Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AIIQ 5.08%
2 QQQA 4.63%
3 ULTY 4.59%
4 TSEL 3.70%
5 BIGY 3.62%
6 MRAD 3.12%
7 CLDL 2.89%
8 QQQG 2.80%
9 LCG 2.79%
10 FFTY 2.67%
11 EASI 2.56%
12 GTEK 2.54%
13 INNO 2.41%
14 COWG 2.12%
15 AIEQ 2.02%
16 AIVC 1.99%
17 IVES 1.99%
18 WBIL 1.94%
19 QTEC 1.91%
20 JTEK 1.82%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 16.41M (10.00%) 14.70K
Increased by +0.09%
Dec 31, 24
2 BlackRock Inc 10.49M (6.39%) 841.35K
Increased by +8.02%
Dec 31, 24
3 Baillie Gifford & Co Limited. 8.12M (4.95%) -392.98K
Decreased by -4.84%
Dec 31, 24
4 T. Rowe Price Associates, Inc. 6.53M (3.98%) -1.66M
Decreased by -25.37%
Dec 31, 24
5 Capital Research & Mgmt Co - Division 3 4.79M (2.92%) -2.88M
Decreased by -60.16%
Dec 31, 24
6 Sands Capital Management, LLC 4.52M (2.75%) 270.45K
Increased by +5.98%
Dec 31, 24
7 WCM Investment Management 4.32M (2.63%) -146.84K
Decreased by -3.40%
Dec 31, 24
8 JPMorgan Chase & Co 4.28M (2.61%) -672.20K
Decreased by -15.69%
Dec 31, 24
9 Brown Advisory Holdings Inc 3.92M (2.39%) 447.74K
Increased by +11.42%
Mar 31, 24
10 State Street Corp 3.67M (2.24%) 110.05K
Increased by +3.00%
Dec 31, 24
11 Coatue Management LLC 3.54M (2.15%) 3.04M
Increased by +85.97%
Dec 31, 24
12 State Street Corporation 3.47M (2.11%) 1.22K
Increased by +0.04%
Mar 31, 24
13 Massachusetts Financial Services Company 3.44M (2.10%) 616.07K
Increased by +17.90%
Mar 31, 25
14 Viking Global Investors LP 2.97M (1.81%) 1.51M
Increased by +50.72%
Sep 30, 24
15 Artisan Partners Limited Partnership 2.88M (1.76%) -149.15K
Decreased by -5.17%
Dec 31, 24
16 Amvescap Plc. 2.45M (1.49%) 1.78M
Increased by +72.67%
Dec 31, 24
17 Morgan Stanley - Brokerage Accounts 2.31M (1.40%) 1.01M
Increased by +43.95%
Dec 31, 24
18 FMR Inc 2.18M (1.33%) 150.24K
Increased by +6.88%
Sep 30, 24
19 Geode Capital Management, LLC 2.18M (1.33%) 27.90K
Increased by +1.28%
Dec 31, 24
20 ING Investment Management LLC 2.17M (1.32%) 2.16M
Increased by +99.45%
Dec 31, 24

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 5.26M (3.20%) 79.84K
Increased by +1.52%
Apr 30, 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 3.57M (2.17%) 34.16K
Increased by +0.96%
Apr 30, 25
5 Invesco QQQ Trust 3.35M (2.04%) -3.46K
Decreased by -0.10%
Apr 30, 25
6 Global Balanced (AFRIS) 2.62M (1.60%) 2.62M
Increased by +100.00%
Feb 29, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 2.54M (1.55%) 12.95K
Increased by +0.51%
Apr 30, 25
8 MFS Growth B 2.19M (1.33%) 195.95K
Increased by +8.96%
Apr 30, 25
9 MFS Growth Equity 1.99M (1.21%) 459.07K
Increased by +23.05%
Mar 31, 25
10 Vanguard Growth Index Investor 1.91M (1.16%) 17.86K
Increased by +0.93%
Apr 30, 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 Sands Capital Global Growth Equity 1.48M (0.90%) -96.23K
Decreased by -6.51%
Mar 31, 25
14 American Funds New Perspective A 1.41M (0.86%) -1.96K
Decreased by -0.14%
Mar 31, 25
15 Capital Group New Perspective Comp 1.41M (0.86%) -1.96K
Decreased by -0.14%
Mar 31, 25
16 WCM Focused International Growth Instl 1.37M (0.83%) -335.76K
Decreased by -24.58%
Mar 31, 25
17 WCM Inv Mgt Focused Growth Intl 1.37M (0.83%) -335.76K
Decreased by -24.58%
Mar 31, 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