Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CRBN 1000.00%
2 EUSA 1000.00%
3 ACWI 1000.00%
4 URTH 1000.00%
5 SUSL 1000.00%
6 USXF 1000.00%
7 TOK 1000.00%
8 AWEG 5.35%
9 SMLL 3.37%
10 NEWZ 3.22%
11 XOVR 2.01%
12 ENTR 1.96%
13 FDG 1.55%
14 WCLD 1.43%
15 SOVF 1.26%
16 ILDR 1.23%
17 AIEQ 1.15%
18 XMHQ 1.10%
19 RFG 1.06%
20 CLDL 1.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 4.31M (9.66%) 283.43K
Increased by +6.57%
Mar 31, 25
2 T. Rowe Price Associates, Inc. 4.29M (9.60%) 141.71K
Increased by +3.31%
Mar 31, 25
3 BlackRock Inc 4.12M (9.22%) -160.85K
Decreased by -3.91%
Mar 31, 25
4 T. Rowe Price Investment Management,Inc. 3.99M (8.93%) 13.03K
Increased by +0.33%
Mar 31, 25
5 Wasatch Advisors LP 2.32M (5.20%) -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 (3.18%) 43.65K
Increased by +3.08%
Mar 31, 24
8 State Street Corp 1.36M (3.04%) 16.45K
Increased by +1.21%
Mar 31, 25
9 Amvescap Plc. 1.18M (2.64%) -155.30K
Decreased by -13.20%
Mar 31, 25
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 (2.58%) 79.17K
Increased by +6.87%
Mar 31, 25
12 Echo Street Capital Management LLC 1.08M (2.42%) 154.88K
Increased by +14.32%
Sep 30, 23
13 Pictet Asset Manangement SA 951.00K (2.13%) 82.71K
Increased by +8.70%
Sep 30, 24
14 Citadel Advisors Llc 884.34K (1.98%) 286.49K
Increased by +32.40%
Mar 31, 25
15 Liontrust Investment Partners LLP 742.25K (1.66%) -41.82K
Decreased by -5.63%
Mar 31, 25
16 Durable Capital Partners LP 717.24K (1.61%) 717.24K
Increased by +100.00%
Mar 31, 24
17 FMR Inc 689.07K (1.54%) 38.48K
Increased by +5.58%
Mar 31, 25
18 Massachusetts Financial Services Company 680.34K (1.52%) -212.45K
Decreased by -31.23%
Sep 30, 23
19 Riverbridge Partners LLC 621.95K (1.39%) -78.41K
Decreased by -12.61%
Jun 30, 25
20 Franklin Resources Inc 553.43K (1.24%) -7.28K
Decreased by -1.32%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price New Horizons 2.16M (4.85%) -221.21K
Decreased by -10.22%
Jun 30, 25
2 US Small-Cap Growth II Equity Comp 2.16M (4.85%) -252.77K
Decreased by -11.68%
Jun 30, 25
3 T. Rowe Price Mid-Cap Growth 1.77M (3.95%) -1.30K
Decreased by -0.07%
Jun 30, 25
4 T. Rowe Price US Mid-Cap Growth Equity 1.77M (3.95%) -2.00K
Decreased by -0.11%
Jun 30, 25
5 Vanguard Total Stock Mkt Idx Inv 1.42M (3.18%) -15.00K
Decreased by -1.06%
Jun 30, 25
6 iShares Core S&P Mid-Cap ETF 1.41M (3.15%) 92.00
Increased by +0.01%
Jul 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 1.08M (2.42%) -48.01K
Decreased by -4.45%
Jun 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-Z 698.25K (1.56%) 55.73K
Increased by +7.98%
Mar 31, 25
12 T. Rowe Price New Horizons Tr-A 693.96K (1.55%) -4.29K
Decreased by -0.62%
Jun 30, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 664.50K (1.49%) -15.31K
Decreased by -2.30%
Jun 30, 25
14 American Funds Growth Fund of Amer A 655.67K (1.47%) -243.81K
Decreased by -37.18%
Dec 31, 24
15 Capital Group Growth Fnd of Amer Comp 655.67K (1.47%) -243.81K
Decreased by -37.18%
Dec 31, 24
16 Vanguard Small Cap Growth Index Inv 605.33K (1.36%) -16.00K
Decreased by -2.64%
Jun 30, 25
17 Van Berkom Sm-Cap Eq 567.29K (1.27%) 567.29K
Increased by +100.00%
Jun 30, 24
18 T. Rowe Price U.S. Mid-Cap Gr Eq Tr-D 552.38K (1.24%) 31.80K
Increased by +5.76%
Jun 30, 25
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 Wasatch Core Growth 477.57K (1.07%) -193.95K
Decreased by -40.61%
Jun 30, 25