Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GABF 9.21%
2 CGGG 5.44%
3 FCUS 4.47%
4 PFI 4.34%
5 FRTY 3.80%
6 MISL 3.24%
7 XAR 3.02%
8 BCUS 2.95%
9 TSME 2.80%
10 CNAV 2.75%
11 HYP 2.68%
12 FFTY 2.67%
13 SFYX 2.16%
14 ITA 2.09%
15 FEMD 1.94%
16 SPIT 1.83%
17 EHLS 1.75%
18 SGRW 1.74%
19 JMID 1.70%
20 FXR 1.40%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital Research & Mgmt Co - Division 3 13.73M (13.58%) -164.42K
Decreased by -1.20%
Dec 31, 25
2 Vanguard Group Inc 9.77M (9.66%) -198.12K
Decreased by -2.03%
Dec 31, 25
3 Capital World Investors 8.92M (8.82%) 2.60M
Increased by +29.12%
Dec 31, 25
4 BlackRock Inc 6.79M (6.72%) -834.72K
Decreased by -12.28%
Sep 30, 25
5 FMR Inc 5.39M (5.33%) -660.47K
Decreased by -12.25%
Dec 31, 25
6 Atlantic Trust Group, LLC 3.72M (3.68%) -76.07K
Decreased by -2.04%
Dec 31, 24
7 Rubric Capital Management LP 3.70M (3.66%) 339.45K
Increased by +9.17%
Dec 31, 25
8 Wellington Management Company LLP 2.65M (2.62%) 472.60K
Increased by +17.85%
Dec 31, 25
9 Great Mountain Partners LLC 2.56M (2.53%) 0.00
Increased by 0.00%
Sep 30, 24
10 Ensign Peak Advisors Inc 2.36M (2.34%) -417.43K
Decreased by -17.66%
Dec 31, 25
11 Westfield Capital Management Company, L.P. 2.35M (2.33%) 220.38K
Increased by +9.38%
Dec 31, 25
12 DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main 2.35M (2.32%) 612.87K
Increased by +26.09%
Dec 31, 25
13 Baillie Gifford & Co Limited. 2.29M (2.26%) -141.37K
Decreased by -6.18%
Dec 31, 25
14 State Street Corporation 2.21M (2.18%) 156.39K
Increased by +7.09%
Dec 31, 23
15 Hood River Capital Management LLC 2.07M (2.05%) 153.91K
Increased by +7.44%
Dec 31, 24
16 Geode Capital Management, LLC 2.00M (1.98%) 71.27K
Increased by +3.55%
Dec 31, 25
17 Broad Bay Capital Management, LP 1.81M (1.79%) -590.50K
Decreased by -32.63%
Jun 30, 24
18 Ameriprise Financial Inc 1.79M (1.77%) -306.48K
Decreased by -17.14%
Dec 31, 24
19 State Street Corp 1.73M (1.71%) -21.41K
Decreased by -1.24%
Sep 30, 25
20 JPMorgan Chase & Co 1.66M (1.64%) 1.50M
Increased by +89.93%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 4.72M (4.67%) 1.00M
Increased by +21.24%
Dec 31, 25
2 Capital Group Growth Fnd of Amer Comp 4.72M (4.67%) 1.00M
Increased by +21.24%
Dec 31, 25
3 Vanguard Total Stock Mkt Idx Inv 3.25M (3.21%) 5.41K
Increased by +0.17%
Feb 28, 26
4 Vanguard US Total Market Shares ETF 3.24M (3.20%) 234.47K
Increased by +7.24%
Sep 30, 24
5 American Funds American Balanced A 3.00M (2.96%) 621.30K
Increased by +20.73%
Dec 31, 25
6 American Funds New Perspective A 2.82M (2.79%) 1.15M
Increased by +40.70%
Dec 31, 25
7 Capital Group New Perspective Comp 2.82M (2.79%) 1.15M
Increased by +40.70%
Dec 31, 25
8 American Funds Invmt Co of Amer A 2.74M (2.71%) 0.00
Increased by 0.00%
Dec 31, 25
9 Capital Group Investment Co of Amer Comp 2.74M (2.71%) 0.00
Increased by 0.00%
Dec 31, 25
10 American Funds Fundamental Invs A 2.60M (2.57%) 1.06M
Increased by +40.73%
Dec 31, 25
11 Capital Group Fundamental Invtrs Comp 2.60M (2.57%) 1.06M
Increased by +40.73%
Dec 31, 25
12 iShares Russell 2000 ETF 2.55M (2.52%) 0.00
Increased by 0.00%
May 31, 25
13 Vanguard Small Cap Index 2.33M (2.30%) 6.05K
Increased by +0.26%
Feb 28, 26
14 Fidelity Blue Chip Growth 2.24M (2.21%) -88.80K
Decreased by -3.97%
Jan 31, 26
15 Fidelity® Blue Chip Growth 1.90M (1.88%) 0.00
Increased by 0.00%
Nov 30, 23
16 American Funds SMALLCAP World A 1.55M (1.54%) 0.00
Increased by 0.00%
Dec 31, 25
17 VA CollegeAmerica Amcap 529A 1.37M (1.36%) 633.02K
Increased by +46.06%
Sep 30, 24
18 Vanguard Small Cap Growth Index Inv 1.29M (1.28%) 2.50K
Increased by +0.19%
Feb 28, 26
19 American Funds IS® Growth 1 1.29M (1.28%) 195.19K
Increased by +15.13%
Dec 31, 25
20 Capital Group Growth Composite 1.29M (1.28%) 195.19K
Increased by +15.13%
Dec 31, 25