Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 DTOX 2.48%
3 HART 1.20%
4 BTAL 0.97%
5 BFIT 0.91%
6 FYC 0.74%
7 SYG 0.73%
8 MILN 0.67%
9 PSM 0.50%
10 SYE 0.42%
11 MXDU 0.35%
12 GBUY_old 0.29%
13 FYX 0.24%
14 IWO 0.23%
15 VTWG 0.22%
16 BBSC 0.21%
17 PRFZ 0.19%
18 FSCC 0.18%
19 FESM 0.17%
20 JKL 0.16%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Morgan Stanley - Brokerage Accounts 40.79M (11.51%) -43.58M
Decreased by -106.83%
Sep 30, 24
2 Vanguard Group Inc 33.41M (9.43%) 171.97K
Increased by +0.51%
Sep 30, 24
3 BlackRock Inc 26.71M (7.54%) 9.48M
Increased by +35.49%
Jun 30, 24
4 T. Rowe Price Associates, Inc. 15.22M (4.29%) -5.47M
Decreased by -35.92%
Mar 31, 24
5 GTCR LLC 14.00M (3.95%) 0.00
Increased by 0.00%
Sep 30, 24
6 Quinn Opportunity Partners LLC 13.29M (3.75%) 652.96K
Increased by +4.91%
Sep 30, 24
7 T. Rowe Price Investment Management,Inc. 12.18M (3.44%) 3.88M
Increased by +31.86%
Sep 30, 24
8 Dragoneer Investment Group, LLC 11.29M (3.18%) 0.00
Increased by 0.00%
Jun 30, 24
9 Nantahala Capital Management, LLC 10.35M (2.92%) -11.52M
Decreased by -111.24%
Sep 30, 24
10 DnB NOR Asset Management (Asia) 8.83M (2.49%) -3.30M
Decreased by -37.42%
Sep 30, 24
11 Bank of New York Mellon Corp 8.20M (2.31%) -962.86K
Decreased by -11.74%
Dec 31, 23
12 Ameriprise Financial Inc 8.19M (2.31%) -1.46M
Decreased by -17.78%
Sep 30, 24
13 Geode Capital Management, LLC 8.10M (2.28%) 13.67K
Increased by +0.17%
Sep 30, 24
14 State Street Corp 7.84M (2.21%) -65.80K
Decreased by -0.84%
Sep 30, 24
15 Capital World Investors 7.74M (2.18%) -18.54M
Decreased by -239.43%
Sep 30, 24
16 Two Sigma Investments LLC 7.74M (2.18%) 169.58K
Increased by +2.19%
Sep 30, 24
17 Two Sigma Advisers, LLC 7.44M (2.10%) 206.50K
Increased by +2.78%
Sep 30, 24
18 Eminence Capital LLC 7.27M (2.05%) -411.51K
Decreased by -5.66%
Sep 30, 23
19 D. E. Shaw & Co LP 6.39M (1.80%) 5.66M
Increased by +88.54%
Sep 30, 24
20 State Street Corporation 5.80M (1.64%) 291.37K
Increased by +5.02%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 18.26M (5.15%) 0.00
Increased by 0.00%
Jun 30, 24
2 Capital Group Growth Fnd of Amer Comp 18.26M (5.15%) 0.00
Increased by 0.00%
Jun 30, 24
3 Vanguard Total Stock Mkt Idx Inv 10.48M (2.96%) -17.34K
Decreased by -0.17%
Oct 31, 24
4 iShares Russell 2000 ETF 9.50M (2.68%) -19.84K
Decreased by -0.21%
Nov 27, 24
5 Vanguard Small Cap Index 8.54M (2.41%) 16.70K
Increased by +0.20%
Oct 31, 24
6 American Funds SMALLCAP World A 7.74M (2.18%) 0.00
Increased by 0.00%
Sep 30, 24
7 T. Rowe Price Small-Cap Value 7.16M (2.02%) 932.20K
Increased by +13.02%
Sep 30, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 5.16M (1.46%) -19.95K
Decreased by -0.39%
Oct 31, 24
9 Vanguard Small Cap Growth Index Inv 4.67M (1.32%) -26.76K
Decreased by -0.57%
Oct 31, 24
10 T. Rowe Price Lrg Cp Gr I 4.49M (1.27%) -1.77M
Decreased by -39.49%
Mar 31, 24
11 T. Rowe Price US Large-Cap Growth Equity 4.49M (1.27%) -1.77M
Decreased by -39.49%
Mar 31, 24
12 CT (Lux) American Smaller Com 9U USD 4.28M (1.21%) 227.21K
Increased by +5.31%
Oct 31, 24
13 CT American Smaller Coms(US) InstAccGBP 3.98M (1.12%) -72.62K
Decreased by -1.83%
Oct 31, 24
14 Patient Opportunity C 3.90M (1.10%) -100.00K
Decreased by -2.56%
Sep 30, 24
15 T. Rowe Price U.S. SC Value Eq Tr-Z 3.88M (1.09%) 1.26M
Increased by +32.54%
Sep 30, 24
16 Morgan Stanley Inception 3.64M (1.03%) -367.01K
Decreased by -10.07%
Sep 30, 24
17 Morgan Stanley Inst Inception I 3.64M (1.03%) -367.01K
Decreased by -10.07%
Sep 30, 24
18 BNY Mellon Sm/Md Cp Gr I 3.48M (0.98%) -44.85K
Decreased by -1.29%
Dec 31, 23
19 Morgan Stanley Growth 3.48M (0.98%) 0.00
Increased by 0.00%
Sep 30, 24
20 Morgan Stanley Growth SMA 3.48M (0.98%) 0.00
Increased by 0.00%
Sep 30, 24