Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SUSL 1000.00%
2 CRBN 1000.00%
3 IRBO 1000.00%
4 EUSA 1000.00%
5 SIZE 1000.00%
6 USXF 1000.00%
7 URTH 1000.00%
8 ACWI 1000.00%
9 TOK 1000.00%
10 XSD 3.37%
11 SMHX 2.98%
12 SNSR 2.95%
13 NBSM 1.82%
14 GGRW 1.67%
15 EWMC 1.46%
16 GRPM 1.28%
17 QTUM 1.13%
18 PEXL 1.13%
19 XMHQ 1.12%
20 PDP 1.09%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 19.68M (14.48%) 1.78M
Increased by +9.06%
Jun 30, 24
2 T. Rowe Price Investment Management,Inc. 14.65M (10.77%) 1.01M
Increased by +6.87%
Jun 30, 24
3 Vanguard Group Inc 14.06M (10.34%) 58.36K
Increased by +0.42%
Jun 30, 24
4 Artisan Partners Limited Partnership 9.01M (6.63%) 462.71K
Increased by +5.13%
Jun 30, 24
5 FMR Inc 6.90M (5.07%) -1.92M
Decreased by -27.80%
Jun 30, 24
6 Franklin Resources Inc 6.79M (5.00%) 165.69K
Increased by +2.44%
Jun 30, 24
7 State Street Corp 5.36M (3.94%) 308.35K
Increased by +5.75%
Jun 30, 24
8 Neuberger Berman Group LLC 5.09M (3.74%) -602.01K
Decreased by -11.84%
Jun 30, 24
9 State Street Corporation 5.05M (3.72%) 84.18K
Increased by +1.67%
Mar 31, 24
10 Geode Capital Management, LLC 3.20M (2.35%) 261.91K
Increased by +8.19%
Jun 30, 24
11 William Blair Investment Management, LLC 3.16M (2.33%) 668.13K
Increased by +21.12%
Jun 30, 24
12 American Century Companies Inc 2.95M (2.17%) -126.47K
Decreased by -4.29%
Jun 30, 24
13 Pictet Asset Manangement SA 2.90M (2.13%) -154.83K
Decreased by -5.34%
Jun 30, 24
14 Ameriprise Financial Inc 2.85M (2.09%) 732.32K
Increased by +25.72%
Jun 30, 24
15 Lord, Abbett & Co LLC 2.28M (1.68%) -155.57K
Decreased by -6.82%
Sep 30, 23
16 T. Rowe Price Associates, Inc. 2.14M (1.57%) -432.17K
Decreased by -20.22%
Mar 31, 24
17 Morgan Stanley - Brokerage Accounts 2.12M (1.56%) -583.92K
Decreased by -27.48%
Jun 30, 24
18 Macquarie Group Ltd 1.88M (1.38%) 111.23K
Increased by +5.93%
Jun 30, 24
19 AllianceBernstein L.P. 1.82M (1.34%) -204.59K
Decreased by -11.23%
Mar 31, 24
20 ClearBridge Advisors, LLC 1.82M (1.34%) 294.29K
Increased by +16.15%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Mid-Cap Growth 7.68M (5.65%) 536.70K
Increased by +6.98%
Sep 30, 24
2 T. Rowe Price US Mid-Cap Growth Equity 7.68M (5.65%) 2.23M
Increased by +29.07%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 4.36M (3.21%) 3.34K
Increased by +0.08%
Sep 30, 24
4 iShares Core S&P Mid-Cap ETF 4.34M (3.19%) 2.35K
Increased by +0.05%
Oct 31, 24
5 Vanguard Small Cap Index 3.45M (2.54%) -34.51K
Decreased by -1.00%
Sep 30, 24
6 Neuberger Berman Genesis Inv 2.82M (2.08%) 116.20K
Increased by +4.11%
Sep 30, 24
7 Fidelity Select Semiconductors 2.23M (1.64%) 0.00
Increased by 0.00%
May 31, 24
8 Select Semiconductors 2.14M (1.57%) 0.00
Increased by 0.00%
Nov 30, 23
9 Vanguard Institutional Extnd Mkt Idx Tr 2.06M (1.52%) -36.74K
Decreased by -1.78%
Sep 30, 24
10 Artisan Mid Cap Investor 2.03M (1.49%) -74.01K
Decreased by -3.65%
Sep 30, 24
11 Artisan U.S. Mid-Cap Growth 2.03M (1.49%) -74.01K
Decreased by -3.65%
Sep 30, 24
12 T. Rowe Price U.S. Mid-Cap Gr Eq Tr-Z 2.01M (1.48%) 606.00K
Increased by +30.15%
Sep 30, 24
13 Capital Group AMCAP Composite 2.00M (1.47%) 2.00M
Increased by +100.00%
Sep 30, 24
14 VA CollegeAmerica Amcap 529A 2.00M (1.47%) 2.00M
Increased by +100.00%
Sep 30, 24
15 iShares Semiconductor ETF 1.99M (1.47%) -12.65K
Decreased by -0.64%
Oct 31, 24
16 Vanguard Information Technology ETF 1.98M (1.46%) 4.93K
Increased by +0.25%
Sep 30, 24
17 Vanguard Small Cap Growth Index Inv 1.90M (1.40%) -21.76K
Decreased by -1.14%
Sep 30, 24
18 American Century US Premier Lg Cp Gr 1.83M (1.35%) -326.00K
Decreased by -17.80%
Sep 30, 24
19 American Century Ultra® Inv 1.83M (1.35%) -326.00K
Decreased by -17.80%
Sep 30, 24
20 Pictet-Clean Energy Transition I USD 1.80M (1.33%) -27.52K
Decreased by -1.53%
Sep 30, 24