Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AIIQ 5.08%
2 ULTY 4.59%
3 CLDL 4.10%
4 QQQA 3.76%
5 BIGY 3.62%
6 QTEC 3.41%
7 LCG 3.39%
8 WFH 3.25%
9 MRAD 3.12%
10 IVES 3.07%
11 FFTY 2.77%
12 EASI 2.56%
13 SKYY 2.36%
14 INNO 2.20%
15 MMLG 2.11%
16 WCLD 2.09%
17 FDN 1.90%
18 QQQG 1.86%
19 CLOD 1.73%
20 GTEK 1.73%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 15.58M (9.74%) 221.65K
Increased by +1.42%
Mar 31, 24
2 T. Rowe Price Associates, Inc. 11.14M (6.97%) 904.14K
Increased by +8.11%
Mar 31, 24
3 WCM Investment Management 9.44M (5.91%) -197.42K
Decreased by -2.09%
Mar 31, 24
4 BlackRock Inc 9.20M (5.75%) 238.23K
Increased by +2.59%
Mar 31, 24
5 Baillie Gifford & Co Limited. 8.50M (5.32%) -303.62K
Decreased by -3.57%
Mar 31, 24
6 Artisan Partners Limited Partnership 5.05M (3.16%) -920.29K
Decreased by -18.21%
Mar 31, 24
7 Sands Capital Management, LLC 4.21M (2.63%) -232.24K
Decreased by -5.52%
Mar 31, 24
8 Brown Advisory Holdings Inc 3.92M (2.45%) 447.74K
Increased by +11.42%
Mar 31, 24
9 State Street Corporation 3.47M (2.17%) 1.22K
Increased by +0.04%
Mar 31, 24
10 JPMorgan Chase & Co 2.60M (1.62%) 350.73K
Increased by +13.51%
Mar 31, 24
11 Wellington Management Company LLP 2.55M (1.60%) 749.15K
Increased by +29.36%
Mar 31, 24
12 Capital Research & Mgmt Co - Division 3 2.44M (1.52%) 144.12K
Increased by +5.91%
Mar 31, 24
13 Nuveen Asset Management, LLC 2.26M (1.42%) -8.40K
Decreased by -0.37%
Mar 31, 24
14 Durable Capital Partners LP 2.08M (1.30%) -155.75K
Decreased by -7.47%
Mar 31, 24
15 ClearBridge Advisors, LLC 2.07M (1.30%) 130.25K
Increased by +6.29%
Mar 31, 24
16 Franklin Resources Inc 2.00M (1.25%) -172.10K
Decreased by -8.59%
Dec 31, 23
17 Geode Capital Management, LLC 2.00M (1.25%) 96.76K
Increased by +4.84%
Mar 31, 24
18 HHG PLC 1.98M (1.24%) -1.53M
Decreased by -77.31%
Dec 31, 23
19 Morgan Stanley - Brokerage Accounts 1.79M (1.12%) 1.10M
Increased by +61.06%
Sep 30, 23
20 First Trust Advisors L.P. 1.76M (1.10%) 182.36K
Increased by +10.37%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AF High Growth (AFRIS) 5.72M (3.58%) 5.72M
Increased by +100.00%
Feb 29, 24
2 Vanguard Total Stock Mkt Idx Inv 4.97M (3.11%) 2.90K
Increased by +0.06%
Jun 30, 24
3 Vanguard Mid Cap Index Institutional 3.37M (2.11%) -47.66K
Decreased by -1.41%
Jun 30, 24
4 WCM Focused International Growth Instl 3.14M (1.96%) -77.30K
Decreased by -2.46%
Mar 31, 24
5 WCM Inv Mgt Focused Growth Intl 3.12M (1.95%) -22.32K
Decreased by -0.72%
Jun 30, 24
6 Invesco QQQ Trust 3.08M (1.93%) 14.85K
Increased by +0.48%
Jun 30, 24
7 Global Balanced (AFRIS) 2.62M (1.64%) 2.62M
Increased by +100.00%
Feb 29, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 2.41M (1.51%) 37.67K
Increased by +1.56%
Jun 30, 24
9 T. Rowe Price Growth Stock 1.75M (1.10%) -226.63K
Decreased by -12.92%
Jun 30, 24
10 T. Rowe Price US Growth Stock Composite 1.75M (1.10%) -226.63K
Decreased by -12.92%
Jun 30, 24
11 American Funds Growth Fund of Amer A 1.75M (1.09%) 146.90K
Increased by +8.41%
Jun 30, 24
12 Vanguard Growth Index Investor 1.72M (1.08%) 189.63K
Increased by +11.00%
Jun 30, 24
13 Sands Capital Global Growth Equity 1.64M (1.02%) -11.98K
Decreased by -0.73%
Jun 30, 24
14 Capital Group Growth Fnd of Amer Comp 1.60M (1.00%) 138.10K
Increased by +8.63%
Mar 31, 24
15 Janus Concentrated Growth CF 1.48M (0.93%) -630.13K
Decreased by -42.52%
Sep 30, 23
16 Janus Henderson Forty S 1.48M (0.93%) -630.13K
Decreased by -42.52%
Sep 30, 23
17 T. Rowe Price U.S. Growth Stock SMA 1.35M (0.85%) 1.35M
Increased by +99.99%
Dec 31, 23
18 Fidelity Select Software & IT Svcs Port 1.29M (0.81%) 181.30K
Increased by +14.05%
May 31, 24
19 Sands Capital Select Growth TE Inst EQ 1.25M (0.78%) 72.53K
Increased by +5.80%
Jun 30, 24
20 T. Rowe Price Growth Stock Tr-B 1.24M (0.77%) 16.13K
Increased by +1.31%
Jun 30, 24