 9.92K
Increased by +1.19%
Dec 31, 24
14 Franklin Resources Inc 792.02K (1.58%) 18.40K
Increased by +2.32%
Dec 31, 24
15 Groupama Asset Management 726.80K (1.45%) 26.80K
Increased by +3.69%
Dec 31, 24
16 Massachusetts Financial Services Company 676.07K (1.35%) 104.80K
Increased by +15.50%
Dec 31, 24
17 Bank of New York Mellon Corp 674.52K (1.34%) 24.80K
Increased by +3.68%
Dec 31, 24
18 Artisan Partners Limited Partnership 660.31K (1.31%) 57.91K
Increased by +8.77%
Jun 30, 24
19 Millennium Management LLC 632.13K (1.26%) 537.23K
Increased by +84.99%
Jun 30, 24
20 NORGES BANK 603.28K (1.20%) -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 1.55M (3.08%) 5.87K
Increased by +0.38%
Feb 28, 25
2 Vanguard Mid Cap Index Institutional 1.06M (2.11%) 4.53K
Increased by +0.43%
Feb 28, 25
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%
Jan 31, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 784.11K (1.56%) 2.01K
Increased by +0.26%
Feb 28, 25
6 US Small-Cap Growth II Equity Comp 723.75K (1.44%) -394.16K
Decreased by -54.46%
Dec 31, 24
7 T. Rowe Price New Horizons 723.54K (1.44%) -209.00
Decreased by -0.03%
Jan 31, 25
8 Vanguard Growth Index Investor 529.22K (1.05%) 314.00
Increased by +0.06%
Feb 28, 25
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 (1.00%) -100.00K
Decreased by -20.00%
Jun 30, 24
11 Invesco American Franchise Y 484.00K (0.96%) 0.00
Increased by 0.00%
Jan 31, 25
12 Invesco Large Cap Growth Composite 484.00K (0.96%) 317.02K
Increased by +65.50%
Dec 31, 24
13 T. Rowe Price US Growth Stock Composite 472.36K (0.94%) -13.62K
Decreased by -2.88%
Dec 31, 24
14 T. Rowe Price Growth Stock 462.28K (0.92%) -10.08K
Decreased by -2.18%
Jan 31, 25
15 MFS Mid Cap Growth A 410.12K (0.82%) 17.06K
Increased by +4.16%
Feb 28, 25
16 Franklin DynaTech Fund A 400.00K (0.80%) -100.00K
Decreased by -25.00%
Jul 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 384.50K (0.77%) -680.00
Decreased by -0.18%
Feb 28, 25
19 Harbor Capital Appreciation Instl 370.01K (0.74%) 127.53K
Increased by +34.47%
Mar 31, 24
20 Vanguard Mid-Cap Growth ETF 368.25K (0.73%) 2.96K
Increased by +0.80%
Feb 28, 25