Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FFLS 2.30%
2 FFND 1.36%
3 HAPS 1.12%
4 MPAY 0.97%
5 FXD 0.80%
6 NIXT 0.69%
7 PAMC 0.58%
8 JPSV 0.55%
9 HART 0.53%
10 TXSS 0.50%
11 JSML 0.45%
12 XMHQ 0.42%
13 QSML 0.40%
14 ETHO 0.37%
15 WMCR 0.36%
16 GVLU 0.35%
17 ESGY 0.32%
18 ACGR 0.32%
19 OPTZ 0.29%
20 EES 0.26%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.86M (10.62%) 1.31M
Increased by +14.83%
Sep 30, 24
2 Vanguard Group Inc 8.05M (9.64%) -79.86K
Decreased by -0.99%
Sep 30, 24
3 Baillie Gifford & Co Limited. 7.71M (9.24%) -835.16K
Decreased by -10.83%
Dec 31, 24
4 Wasatch Advisors Inc. 5.62M (6.73%) 75.39K
Increased by +1.34%
Sep 30, 23
5 Wasatch Advisors LP 5.48M (6.56%) -1.49K
Decreased by -0.03%
Sep 30, 24
6 Franklin Resources Inc 4.28M (5.13%) 278.00K
Increased by +6.50%
Mar 31, 24
7 Capital World Investors 3.73M (4.47%) -256.31K
Decreased by -6.87%
Sep 30, 24
8 Wellington Management Company LLP 3.07M (3.68%) -534.05K
Decreased by -17.39%
Sep 30, 24
9 Capital Research Global Investors 2.69M (3.23%) -5.73M
Decreased by -212.81%
Sep 30, 24
10 State Street Corp 2.51M (3.01%) -24.25K
Decreased by -0.97%
Sep 30, 24
11 State Street Corporation 2.51M (3.00%) 59.61K
Increased by +2.38%
Mar 31, 24
12 American Century Companies Inc 1.93M (2.32%) -33.09K
Decreased by -1.71%
Sep 30, 24
13 FMR Inc 1.89M (2.26%) -44.73K
Decreased by -2.37%
Sep 30, 23
14 Van Berkom and Associates Inc 1.85M (2.22%) -99.08K
Decreased by -5.36%
Dec 31, 24
15 Citadel Advisors Llc 1.79M (2.14%) 1.70M
Increased by +95.33%
Jun 30, 24
16 Dimensional Fund Advisors, Inc. 1.48M (1.77%) 2.14K
Increased by +0.14%
Sep 30, 24
17 Geode Capital Management, LLC 1.43M (1.71%) 7.38K
Increased by +0.52%
Sep 30, 24
18 Lord, Abbett & Co LLC 1.42M (1.71%) -94.04K
Decreased by -6.61%
Dec 31, 23
19 Morgan Stanley - Brokerage Accounts 1.39M (1.67%) -1.89M
Decreased by -135.53%
Sep 30, 24
20 Fidelity International Ltd 1.28M (1.54%) 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 (6.73%) -4.02K
Decreased by -0.07%
Jun 30, 24
2 VA CollegeAmerica Amcap 529A 5.62M (6.73%) -4.02K
Decreased by -0.07%
Jun 30, 24
3 American Funds SMALLCAP World A 4.65M (5.57%) -590.70K
Decreased by -12.71%
Dec 31, 24
4 Templeton Growth A 4.07M (4.88%) 0.00
Increased by 0.00%
Mar 31, 24
5 Templeton Growth Inc A 4.07M (4.88%) 0.00
Increased by 0.00%
Mar 31, 24
6 iShares Core S&P Mid-Cap ETF 2.77M (3.32%) -720.00
Decreased by -0.03%
Jan 31, 25
7 Vanguard Total Stock Mkt Idx Inv 2.63M (3.16%) 2.66K
Increased by +0.10%
Dec 31, 24
8 Vanguard Small Cap Index 2.16M (2.59%) 25.16K
Increased by +1.16%
Dec 31, 24
9 Templeton Growth (Euro) I(acc)EUR 1.91M (2.29%) 1.91M
Increased by +100.00%
Mar 31, 24
10 Van Berkom Sm-Cap Eq 1.89M (2.27%) 1.89M
Increased by +100.00%
Jun 30, 24
11 American Funds Growth Fund of Amer A 1.72M (2.06%) -260.53K
Decreased by -15.16%
Sep 30, 24
12 Capital Group Growth Fnd of Amer Comp 1.72M (2.06%) -260.53K
Decreased by -15.16%
Sep 30, 24
13 Vanguard Explorer Inv 1.68M (2.02%) 282.02K
Increased by +16.74%
Dec 31, 24
14 Baillie Gifford US Equity Growth 1.54M (1.85%) 0.00
Increased by 0.00%
Dec 31, 24
15 Vanguard US Growth Investor 1.54M (1.85%) -99.32K
Decreased by -6.45%
Dec 31, 24
16 Vanguard Institutional Extnd Mkt Idx Tr 1.29M (1.55%) 25.00K
Increased by +1.94%
Dec 31, 24
17 Wasatch Core Growth 1.26M (1.51%) 68.55K
Increased by +5.43%
Dec 31, 24
18 Vanguard Small Cap Growth Index Inv 1.23M (1.47%) 51.79K
Increased by +4.22%
Dec 31, 24
19 American Century Growth Inv 938.02K (1.12%) -429.99K
Decreased by -45.84%
Dec 31, 24
20 American Century U.S. Large Cap Growth 938.02K (1.12%) -429.99K
Decreased by -45.84%
Dec 31, 24