Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AIIQ 5.08%
2 QQQA 4.63%
3 ULTY 4.59%
4 BIGY 3.62%
5 MRAD 3.12%
6 EGGQ 3.11%
7 FFTY 2.67%
8 CLDL 2.60%
9 EASI 2.56%
10 INNO 2.41%
11 FCLD 2.36%
12 LOUP 2.29%
13 QTEC 2.23%
14 CNAV 2.05%
15 WFH 2.05%
16 AIEQ 2.02%
17 IVES 1.98%
18 WBIL 1.94%
19 LCG 1.81%
20 INVN 1.70%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 17.43M (10.63%) 436.54K
Increased by +2.50%
Jun 30, 25
2 BlackRock Inc 10.75M (6.55%) -382.52K
Decreased by -3.56%
Jun 30, 25
3 Baillie Gifford & Co Limited. 8.53M (5.20%) -167.24K
Decreased by -1.96%
Jun 30, 25
4 ING Investment Management LLC 5.39M (3.29%) 3.22M
Increased by +59.70%
Mar 31, 25
5 Brown Advisory Holdings Inc 3.92M (2.39%) 447.74K
Increased by +11.42%
Mar 31, 24
6 JPMorgan Chase & Co 3.91M (2.39%) -691.87K
Decreased by -17.68%
Jun 30, 25
7 Artisan Partners Limited Partnership 3.88M (2.36%) 1.55M
Increased by +39.85%
Jun 30, 25
8 State Street Corp 3.79M (2.31%) -2.99K
Decreased by -0.08%
Jun 30, 25
9 Capital Research & Mgmt Co - Division 3 3.63M (2.21%) 7.77K
Increased by +0.21%
Jun 30, 25
10 State Street Corporation 3.47M (2.11%) 1.22K
Increased by +0.04%
Mar 31, 24
11 WCM Investment Management 3.39M (2.07%) -29.08K
Decreased by -0.86%
Jun 30, 25
12 Massachusetts Financial Services Company 3.29M (2.00%) -154.57K
Decreased by -4.70%
Jun 30, 25
13 Viking Global Investors LP 2.97M (1.81%) 1.51M
Increased by +50.72%
Sep 30, 24
14 Sands Capital Management, LLC 2.59M (1.58%) -1.33M
Decreased by -51.37%
Jun 30, 25
15 UBS Asset Mgmt Americas Inc 2.42M (1.47%) 497.01K
Increased by +20.57%
Jun 30, 25
16 Geode Capital Management, LLC 2.36M (1.44%) 43.90K
Increased by +1.86%
Jun 30, 25
17 FMR Inc 2.33M (1.42%) 988.58K
Increased by +42.43%
Jun 30, 25
18 Coatue Management LLC 2.31M (1.41%) -962.20K
Decreased by -41.69%
Jun 30, 25
19 T. Rowe Price Investment Management,Inc. 2.26M (1.38%) 288.60K
Increased by +12.77%
Jun 30, 25
20 D. E. Shaw & Co LP 2.23M (1.36%) 1.70M
Increased by +76.22%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AF High Growth (AFRIS) 5.72M (3.49%) 5.72M
Increased by +100.00%
Feb 29, 24
2 Vanguard Total Stock Mkt Idx Inv 5.19M (3.17%) -121.73K
Decreased by -2.34%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 5.07M (3.09%) 95.05K
Increased by +1.87%
Sep 30, 24
4 Vanguard Mid Cap Index Institutional 3.69M (2.25%) 39.71K
Increased by +1.08%
Jul 31, 25
5 Invesco QQQ Trust 3.41M (2.08%) 23.67K
Increased by +0.70%
Aug 29, 25
6 Global Balanced (AFRIS) 2.62M (1.60%) 2.62M
Increased by +100.00%
Feb 29, 24
7 Vanguard Growth Index Investor 1.91M (1.17%) 8.17K
Increased by +0.43%
Jul 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 1.78M (1.08%) -771.30K
Decreased by -43.45%
Jul 31, 25
9 MFS Growth Equity 1.76M (1.08%) -228.26K
Decreased by -12.94%
Jun 30, 25
10 Fidelity Select Software & IT Svcs Port 1.57M (0.96%) 52.10K
Increased by +3.32%
Jul 31, 25
11 Janus Concentrated Growth CF 1.48M (0.90%) -630.13K
Decreased by -42.52%
Sep 30, 23
12 Janus Henderson Forty S 1.48M (0.90%) -630.13K
Decreased by -42.52%
Sep 30, 23
13 American Funds New Perspective A 1.41M (0.86%) 0.00
Increased by 0.00%
Jun 30, 25
14 Capital Group New Perspective Comp 1.41M (0.86%) 0.00
Increased by 0.00%
Jun 30, 25
15 Vanguard Mid-Cap Growth ETF 1.38M (0.84%) 34.36K
Increased by +2.49%
Jul 31, 25
16 WCM Focused International Growth Instl 1.35M (0.82%) -14.60K
Decreased by -1.08%
Jun 30, 25
17 WCM Inv Mgt Focused Growth Intl 1.35M (0.82%) -14.60K
Decreased by -1.08%
Jun 30, 25
18 T. Rowe Price U.S. Growth Stock SMA 1.35M (0.82%) 1.35M
Increased by +99.99%
Dec 31, 23
19 American Funds Growth Fund of Amer A 1.33M (0.81%) -1.95M
Decreased by -146.37%
Dec 31, 24
20 Capital Group Growth Fnd of Amer Comp 1.33M (0.81%) -1.95M
Decreased by -146.37%
Dec 31, 24