Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 PEZ 3.30%
3 DTOX 2.48%
4 OND 2.01%
5 HART 1.09%
6 BTAL 0.97%
7 FRTY 0.93%
8 BFIT 0.91%
9 SYG 0.73%
10 ATFV 0.70%
11 FYC 0.70%
12 MILN 0.61%
13 PSM 0.50%
14 SYE 0.42%
15 MXDU 0.35%
16 FYX 0.35%
17 GBUY_old 0.29%
18 IWO 0.22%
19 BBSC 0.22%
20 PRFZ 0.19%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Morgan Stanley - Brokerage Accounts 40.79M (11.23%) -43.58M
Decreased by -106.83%
Sep 30, 24
2 Vanguard Group Inc 33.41M (9.20%) 171.97K
Increased by +0.51%
Sep 30, 24
3 BlackRock Inc 25.37M (6.98%) -1.34M
Decreased by -5.29%
Sep 30, 24
4 T. Rowe Price Associates, Inc. 15.22M (4.19%) -5.47M
Decreased by -35.92%
Mar 31, 24
5 GTCR LLC 14.00M (3.85%) 0.00
Increased by 0.00%
Sep 30, 24
6 Quinn Opportunity Partners LLC 13.29M (3.66%) 652.96K
Increased by +4.91%
Sep 30, 24
7 T. Rowe Price Investment Management,Inc. 12.18M (3.35%) 3.88M
Increased by +31.86%
Sep 30, 24
8 Dragoneer Investment Group, LLC 11.29M (3.11%) 0.00
Increased by 0.00%
Jun 30, 24
9 Nantahala Capital Management, LLC 10.35M (2.85%) -11.52M
Decreased by -111.24%
Sep 30, 24
10 Hennessy Advisors, Inc. 9.80M (2.70%) 9.80M
Increased by +100.00%
Dec 31, 24
11 DnB NOR Asset Management (Asia) 8.83M (2.43%) -3.30M
Decreased by -37.42%
Sep 30, 24
12 Bank of New York Mellon Corp 8.20M (2.26%) -962.86K
Decreased by -11.74%
Dec 31, 23
13 Ameriprise Financial Inc 8.19M (2.26%) -1.46M
Decreased by -17.78%
Sep 30, 24
14 Geode Capital Management, LLC 8.10M (2.23%) 13.67K
Increased by +0.17%
Sep 30, 24
15 State Street Corp 7.84M (2.16%) -65.80K
Decreased by -0.84%
Sep 30, 24
16 Capital World Investors 7.74M (2.13%) -18.54M
Decreased by -239.43%
Sep 30, 24
17 Two Sigma Investments LLC 7.74M (2.13%) 169.58K
Increased by +2.19%
Sep 30, 24
18 Two Sigma Advisers, LLC 7.44M (2.05%) 206.50K
Increased by +2.78%
Sep 30, 24
19 Eminence Capital LLC 7.27M (2.00%) -411.51K
Decreased by -5.66%
Sep 30, 23
20 D. E. Shaw & Co LP 6.39M (1.76%) 5.66M
Increased by +88.54%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 18.26M (5.03%) 0.00
Increased by 0.00%
Jun 30, 24
2 Capital Group Growth Fnd of Amer Comp 18.26M (5.03%) 0.00
Increased by 0.00%
Jun 30, 24
3 Vanguard Total Stock Mkt Idx Inv 10.98M (3.02%) 546.16K
Increased by +4.97%
Dec 31, 24
4 Hennessy Cornerstone Mid Cap 30 Inv 9.80M (2.70%) 9.80M
Increased by +100.00%
Dec 31, 24
5 iShares Russell 2000 ETF 9.60M (2.64%) -1.46K
Decreased by -0.02%
Jan 29, 25
6 Vanguard Small Cap Index 8.79M (2.42%) 199.86K
Increased by +2.27%
Dec 31, 24
7 T. Rowe Price Small-Cap Value 7.77M (2.14%) 0.00
Increased by 0.00%
Dec 31, 24
8 American Funds SMALLCAP World A 7.74M (2.13%) 0.00
Increased by 0.00%
Dec 31, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 5.53M (1.52%) 260.14K
Increased by +4.71%
Dec 31, 24
10 Fidelity Blue Chip Growth 5.36M (1.48%) 4.15M
Increased by +77.47%
Dec 31, 24
11 Vanguard Small Cap Growth Index Inv 4.99M (1.37%) 260.52K
Increased by +5.22%
Dec 31, 24
12 T. Rowe Price Lrg Cp Gr I 4.49M (1.24%) -1.77M
Decreased by -39.49%
Mar 31, 24
13 T. Rowe Price US Large-Cap Growth Equity 4.49M (1.24%) -1.77M
Decreased by -39.49%
Mar 31, 24
14 CT (Lux) American Smaller Com 9U USD 4.38M (1.21%) 97.97K
Increased by +2.24%
Nov 30, 24
15 T. Rowe Price U.S. SC Value Eq Tr-Z 4.36M (1.20%) 478.65K
Increased by +10.99%
Dec 31, 24
16 Morgan Stanley Inception 3.64M (1.00%) -367.01K
Decreased by -10.07%
Sep 30, 24
17 Morgan Stanley Inst Inception I 3.64M (1.00%) -367.01K
Decreased by -10.07%
Sep 30, 24
18 BNY Mellon Sm/Md Cp Gr I 3.48M (0.96%) -44.85K
Decreased by -1.29%
Dec 31, 23
19 Morgan Stanley Growth 3.48M (0.96%) 0.00
Increased by 0.00%
Sep 30, 24
20 Morgan Stanley Growth SMA 3.48M (0.96%) 0.00
Increased by 0.00%
Sep 30, 24