Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SUSL 1000.00%
2 CRBN 1000.00%
3 USXF 1000.00%
4 URTH 1000.00%
5 TOK 1000.00%
6 ACWI 1000.00%
7 EUSA 1000.00%
8 AWEG 4.43%
9 NEWZ 3.22%
10 SMLL 2.88%
11 TSCM 2.15%
12 SOVF 2.04%
13 WCLD 1.59%
14 ENTR 1.55%
15 XOVR 1.55%
16 GRPM 1.38%
17 ILDR 1.23%
18 AIEQ 1.15%
19 DFNV 1.05%
20 FSGS 1.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Investment Management,Inc. 6.26M (14.48%) 2.47M
Increased by +39.49%
Dec 31, 25
2 BlackRock Inc 4.24M (9.81%) 64.27K
Increased by +1.52%
Sep 30, 25
3 Vanguard Group Inc 4.16M (9.62%) -56.61K
Decreased by -1.36%
Dec 31, 25
4 Citadel Advisors Llc 1.74M (4.03%) 4.79K
Increased by +0.27%
Dec 31, 25
5 Wasatch Advisors Inc. 1.57M (3.63%) 68.01K
Increased by +4.33%
Sep 30, 23
6 State Street Corporation 1.42M (3.28%) 43.65K
Increased by +3.08%
Mar 31, 24
7 T. Rowe Price Associates, Inc. 1.35M (3.12%) -2.29M
Decreased by -170.16%
Sep 30, 25
8 State Street Corp 1.34M (3.09%) -5.47K
Decreased by -0.41%
Sep 30, 25
9 Point72 Asset Management, L.P. 1.26M (2.92%) 1.26M
Increased by +100.00%
Dec 31, 25
10 Capital Research & Mgmt Co - Division 3 1.16M (2.69%) -246.01K
Decreased by -21.13%
Dec 31, 24
11 Geode Capital Management, LLC 1.14M (2.64%) -74.65K
Decreased by -6.55%
Dec 31, 25
12 JPMorgan Chase & Co 1.11M (2.57%) 655.79K
Increased by +59.04%
Sep 30, 25
13 Echo Street Capital Management LLC 1.08M (2.50%) 154.88K
Increased by +14.32%
Sep 30, 23
14 Pictet Asset Manangement SA 951.00K (2.20%) 82.71K
Increased by +8.70%
Sep 30, 24
15 AQR Capital Management LLC 943.59K (2.18%) 404.61K
Increased by +42.88%
Dec 31, 25
16 Millennium Management LLC 859.13K (1.99%) 110.32K
Increased by +12.84%
Dec 31, 25
17 FMR Inc 857.30K (1.98%) 168.23K
Increased by +19.62%
Jun 30, 25
18 Wasatch Advisors LP 841.99K (1.95%) -455.85K
Decreased by -54.14%
Dec 31, 25
19 D. E. Shaw & Co LP 722.75K (1.67%) 127.86K
Increased by +17.69%
Dec 31, 25
20 Durable Capital Partners LP 717.24K (1.66%) 717.24K
Increased by +100.00%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price US Mid-Cap Growth Equity 1.76M (4.06%) -2.50K
Decreased by -0.14%
Dec 31, 25
2 T. Rowe Price Mid-Cap Growth 1.76M (4.06%) -1.50K
Decreased by -0.09%
Jan 31, 26
3 iShares Core S&P Mid-Cap ETF 1.42M (3.29%) 46.77K
Increased by +3.28%
Feb 28, 26
4 Vanguard Total Stock Mkt Idx Inv 1.37M (3.18%) 9.46K
Increased by +0.69%
Feb 28, 26
5 Vanguard US Total Market Shares ETF 1.34M (3.09%) 1.06K
Increased by +0.08%
Sep 30, 24
6 Vanguard Small Cap Index 988.45K (2.29%) 2.97K
Increased by +0.30%
Feb 28, 26
7 T. Rowe Price Lrg Cp Gr I 900.91K (2.08%) 62.90K
Increased by +6.98%
Mar 31, 24
8 T. Rowe Price US Large-Cap Growth Equity 900.91K (2.08%) 62.90K
Increased by +6.98%
Mar 31, 24
9 T. Rowe Price New Horizons Tr-Z 698.25K (1.61%) 55.73K
Increased by +7.98%
Mar 31, 25
10 T. Rowe Price New Horizons Tr-A 693.96K (1.60%) -4.29K
Decreased by -0.62%
Jun 30, 25
11 American Funds Growth Fund of Amer A 655.67K (1.52%) -243.81K
Decreased by -37.18%
Dec 31, 24
12 Capital Group Growth Fnd of Amer Comp 655.67K (1.52%) -243.81K
Decreased by -37.18%
Dec 31, 24
13 T. Rowe Price U.S. Mid-Cap Gr Eq Tr-D 581.78K (1.35%) 13.50K
Increased by +2.32%
Dec 31, 25
14 Vanguard Small Cap Growth Index Inv 548.67K (1.27%) 1.31K
Increased by +0.24%
Feb 28, 26
15 T. Rowe Price U.S. Mid-Cap Gr Eq Tr-Z 520.58K (1.20%) 28.30K
Increased by +5.44%
Mar 31, 25
16 Van Berkom Sm-Cap Eq 515.60K (1.19%) 75.58K
Increased by +14.66%
Dec 31, 25
17 Vanguard Institutional Extnd Mkt Idx Tr 480.49K (1.11%) 4.30K
Increased by +0.89%
Feb 28, 26
18 Wasatch Core Growth 477.57K (1.10%) -193.95K
Decreased by -40.61%
Jun 30, 25
19 Pictet - Robotics I dy EUR 468.01K (1.08%) -103.50K
Decreased by -22.12%
Nov 30, 24
20 MFS Mid Cap Growth Equity 425.07K (0.98%) -166.95K
Decreased by -39.28%
Sep 30, 23