Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AOTG 4.68%
2 IPAY 4.40%
3 ARKF 4.05%
4 TMFM 3.66%
5 FDFF 3.50%
6 VFIN 3.47%
7 ENTR 3.35%
8 ADPV 3.12%
9 RYJ 3.01%
10 TMFS 2.94%
11 FCUS 2.71%
12 ERSX 2.71%
13 CNAV 2.60%
14 FINX 2.54%
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 (9.19%) -71.81K
Decreased by -0.16%
Dec 31, 25
2 FMR Inc 31.73M (6.52%) 1.93M
Increased by +6.07%
Mar 31, 26
3 Capital Research & Mgmt Co - Division 3 30.60M (6.29%) -14.79M
Decreased by -48.32%
Mar 31, 26
4 BlackRock Inc 27.16M (5.58%) 264.76K
Increased by +0.97%
Mar 31, 26
5 Vanguard Capital Management, LLC 22.06M (4.54%) 22.06M
Increased by +100.00%
Mar 31, 26
6 Vanguard Portfolio Management, LLC 20.26M (4.16%) 20.26M
Increased by +100.00%
Mar 31, 26
7 AllianceBernstein L.P. 18.17M (3.74%) 8.84M
Increased by +48.65%
Mar 31, 26
8 JPMorgan Chase & Co 16.78M (3.45%) 7.41M
Increased by +44.12%
Mar 31, 26
9 Jennison Associates LLC 15.16M (3.12%) 157.39K
Increased by +1.04%
Dec 31, 25
10 Valueact Holdings, L.p. 12.90M (2.65%) 4.88M
Increased by +37.84%
Mar 31, 26
11 T. Rowe Price Investment Management,Inc. 11.79M (2.42%) 1.10M
Increased by +9.33%
Dec 31, 25
12 Morgan Stanley - Brokerage Accounts 11.66M (2.40%) 1.29M
Increased by +11.03%
Mar 31, 26
13 Durable Capital Partners LP 10.25M (2.11%) -590.97K
Decreased by -5.77%
Jun 30, 25
14 State Street Corp 10.15M (2.09%) 326.64K
Increased by +3.22%
Mar 31, 26
15 Echo Street Capital Management LLC 9.44M (1.94%) 3.97M
Increased by +42.05%
Sep 30, 23
16 Geode Capital Management, LLC 8.99M (1.85%) 310.29K
Increased by +3.45%
Mar 31, 26
17 GREENOAKS CAPITAL PARTNERS LLC 8.21M (1.69%) 443.77K
Increased by +5.40%
Sep 30, 24
18 Principal Financial Group Inc 7.98M (1.64%) 2.11M
Increased by +26.46%
Mar 31, 26
19 Dragoneer Investment Group, LLC 7.57M (1.56%) 3.02M
Increased by +39.97%
Mar 31, 24
20 State Street Corporation 7.27M (1.49%) 118.15K
Increased by +1.63%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 17.95M (3.69%) -7.96M
Decreased by -44.35%
Mar 31, 26
2 Capital Group Growth Fnd of Amer Comp 17.95M (3.69%) -7.96M
Decreased by -44.35%
Mar 31, 26
3 Vanguard Total Stock Mkt Idx Inv 15.86M (3.26%) 39.24K
Increased by +0.25%
Apr 30, 26
4 Vanguard Small Cap Index 11.47M (2.36%) -27.37K
Decreased by -0.24%
Apr 30, 26
5 Fidelity Contrafund 11.25M (2.31%) 4.37M
Increased by +38.81%
Apr 30, 26
6 US Small-Cap Growth II Equity Comp 7.26M (1.49%) -8.28M
Decreased by -114.03%
Jun 30, 25
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%) 0.00
Increased by 0.00%
Apr 30, 26
10 Vanguard Small Cap Growth Index Inv 6.43M (1.32%) -1.37K
Decreased by -0.02%
Apr 30, 26
11 Principal MidCap R5 6.31M (1.30%) 219.07K
Increased by +3.47%
Apr 30, 26
12 American Funds IS® Growth 1 6.22M (1.28%) -2.16M
Decreased by -34.69%
Mar 31, 26
13 Capital Group Growth Composite 6.22M (1.28%) -2.16M
Decreased by -34.69%
Mar 31, 26
14 Principal Aligned MidCap Equity 6.14M (1.26%) 1.64M
Increased by +26.71%
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 5.38M (1.11%) 54.60K
Increased by +1.02%
Apr 30, 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 Vanguard Mid Cap Index Institutional 4.43M (0.91%) -6.35K
Decreased by -0.14%
Nov 30, 23