Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ACWI 1000.00%
2 USXF 1000.00%
3 URTH 1000.00%
4 TOK 1000.00%
5 SUSL 1000.00%
6 EUSA 1000.00%
7 CRBN 1000.00%
8 AWEG 5.74%
9 SMLL 3.61%
10 NEWZ 3.28%
11 SOVF 2.45%
12 XOVR 1.92%
13 ENTR 1.88%
14 FDG 1.64%
15 WCLD 1.45%
16 ILDR 1.23%
17 RFG 1.18%
18 AIEQ 1.15%
19 PAMC 1.14%
20 XMHQ 1.14%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 4.31M (9.69%) 283.43K
Increased by +6.57%
Mar 31, 25
2 T. Rowe Price Associates, Inc. 4.29M (9.63%) 141.71K
Increased by +3.31%
Mar 31, 25
3 BlackRock Inc 4.12M (9.24%) -160.85K
Decreased by -3.91%
Mar 31, 25
4 T. Rowe Price Investment Management,Inc. 3.99M (8.95%) 13.03K
Increased by +0.33%
Mar 31, 25
5 Wasatch Advisors LP 2.32M (5.21%) -23.70K
Decreased by -1.02%
Mar 31, 25
6 Wasatch Advisors Inc. 1.57M (3.52%) 68.01K
Increased by +4.33%
Sep 30, 23
7 State Street Corporation 1.42M (3.19%) 43.65K
Increased by +3.08%
Mar 31, 24
8 State Street Corp 1.36M (3.05%) 16.45K
Increased by +1.21%
Mar 31, 25
9 Amvescap Plc. 1.33M (2.99%) 320.32K
Increased by +24.04%
Dec 31, 24
10 Capital Research & Mgmt Co - Division 3 1.16M (2.61%) -246.01K
Decreased by -21.13%
Dec 31, 24
11 Geode Capital Management, LLC 1.15M (2.59%) 79.17K
Increased by +6.87%
Mar 31, 25
12 Echo Street Capital Management LLC 1.08M (2.43%) 154.88K
Increased by +14.32%
Sep 30, 23
13 Pictet Asset Manangement SA 951.00K (2.14%) 82.71K
Increased by +8.70%
Sep 30, 24
14 Liontrust Investment Partners LLP 742.25K (1.67%) -41.82K
Decreased by -5.63%
Mar 31, 25
15 Durable Capital Partners LP 717.24K (1.61%) 717.24K
Increased by +100.00%
Mar 31, 24
16 Riverbridge Partners LLC 700.36K (1.57%) -21.16K
Decreased by -3.02%
Mar 31, 25
17 FMR Inc 689.07K (1.55%) 38.48K
Increased by +5.58%
Mar 31, 25
18 William Blair Investment Management, LLC 687.00K (1.54%) 687.00K
Increased by +100.00%
Mar 31, 25
19 Massachusetts Financial Services Company 680.34K (1.53%) -212.45K
Decreased by -31.23%
Sep 30, 23
20 Citadel Advisors Llc 597.85K (1.34%) 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 (5.43%) -32.68K
Decreased by -1.35%
Mar 31, 25
2 US Small-Cap Growth II Equity Comp 2.42M (5.43%) -33.39K
Decreased by -1.38%
Mar 31, 25
3 T. Rowe Price Mid-Cap Growth 1.77M (3.97%) -2.20K
Decreased by -0.12%
Mar 31, 25
4 T. Rowe Price US Mid-Cap Growth Equity 1.77M (3.97%) -2.90K
Decreased by -0.16%
Mar 31, 25
5 Vanguard Total Stock Mkt Idx Inv 1.43M (3.22%) 20.76K
Increased by +1.45%
Apr 30, 25
6 iShares Core S&P Mid-Cap ETF 1.41M (3.17%) -4.55K
Decreased by -0.32%
Apr 30, 25
7 Vanguard US Total Market Shares ETF 1.34M (3.00%) 1.06K
Increased by +0.08%
Sep 30, 24
8 Vanguard Small Cap Index 1.12M (2.52%) 6.76K
Increased by +0.60%
Apr 30, 25
9 T. Rowe Price Lrg Cp Gr I 900.91K (2.02%) 62.90K
Increased by +6.98%
Mar 31, 24
10 T. Rowe Price US Large-Cap Growth Equity 900.91K (2.02%) 62.90K
Increased by +6.98%
Mar 31, 24
11 T. Rowe Price New Horizons Tr-A 698.25K (1.57%) 55.73K
Increased by +7.98%
Mar 31, 25
12 T. Rowe Price New Horizons Tr-Z 698.25K (1.57%) 55.73K
Increased by +7.98%
Mar 31, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 674.63K (1.51%) 3.87K
Increased by +0.57%
Apr 30, 25
14 Wasatch Core Growth 671.52K (1.51%) 0.00
Increased by 0.00%
Mar 31, 25
15 American Funds Growth Fund of Amer A 655.67K (1.47%) -243.81K
Decreased by -37.18%
Dec 31, 24
16 Capital Group Growth Fnd of Amer Comp 655.67K (1.47%) -243.81K
Decreased by -37.18%
Dec 31, 24
17 Vanguard Small Cap Growth Index Inv 624.84K (1.40%) -741.00
Decreased by -0.12%
Apr 30, 25
18 Van Berkom Sm-Cap Eq 567.29K (1.27%) 567.29K
Increased by +100.00%
Jun 30, 24
19 T. Rowe Price U.S. Mid-Cap Gr Eq Tr-D 520.58K (1.17%) 28.30K
Increased by +5.44%
Mar 31, 25
20 T. Rowe Price U.S. Mid-Cap Gr Eq Tr-Z 520.58K (1.17%) 28.30K
Increased by +5.44%
Mar 31, 25