Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AIIQ 5.08%
2 QQQA 4.81%
3 ULTY 4.59%
4 TSEL 4.37%
5 BIGY 3.62%
6 CLDL 3.36%
7 QQQG 3.29%
8 MRAD 3.12%
9 LCG 3.04%
10 FFTY 2.67%
11 EASI 2.56%
12 COWG 2.55%
13 GTEK 2.51%
14 INNO 2.41%
15 QTEC 2.31%
16 AIVC 2.30%
17 IVES 2.30%
18 MMLG 2.19%
19 WFH 2.09%
20 AIEQ 2.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 16.40M (10.11%) 428.64K
Increased by +2.61%
Sep 30, 24
2 BlackRock Inc 10.76M (6.63%) 1.56M
Increased by +14.49%
Jun 30, 24
3 Baillie Gifford & Co Limited. 8.51M (5.25%) 78.45K
Increased by +0.92%
Sep 30, 24
4 T. Rowe Price Associates, Inc. 8.19M (5.05%) -1.08M
Decreased by -13.13%
Sep 30, 24
5 Capital Research & Mgmt Co - Division 3 7.67M (4.73%) 5.12M
Increased by +66.79%
Sep 30, 24
6 WCM Investment Management 4.47M (2.75%) -3.01M
Decreased by -67.30%
Sep 30, 24
7 Sands Capital Management, LLC 4.25M (2.62%) -12.99K
Decreased by -0.31%
Sep 30, 24
8 Brown Advisory Holdings Inc 3.92M (2.42%) 447.74K
Increased by +11.42%
Mar 31, 24
9 Dragoneer Investment Group, LLC 3.65M (2.25%) 995.06K
Increased by +27.25%
Sep 30, 24
10 State Street Corp 3.56M (2.19%) 8.96K
Increased by +0.25%
Sep 30, 24
11 State Street Corporation 3.47M (2.14%) 1.22K
Increased by +0.04%
Mar 31, 24
12 Artisan Partners Limited Partnership 3.03M (1.87%) -1.30M
Decreased by -42.89%
Sep 30, 24
13 Viking Global Investors LP 2.97M (1.83%) 1.51M
Increased by +50.72%
Sep 30, 24
14 Citadel Advisors Llc 2.90M (1.79%) 2.04M
Increased by +70.31%
Sep 30, 24
15 Wellington Management Company LLP 2.55M (1.57%) 749.15K
Increased by +29.36%
Mar 31, 24
16 JPMorgan Chase & Co 2.48M (1.53%) 135.92K
Increased by +5.48%
Sep 30, 24
17 FMR Inc 2.18M (1.35%) 150.24K
Increased by +6.88%
Sep 30, 24
18 Geode Capital Management, LLC 2.15M (1.33%) 57.91K
Increased by +2.69%
Sep 30, 24
19 Durable Capital Partners LP 2.08M (1.28%) -155.75K
Decreased by -7.47%
Mar 31, 24
20 ClearBridge Advisors, LLC 2.07M (1.28%) 130.25K
Increased by +6.29%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AF High Growth (AFRIS) 5.72M (3.53%) 5.72M
Increased by +100.00%
Feb 29, 24
2 Vanguard Total Stock Mkt Idx Inv 5.09M (3.14%) 18.45K
Increased by +0.36%
Feb 28, 25
3 Vanguard Mid Cap Index Institutional 3.49M (2.15%) 14.93K
Increased by +0.43%
Feb 28, 25
4 Invesco QQQ Trust 3.34M (2.06%) -262.00
Decreased by -0.01%
Feb 28, 25
5 Global Balanced (AFRIS) 2.62M (1.62%) 2.62M
Increased by +100.00%
Feb 29, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 2.45M (1.51%) 6.29K
Increased by +0.26%
Feb 28, 25
7 MFS Growth B 1.90M (1.17%) 209.26K
Increased by +11.01%
Feb 28, 25
8 Vanguard Growth Index Investor 1.72M (1.06%) 1.05K
Increased by +0.06%
Feb 28, 25
9 WCM Focused International Growth Instl 1.70M (1.05%) -138.10K
Decreased by -8.11%
Dec 31, 24
10 WCM Inv Mgt Focused Growth Intl 1.70M (1.05%) -138.10K
Decreased by -8.11%
Dec 31, 24
11 Sands Capital Global Growth Equity 1.57M (0.97%) -59.84K
Decreased by -3.80%
Dec 31, 24
12 MFS Growth Equity 1.53M (0.94%) 1.53M
Increased by +100.00%
Dec 31, 24
13 Janus Concentrated Growth CF 1.48M (0.91%) -630.13K
Decreased by -42.52%
Sep 30, 23
14 Janus Henderson Forty S 1.48M (0.91%) -630.13K
Decreased by -42.52%
Sep 30, 23
15 American Funds New Perspective A 1.41M (0.87%) 0.00
Increased by 0.00%
Dec 31, 24
16 Capital Group New Perspective Comp 1.41M (0.87%) 0.00
Increased by 0.00%
Dec 31, 24
17 T. Rowe Price U.S. Growth Stock SMA 1.35M (0.83%) 1.35M
Increased by +99.99%
Dec 31, 23
18 American Funds Growth Fund of Amer A 1.33M (0.82%) -1.95M
Decreased by -146.37%
Dec 31, 24
19 Capital Group Growth Fnd of Amer Comp 1.33M (0.82%) -1.95M
Decreased by -146.37%
Dec 31, 24
20 Fidelity Select Software & IT Svcs Port 1.32M (0.82%) 0.00
Increased by 0.00%
Sep 30, 24