Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 3.42%
2 NUMG 2.47%
3 ATFV 1.94%
4 SMCO 1.83%
5 LCLG 1.83%
6 FRTY 1.72%
7 CGGG 1.52%
8 XRT 1.52%
9 RETL 1.37%
10 PJFM 1.34%
11 FXD 1.31%
12 MMID 1.27%
13 PAMC 1.19%
14 TSME 1.04%
15 MIDE 0.99%
16 JOET 0.94%
17 IEDI 0.90%
18 IQSM 0.90%
19 FTC 0.83%
20 LSEQ 0.77%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 JPMorgan Chase & Co 13.68M (22.22%) 7.82M
Increased by +57.12%
Sep 30, 25
2 Capital Research & Mgmt Co - Division 3 8.48M (13.77%) -130.00K
Decreased by -1.53%
Dec 31, 25
3 Vanguard Group Inc 6.41M (10.41%) -372.40K
Decreased by -5.81%
Dec 31, 25
4 BlackRock Inc 6.39M (10.38%) -86.60K
Decreased by -1.35%
Sep 30, 25
5 T. Rowe Price Investment Management,Inc. 4.55M (7.39%) 2.11M
Increased by +46.34%
Dec 31, 25
6 Morgan Stanley - Brokerage Accounts 2.86M (4.64%) -29.22K
Decreased by -1.02%
Sep 30, 25
7 State Street Corporation 2.19M (3.55%) 46.86K
Increased by +2.14%
Mar 31, 24
8 State Street Corp 2.18M (3.55%) 26.53K
Increased by +1.21%
Sep 30, 25
9 Alyeska Investment Group, L.P. 1.29M (2.09%) 653.72K
Increased by +50.86%
Dec 31, 25
10 Geode Capital Management, LLC 1.23M (2.00%) 27.07K
Increased by +2.20%
Dec 31, 25
11 SRS Investment Management, LLC 1.15M (1.87%) 0.00
Increased by 0.00%
Dec 31, 25
12 Citadel Advisors Llc 1.13M (1.84%) 267.74K
Increased by +23.63%
Jun 30, 25
13 Goldman Sachs Group Inc 1.12M (1.83%) -204.56K
Decreased by -18.18%
Dec 31, 23
14 Holocene Advisors, LP 1.12M (1.82%) 506.79K
Increased by +45.11%
Mar 31, 25
15 Massachusetts Financial Services Company 1.11M (1.80%) 165.08K
Increased by +14.86%
Dec 31, 25
16 ING Investment Management LLC 1.05M (1.70%) 618.75K
Increased by +59.10%
Mar 31, 25
17 FMR Inc 950.68K (1.54%) -391.58K
Decreased by -41.19%
Dec 31, 25
18 Barclays PLC 935.54K (1.52%) 786.14K
Increased by +84.03%
Sep 30, 25
19 HHG PLC 836.62K (1.36%) 5.63K
Increased by +0.67%
Sep 30, 25
20 1832 Asset Management L.P 824.62K (1.34%) -4.60K
Decreased by -0.56%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 3.85M (6.25%) -182.98K
Decreased by -4.75%
Dec 31, 25
2 Capital Group Growth Fnd of Amer Comp 3.85M (6.25%) -182.98K
Decreased by -4.75%
Dec 31, 25
3 Franklin US Small-Mid Cap Growth Equity 2.92M (4.74%) 2.68M
Increased by +91.85%
Mar 31, 25
4 American Funds AMCAP A 2.10M (3.42%) -196.84K
Decreased by -9.36%
Dec 31, 25
5 Capital Group AMCAP Composite 2.10M (3.42%) -196.84K
Decreased by -9.36%
Dec 31, 25
6 VA CollegeAmerica Amcap 529A 2.04M (3.31%) -797.16K
Decreased by -39.10%
Sep 30, 24
7 Vanguard US Total Market Shares ETF 2.02M (3.28%) 1.50K
Increased by +0.07%
Sep 30, 24
8 iShares Core S&P Mid-Cap ETF 2.01M (3.27%) -13.24K
Decreased by -0.66%
Feb 28, 26
9 Vanguard Total Stock Mkt Idx Inv 1.99M (3.23%) 15.09K
Increased by +0.76%
Feb 28, 26
10 US Small-Cap Growth II Equity Comp 1.52M (2.48%) 1.52M
Increased by +100.00%
Jun 30, 23
11 American Funds Fundamental Invs A 1.34M (2.17%) 159.00K
Increased by +11.88%
Dec 31, 25
12 Capital Group Fundamental Invtrs Comp 1.34M (2.17%) 159.00K
Increased by +11.88%
Dec 31, 25
13 Eaton Vance Atlanta Capital SMID-Cap I 1.32M (2.15%) 0.00
Increased by 0.00%
Jan 31, 26
14 T. Rowe Price US Mid-Cap Growth Equity 1.24M (2.02%) 198.60K
Increased by +15.98%
Dec 31, 25
15 T. Rowe Price Mid-Cap Growth 1.24M (2.02%) -1.00K
Decreased by -0.08%
Jan 31, 26
16 JPMorgan Equity Premium Income ETF 849.22K (1.38%) 1.29K
Increased by +0.15%
Feb 27, 26
17 MFS Mid Cap Growth A 747.12K (1.21%) 258.16K
Increased by +34.55%
Jan 31, 26
18 MFS Mid Cap Growth Equity 747.12K (1.21%) 110.02K
Increased by +14.73%
Dec 31, 25
19 Vanguard Small Cap Index 714.50K (1.16%) 1.80K
Increased by +0.25%
Feb 28, 26
20 Vanguard Mid Cap Index Institutional 683.87K (1.11%) 2.40K
Increased by +0.35%
Feb 28, 26