Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AOTG 7.20%
2 IPAY 5.27%
3 ARKF 5.17%
4 FINX 4.80%
5 ADPV 3.82%
6 PTF 3.75%
7 VFIN 3.47%
8 RYJ 3.01%
9 FDFF 2.98%
10 MVPA 2.79%
11 FCUS 2.71%
12 ERSX 2.71%
13 XOVR 2.62%
14 ENTR 2.62%
15 NBDS 2.50%
16 AZTD 2.14%
17 FXL 1.99%
18 NBCC 1.98%
19 FDTX 1.92%
20 WCLD 1.69%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital Research & Mgmt Co - Division 3 44.59M (9.82%) 2.63M
Increased by +5.89%
Mar 31, 25
2 Vanguard Group Inc 43.95M (9.67%) 1.47M
Increased by +3.35%
Mar 31, 25
3 FMR Inc 26.94M (5.93%) -2.91M
Decreased by -10.81%
Mar 31, 25
4 BlackRock Inc 25.59M (5.63%) 865.67K
Increased by +3.38%
Mar 31, 25
5 T. Rowe Price Associates, Inc. 23.45M (5.16%) 3.49M
Increased by +14.88%
Mar 31, 25
6 T. Rowe Price Investment Management,Inc. 15.52M (3.42%) 1.08M
Increased by +6.98%
Mar 31, 25
7 Durable Capital Partners LP 10.84M (2.39%) -4.61M
Decreased by -42.52%
Mar 31, 25
8 Echo Street Capital Management LLC 9.44M (2.08%) 3.97M
Increased by +42.05%
Sep 30, 23
9 JPMorgan Chase & Co 9.43M (2.08%) 4.98M
Increased by +52.86%
Mar 31, 25
10 State Street Corp 8.97M (1.97%) 249.03K
Increased by +2.78%
Mar 31, 25
11 Valueact Holdings, L.p. 8.55M (1.88%) -6.93M
Decreased by -81.11%
Dec 31, 24
12 GREENOAKS CAPITAL PARTNERS LLC 8.21M (1.81%) 443.77K
Increased by +5.40%
Sep 30, 24
13 Bank of America Corp 8.02M (1.77%) 6.56M
Increased by +81.82%
Mar 31, 25
14 Arrowstreet Capital Limited Partnership 7.74M (1.70%) 7.74M
Increased by +100.00%
Dec 31, 24
15 Geode Capital Management, LLC 7.68M (1.69%) 622.24K
Increased by +8.10%
Mar 31, 25
16 Dragoneer Investment Group, LLC 7.57M (1.67%) 3.02M
Increased by +39.97%
Mar 31, 24
17 State Street Corporation 7.27M (1.60%) 118.15K
Increased by +1.63%
Mar 31, 24
18 Whale Rock Capital Management LLC 7.26M (1.60%) -138.29K
Decreased by -1.90%
Dec 31, 24
19 Champlain Investment Partners, LLC 6.57M (1.45%) -2.45M
Decreased by -37.32%
Sep 30, 24
20 Sumitomo Mitsui Trust Holdings Inc 6.35M (1.40%) -530.69K
Decreased by -8.36%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 23.70M (5.22%) 799.78K
Increased by +3.37%
Mar 31, 25
2 Capital Group Growth Fnd of Amer Comp 23.70M (5.22%) 799.78K
Increased by +3.37%
Mar 31, 25
3 T. Rowe Price New Horizons 15.55M (3.42%) 588.56K
Increased by +3.79%
Mar 31, 25
4 US Small-Cap Growth II Equity Comp 15.55M (3.42%) 2.10M
Increased by +13.51%
Mar 31, 25
5 Vanguard Total Stock Mkt Idx Inv 15.07M (3.32%) 256.18K
Increased by +1.70%
Apr 30, 25
6 Vanguard Small Cap Index 11.78M (2.59%) 70.37K
Increased by +0.60%
Apr 30, 25
7 American Funds IS® Growth 1 7.27M (1.60%) 854.31K
Increased by +11.74%
Mar 31, 25
8 Capital Group Growth Composite 7.27M (1.60%) 854.31K
Increased by +11.74%
Mar 31, 25
9 T. Rowe Price Mid-Cap Growth 6.74M (1.48%) 269.90K
Increased by +4.00%
Mar 31, 25
10 T. Rowe Price US Mid-Cap Growth Equity 6.74M (1.48%) 267.20K
Increased by +3.96%
Mar 31, 25
11 American Funds AMCAP A 6.71M (1.48%) 1.46M
Increased by +21.76%
Mar 31, 25
12 Capital Group AMCAP Composite 6.71M (1.48%) 1.46M
Increased by +21.76%
Mar 31, 25
13 Vanguard Small Cap Growth Index Inv 6.56M (1.44%) -7.81K
Decreased by -0.12%
Apr 30, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 6.41M (1.41%) 35.34K
Increased by +0.55%
Apr 30, 25
15 VA CollegeAmerica Amcap 529A 5.25M (1.16%) -95.79K
Decreased by -1.83%
Sep 30, 24
16 T. Rowe Price New Horizons Tr-A 4.51M (0.99%) 938.62K
Increased by +20.83%
Mar 31, 25
17 T. Rowe Price New Horizons Tr-Z 4.51M (0.99%) 938.62K
Increased by +20.83%
Mar 31, 25
18 Vanguard Mid Cap Index Institutional 4.43M (0.98%) -6.35K
Decreased by -0.14%
Nov 30, 23
19 Fidelity® Growth Company 4.28M (0.94%) -1.18M
Decreased by -27.70%
Nov 30, 23
20 Principal MidCap R5 4.25M (0.94%) 41.00K
Increased by +0.96%
Apr 30, 25