Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TOK 1000.00%
2 ACWI 1000.00%
3 EUSA 1000.00%
4 USXF 1000.00%
5 URTH 1000.00%
6 CRBN 1000.00%
7 SUSL 1000.00%
8 AWEG 4.43%
9 NEWZ 3.22%
10 SMLL 2.69%
11 TSCM 2.15%
12 SOVF 1.97%
13 ENTR 1.55%
14 XOVR 1.55%
15 WCLD 1.47%
16 GRPM 1.26%
17 ILDR 1.23%
18 AIEQ 1.15%
19 RNSC 1.10%
20 FSGS 1.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Investment Management,Inc. 6.26M (14.60%) 2.47M
Increased by +39.49%
Dec 31, 25
2 BlackRock Inc 4.19M (9.77%) -47.62K
Decreased by -1.14%
Dec 31, 25
3 Vanguard Group Inc 4.16M (9.70%) -56.61K
Decreased by -1.36%
Dec 31, 25
4 Citadel Advisors Llc 1.74M (4.06%) 4.79K
Increased by +0.27%
Dec 31, 25
5 Wasatch Advisors Inc. 1.57M (3.66%) 68.01K
Increased by +4.33%
Sep 30, 23
6 State Street Corporation 1.42M (3.31%) 43.65K
Increased by +3.08%
Mar 31, 24
7 State Street Corp 1.32M (3.07%) -17.55K
Decreased by -1.33%
Dec 31, 25
8 Point72 Asset Management, L.P. 1.26M (2.95%) 1.26M
Increased by +100.00%
Dec 31, 25
9 Van Berkom and Associates Inc 1.23M (2.87%) 709.47K
Increased by +57.55%
Mar 31, 26
10 Capital Research & Mgmt Co - Division 3 1.16M (2.71%) -246.01K
Decreased by -21.13%
Dec 31, 24
11 Geode Capital Management, LLC 1.14M (2.66%) -74.65K
Decreased by -6.55%
Dec 31, 25
12 Echo Street Capital Management LLC 1.08M (2.52%) 154.88K
Increased by +14.32%
Sep 30, 23
13 Pictet Asset Manangement SA 951.00K (2.22%) 82.71K
Increased by +8.70%
Sep 30, 24
14 AQR Capital Management LLC 943.59K (2.20%) 404.61K
Increased by +42.88%
Dec 31, 25
15 JPMorgan Chase & Co 904.98K (2.11%) 381.78K
Increased by +42.19%
Mar 31, 26
16 Millennium Management LLC 859.13K (2.00%) 110.32K
Increased by +12.84%
Dec 31, 25
17 FMR Inc 857.30K (2.00%) 168.23K
Increased by +19.62%
Jun 30, 25
18 T. Rowe Price Associates, Inc. 845.73K (1.97%) -502.91K
Decreased by -59.46%
Dec 31, 25
19 Morgan Stanley - Brokerage Accounts 817.21K (1.90%) 442.22K
Increased by +54.11%
Dec 31, 25
20 Wasatch Advisors LP 808.01K (1.88%) -33.98K
Decreased by -4.20%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Mid-Cap Growth 1.87M (4.36%) 0.00
Increased by 0.00%
Mar 31, 26
2 T. Rowe Price US Mid-Cap Growth Equity 1.87M (4.36%) 113.30K
Increased by +6.06%
Mar 31, 26
3 iShares Core S&P Mid-Cap ETF 1.47M (3.44%) -736.00
Decreased by -0.05%
Apr 30, 26
4 Vanguard Total Stock Mkt Idx Inv 1.38M (3.22%) 7.69K
Increased by +0.56%
Mar 31, 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 993.99K (2.32%) 5.54K
Increased by +0.56%
Mar 31, 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 555.76K (1.30%) 7.09K
Increased by +1.28%
Mar 31, 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 487.87K (1.14%) 7.38K
Increased by +1.51%
Mar 31, 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