Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LZRD 8.88%
2 CARU 7.89%
3 IPO 7.41%
4 CARD 7.00%
5 QCLN 6.50%
6 RNEW 5.47%
7 ULTI 4.69%
8 ACES 4.01%
9 EVAV 3.59%
10 IDRV 3.38%
11 FDRV 3.02%
12 ADPV 2.92%
13 SFYF 2.82%
14 SMOG 2.58%
15 KARS 2.39%
16 CBSE 2.21%
17 ERTH 2.01%
18 PZD 1.75%
19 PEZ 1.74%
20 UPGR 1.63%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Amazon.com Inc 158.36M (19.29%) 0.00
Increased by 0.00%
Jun 30, 25
2 Vanguard Group Inc 79.08M (9.63%) 1.98M
Increased by +2.51%
Jun 30, 25
3 BlackRock Inc 50.02M (6.09%) 247.16K
Increased by +0.49%
Jun 30, 25
4 Baillie Gifford & Co Limited. 47.58M (5.80%) -958.41K
Decreased by -2.01%
Jun 30, 25
5 State Street Corp 19.18M (2.34%) 322.19K
Increased by +1.68%
Jun 30, 25
6 UBS Group AG 19.02M (2.32%) -10.14M
Decreased by -53.30%
Jun 30, 25
7 Bank of America Corp 17.79M (2.17%) 7.08M
Increased by +39.79%
Jun 30, 25
8 Capital Research & Mgmt Co - Division 3 16.19M (1.97%) 2.90M
Increased by +17.94%
Jun 30, 25
9 UBS Asset Mgmt Americas Inc 16.08M (1.96%) -3.77M
Decreased by -23.48%
Jun 30, 25
10 Two Sigma Advisers, LLC 15.12M (1.84%) 12.73M
Increased by +84.20%
Jun 30, 25
11 FMR Inc 15.11M (1.84%) -1.32M
Decreased by -8.72%
Jun 30, 25
12 Geode Capital Management, LLC 14.61M (1.78%) 689.04K
Increased by +4.71%
Jun 30, 25
13 State Street Corporation 14.60M (1.78%) 155.11K
Increased by +1.06%
Mar 31, 24
14 Two Sigma Investments LLC 14.40M (1.75%) 11.83M
Increased by +82.18%
Jun 30, 25
15 Morgan Stanley - Brokerage Accounts 11.94M (1.45%) -5.08M
Decreased by -42.55%
Jun 30, 25
16 Capital Research Global Investors 10.31M (1.26%) -3.02M
Decreased by -29.31%
Sep 30, 23
17 HHG PLC 10.18M (1.24%) 412.05K
Increased by +4.05%
Dec 31, 23
18 T. Rowe Price Associates, Inc. 9.64M (1.17%) -46.27M
Decreased by -480.12%
Sep 30, 24
19 Elco Management Co., LLC 8.37M (1.02%) -350.00K
Decreased by -4.18%
Jun 30, 25
20 NORGES BANK 7.69M (0.94%) -1.58M
Decreased by -20.60%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price U.S. Growth Stock SMA 27.20M (3.31%) 27.20M
Increased by +99.99%
Dec 31, 23
2 Vanguard US Total Market Shares ETF 27.17M (3.31%) 2.00M
Increased by +7.36%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 26.96M (3.28%) -623.61K
Decreased by -2.31%
Jul 31, 25
4 Vanguard Small Cap Index 20.73M (2.53%) -134.31K
Decreased by -0.65%
Jul 31, 25
5 UBS: Global Equity 19.12M (2.33%) 0.00
Increased by 0.00%
Sep 30, 24
6 Vanguard Small Cap Growth Index Inv 11.68M (1.42%) -27.94K
Decreased by -0.24%
Jul 31, 25
7 American Funds Growth Fund of Amer A 10.23M (1.25%) 2.35M
Increased by +22.97%
Jun 30, 25
8 Capital Group Growth Fnd of Amer Comp 10.23M (1.25%) 2.35M
Increased by +22.97%
Jun 30, 25
9 Fidelity Growth Compy Commingled Pl O 8.87M (1.08%) -2.05M
Decreased by -23.08%
Aug 31, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 8.81M (1.07%) -3.84M
Decreased by -43.61%
Jul 31, 25
11 Vanguard Mid Cap Index Institutional 8.24M (1.00%) -27.36K
Decreased by -0.33%
May 31, 24
12 Fidelity® Growth Company 7.50M (0.91%) 121.70K
Increased by +1.62%
Oct 31, 23
13 Vanguard Small Cap Value Index Inv 7.20M (0.88%) -2.48K
Decreased by -0.03%
Oct 31, 24
14 Fidelity® Blue Chip Growth 7.10M (0.87%) -12.17K
Decreased by -0.17%
Oct 31, 23
15 US Small-Cap Growth II Equity Comp 6.01M (0.73%) 417.67K
Increased by +6.95%
Jun 30, 24
16 T. Rowe Price Mid-Cap Value 5.83M (0.71%) 557.35K
Increased by +9.55%
Mar 31, 24
17 T. Rowe Price US Mid-Cap Value Equity 5.83M (0.71%) 557.35K
Increased by +9.55%
Mar 31, 24
18 Vanguard Mid-Cap Value ETF 5.82M (0.71%) 141.34K
Increased by +2.43%
Dec 31, 23
19 American Funds IS® Growth 1 5.69M (0.69%) 486.57K
Increased by +8.55%
Jun 30, 25
20 Capital Group Growth Composite 5.69M (0.69%) 486.57K
Increased by +8.55%
Jun 30, 25