Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FFND 3.06%
2 FFLS 2.62%
3 HAPS 1.23%
4 MPAY 0.97%
5 FXD 0.85%
6 NIXT 0.68%
7 TXSS 0.66%
8 HART 0.53%
9 XMHQ 0.52%
10 JPSV 0.49%
11 JSML 0.45%
12 QSML 0.43%
13 ETHO 0.37%
14 WMCR 0.36%
15 ESGY 0.36%
16 OPTZ 0.35%
17 EES 0.28%
18 ACLC 0.27%
19 ESGA 0.27%
20 BFOR 0.25%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Baillie Gifford & Co Limited. 8.55M (10.14%) -290.93K
Decreased by -3.40%
Sep 30, 24
2 Vanguard Group Inc 8.05M (9.54%) -79.86K
Decreased by -0.99%
Sep 30, 24
3 BlackRock Inc 7.54M (8.95%) -345.63K
Decreased by -4.58%
Jun 30, 24
4 Wasatch Advisors Inc. 5.62M (6.66%) 75.39K
Increased by +1.34%
Sep 30, 23
5 Wasatch Advisors LP 5.48M (6.50%) -1.49K
Decreased by -0.03%
Sep 30, 24
6 Franklin Resources Inc 4.28M (5.07%) 278.00K
Increased by +6.50%
Mar 31, 24
7 Capital World Investors 3.73M (4.42%) -256.31K
Decreased by -6.87%
Sep 30, 24
8 Wellington Management Company LLP 3.07M (3.64%) -534.05K
Decreased by -17.39%
Sep 30, 24
9 Capital Research Global Investors 2.69M (3.20%) -5.73M
Decreased by -212.81%
Sep 30, 24
10 State Street Corp 2.51M (2.98%) -24.25K
Decreased by -0.97%
Sep 30, 24
11 State Street Corporation 2.51M (2.97%) 59.61K
Increased by +2.38%
Mar 31, 24
12 Van Berkom and Associates Inc 1.95M (2.31%) 30.11K
Increased by +1.55%
Sep 30, 24
13 American Century Companies Inc 1.93M (2.29%) -33.09K
Decreased by -1.71%
Sep 30, 24
14 FMR Inc 1.89M (2.24%) -44.73K
Decreased by -2.37%
Sep 30, 23
15 Citadel Advisors Llc 1.79M (2.12%) 1.70M
Increased by +95.33%
Jun 30, 24
16 Dimensional Fund Advisors, Inc. 1.48M (1.75%) 2.14K
Increased by +0.14%
Sep 30, 24
17 Geode Capital Management, LLC 1.43M (1.69%) 7.38K
Increased by +0.52%
Sep 30, 24
18 Lord, Abbett & Co LLC 1.42M (1.69%) -94.04K
Decreased by -6.61%
Dec 31, 23
19 Morgan Stanley - Brokerage Accounts 1.39M (1.65%) -1.89M
Decreased by -135.53%
Sep 30, 24
20 Fidelity International Ltd 1.28M (1.52%) 170.27K
Increased by +13.28%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Capital Group AMCAP Composite 5.62M (6.66%) -4.02K
Decreased by -0.07%
Jun 30, 24
2 VA CollegeAmerica Amcap 529A 5.62M (6.66%) -4.02K
Decreased by -0.07%
Jun 30, 24
3 American Funds SMALLCAP World A 5.24M (6.21%) 174.18K
Increased by +3.33%
Sep 30, 24
4 Templeton Growth A 4.07M (4.83%) 0.00
Increased by 0.00%
Mar 31, 24
5 Templeton Growth Inc A 4.07M (4.83%) 0.00
Increased by 0.00%
Mar 31, 24
6 Vanguard Total Stock Mkt Idx Inv 2.72M (3.23%) -12.42K
Decreased by -0.46%
Oct 31, 24
7 iShares Core S&P Mid-Cap ETF 2.72M (3.22%) 5.31K
Increased by +0.20%
Nov 27, 24
8 Vanguard Small Cap Index 2.12M (2.52%) 4.15K
Increased by +0.20%
Oct 31, 24
9 Templeton Growth (Euro) I(acc)EUR 1.91M (2.27%) 1.91M
Increased by +100.00%
Mar 31, 24
10 Van Berkom Sm-Cap Eq 1.89M (2.24%) 1.89M
Increased by +100.00%
Jun 30, 24
11 American Funds Growth Fund of Amer A 1.72M (2.04%) -260.53K
Decreased by -15.16%
Sep 30, 24
12 Capital Group Growth Fnd of Amer Comp 1.72M (2.04%) -260.53K
Decreased by -15.16%
Sep 30, 24
13 Baillie Gifford US Equity Growth 1.64M (1.94%) 0.00
Increased by 0.00%
Oct 31, 24
14 Vanguard US Growth Investor 1.64M (1.94%) 0.00
Increased by 0.00%
Sep 30, 24
15 Vanguard Explorer Inv 1.40M (1.66%) -200.49K
Decreased by -14.29%
Sep 30, 24
16 American Century Growth Inv 1.37M (1.62%) -97.85K
Decreased by -7.15%
Sep 30, 24
17 American Century U.S. Large Cap Growth 1.37M (1.62%) -97.85K
Decreased by -7.15%
Sep 30, 24
18 Vanguard Institutional Extnd Mkt Idx Tr 1.26M (1.49%) -10.55K
Decreased by -0.84%
Oct 31, 24
19 Wasatch Core Growth 1.19M (1.42%) 0.00
Increased by 0.00%
Sep 30, 24
20 Vanguard Small Cap Growth Index Inv 1.17M (1.38%) -2.04K
Decreased by -0.18%
Oct 31, 24