Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SUSL 1000.00%
2 CRBN 1000.00%
3 ACWI 1000.00%
4 EUSA 1000.00%
5 URTH 1000.00%
6 TOK 1000.00%
7 USXF 1000.00%
8 AWEG 4.43%
9 NEWZ 3.22%
10 SMLL 2.74%
11 TSCM 2.15%
12 SOVF 1.89%
13 XOVR 1.55%
14 ENTR 1.55%
15 WCLD 1.42%
16 ILDR 1.23%
17 GRPM 1.23%
18 MCOW 1.18%
19 AIEQ 1.15%
20 FSGS 1.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.39M (10.23%) 194.31K
Increased by +4.43%
Mar 31, 26
2 Vanguard Group Inc 4.16M (9.70%) -56.61K
Decreased by -1.36%
Dec 31, 25
3 T. Rowe Price Investment Management,Inc. 4.04M (9.42%) -2.22M
Decreased by -55.02%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 2.18M (5.08%) 2.18M
Increased by +100.00%
Mar 31, 26
5 Vanguard Capital Management, LLC 1.95M (4.55%) 1.95M
Increased by +100.00%
Mar 31, 26
6 Citadel Advisors Llc 1.73M (4.02%) -16.82K
Decreased by -0.97%
Mar 31, 26
7 Wasatch Advisors Inc. 1.57M (3.66%) 68.01K
Increased by +4.33%
Sep 30, 23
8 State Street Corporation 1.42M (3.31%) 43.65K
Increased by +3.08%
Mar 31, 24
9 State Street Corp 1.34M (3.12%) 21.92K
Increased by +1.64%
Mar 31, 26
10 Morgan Stanley - Brokerage Accounts 1.34M (3.12%) 519.51K
Increased by +38.86%
Mar 31, 26
11 Geode Capital Management, LLC 1.29M (3.01%) 150.99K
Increased by +11.70%
Mar 31, 26
12 Van Berkom and Associates Inc 1.23M (2.87%) 709.47K
Increased by +57.55%
Mar 31, 26
13 Capital Research & Mgmt Co - Division 3 1.16M (2.71%) -246.01K
Decreased by -21.13%
Dec 31, 24
14 AQR Capital Management LLC 1.14M (2.65%) 192.01K
Increased by +16.91%
Mar 31, 26
15 Two Sigma Investments LLC 1.13M (2.64%) 497.13K
Increased by +43.89%
Mar 31, 26
16 Point72 Asset Management, L.P. 1.11M (2.58%) -156.18K
Decreased by -14.09%
Mar 31, 26
17 Echo Street Capital Management LLC 1.08M (2.52%) 154.88K
Increased by +14.32%
Sep 30, 23
18 Pictet Asset Manangement SA 951.00K (2.22%) 82.71K
Increased by +8.70%
Sep 30, 24
19 JPMorgan Chase & Co 904.98K (2.11%) 381.78K
Increased by +42.19%
Mar 31, 26
20 FMR Inc 857.30K (2.00%) 168.23K
Increased by +19.62%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price US Mid-Cap Growth Equity 1.87M (4.36%) 113.30K
Increased by +6.06%
Mar 31, 26
2 T. Rowe Price Mid-Cap Growth 1.76M (4.09%) -114.31K
Decreased by -6.51%
Apr 30, 26
3 iShares Core S&P Mid-Cap ETF 1.48M (3.46%) 276.00
Increased by +0.02%
May 29, 26
4 Vanguard Total Stock Mkt Idx Inv 1.39M (3.23%) 4.10K
Increased by +0.30%
Apr 30, 26
5 Vanguard US Total Market Shares ETF 1.34M (3.12%) 1.06K
Increased by +0.08%
Sep 30, 24
6 Vanguard Small Cap Index 992.88K (2.31%) -1.11K
Decreased by -0.11%
Apr 30, 26
7 T. Rowe Price Lrg Cp Gr I 900.91K (2.10%) 62.90K
Increased by +6.98%
Mar 31, 24
8 T. Rowe Price US Large-Cap Growth Equity 900.91K (2.10%) 62.90K
Increased by +6.98%
Mar 31, 24
9 T. Rowe Price New Horizons Tr-Z 698.25K (1.63%) 55.73K
Increased by +7.98%
Mar 31, 25
10 T. Rowe Price New Horizons Tr-A 693.96K (1.62%) -4.29K
Decreased by -0.62%
Jun 30, 25
11 American Funds Growth Fund of Amer A 655.67K (1.53%) -243.81K
Decreased by -37.18%
Dec 31, 24
12 Capital Group Growth Fnd of Amer Comp 655.67K (1.53%) -243.81K
Decreased by -37.18%
Dec 31, 24
13 T. Rowe Price U.S. Mid-Cap Gr Eq Tr-D 654.68K (1.53%) 72.90K
Increased by +11.14%
Mar 31, 26
14 Van Berkom Sm-Cap Eq 608.81K (1.42%) 93.21K
Increased by +15.31%
Mar 31, 26
15 Vanguard Small Cap Growth Index Inv 558.10K (1.30%) 2.33K
Increased by +0.42%
Apr 30, 26
16 T. Rowe Price U.S. Mid-Cap Gr Eq Tr-Z 520.58K (1.21%) 28.30K
Increased by +5.44%
Mar 31, 25
17 Vanguard Institutional Extnd Mkt Idx Tr 492.40K (1.15%) 4.52K
Increased by +0.92%
Apr 30, 26
18 Wasatch Core Growth 477.57K (1.11%) -193.95K
Decreased by -40.61%
Jun 30, 25
19 Pictet - Robotics I dy EUR 468.01K (1.09%) -103.50K
Decreased by -22.12%
Nov 30, 24
20 MFS Mid Cap Growth Equity 425.07K (0.99%) -166.95K
Decreased by -39.28%
Sep 30, 23