Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EUSA 1000.00%
2 ACWI 1000.00%
3 USXF 1000.00%
4 URTH 1000.00%
5 IRBO 1000.00%
6 TOK 1000.00%
7 SUSL 1000.00%
8 CRBN 1000.00%
9 SIZE 1000.00%
10 SNSR 3.85%
11 SMHX 3.83%
12 XSD 2.81%
13 PSI 2.58%
14 WISE 2.05%
15 NBSM 1.83%
16 GGRW 1.67%
17 GRPM 1.54%
18 JSMD 1.48%
19 EWMC 1.46%
20 XMHQ 1.31%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Investment Management,Inc. 21.54M (15.86%) 478.44K
Increased by +2.22%
Dec 31, 24
2 BlackRock Inc 16.36M (12.04%) 472.60K
Increased by +2.89%
Dec 31, 24
3 Vanguard Group Inc 14.94M (11.00%) 229.82K
Increased by +1.54%
Dec 31, 24
4 Artisan Partners Limited Partnership 8.59M (6.33%) -401.39K
Decreased by -4.67%
Dec 31, 24
5 T. Rowe Price Associates, Inc. 6.28M (4.63%) 4.68M
Increased by +74.42%
Dec 31, 24
6 Franklin Resources Inc 5.95M (4.38%) -53.97K
Decreased by -0.91%
Dec 31, 24
7 State Street Corporation 5.05M (3.72%) 84.18K
Increased by +1.67%
Mar 31, 24
8 Neuberger Berman Group LLC 4.95M (3.64%) 157.62K
Increased by +3.19%
Dec 31, 24
9 State Street Corp 4.91M (3.62%) -3.19K
Decreased by -0.06%
Dec 31, 24
10 Geode Capital Management, LLC 3.06M (2.25%) 74.66K
Increased by +2.44%
Dec 31, 24
11 FMR Inc 2.82M (2.08%) -831.56K
Decreased by -29.45%
Dec 31, 24
12 Pictet Asset Manangement SA 2.45M (1.81%) -124.28K
Decreased by -5.07%
Dec 31, 24
13 Lord, Abbett & Co LLC 2.28M (1.68%) -155.57K
Decreased by -6.82%
Sep 30, 23
14 JPMorgan Chase & Co 2.27M (1.67%) 396.35K
Increased by +17.46%
Sep 30, 24
15 Capital Research Global Investors 2.26M (1.66%) 216.62K
Increased by +9.59%
Dec 31, 24
16 Morgan Stanley - Brokerage Accounts 2.12M (1.56%) -583.92K
Decreased by -27.48%
Jun 30, 24
17 Ameriprise Financial Inc 2.12M (1.56%) -728.38K
Decreased by -34.38%
Sep 30, 24
18 ClearBridge Advisors, LLC 2.09M (1.54%) -97.57K
Decreased by -4.67%
Dec 31, 24
19 UBS Group AG 1.89M (1.39%) 1.32M
Increased by +69.77%
Dec 31, 24
20 Macquarie Group Ltd 1.88M (1.38%) -950.00
Decreased by -0.05%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price US Mid-Cap Growth Equity 7.87M (5.79%) 185.60K
Increased by +2.36%
Dec 31, 24
2 T. Rowe Price Mid-Cap Growth 7.87M (5.79%) -3.30K
Decreased by -0.04%
Jan 31, 25
3 iShares Core S&P Mid-Cap ETF 4.49M (3.30%) 3.36K
Increased by +0.07%
Feb 28, 25
4 Vanguard Total Stock Mkt Idx Inv 4.35M (3.20%) 10.34K
Increased by +0.24%
Feb 28, 25
5 Vanguard Small Cap Index 3.52M (2.59%) 2.91K
Increased by +0.08%
Feb 28, 25
6 US Small-Cap Growth II Equity Comp 2.96M (2.18%) 2.96M
Increased by +100.00%
Dec 31, 24
7 T. Rowe Price New Horizons 2.96M (2.18%) -855.00
Decreased by -0.03%
Jan 31, 25
8 Neuberger Berman Genesis Inv 2.82M (2.08%) 0.00
Increased by 0.00%
Dec 31, 24
9 Fidelity Select Semiconductors 2.23M (1.64%) 0.00
Increased by 0.00%
May 31, 24
10 T. Rowe Price U.S. Mid-Cap Gr Eq Tr-Z 2.21M (1.63%) 197.60K
Increased by +8.95%
Dec 31, 24
11 Select Semiconductors 2.14M (1.57%) 0.00
Increased by 0.00%
Nov 30, 23
12 iShares Semiconductor ETF 2.14M (1.57%) 12.73K
Increased by +0.60%
Feb 28, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 2.10M (1.54%) 9.35K
Increased by +0.45%
Feb 28, 25
14 American Funds AMCAP A 2.00M (1.48%) 0.00
Increased by 0.00%
Dec 31, 24
15 Capital Group AMCAP Composite 2.00M (1.48%) 0.00
Increased by 0.00%
Dec 31, 24
16 VA CollegeAmerica Amcap 529A 2.00M (1.48%) 0.00
Increased by 0.00%
Dec 31, 24
17 Vanguard Small Cap Growth Index Inv 1.98M (1.46%) -11.06K
Decreased by -0.56%
Feb 28, 25
18 Vanguard Information Technology ETF 1.95M (1.44%) -133.40K
Decreased by -6.84%
Feb 28, 25
19 Franklin Technology A Acc USD 1.90M (1.40%) 211.00K
Increased by +11.12%
Feb 28, 25
20 Artisan Mid Cap Investor 1.84M (1.35%) -190.27K
Decreased by -10.34%
Dec 31, 24