Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CRBN 1000.00%
2 EUSA 1000.00%
3 USXF 1000.00%
4 URTH 1000.00%
5 IRBO 1000.00%
6 TOK 1000.00%
7 SUSL 1000.00%
8 ACWI 1000.00%
9 SIZE 1000.00%
10 SNSR 3.60%
11 SMHX 3.48%
12 XSD 3.29%
13 NBSM 2.16%
14 GRPM 1.82%
15 GGRW 1.67%
16 JSMD 1.48%
17 EWMC 1.46%
18 QTUM 1.40%
19 XMHQ 1.31%
20 PEXL 1.30%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Investment Management,Inc. 21.07M (15.51%) 6.42M
Increased by +30.47%
Sep 30, 24
2 BlackRock Inc 15.89M (11.70%) -3.79M
Decreased by -23.86%
Sep 30, 24
3 Vanguard Group Inc 14.71M (10.84%) 655.51K
Increased by +4.45%
Sep 30, 24
4 Artisan Partners Limited Partnership 8.99M (6.62%) -20.72K
Decreased by -0.23%
Sep 30, 24
5 Franklin Resources Inc 6.01M (4.42%) -786.13K
Decreased by -13.09%
Sep 30, 24
6 State Street Corporation 5.05M (3.72%) 84.18K
Increased by +1.67%
Mar 31, 24
7 State Street Corp 4.92M (3.62%) -444.57K
Decreased by -9.04%
Sep 30, 24
8 Neuberger Berman Group LLC 4.79M (3.53%) -298.47K
Decreased by -6.23%
Sep 30, 24
9 FMR Inc 3.66M (2.69%) -3.24M
Decreased by -88.73%
Sep 30, 24
10 William Blair Investment Management, LLC 3.39M (2.50%) 231.81K
Increased by +6.83%
Sep 30, 24
11 Geode Capital Management, LLC 2.98M (2.19%) -215.91K
Decreased by -7.24%
Sep 30, 24
12 Pictet Asset Manangement SA 2.58M (1.90%) -323.13K
Decreased by -12.54%
Sep 30, 24
13 American Century Companies Inc 2.56M (1.89%) -386.55K
Decreased by -15.09%
Sep 30, 24
14 Citadel Advisors Llc 2.49M (1.83%) 2.48M
Increased by +99.55%
Sep 30, 24
15 Lord, Abbett & Co LLC 2.28M (1.68%) -155.57K
Decreased by -6.82%
Sep 30, 23
16 JPMorgan Chase & Co 2.27M (1.67%) 396.35K
Increased by +17.46%
Sep 30, 24
17 ClearBridge Advisors, LLC 2.19M (1.61%) 365.31K
Increased by +16.70%
Sep 30, 24
18 T. Rowe Price Associates, Inc. 2.14M (1.57%) -432.17K
Decreased by -20.22%
Mar 31, 24
19 Morgan Stanley - Brokerage Accounts 2.12M (1.56%) -583.92K
Decreased by -27.48%
Jun 30, 24
20 Ameriprise Financial Inc 2.12M (1.56%) -728.38K
Decreased by -34.38%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Mid-Cap Growth 7.87M (5.79%) 0.00
Increased by 0.00%
Dec 31, 24
2 T. Rowe Price US Mid-Cap Growth Equity 7.87M (5.79%) 185.60K
Increased by +2.36%
Dec 31, 24
3 iShares Core S&P Mid-Cap ETF 4.50M (3.32%) -1.17K
Decreased by -0.03%
Jan 31, 25
4 Vanguard Total Stock Mkt Idx Inv 4.33M (3.19%) 3.96K
Increased by +0.09%
Dec 31, 24
5 Vanguard Small Cap Index 3.51M (2.59%) 37.75K
Increased by +1.07%
Dec 31, 24
6 T. Rowe Price New Horizons 2.96M (2.18%) 679.66K
Increased by +22.95%
Dec 31, 24
7 US Small-Cap Growth II Equity Comp 2.96M (2.18%) 2.96M
Increased by +100.00%
Dec 31, 24
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 iShares Semiconductor ETF 2.22M (1.64%) -21.82K
Decreased by -0.98%
Jan 31, 25
11 T. Rowe Price U.S. Mid-Cap Gr Eq Tr-Z 2.21M (1.63%) 197.60K
Increased by +8.95%
Dec 31, 24
12 Select Semiconductors 2.14M (1.57%) 0.00
Increased by 0.00%
Nov 30, 23
13 Vanguard Institutional Extnd Mkt Idx Tr 2.09M (1.54%) 27.55K
Increased by +1.32%
Dec 31, 24
14 Vanguard Information Technology ETF 2.05M (1.51%) 30.45K
Increased by +1.48%
Dec 31, 24
15 American Funds AMCAP A 2.00M (1.48%) 0.00
Increased by 0.00%
Dec 31, 24
16 Capital Group AMCAP Composite 2.00M (1.48%) 0.00
Increased by 0.00%
Dec 31, 24
17 VA CollegeAmerica Amcap 529A 2.00M (1.48%) 0.00
Increased by 0.00%
Dec 31, 24
18 Vanguard Small Cap Growth Index Inv 1.99M (1.47%) 75.35K
Increased by +3.79%
Dec 31, 24
19 Artisan Mid Cap Investor 1.84M (1.35%) -190.27K
Decreased by -10.34%
Dec 31, 24
20 Artisan U.S. Mid-Cap Growth 1.84M (1.35%) -190.27K
Decreased by -10.34%
Dec 31, 24