Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AWEG 4.15%
2 ENTR 2.46%
3 AOTG 2.42%
4 SOVF 2.13%
5 WCLD 1.57%
6 ILDR 1.41%
7 CLDL 1.32%
8 XMHQ 1.06%
9 FDG 0.89%
10 JSMD 0.87%
11 QQQJ 0.64%
12 SKYY 0.63%
13 QQJG 0.56%
14 MDYG 0.53%
15 IJK 0.53%
16 SKYU 0.51%
17 IVOG 0.50%
18 PAMC 0.49%
19 MIDE 0.45%
20 SMDY 0.40%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Associates, Inc. 8.56M (19.45%) 1.01M
Increased by +11.75%
Dec 31, 23
2 BlackRock Inc 4.42M (10.05%) 9.16K
Increased by +0.21%
Dec 31, 23
3 Vanguard Group Inc 4.16M (9.46%) 13.96K
Increased by +0.34%
Dec 31, 23
4 T. Rowe Price Investment Management,Inc. 3.08M (7.01%) 650.43K
Increased by +21.10%
Dec 31, 23
5 Wasatch Advisors LP 2.40M (5.45%) 621.95K
Increased by +25.95%
Mar 31, 24
6 Wasatch Advisors Inc. 1.57M (3.57%) 68.01K
Increased by +4.33%
Sep 30, 23
7 State Street Corporation 1.37M (3.13%) 58.23K
Increased by +4.24%
Dec 31, 23
8 Capital Research & Mgmt Co - Division 3 1.21M (2.75%) 658.06K
Increased by +54.34%
Dec 31, 23
9 Amvescap Plc. 1.10M (2.50%) 840.41K
Increased by +76.56%
Dec 31, 23
10 Echo Street Capital Management LLC 1.08M (2.46%) 154.88K
Increased by +14.32%
Sep 30, 23
11 Geode Capital Management, LLC 892.23K (2.03%) 34.18K
Increased by +3.83%
Dec 31, 23
12 Riverbridge Partners LLC 869.63K (1.98%) -11.81K
Decreased by -1.36%
Mar 31, 24
13 Massachusetts Financial Services Company 680.34K (1.55%) -212.45K
Decreased by -31.23%
Sep 30, 23
14 Adams Street Partners LLC 568.41K (1.29%) 0.00
Increased by 0.00%
Dec 31, 23
15 Citadel Advisors Llc 554.53K (1.26%) 465.14K
Increased by +83.88%
Sep 30, 23
16 Franklin Resources Inc 553.43K (1.26%) -7.28K
Decreased by -1.32%
Sep 30, 23
17 HHG PLC 501.72K (1.14%) 72.65K
Increased by +14.48%
Dec 31, 23
18 Allspring Global Investments Holdings, LLC 498.47K (1.13%) 498.47K
Increased by +100.00%
Dec 31, 23
19 Westfield Capital Management Company, LP 483.01K (1.10%) 10.50K
Increased by +2.17%
Dec 31, 23
20 Van Berkom and Associates Inc 468.23K (1.06%) 463.39K
Increased by +98.97%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price New Horizons 4.08M (9.28%) -30.38K
Decreased by -0.74%
Mar 31, 24
2 US Small-Cap Growth II Equity Comp 4.08M (9.28%) -30.38K
Decreased by -0.74%
Mar 31, 24
3 T. Rowe Price Mid-Cap Growth 1.87M (4.26%) 375.70K
Increased by +20.06%
Mar 31, 24
4 T. Rowe Price US Mid-Cap Growth Equity 1.87M (4.26%) 375.70K
Increased by +20.06%
Mar 31, 24
5 iShares Core S&P Mid-Cap ETF 1.35M (3.06%) -240.00
Decreased by -0.02%
Apr 30, 24
6 Vanguard Total Stock Mkt Idx Inv 1.32M (3.00%) 4.92K
Increased by +0.37%
Mar 31, 24
7 Vanguard Small Cap Index 1.08M (2.45%) -8.22K
Decreased by -0.76%
Mar 31, 24
8 T. Rowe Price Lrg Cp Gr I 900.91K (2.05%) 62.90K
Increased by +6.98%
Mar 31, 24
9 T. Rowe Price US Large-Cap Growth Equity 900.91K (2.05%) 62.90K
Increased by +6.98%
Mar 31, 24
10 T. Rowe Price New Horizons Tr-Z 799.77K (1.82%) 71.59K
Increased by +8.95%
Mar 31, 24
11 Wasatch Core Growth 652.93K (1.48%) 269.94K
Increased by +41.34%
Mar 31, 24
12 Vanguard Institutional Extnd Mkt Idx Tr 649.39K (1.48%) 9.26K
Increased by +1.43%
Mar 31, 24
13 Vanguard Small Cap Growth Index Inv 610.08K (1.39%) 624.00
Increased by +0.10%
Mar 31, 24
14 American Funds Growth Fund of Amer A 522.29K (1.19%) 0.00
Increased by 0.00%
Mar 31, 24
15 Capital Group Growth Fnd of Amer Comp 522.29K (1.19%) 0.00
Increased by 0.00%
Mar 31, 24
16 Invesco Main Street A 466.36K (1.06%) 0.00
Increased by 0.00%
Mar 31, 24
17 Invesco OFI Large Cap Core 466.36K (1.06%) 158.69K
Increased by +34.03%
Mar 31, 24
18 T. Rowe Price U.S. Mid-Cap Gr Eq Tr-Z 462.10K (1.05%) 97.60K
Increased by +21.12%
Mar 31, 24
19 Wasatch Small Cap Growth Investor 436.28K (0.99%) 69.25K
Increased by +15.87%
Mar 31, 24
20 MFS Mid Cap Growth Equity 425.07K (0.97%) -166.95K
Decreased by -39.28%
Sep 30, 23