Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FFLS 2.20%
2 MPAY 0.97%
3 FFND 0.87%
4 FXD 0.76%
5 NIXT 0.66%
6 SFLO 0.55%
7 JPSV 0.54%
8 HAPS 0.53%
9 HART 0.53%
10 PAMC 0.51%
11 OPTZ 0.43%
12 TXSS 0.42%
13 QSML 0.40%
14 GVLU 0.37%
15 XMHQ 0.37%
16 ETHO 0.37%
17 WMCR 0.36%
18 JSML 0.33%
19 ESGY 0.32%
20 ACGR 0.32%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.81M (10.72%) -47.69K
Decreased by -0.54%
Dec 31, 24
2 Vanguard Group Inc 8.05M (9.79%) 6.55K
Increased by +0.08%
Dec 31, 24
3 Baillie Gifford & Co Limited. 7.71M (9.38%) -835.16K
Decreased by -10.83%
Dec 31, 24
4 Wasatch Advisors Inc. 5.62M (6.83%) 75.39K
Increased by +1.34%
Sep 30, 23
5 Wasatch Advisors LP 5.53M (6.72%) 51.44K
Increased by +0.93%
Dec 31, 24
6 Franklin Resources Inc 4.28M (5.20%) 278.00K
Increased by +6.50%
Mar 31, 24
7 Wellington Management Company LLP 3.56M (4.33%) 489.06K
Increased by +13.74%
Dec 31, 24
8 Gates Capital Management Inc 3.51M (4.27%) 3.51M
Increased by +100.00%
Dec 31, 24
9 Capital Research Global Investors 2.69M (3.27%) -7.18K
Decreased by -0.27%
Dec 31, 24
10 State Street Corp 2.58M (3.13%) 67.41K
Increased by +2.62%
Dec 31, 24
11 State Street Corporation 2.51M (3.05%) 59.61K
Increased by +2.38%
Mar 31, 24
12 Capital World Investors 1.98M (2.41%) -1.75M
Decreased by -88.22%
Dec 31, 24
13 FMR Inc 1.89M (2.29%) -44.73K
Decreased by -2.37%
Sep 30, 23
14 Van Berkom and Associates Inc 1.85M (2.25%) -99.08K
Decreased by -5.36%
Dec 31, 24
15 Citadel Advisors Llc 1.79M (2.17%) 1.70M
Increased by +95.33%
Jun 30, 24
16 Dimensional Fund Advisors, Inc. 1.50M (1.83%) 22.12K
Increased by +1.47%
Dec 31, 24
17 American Century Companies Inc 1.44M (1.76%) -490.01K
Decreased by -33.93%
Dec 31, 24
18 Geode Capital Management, LLC 1.42M (1.73%) -2.62K
Decreased by -0.18%
Dec 31, 24
19 Lord, Abbett & Co LLC 1.42M (1.73%) -94.04K
Decreased by -6.61%
Dec 31, 23
20 Morgan Stanley - Brokerage Accounts 1.42M (1.73%) 32.09K
Increased by +2.25%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Capital Group AMCAP Composite 5.62M (6.83%) -4.02K
Decreased by -0.07%
Jun 30, 24
2 VA CollegeAmerica Amcap 529A 5.62M (6.83%) -4.02K
Decreased by -0.07%
Jun 30, 24
3 American Funds SMALLCAP World A 4.65M (5.65%) -590.70K
Decreased by -12.71%
Dec 31, 24
4 Templeton Growth A 4.07M (4.95%) 0.00
Increased by 0.00%
Mar 31, 24
5 Templeton Growth Inc A 4.07M (4.95%) 0.00
Increased by 0.00%
Mar 31, 24
6 iShares Core S&P Mid-Cap ETF 2.77M (3.36%) 900.00
Increased by +0.03%
Mar 31, 25
7 Vanguard Total Stock Mkt Idx Inv 2.65M (3.23%) 14.29K
Increased by +0.54%
Feb 28, 25
8 Vanguard Small Cap Index 2.17M (2.63%) 1.76K
Increased by +0.08%
Feb 28, 25
9 Templeton Growth (Euro) I(acc)EUR 1.91M (2.33%) 1.91M
Increased by +100.00%
Mar 31, 24
10 Van Berkom Sm-Cap Eq 1.89M (2.30%) 1.89M
Increased by +100.00%
Jun 30, 24
11 American Funds Growth Fund of Amer A 1.72M (2.09%) -260.53K
Decreased by -15.16%
Sep 30, 24
12 Capital Group Growth Fnd of Amer Comp 1.72M (2.09%) -260.53K
Decreased by -15.16%
Sep 30, 24
13 Vanguard Explorer Inv 1.68M (2.05%) 282.02K
Increased by +16.74%
Dec 31, 24
14 Baillie Gifford US Equity Growth 1.54M (1.87%) 0.00
Increased by 0.00%
Dec 31, 24
15 Vanguard US Growth Investor 1.54M (1.87%) -99.32K
Decreased by -6.45%
Dec 31, 24
16 Vanguard Institutional Extnd Mkt Idx Tr 1.29M (1.57%) 1.76K
Increased by +0.14%
Feb 28, 25
17 Wasatch Core Growth 1.26M (1.54%) 68.55K
Increased by +5.43%
Dec 31, 24
18 Vanguard Small Cap Growth Index Inv 1.22M (1.48%) -6.94K
Decreased by -0.57%
Feb 28, 25
19 American Century Growth Inv 938.02K (1.14%) -429.99K
Decreased by -45.84%
Dec 31, 24
20 American Century U.S. Large Cap Growth 938.02K (1.14%) -429.99K
Decreased by -45.84%
Dec 31, 24