Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 USXF 1000.00%
2 ACWI 1000.00%
3 EUSA 1000.00%
4 SUSL 1000.00%
5 TOK 1000.00%
6 CRBN 1000.00%
7 URTH 1000.00%
8 AWEG 6.02%
9 SMLL 3.66%
10 NEWZ 3.28%
11 AOTG 3.03%
12 ENTR 2.14%
13 XOVR 2.14%
14 SOVF 1.74%
15 WCLD 1.70%
16 RFG 1.32%
17 ILDR 1.23%
18 XMHQ 1.20%
19 CLDL 1.19%
20 AIEQ 1.15%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Associates, Inc. 4.75M (10.58%) -1.14M
Decreased by -23.92%
Sep 30, 24
2 T. Rowe Price Investment Management,Inc. 4.02M (8.95%) 255.00
Increased by +0.01%
Sep 30, 24
3 Vanguard Group Inc 3.98M (8.88%) -56.43K
Decreased by -1.42%
Sep 30, 24
4 BlackRock Inc 3.94M (8.78%) -408.14K
Decreased by -10.36%
Sep 30, 24
5 Wasatch Advisors LP 2.51M (5.58%) -69.44K
Decreased by -2.77%
Sep 30, 24
6 JPMorgan Chase & Co 1.71M (3.82%) 771.25K
Increased by +45.02%
Sep 30, 24
7 Wasatch Advisors Inc. 1.57M (3.50%) 68.01K
Increased by +4.33%
Sep 30, 23
8 State Street Corporation 1.42M (3.16%) 43.65K
Increased by +3.08%
Mar 31, 24
9 Capital Research & Mgmt Co - Division 3 1.41M (3.14%) 711.17K
Increased by +50.44%
Sep 30, 24
10 State Street Corp 1.27M (2.84%) -144.17K
Decreased by -11.32%
Sep 30, 24
11 Echo Street Capital Management LLC 1.08M (2.41%) 154.88K
Increased by +14.32%
Sep 30, 23
12 Geode Capital Management, LLC 1.05M (2.34%) 36.59K
Increased by +3.49%
Sep 30, 24
13 Amvescap Plc. 1.01M (2.26%) 265.09K
Increased by +26.20%
Sep 30, 24
14 Pictet Asset Manangement SA 951.00K (2.12%) 82.71K
Increased by +8.70%
Sep 30, 24
15 Liontrust Investment Partners LLP 810.31K (1.81%) 0.00
Increased by 0.00%
Sep 30, 24
16 Riverbridge Partners LLC 721.52K (1.61%) -50.83K
Decreased by -7.04%
Dec 31, 24
17 Durable Capital Partners LP 717.24K (1.60%) 717.24K
Increased by +100.00%
Mar 31, 24
18 Massachusetts Financial Services Company 680.34K (1.52%) -212.45K
Decreased by -31.23%
Sep 30, 23
19 Van Berkom and Associates Inc 589.06K (1.31%) 9.26K
Increased by +1.57%
Sep 30, 24
20 Franklin Resources Inc 553.43K (1.23%) -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 2.45M (5.46%) -551.00K
Decreased by -22.49%
Dec 31, 24
2 US Small-Cap Growth II Equity Comp 2.45M (5.46%) -914.13K
Decreased by -37.31%
Dec 31, 24
3 T. Rowe Price Mid-Cap Growth 1.77M (3.95%) 0.00
Increased by 0.00%
Dec 31, 24
4 T. Rowe Price US Mid-Cap Growth Equity 1.77M (3.95%) -7.80K
Decreased by -0.44%
Dec 31, 24
5 iShares Core S&P Mid-Cap ETF 1.42M (3.16%) 230.00
Increased by +0.02%
Jan 29, 25
6 Vanguard Total Stock Mkt Idx Inv 1.30M (2.91%) 5.17K
Increased by +0.40%
Dec 31, 24
7 Vanguard Small Cap Index 1.06M (2.37%) 13.35K
Increased by +1.25%
Dec 31, 24
8 T. Rowe Price Lrg Cp Gr I 900.91K (2.01%) 62.90K
Increased by +6.98%
Mar 31, 24
9 T. Rowe Price US Large-Cap Growth Equity 900.91K (2.01%) 62.90K
Increased by +6.98%
Mar 31, 24
10 Wasatch Core Growth 733.77K (1.64%) -22.16K
Decreased by -3.02%
Sep 30, 24
11 Vanguard Institutional Extnd Mkt Idx Tr 657.73K (1.47%) 8.94K
Increased by +1.36%
Dec 31, 24
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 603.88K (1.35%) 25.84K
Increased by +4.28%
Dec 31, 24
16 Pictet - Robotics I dy EUR 571.51K (1.27%) -79.91K
Decreased by -13.98%
Oct 31, 24
17 Van Berkom Sm-Cap Eq 567.29K (1.26%) 567.29K
Increased by +100.00%
Jun 30, 24
18 T. Rowe Price U.S. Mid-Cap Gr Eq Tr-Z 492.28K (1.10%) 18.80K
Increased by +3.82%
Dec 31, 24
19 Invesco OFI Large Cap Core 466.36K (1.04%) 158.69K
Increased by +34.03%
Mar 31, 24
20 MFS Mid Cap Growth Equity 425.07K (0.95%) -166.95K
Decreased by -39.28%
Sep 30, 23