Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 USXF 1000.00%
2 ACWI 1000.00%
3 CRBN 1000.00%
4 EUSA 1000.00%
5 URTH 1000.00%
6 SUSL 1000.00%
7 TOK 1000.00%
8 AWEG 6.17%
9 SMLL 3.86%
10 NEWZ 3.28%
11 ENTR 2.12%
12 XOVR 2.12%
13 SOVF 1.85%
14 WCLD 1.64%
15 FDG 1.64%
16 RFG 1.33%
17 ILDR 1.23%
18 XMHQ 1.22%
19 JSMD 1.20%
20 AIEQ 1.15%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.28M (9.51%) 337.15K
Increased by +7.88%
Dec 31, 24
2 T. Rowe Price Associates, Inc. 4.15M (9.22%) -600.70K
Decreased by -14.49%
Dec 31, 24
3 Vanguard Group Inc 4.03M (8.96%) 46.18K
Increased by +1.15%
Dec 31, 24
4 T. Rowe Price Investment Management,Inc. 3.97M (8.83%) -43.09K
Decreased by -1.08%
Dec 31, 24
5 Wasatch Advisors LP 2.34M (5.21%) -161.19K
Decreased by -6.88%
Dec 31, 24
6 Wasatch Advisors Inc. 1.57M (3.49%) 68.01K
Increased by +4.33%
Sep 30, 23
7 State Street Corporation 1.42M (3.15%) 43.65K
Increased by +3.08%
Mar 31, 24
8 State Street Corp 1.34M (2.98%) 68.37K
Increased by +5.09%
Dec 31, 24
9 Amvescap Plc. 1.33M (2.96%) 320.32K
Increased by +24.04%
Dec 31, 24
10 Capital Research & Mgmt Co - Division 3 1.16M (2.59%) -246.01K
Decreased by -21.13%
Dec 31, 24
11 Echo Street Capital Management LLC 1.08M (2.40%) 154.88K
Increased by +14.32%
Sep 30, 23
12 Geode Capital Management, LLC 1.07M (2.39%) 25.18K
Increased by +2.34%
Dec 31, 24
13 Pictet Asset Manangement SA 951.00K (2.11%) 82.71K
Increased by +8.70%
Sep 30, 24
14 JPMorgan Chase & Co 863.79K (1.92%) -849.28K
Decreased by -98.32%
Dec 31, 24
15 Liontrust Investment Partners LLP 784.07K (1.74%) -26.25K
Decreased by -3.35%
Dec 31, 24
16 Riverbridge Partners LLC 721.52K (1.60%) -50.83K
Decreased by -7.04%
Dec 31, 24
17 Durable Capital Partners LP 717.24K (1.59%) 717.24K
Increased by +100.00%
Mar 31, 24
18 Massachusetts Financial Services Company 680.34K (1.51%) -212.45K
Decreased by -31.23%
Sep 30, 23
19 FMR Inc 650.60K (1.45%) 377.83K
Increased by +58.07%
Dec 31, 24
20 Citadel Advisors Llc 597.85K (1.33%) 128.06K
Increased by +21.42%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 US Small-Cap Growth II Equity Comp 2.45M (5.45%) -914.13K
Decreased by -37.31%
Dec 31, 24
2 T. Rowe Price New Horizons 2.45M (5.44%) 0.00
Increased by 0.00%
Feb 28, 25
3 T. Rowe Price US Mid-Cap Growth Equity 1.77M (3.93%) -7.80K
Decreased by -0.44%
Dec 31, 24
4 T. Rowe Price Mid-Cap Growth 1.77M (3.93%) 0.00
Increased by 0.00%
Feb 28, 25
5 iShares Core S&P Mid-Cap ETF 1.42M (3.16%) 2.51K
Increased by +0.18%
Mar 31, 25
6 Vanguard Total Stock Mkt Idx Inv 1.32M (2.92%) 5.99K
Increased by +0.46%
Feb 28, 25
7 Vanguard Small Cap Index 1.07M (2.37%) 861.00
Increased by +0.08%
Feb 28, 25
8 T. Rowe Price Lrg Cp Gr I 900.91K (2.00%) 62.90K
Increased by +6.98%
Mar 31, 24
9 T. Rowe Price US Large-Cap Growth Equity 900.91K (2.00%) 62.90K
Increased by +6.98%
Mar 31, 24
10 Wasatch Core Growth 671.52K (1.49%) -62.25K
Decreased by -9.27%
Dec 31, 24
11 Vanguard Institutional Extnd Mkt Idx Tr 660.57K (1.47%) 2.67K
Increased by +0.40%
Feb 28, 25
12 American Funds Growth Fund of Amer A 655.67K (1.46%) -243.81K
Decreased by -37.18%
Dec 31, 24
13 Capital Group Growth Fnd of Amer Comp 655.67K (1.46%) -243.81K
Decreased by -37.18%
Dec 31, 24
14 T. Rowe Price New Horizons Tr-Z 642.52K (1.43%) -170.97K
Decreased by -26.61%
Dec 31, 24
15 Vanguard Small Cap Growth Index Inv 599.62K (1.33%) -2.35K
Decreased by -0.39%
Feb 28, 25
16 Van Berkom Sm-Cap Eq 567.29K (1.26%) 567.29K
Increased by +100.00%
Jun 30, 24
17 T. Rowe Price U.S. Mid-Cap Gr Eq Tr-Z 492.28K (1.09%) 18.80K
Increased by +3.82%
Dec 31, 24
18 Pictet - Robotics I dy EUR 468.01K (1.04%) -103.50K
Decreased by -22.12%
Nov 30, 24
19 MFS Mid Cap Growth Equity 425.07K (0.94%) -166.95K
Decreased by -39.28%
Sep 30, 23
20 American Funds Fundamental Invs A 418.65K (0.93%) -354.00
Decreased by -0.08%
Mar 31, 24