Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LEND 8.15%
2 MEME 5.14%
3 IPAY 4.19%
4 TAAG 3.81%
5 ENTR 3.63%
6 FCUS 3.60%
7 ULTY 3.55%
8 HAPS 3.08%
9 TOGA 2.89%
10 PTF 2.81%
11 FINX 2.59%
12 SAMM 2.35%
13 IPO 2.23%
14 XVOL 2.07%
15 PFI 2.04%
16 EQUL 1.87%
17 IBUY 1.71%
18 GVIP 1.66%
19 AZTD 1.64%
20 BPAY 1.45%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 24.85M (8.90%) 428.14K
Increased by +1.72%
Dec 31, 25
2 Capital Research Global Investors 23.15M (8.29%) 104.24K
Increased by +0.45%
Dec 31, 25
3 Morgan Stanley - Brokerage Accounts 22.97M (8.22%) 800.46K
Increased by +3.49%
Sep 30, 25
4 Capital World Investors 21.71M (7.77%) 507.22K
Increased by +2.34%
Dec 31, 25
5 BlackRock Inc 17.71M (6.34%) 2.07M
Increased by +11.68%
Sep 30, 25
6 FMR Inc 13.68M (4.90%) 1.44M
Increased by +10.50%
Dec 31, 25
7 State Street Corp 5.64M (2.02%) 1.19M
Increased by +21.05%
Sep 30, 25
8 Geode Capital Management, LLC 5.50M (1.97%) 329.31K
Increased by +5.99%
Dec 31, 25
9 Baillie Gifford & Co Limited. 5.48M (1.96%) -412.42K
Decreased by -7.52%
Dec 31, 25
10 Marshall Wace Asset Management Ltd 4.33M (1.55%) -132.77K
Decreased by -3.06%
Dec 31, 25
11 Amvescap Plc. 4.33M (1.55%) 3.23M
Increased by +74.63%
Sep 30, 25
12 Lone Pine Capital LLC 3.82M (1.37%) 3.82M
Increased by +100.00%
Dec 31, 25
13 NORGES BANK 3.79M (1.36%) 1.13M
Increased by +29.95%
Dec 31, 25
14 State Street Corporation 3.76M (1.35%) 87.12K
Increased by +2.32%
Mar 31, 24
15 Durable Capital Partners LP 3.68M (1.32%) -2.59M
Decreased by -70.29%
Dec 31, 25
16 Jericho Capital Asset Management LP 3.60M (1.29%) 251.00K
Increased by +6.97%
Dec 31, 25
17 T. Rowe Price Associates, Inc. 3.26M (1.17%) -1.28M
Decreased by -39.30%
Jun 30, 25
18 D. E. Shaw & Co LP 3.14M (1.13%) -2.57M
Decreased by -81.71%
Dec 31, 24
19 JPMorgan Chase & Co 3.08M (1.10%) 2.31M
Increased by +74.92%
Sep 30, 25
20 Citadel Advisors Llc 2.68M (0.96%) 2.68M
Increased by +99.95%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 23.27M (8.33%) 250.10K
Increased by +1.07%
Dec 31, 25
2 Capital Group Growth Fnd of Amer Comp 23.27M (8.33%) 250.10K
Increased by +1.07%
Dec 31, 25
3 Performer (AFRIS) 14.50M (5.19%) 14.50M
Increased by +100.00%
Feb 29, 24
4 Vanguard Total Stock Mkt Idx Inv 8.23M (2.95%) 14.51K
Increased by +0.18%
Feb 28, 26
5 Vanguard US Total Market Shares ETF 7.24M (2.59%) 118.73K
Increased by +1.64%
Sep 30, 24
6 VA CollegeAmerica Amcap 529A 7.04M (2.52%) 0.00
Increased by 0.00%
Dec 31, 24
7 American Funds SMALLCAP World A 6.00M (2.15%) -70.04K
Decreased by -1.17%
Dec 31, 25
8 Vanguard Small Cap Index 5.91M (2.12%) 15.36K
Increased by +0.26%
Feb 28, 26
9 American Funds New Economy A 5.26M (1.88%) 0.00
Increased by 0.00%
Dec 31, 25
10 Capital Group New Economy Comp 5.26M (1.88%) 0.00
Increased by 0.00%
Dec 31, 25
11 American Funds AMCAP A 4.32M (1.55%) 0.00
Increased by 0.00%
Dec 31, 25
12 Capital Group AMCAP Composite 4.32M (1.55%) 0.00
Increased by 0.00%
Dec 31, 25
13 Morgan Stanley Growth 4.00M (1.43%) -134.91K
Decreased by -3.38%
Dec 31, 25
14 Morgan Stanley Growth SMA 4.00M (1.43%) -134.91K
Decreased by -3.38%
Dec 31, 25
15 Morgan Stanley Inst Growth I 4.00M (1.43%) -134.91K
Decreased by -3.38%
Dec 31, 25
16 American Funds IS® Growth 1 3.60M (1.29%) 0.00
Increased by 0.00%
Dec 31, 25
17 Capital Group Growth Composite 3.60M (1.29%) 0.00
Increased by 0.00%
Dec 31, 25
18 Baillie Gifford US Equity Growth 3.46M (1.24%) -110.34K
Decreased by -3.19%
Dec 31, 24
19 Fidelity Advisor Growth Opps M 3.37M (1.21%) 825.52K
Increased by +24.53%
Jan 31, 26
20 Vanguard Small Cap Growth Index Inv 3.28M (1.18%) 7.18K
Increased by +0.22%
Feb 28, 26