Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 PEZ 2.76%
3 DTOX 2.48%
4 OND 1.39%
5 HART 1.09%
6 BTAL 0.97%
7 FMET 0.94%
8 BFIT 0.91%
9 FRTY 0.83%
10 SYG 0.73%
11 ATFV 0.63%
12 FYC 0.52%
13 PSM 0.50%
14 MILN 0.47%
15 SYE 0.42%
16 MXDU 0.35%
17 FESM 0.32%
18 FYX 0.30%
19 GBUY_old 0.29%
20 BBSC 0.22%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Morgan Stanley - Brokerage Accounts 48.69M (13.41%) 7.90M
Increased by +16.22%
Dec 31, 24
2 Vanguard Group Inc 35.06M (9.66%) 1.65M
Increased by +4.69%
Dec 31, 24
3 BlackRock Inc 27.82M (7.66%) 2.45M
Increased by +8.81%
Dec 31, 24
4 D. E. Shaw & Co LP 18.47M (5.09%) 12.08M
Increased by +65.40%
Dec 31, 24
5 T. Rowe Price Investment Management,Inc. 16.82M (4.63%) 4.64M
Increased by +27.56%
Dec 31, 24
6 T. Rowe Price Associates, Inc. 15.22M (4.19%) -5.47M
Decreased by -35.92%
Mar 31, 24
7 GTCR LLC 14.00M (3.86%) 0.00
Increased by 0.00%
Sep 30, 24
8 Dragoneer Investment Group, LLC 11.29M (3.11%) 0.00
Increased by 0.00%
Jun 30, 24
9 FMR Inc 10.76M (2.96%) 10.70M
Increased by +99.44%
Dec 31, 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 State Street Corp 8.27M (2.28%) 438.55K
Increased by +5.30%
Dec 31, 24
13 Geode Capital Management, LLC 8.27M (2.28%) 170.90K
Increased by +2.07%
Dec 31, 24
14 Bank of New York Mellon Corp 8.20M (2.26%) -962.86K
Decreased by -11.74%
Dec 31, 23
15 Ameriprise Financial Inc 8.19M (2.26%) -1.46M
Decreased by -17.78%
Sep 30, 24
16 Capital World Investors 7.74M (2.13%) 0.00
Increased by 0.00%
Dec 31, 24
17 Two Sigma Investments LLC 7.74M (2.13%) 1.34K
Increased by +0.02%
Dec 31, 24
18 Two Sigma Advisers, LLC 7.55M (2.08%) 110.90K
Increased by +1.47%
Dec 31, 24
19 Quinn Opportunity Partners LLC 7.36M (2.03%) -5.93M
Decreased by -80.62%
Dec 31, 24
20 Eminence Capital LLC 7.27M (2.00%) -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 (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 11.02M (3.04%) 7.53K
Increased by +0.07%
Feb 28, 25
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 9.09M (2.51%) -106.94K
Decreased by -1.18%
Feb 28, 25
6 Vanguard Small Cap Index 8.81M (2.43%) 7.21K
Increased by +0.08%
Feb 28, 25
7 T. Rowe Price Small-Cap Value 7.76M (2.14%) -5.64K
Decreased by -0.07%
Jan 31, 25
8 American Funds SMALLCAP World A 7.74M (2.13%) 0.00
Increased by 0.00%
Dec 31, 24
9 Fidelity Blue Chip Growth 7.64M (2.10%) 2.28M
Increased by +29.82%
Jan 31, 25
10 Morgan Stanley Insight 5.57M (1.53%) 2.91M
Increased by +52.36%
Dec 31, 24
11 Vanguard Institutional Extnd Mkt Idx Tr 5.54M (1.53%) 7.78K
Increased by +0.14%
Feb 28, 25
12 Vanguard Small Cap Growth Index Inv 4.95M (1.36%) -27.28K
Decreased by -0.55%
Feb 28, 25
13 Morgan Stanley Insight A 4.65M (1.28%) 2.00M
Increased by +43.00%
Jan 31, 25
14 T. Rowe Price Lrg Cp Gr I 4.49M (1.24%) -1.77M
Decreased by -39.49%
Mar 31, 24
15 T. Rowe Price US Large-Cap Growth Equity 4.49M (1.24%) -1.77M
Decreased by -39.49%
Mar 31, 24
16 CT (Lux) American Smaller Com 9U USD 4.38M (1.21%) 97.97K
Increased by +2.24%
Nov 30, 24
17 T. Rowe Price U.S. SC Value Eq Tr-Z 4.36M (1.20%) 478.65K
Increased by +10.99%
Dec 31, 24
18 Morgan Stanley Inception 3.56M (0.98%) -79.24K
Decreased by -2.22%
Dec 31, 24
19 Morgan Stanley Inst Inception I 3.56M (0.98%) -79.24K
Decreased by -2.22%
Jan 31, 25
20 Fidelity Small Cap Index 3.54M (0.98%) 68.11K
Increased by +1.92%
Dec 31, 24