Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CRBN 1000.00%
2 USXF 1000.00%
3 URTH 1000.00%
4 ACWI 1000.00%
5 EUSA 1000.00%
6 TOK 1000.00%
7 SUSL 1000.00%
8 AWEG 5.21%
9 SMLL 3.57%
10 NEWZ 3.21%
11 AOTG 2.87%
12 XOVR 2.07%
13 ENTR 2.07%
14 SOVF 1.73%
15 WCLD 1.59%
16 ILDR 1.23%
17 CLDL 1.22%
18 XMHQ 1.18%
19 AIEQ 1.15%
20 PAMC 1.14%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Associates, Inc. 4.75M (10.76%) -1.14M
Decreased by -23.92%
Sep 30, 24
2 BlackRock Inc 4.35M (9.86%) 62.38K
Increased by +1.43%
Jun 30, 24
3 T. Rowe Price Investment Management,Inc. 4.02M (9.11%) 255.00
Increased by +0.01%
Sep 30, 24
4 Vanguard Group Inc 3.98M (9.03%) -56.43K
Decreased by -1.42%
Sep 30, 24
5 Wasatch Advisors LP 2.51M (5.68%) -69.44K
Decreased by -2.77%
Sep 30, 24
6 Wasatch Advisors Inc. 1.57M (3.56%) 68.01K
Increased by +4.33%
Sep 30, 23
7 State Street Corporation 1.42M (3.22%) 43.65K
Increased by +3.08%
Mar 31, 24
8 Capital Research & Mgmt Co - Division 3 1.41M (3.20%) 711.17K
Increased by +50.44%
Sep 30, 24
9 State Street Corp 1.27M (2.89%) -144.17K
Decreased by -11.32%
Sep 30, 24
10 Echo Street Capital Management LLC 1.08M (2.45%) 154.88K
Increased by +14.32%
Sep 30, 23
11 Geode Capital Management, LLC 1.05M (2.38%) 36.59K
Increased by +3.49%
Sep 30, 24
12 Amvescap Plc. 1.01M (2.29%) 265.09K
Increased by +26.20%
Sep 30, 24
13 Pictet Asset Manangement SA 951.00K (2.16%) 82.71K
Increased by +8.70%
Sep 30, 24
14 JPMorgan Chase & Co 856.54K (1.94%) 385.63K
Increased by +45.02%
Sep 30, 24
15 Liontrust Investment Partners LLP 810.31K (1.84%) 0.00
Increased by 0.00%
Sep 30, 24
16 Riverbridge Partners LLC 772.35K (1.75%) -39.84K
Decreased by -5.16%
Sep 30, 24
17 Durable Capital Partners LP 717.24K (1.63%) 717.24K
Increased by +100.00%
Mar 31, 24
18 Massachusetts Financial Services Company 680.34K (1.54%) -212.45K
Decreased by -31.23%
Sep 30, 23
19 Van Berkom and Associates Inc 589.06K (1.34%) 9.26K
Increased by +1.57%
Sep 30, 24
20 Franklin Resources Inc 553.43K (1.25%) -7.28K
Decreased by -1.32%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 US Small-Cap Growth II Equity Comp 3.36M (7.63%) -378.76K
Decreased by -11.26%
Sep 30, 24
2 T. Rowe Price New Horizons 3.11M (7.05%) -253.59K
Decreased by -8.15%
Oct 31, 24
3 T. Rowe Price US Mid-Cap Growth Equity 1.78M (4.03%) -5.00K
Decreased by -0.28%
Sep 30, 24
4 T. Rowe Price Mid-Cap Growth 1.78M (4.03%) -1.80K
Decreased by -0.10%
Oct 31, 24
5 iShares Core S&P Mid-Cap ETF 1.39M (3.16%) 0.00
Increased by 0.00%
Nov 30, 24
6 Vanguard Total Stock Mkt Idx Inv 1.33M (3.02%) -5.73K
Decreased by -0.43%
Oct 31, 24
7 Vanguard Small Cap Index 1.05M (2.37%) 2.05K
Increased by +0.20%
Oct 31, 24
8 T. Rowe Price Lrg Cp Gr I 900.91K (2.04%) 62.90K
Increased by +6.98%
Mar 31, 24
9 T. Rowe Price US Large-Cap Growth Equity 900.91K (2.04%) 62.90K
Increased by +6.98%
Mar 31, 24
10 American Funds Growth Fund of Amer A 899.48K (2.04%) 377.19K
Increased by +41.93%
Sep 30, 24
11 Capital Group Growth Fnd of Amer Comp 899.48K (2.04%) 377.19K
Increased by +41.93%
Sep 30, 24
12 T. Rowe Price New Horizons Tr-Z 813.49K (1.84%) 12.24K
Increased by +1.51%
Sep 30, 24
13 Wasatch Core Growth 733.77K (1.66%) -22.16K
Decreased by -3.02%
Sep 30, 24
14 Pictet - Robotics I dy EUR 651.83K (1.48%) 59.74K
Increased by +9.17%
Aug 31, 24
15 Vanguard Institutional Extnd Mkt Idx Tr 646.38K (1.47%) -4.17K
Decreased by -0.65%
Oct 31, 24
16 Vanguard Small Cap Growth Index Inv 574.50K (1.30%) -754.00
Decreased by -0.13%
Oct 31, 24
17 Van Berkom Sm-Cap Eq 567.29K (1.29%) 567.29K
Increased by +100.00%
Jun 30, 24
18 T. Rowe Price U.S. Mid-Cap Gr Eq Tr-Z 473.48K (1.07%) 17.90K
Increased by +3.78%
Sep 30, 24
19 Invesco OFI Large Cap Core 466.36K (1.06%) 158.69K
Increased by +34.03%
Mar 31, 24
20 MFS Mid Cap Growth Equity 425.07K (0.96%) -166.95K
Decreased by -39.28%
Sep 30, 23