Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CPAI 1.56%
2 STBQ 1.47%
3 IPO 0.84%
4 FDIG 0.77%
5 KYC 0.74%
6 IPAY 0.59%
7 NIXT 0.55%
8 SEIS 0.53%
9 OASC 0.40%
10 KOMP 0.37%
11 PSC 0.31%
12 AVSC 0.22%
13 TRFM 0.20%
14 BKSE 0.12%
15 MFVL 0.12%
16 VFQY 0.11%
17 TMFX 0.10%
18 BBSC 0.10%
19 STXK 0.09%
20 IWO 0.09%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Associates, Inc. 53.15M (55.85%) -2.88M
Decreased by -5.43%
Mar 31, 26
2 Vanguard Group Inc 37.52M (39.42%) -1.83M
Decreased by -4.89%
Dec 31, 25
3 FMR Inc 32.29M (33.93%) -813.91K
Decreased by -2.52%
Sep 30, 24
4 BlackRock Inc 27.27M (28.65%) -433.55K
Decreased by -1.59%
Mar 31, 26
5 T. Rowe Price Investment Management,Inc. 24.97M (26.24%) -9.10M
Decreased by -36.43%
Mar 31, 26
6 Vanguard Portfolio Management, LLC 16.93M (17.79%) 16.93M
Increased by +100.00%
Mar 31, 26
7 Vanguard Capital Management, LLC 16.53M (17.37%) 16.53M
Increased by +100.00%
Mar 31, 26
8 Visa Inc 12.44M (13.08%) 0.00
Increased by 0.00%
Sep 30, 23
9 Renaissance Technologies Corp 11.58M (12.17%) 237.93K
Increased by +2.05%
Mar 31, 26
10 State Street Corporation 10.72M (11.27%) 49.92K
Increased by +0.47%
Mar 31, 24
11 Wellington Management Company LLP 10.16M (10.68%) -3.77M
Decreased by -37.08%
Mar 31, 26
12 RPD Fund Management LLC 9.84M (10.34%) 9.84M
Increased by +100.00%
Dec 31, 24
13 Geode Capital Management, LLC 9.37M (9.85%) -116.53K
Decreased by -1.24%
Mar 31, 26
14 State Street Corp 9.24M (9.70%) -146.07K
Decreased by -1.58%
Mar 31, 26
15 Dimensional Fund Advisors, Inc. 8.78M (9.23%) 567.67K
Increased by +6.47%
Mar 31, 26
16 Amvescap Plc. 8.71M (9.15%) 491.98K
Increased by +5.65%
Mar 31, 26
17 Westfield Capital Management Company, LP 8.33M (8.76%) 319.66K
Increased by +3.84%
Sep 30, 24
18 Alkeon Capital Management, LLC 7.42M (7.80%) 1.77M
Increased by +23.82%
Sep 30, 24
19 North Reef Capital Management LP 7.40M (7.78%) 1.40M
Increased by +18.92%
Mar 31, 26
20 NORGES BANK 7.18M (7.55%) 3.21M
Increased by +44.65%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Advisor Growth Opps M 21.36M (22.45%) 0.00
Increased by 0.00%
Sep 30, 24
2 Fidelity Advisor® Growth Opps M 21.20M (22.28%) 0.00
Increased by 0.00%
Nov 30, 23
3 T. Rowe Price US Mid-Cap Value Equity 20.05M (21.07%) -71.81K
Decreased by -0.36%
Mar 31, 26
4 T. Rowe Price Mid-Cap Value 20.04M (21.06%) -13.10K
Decreased by -0.07%
Apr 30, 26
5 Vanguard US Total Market Shares ETF 13.77M (14.47%) 15.13K
Increased by +0.11%
Sep 30, 24
6 Vanguard Total Stock Mkt Idx Inv 11.66M (12.25%) 57.17K
Increased by +0.49%
Apr 30, 26
7 T. Rowe Price U.S. Mid-Cap Val Eq Tr-D 11.37M (11.95%) 71.81K
Increased by +0.63%
Mar 31, 26
8 T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z 10.00M (10.51%) 10.00M
Increased by +100.00%
Mar 31, 25
9 US Small-Cap Growth II Equity Comp 9.48M (9.96%) -1.71M
Decreased by -18.00%
Mar 31, 26
10 iShares Russell 2000 ETF 8.68M (9.12%) 80.18K
Increased by +0.92%
May 29, 26
11 Vanguard Small Cap Index 8.64M (9.07%) -2.17K
Decreased by -0.03%
Apr 30, 26
12 T. Rowe Price US Small-Cap Core Equity 8.39M (8.82%) 95.17K
Increased by +1.13%
Mar 31, 26
13 T. Rowe Price Small-Cap Stock 8.39M (8.82%) -5.97K
Decreased by -0.07%
Apr 30, 26
14 T. Rowe Price New Horizons 7.84M (8.24%) -1.64M
Decreased by -20.92%
Apr 30, 26
15 American Funds SMALLCAP World A 6.13M (6.44%) 0.00
Increased by 0.00%
Mar 31, 26
16 Vanguard Small Cap Growth Index Inv 4.82M (5.07%) -3.12K
Decreased by -0.06%
Apr 30, 26
17 Fidelity® Small Cap Index 4.73M (4.97%) 127.29K
Increased by +2.69%
Oct 31, 23
18 T. Rowe Price Instl Small-Cap Stock 4.38M (4.60%) 0.00
Increased by 0.00%
Apr 30, 26
19 Vanguard Institutional Extnd Mkt Idx Tr 4.32M (4.54%) 40.57K
Increased by +0.94%
Apr 30, 26
20 T. Rowe Price U.S. SC Core Eq Tr-D 3.91M (4.11%) 72.69K
Increased by +1.86%
Mar 31, 26