Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JFWD 4.32%
2 AZTD 4.17%
3 JSML 4.01%
4 EDOC 3.03%
5 NEWZ 2.78%
6 FMTM 2.73%
7 FDHT 2.36%
8 HEAL 2.26%
9 MCOW 2.21%
10 EKG 1.94%
11 FCUS 1.90%
12 QMOM 1.57%
13 PTH 1.54%
14 RJMG 1.45%
15 SMLL 1.44%
16 HAPY 1.38%
17 SMDY 1.37%
18 LGHT 1.15%
19 IPO 1.08%
20 GRPM 1.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 14.72M (11.27%) -213.45K
Decreased by -1.45%
Sep 30, 25
2 Vanguard Group Inc 13.29M (10.17%) 518.92K
Increased by +3.91%
Dec 31, 25
3 Capital World Investors 5.65M (4.33%) 273.44K
Increased by +4.84%
Dec 31, 25
4 William Blair Investment Management, LLC 5.46M (4.18%) -372.18K
Decreased by -6.82%
Dec 31, 25
5 ClearBridge Advisors, LLC 5.07M (3.88%) -61.93K
Decreased by -1.22%
Dec 31, 25
6 State Street Corp 4.03M (3.09%) -862.00
Decreased by -0.02%
Sep 30, 25
7 Geode Capital Management, LLC 3.79M (2.90%) -44.86K
Decreased by -1.18%
Dec 31, 25
8 Baillie Gifford & Co Limited. 3.71M (2.84%) -138.42K
Decreased by -3.73%
Dec 31, 25
9 State Street Corporation 3.54M (2.71%) 161.24K
Increased by +4.55%
Mar 31, 24
10 Franklin Resources Inc 3.36M (2.57%) 194.91K
Increased by +5.81%
Sep 30, 25
11 Durable Capital Partners LP 2.89M (2.21%) -4.93M
Decreased by -170.74%
Dec 31, 24
12 Citadel Advisors Llc 2.43M (1.86%) 2.40M
Increased by +98.70%
Dec 31, 25
13 Renaissance Technologies Corp 2.37M (1.81%) 185.25K
Increased by +7.83%
Dec 31, 25
14 Amvescap Plc. 2.33M (1.78%) 433.98K
Increased by +18.64%
Sep 30, 25
15 FMR Inc 2.16M (1.66%) -6.61M
Decreased by -305.61%
Dec 31, 25
16 Loomis, Sayles & Company LP 2.03M (1.55%) -453.46K
Decreased by -22.33%
Dec 31, 25
17 T. Rowe Price Investment Management,Inc. 1.95M (1.49%) -1.13M
Decreased by -58.04%
Mar 31, 25
18 ING Investment Management LLC 1.91M (1.46%) 341.07K
Increased by +17.87%
Dec 31, 25
19 Carmignac Gestion 1.89M (1.45%) 1.48M
Increased by +78.07%
Dec 31, 25
20 Edmond de Rothschild Holding S.A. 1.81M (1.38%) -167.70K
Decreased by -9.28%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 4.43M (3.40%) 563.48K
Increased by +12.71%
Feb 28, 26
2 Vanguard Total Stock Mkt Idx Inv 4.14M (3.17%) 8.35K
Increased by +0.20%
Feb 28, 26
3 American Funds Growth Fund of Amer A 3.83M (2.94%) 198.45K
Increased by +5.18%
Dec 31, 25
4 Capital Group Growth Fnd of Amer Comp 3.83M (2.94%) 198.45K
Increased by +5.18%
Dec 31, 25
5 Vanguard Small Cap Index 2.97M (2.27%) 10.34K
Increased by +0.35%
Feb 28, 26
6 Franklin Innovation Composite 2.11M (1.62%) 614.74K
Increased by +29.07%
Jun 30, 25
7 Franklin DynaTech A 2.00M (1.53%) 0.00
Increased by 0.00%
Jul 31, 25
8 Franklin DynaTech Fund A 2.00M (1.53%) 200.00K
Increased by +10.00%
May 31, 25
9 Baillie Gifford US Equity Growth 1.85M (1.42%) 0.00
Increased by 0.00%
Jan 31, 26
10 Vanguard US Growth Investor 1.85M (1.42%) -49.78K
Decreased by -2.69%
Dec 31, 25
11 Vanguard Explorer Inv 1.81M (1.39%) -68.80K
Decreased by -3.80%
Dec 31, 25
12 Carmignac Investissement A EUR Acc 1.65M (1.26%) 600.00K
Increased by +36.36%
Dec 31, 25
13 Vanguard Small Cap Growth Index Inv 1.65M (1.26%) 3.29K
Increased by +0.20%
Feb 28, 26
14 Vanguard Institutional Extnd Mkt Idx Tr 1.50M (1.15%) 15.88K
Increased by +1.06%
Feb 28, 26
15 Fidelity Puritan 1.47M (1.12%) -435.00
Decreased by -0.03%
Apr 30, 25
16 Swedbank Robur Globalfond A 1.40M (1.07%) 0.00
Increased by 0.00%
Jun 30, 24
17 Swedbank Robur Technology A 1.40M (1.07%) 0.00
Increased by 0.00%
Jan 31, 24
18 American Funds SMALLCAP World A 1.39M (1.06%) 0.00
Increased by 0.00%
Dec 31, 25
19 Smithson Investment Trust Ord 1.36M (1.04%) 0.00
Increased by 0.00%
Nov 30, 25
20 Fidelity Growth Strategies 1.33M (1.02%) 0.00
Increased by 0.00%
Aug 31, 24