Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 PEZ 2.76%
3 DTOX 2.48%
4 IBUY 2.20%
5 OND 1.27%
6 HART 1.09%
7 BTAL 0.97%
8 BFIT 0.91%
9 FMET 0.90%
10 JSML 0.87%
11 FRTY 0.83%
12 JSMD 0.80%
13 SYG 0.73%
14 ATFV 0.63%
15 PSM 0.50%
16 FYC 0.50%
17 SYE 0.42%
18 MILN 0.37%
19 FESM 0.36%
20 MXDU 0.35%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 37.25M (10.03%) 2.19M
Increased by +5.87%
Mar 31, 25
2 BlackRock Inc 29.99M (8.07%) 2.17M
Increased by +7.24%
Mar 31, 25
3 FMR Inc 25.33M (6.82%) 14.57M
Increased by +57.53%
Mar 31, 25
4 T. Rowe Price Investment Management,Inc. 21.76M (5.86%) 4.94M
Increased by +22.70%
Mar 31, 25
5 D. E. Shaw & Co LP 18.47M (4.97%) 12.08M
Increased by +65.40%
Dec 31, 24
6 Morgan Stanley - Brokerage Accounts 17.05M (4.59%) -31.64M
Decreased by -185.53%
Mar 31, 25
7 T. Rowe Price Associates, Inc. 15.22M (4.10%) -5.47M
Decreased by -35.92%
Mar 31, 24
8 GTCR LLC 14.00M (3.77%) 0.00
Increased by 0.00%
Sep 30, 24
9 Dragoneer Investment Group, LLC 11.29M (3.04%) 0.00
Increased by 0.00%
Jun 30, 24
10 Hennessy Advisors, Inc. 8.93M (2.40%) -872.80K
Decreased by -9.78%
Mar 31, 25
11 DnB NOR Asset Management (Asia) 8.83M (2.38%) -3.30M
Decreased by -37.42%
Sep 30, 24
12 Quinn Opportunity Partners LLC 8.68M (2.34%) 1.33M
Increased by +15.27%
Mar 31, 25
13 Geode Capital Management, LLC 8.65M (2.33%) 380.86K
Increased by +4.40%
Mar 31, 25
14 State Street Corp 8.28M (2.23%) 3.16K
Increased by +0.04%
Mar 31, 25
15 Bank of New York Mellon Corp 8.20M (2.21%) -962.86K
Decreased by -11.74%
Dec 31, 23
16 Ameriprise Financial Inc 8.19M (2.21%) -1.46M
Decreased by -17.78%
Sep 30, 24
17 Two Sigma Investments LLC 8.12M (2.19%) 385.09K
Increased by +4.74%
Mar 31, 25
18 Two Sigma Advisers, LLC 7.85M (2.11%) 299.70K
Increased by +3.82%
Mar 31, 25
19 Capital World Investors 7.74M (2.08%) 0.00
Increased by 0.00%
Mar 31, 25
20 Eminence Capital LLC 7.27M (1.96%) -411.51K
Decreased by -5.66%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 18.26M (4.92%) 0.00
Increased by 0.00%
Jun 30, 24
2 Capital Group Growth Fnd of Amer Comp 18.26M (4.92%) 0.00
Increased by 0.00%
Jun 30, 24
3 Vanguard Total Stock Mkt Idx Inv 12.02M (3.24%) 173.86K
Increased by +1.45%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 10.49M (2.83%) -26.43K
Decreased by -0.25%
Sep 30, 24
5 Vanguard Small Cap Index 9.39M (2.53%) 45.55K
Increased by +0.49%
Apr 30, 25
6 Fidelity Blue Chip Growth 9.23M (2.48%) 608.00K
Increased by +6.59%
Mar 31, 25
7 Hennessy Cornerstone Mid Cap 30 Inv 8.93M (2.40%) -872.80K
Decreased by -9.78%
Mar 31, 25
8 iShares Russell 2000 ETF 8.72M (2.35%) 1.47K
Increased by +0.02%
Apr 30, 25
9 T. Rowe Price Small-Cap Value 7.76M (2.09%) -36.00
Decreased by -0.00%
Mar 31, 25
10 American Funds SMALLCAP World A 7.74M (2.08%) 0.00
Increased by 0.00%
Mar 31, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 5.83M (1.57%) 7.00K
Increased by +0.12%
Apr 30, 25
12 Morgan Stanley Insight 5.57M (1.50%) 2.91M
Increased by +52.36%
Dec 31, 24
13 Vanguard Small Cap Growth Index Inv 5.23M (1.41%) -15.76K
Decreased by -0.30%
Apr 30, 25
14 Morgan Stanley Insight A 4.65M (1.25%) 2.00M
Increased by +43.00%
Jan 31, 25
15 Morgan Stanley Insight I 4.65M (1.25%) 2.00M
Increased by +43.00%
Jan 31, 25
16 T. Rowe Price U.S. SC Value Eq Tr-D 4.61M (1.24%) 257.26K
Increased by +5.58%
Mar 31, 25
17 T. Rowe Price U.S. SC Value Eq Tr-Z 4.61M (1.24%) 257.26K
Increased by +5.58%
Mar 31, 25
18 T. Rowe Price Lrg Cp Gr I 4.49M (1.21%) -1.77M
Decreased by -39.49%
Mar 31, 24
19 T. Rowe Price US Large-Cap Growth Equity 4.49M (1.21%) -1.77M
Decreased by -39.49%
Mar 31, 24
20 CT (Lux) American Smaller Com 9U USD 4.38M (1.18%) 97.97K
Increased by +2.24%
Nov 30, 24