Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SPYA 7.15%
2 AWEG 6.10%
3 HELX 5.70%
4 PBE 5.40%
5 BBH 4.19%
6 EKG 3.92%
7 ARKG 3.81%
8 GNOM 3.72%
9 FCUS 3.33%
10 PTH 3.20%
11 LRNZ 3.19%
12 FBT 3.13%
13 FRTY 2.88%
14 ATFV 2.61%
15 BTEC 2.47%
16 RJMG 2.38%
17 SAMM 2.27%
18 ENTR 2.26%
19 XOVR 2.26%
20 WDNA 2.18%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 12.68M (9.54%) 282.83K
Increased by +2.23%
Jun 30, 25
2 T. Rowe Price Associates, Inc. 12.19M (9.17%) 1.65M
Increased by +13.54%
Jun 30, 25
3 BlackRock Inc 10.96M (8.24%) 516.13K
Increased by +4.71%
Jun 30, 25
4 JPMorgan Chase & Co 10.63M (7.99%) 3.26M
Increased by +30.72%
Jun 30, 25
5 Farallon Capital Management, L.L.C. 4.82M (3.63%) 274.00K
Increased by +5.68%
Jun 30, 25
6 State Street Corp 3.32M (2.50%) -53.04K
Decreased by -1.60%
Jun 30, 25
7 Duquesne Family Office LLC 3.09M (2.32%) -317.14K
Decreased by -10.28%
Jun 30, 25
8 Morgan Stanley - Brokerage Accounts 2.87M (2.16%) 399.94K
Increased by +13.93%
Jun 30, 24
9 State Street Corporation 2.72M (2.05%) -462.69K
Decreased by -16.99%
Mar 31, 24
10 Wellington Management Company LLP 2.63M (1.98%) -426.00K
Decreased by -16.17%
Jun 30, 25
11 RTW INVESTMENTS, LLC 2.59M (1.95%) 99.00
Increased by +0.00%
Jun 30, 25
12 Geode Capital Management, LLC 2.55M (1.92%) 166.77K
Increased by +6.53%
Jun 30, 25
13 Fred Alger Management, LLC 2.41M (1.81%) -193.68K
Decreased by -8.04%
Jun 30, 25
14 Citadel Advisors Llc 2.12M (1.60%) 691.99K
Increased by +32.60%
Mar 31, 25
15 Massachusetts Financial Services Company 2.04M (1.54%) -300.08K
Decreased by -14.68%
Jun 30, 25
16 Kynam Capital Management, LP 2.02M (1.52%) -20.37K
Decreased by -1.01%
Dec 31, 24
17 Franklin Resources Inc 1.94M (1.46%) 330.70K
Increased by +17.07%
Jun 30, 25
18 Amvescap Plc. 1.87M (1.41%) -165.29K
Decreased by -8.84%
Jun 30, 25
19 Eversept Partners, LLC 1.78M (1.34%) -473.54K
Decreased by -26.63%
Mar 31, 24
20 AQR Capital Management LLC 1.73M (1.30%) 532.77K
Increased by +30.85%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.09M (3.07%) -91.81K
Decreased by -2.25%
Jul 31, 25
2 JPMorgan Large Cap Growth I 3.93M (2.95%) 0.00
Increased by 0.00%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 3.74M (2.81%) 41.30K
Increased by +1.10%
Sep 30, 24
4 Vanguard Small Cap Index 3.15M (2.37%) -20.16K
Decreased by -0.64%
Jul 31, 25
5 Vanguard Small Cap Growth Index Inv 1.77M (1.33%) -3.77K
Decreased by -0.21%
Jul 31, 25
6 JPM US Mid Cap Growth-MA 1.61M (1.21%) 1.07M
Increased by +66.15%
Sep 30, 23
7 Franklin Innovation Composite 1.59M (1.19%) 386.08K
Increased by +24.34%
Jun 30, 25
8 US Small-Cap Growth II Equity Comp 1.57M (1.18%) 23.59K
Increased by +1.50%
Jun 30, 25
9 T. Rowe Price New Horizons 1.50M (1.13%) -69.94K
Decreased by -4.66%
Jul 31, 25
10 Franklin DynaTech A 1.50M (1.13%) 0.00
Increased by 0.00%
Jul 31, 25
11 Franklin DynaTech Fund A 1.50M (1.13%) 250.00K
Increased by +16.67%
May 31, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 1.47M (1.10%) -636.28K
Decreased by -43.34%
Jul 31, 25
13 MFS Mid Cap Growth Equity 1.44M (1.09%) -185.63K
Decreased by -12.85%
Jun 30, 25
14 MFS Mid Cap Growth A 1.41M (1.06%) -37.74K
Decreased by -2.68%
Jul 31, 25
15 T. Rowe Price US Growth Stock Composite 1.31M (0.98%) -3.57K
Decreased by -0.27%
Jun 30, 25
16 JPMorgan Growth Advantage A 1.27M (0.96%) -10.00K
Decreased by -0.79%
Jul 31, 25
17 T. Rowe Price Growth Stock 1.22M (0.92%) -87.73K
Decreased by -7.20%
Jul 31, 25
18 T. Rowe Price Lrg Cp Gr I 1.11M (0.84%) 164.80K
Increased by +14.81%
Jul 31, 25
19 Lord Abbett & Co. Growth Equity- SA 1.09M (0.82%) 115.01K
Increased by +10.54%
Mar 31, 25
20 Lord Abbett Growth Leaders I 1.09M (0.82%) 0.00
Increased by 0.00%
Apr 30, 25