Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AOTG 4.37%
2 IPAY 3.85%
3 ARKF 3.57%
4 TMFM 3.55%
5 VFIN 3.47%
6 ENTR 3.35%
7 FDFF 3.22%
8 TMFS 3.20%
9 ADPV 3.12%
10 RYJ 3.01%
11 FCUS 2.71%
12 ERSX 2.71%
13 CNAV 2.60%
14 FINX 2.27%
15 SGRT 2.22%
16 TIME 2.17%
17 WBIL 2.13%
18 PTF 2.12%
19 BOUT 2.04%
20 NBCC 1.98%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 44.69M (9.21%) -71.81K
Decreased by -0.16%
Dec 31, 25
2 Capital Research & Mgmt Co - Division 3 30.60M (6.31%) -14.79M
Decreased by -48.32%
Mar 31, 26
3 FMR Inc 29.81M (6.14%) 2.46M
Increased by +8.24%
Dec 31, 25
4 BlackRock Inc 26.90M (5.54%) 422.67K
Increased by +1.57%
Dec 31, 25
5 JPMorgan Chase & Co 16.78M (3.46%) 7.41M
Increased by +44.12%
Mar 31, 26
6 Jennison Associates LLC 15.16M (3.12%) 157.39K
Increased by +1.04%
Dec 31, 25
7 Valueact Holdings, L.p. 12.90M (2.66%) 4.88M
Increased by +37.84%
Mar 31, 26
8 T. Rowe Price Investment Management,Inc. 11.79M (2.43%) 1.10M
Increased by +9.33%
Dec 31, 25
9 Morgan Stanley - Brokerage Accounts 10.37M (2.14%) 653.49K
Increased by +6.30%
Dec 31, 25
10 Durable Capital Partners LP 10.25M (2.11%) -590.97K
Decreased by -5.77%
Jun 30, 25
11 State Street Corp 9.82M (2.02%) 282.28K
Increased by +2.87%
Dec 31, 25
12 Echo Street Capital Management LLC 9.44M (1.95%) 3.97M
Increased by +42.05%
Sep 30, 23
13 AllianceBernstein L.P. 9.33M (1.92%) 1.12M
Increased by +11.95%
Dec 31, 25
14 XN LP 8.99M (1.85%) 3.03M
Increased by +33.71%
Dec 31, 25
15 Geode Capital Management, LLC 8.68M (1.79%) 169.23K
Increased by +1.95%
Dec 31, 25
16 GREENOAKS CAPITAL PARTNERS LLC 8.21M (1.69%) 443.77K
Increased by +5.40%
Sep 30, 24
17 Principal Financial Group Inc 7.98M (1.64%) 2.11M
Increased by +26.46%
Mar 31, 26
18 Dragoneer Investment Group, LLC 7.57M (1.56%) 3.02M
Increased by +39.97%
Mar 31, 24
19 State Street Corporation 7.27M (1.50%) 118.15K
Increased by +1.63%
Mar 31, 24
20 Whale Rock Capital Management LLC 7.26M (1.50%) -138.29K
Decreased by -1.90%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 17.95M (3.70%) -7.96M
Decreased by -44.35%
Mar 31, 26
2 Capital Group Growth Fnd of Amer Comp 17.95M (3.70%) -7.96M
Decreased by -44.35%
Mar 31, 26
3 Vanguard Total Stock Mkt Idx Inv 15.82M (3.26%) 344.69K
Increased by +2.18%
Mar 31, 26
4 Vanguard Small Cap Index 11.50M (2.37%) 384.41K
Increased by +3.34%
Mar 31, 26
5 US Small-Cap Growth II Equity Comp 7.26M (1.50%) -8.28M
Decreased by -114.03%
Jun 30, 25
6 Fidelity Contrafund 6.88M (1.42%) 356.70K
Increased by +5.18%
Mar 31, 26
7 American Funds AMCAP A 6.71M (1.38%) 0.00
Increased by 0.00%
Jun 30, 25
8 Capital Group AMCAP Composite 6.71M (1.38%) 0.00
Increased by 0.00%
Jun 30, 25
9 AllianceBernstein US L/C Growth Eqty MF 6.65M (1.37%) 2.86M
Increased by +43.02%
Mar 31, 26
10 Vanguard Small Cap Growth Index Inv 6.43M (1.33%) 263.00K
Increased by +4.09%
Mar 31, 26
11 American Funds IS® Growth 1 6.22M (1.28%) -2.16M
Decreased by -34.69%
Mar 31, 26
12 Capital Group Growth Composite 6.22M (1.28%) -2.16M
Decreased by -34.69%
Mar 31, 26
13 Principal Aligned MidCap Equity 6.14M (1.26%) 1.64M
Increased by +26.71%
Mar 31, 26
14 Principal MidCap R5 6.09M (1.25%) 877.86K
Increased by +14.42%
Mar 31, 26
15 T. Rowe Price New Horizons 6.07M (1.25%) -1.19M
Decreased by -19.65%
Jul 31, 25
16 Vanguard Institutional Extnd Mkt Idx Tr 5.32M (1.10%) 213.15K
Increased by +4.01%
Mar 31, 26
17 VA CollegeAmerica Amcap 529A 5.25M (1.08%) -95.79K
Decreased by -1.83%
Sep 30, 24
18 T. Rowe Price New Horizons Tr-A 4.51M (0.93%) 938.62K
Increased by +20.83%
Mar 31, 25
19 T. Rowe Price New Horizons Tr-Z 4.51M (0.93%) 938.62K
Increased by +20.83%
Mar 31, 25
20 AB Large Cap Growth A 4.51M (0.93%) 2.49M
Increased by +55.25%
Mar 31, 26