Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 USXF 1000.00%
2 EUSA 1000.00%
3 SUSL 1000.00%
4 ACWI 1000.00%
5 CRBN 1000.00%
6 TOK 1000.00%
7 URTH 1000.00%
8 AWEG 6.01%
9 SMLL 3.62%
10 NEWZ 3.28%
11 SOVF 2.52%
12 XOVR 2.02%
13 ENTR 2.00%
14 FDG 1.64%
15 WCLD 1.48%
16 RFG 1.24%
17 ILDR 1.23%
18 XMHQ 1.17%
19 CLDL 1.15%
20 AIEQ 1.15%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.28M (9.65%) 337.15K
Increased by +7.88%
Dec 31, 24
2 T. Rowe Price Associates, Inc. 4.15M (9.35%) -600.70K
Decreased by -14.49%
Dec 31, 24
3 Vanguard Group Inc 4.03M (9.09%) 46.18K
Increased by +1.15%
Dec 31, 24
4 T. Rowe Price Investment Management,Inc. 3.97M (8.96%) -43.09K
Decreased by -1.08%
Dec 31, 24
5 Wasatch Advisors LP 2.34M (5.29%) -161.19K
Decreased by -6.88%
Dec 31, 24
6 Wasatch Advisors Inc. 1.57M (3.54%) 68.01K
Increased by +4.33%
Sep 30, 23
7 State Street Corporation 1.42M (3.20%) 43.65K
Increased by +3.08%
Mar 31, 24
8 State Street Corp 1.34M (3.03%) 68.37K
Increased by +5.09%
Dec 31, 24
9 Amvescap Plc. 1.33M (3.00%) 320.32K
Increased by +24.04%
Dec 31, 24
10 Capital Research & Mgmt Co - Division 3 1.16M (2.63%) -246.01K
Decreased by -21.13%
Dec 31, 24
11 Echo Street Capital Management LLC 1.08M (2.44%) 154.88K
Increased by +14.32%
Sep 30, 23
12 Geode Capital Management, LLC 1.07M (2.42%) 25.18K
Increased by +2.34%
Dec 31, 24
13 Pictet Asset Manangement SA 951.00K (2.14%) 82.71K
Increased by +8.70%
Sep 30, 24
14 JPMorgan Chase & Co 863.79K (1.95%) -849.28K
Decreased by -98.32%
Dec 31, 24
15 Liontrust Investment Partners LLP 784.07K (1.77%) -26.25K
Decreased by -3.35%
Dec 31, 24
16 Durable Capital Partners LP 717.24K (1.62%) 717.24K
Increased by +100.00%
Mar 31, 24
17 Riverbridge Partners LLC 700.36K (1.58%) -21.16K
Decreased by -3.02%
Mar 31, 25
18 Massachusetts Financial Services Company 680.34K (1.53%) -212.45K
Decreased by -31.23%
Sep 30, 23
19 FMR Inc 650.60K (1.47%) 377.83K
Increased by +58.07%
Dec 31, 24
20 Citadel Advisors Llc 597.85K (1.35%) 128.06K
Increased by +21.42%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price New Horizons 2.42M (5.45%) -32.68K
Decreased by -1.35%
Mar 31, 25
2 US Small-Cap Growth II Equity Comp 2.42M (5.45%) -33.39K
Decreased by -1.38%
Mar 31, 25
3 T. Rowe Price Mid-Cap Growth 1.77M (3.99%) -2.20K
Decreased by -0.12%
Mar 31, 25
4 T. Rowe Price US Mid-Cap Growth Equity 1.77M (3.99%) -2.90K
Decreased by -0.16%
Mar 31, 25
5 iShares Core S&P Mid-Cap ETF 1.41M (3.18%) -4.55K
Decreased by -0.32%
Apr 30, 25
6 Vanguard Total Stock Mkt Idx Inv 1.41M (3.18%) 95.70K
Increased by +6.78%
Mar 31, 25
7 Vanguard US Total Market Shares ETF 1.34M (3.02%) 1.06K
Increased by +0.08%
Sep 30, 24
8 Vanguard Small Cap Index 1.12M (2.52%) 48.26K
Increased by +4.33%
Mar 31, 25
9 T. Rowe Price Lrg Cp Gr I 900.91K (2.03%) 62.90K
Increased by +6.98%
Mar 31, 24
10 T. Rowe Price US Large-Cap Growth Equity 900.91K (2.03%) 62.90K
Increased by +6.98%
Mar 31, 24
11 T. Rowe Price New Horizons Tr-Z 698.25K (1.57%) 55.73K
Increased by +7.98%
Mar 31, 25
12 Wasatch Core Growth 671.52K (1.51%) 0.00
Increased by 0.00%
Mar 31, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 670.76K (1.51%) 10.19K
Increased by +1.52%
Mar 31, 25
14 American Funds Growth Fund of Amer A 655.67K (1.48%) -243.81K
Decreased by -37.18%
Dec 31, 24
15 Capital Group Growth Fnd of Amer Comp 655.67K (1.48%) -243.81K
Decreased by -37.18%
Dec 31, 24
16 T. Rowe Price New Horizons Tr-A 642.52K (1.45%) -170.97K
Decreased by -26.61%
Dec 31, 24
17 Vanguard Small Cap Growth Index Inv 625.58K (1.41%) 25.96K
Increased by +4.15%
Mar 31, 25
18 Van Berkom Sm-Cap Eq 567.29K (1.28%) 567.29K
Increased by +100.00%
Jun 30, 24
19 T. Rowe Price U.S. Mid-Cap Gr Eq Tr-Z 520.58K (1.17%) 28.30K
Increased by +5.44%
Mar 31, 25
20 T. Rowe Price U.S. Mid-Cap Gr Eq Tr-D 492.28K (1.11%) 18.80K
Increased by +3.82%
Dec 31, 24