Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 PEZ 2.76%
3 DTOX 2.48%
4 IBUY 1.79%
5 RNIN 1.39%
6 OND 1.33%
7 HART 1.09%
8 SFLO 0.98%
9 BTAL 0.97%
10 BFIT 0.91%
11 FMET 0.85%
12 FRTY 0.83%
13 SYG 0.73%
14 ATFV 0.63%
15 JSMD 0.60%
16 JSML 0.53%
17 PSM 0.50%
18 FYC 0.44%
19 SYE 0.42%
20 CALF 0.35%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 39.23M (9.82%) 591.30K
Increased by +1.51%
Dec 31, 25
2 BlackRock Inc 32.20M (8.06%) 1.33M
Increased by +4.12%
Sep 30, 25
3 FMR Inc 26.90M (6.73%) -3.07M
Decreased by -11.40%
Dec 31, 25
4 D. E. Shaw & Co LP 17.14M (4.29%) 2.47M
Increased by +14.43%
Dec 31, 25
5 Eminence Capital LLC 15.09M (3.78%) -1.15M
Decreased by -7.63%
Sep 30, 25
6 GTCR LLC 14.00M (3.50%) 0.00
Increased by 0.00%
Sep 30, 24
7 T. Rowe Price Investment Management,Inc. 12.59M (3.15%) -8.48M
Decreased by -67.39%
Dec 31, 25
8 Goldman Sachs Group Inc 12.43M (3.11%) 5.37M
Increased by +43.24%
Jun 30, 25
9 Fuller & Thaler Asset Management Inc 11.53M (2.88%) 6.09M
Increased by +52.86%
Dec 31, 25
10 The Goldman Sachs Group Inc 11.39M (2.85%) -1.04M
Decreased by -9.16%
Sep 30, 25
11 Dragoneer Investment Group, LLC 11.29M (2.83%) 0.00
Increased by 0.00%
Jun 30, 24
12 JPMorgan Chase & Co 10.89M (2.73%) 7.45M
Increased by +68.43%
Sep 30, 25
13 DnB NOR Asset Management (Asia) 10.78M (2.70%) 6.33M
Increased by +58.75%
Dec 31, 25
14 T. Rowe Price Associates, Inc. 10.11M (2.53%) 9.79M
Increased by +96.90%
Sep 30, 25
15 Geode Capital Management, LLC 9.74M (2.44%) 369.61K
Increased by +3.79%
Dec 31, 25
16 State Street Corp 8.63M (2.16%) -8.17K
Decreased by -0.09%
Sep 30, 25
17 Bank of New York Mellon Corp 8.20M (2.05%) -962.86K
Decreased by -11.74%
Dec 31, 23
18 Ameriprise Financial Inc 8.19M (2.05%) -1.46M
Decreased by -17.78%
Sep 30, 24
19 Hennessy Advisors, Inc. 8.04M (2.01%) -887.40K
Decreased by -11.04%
Jun 30, 25
20 Two Sigma Advisers, LLC 7.83M (1.96%) -20.60K
Decreased by -0.26%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 18.26M (4.57%) 0.00
Increased by 0.00%
Jun 30, 24
2 Capital Group Growth Fnd of Amer Comp 18.26M (4.57%) 0.00
Increased by 0.00%
Jun 30, 24
3 Vanguard Total Stock Mkt Idx Inv 12.68M (3.17%) 25.84K
Increased by +0.20%
Feb 28, 26
4 Fidelity Blue Chip Growth 11.95M (2.99%) 0.00
Increased by 0.00%
Jan 31, 26
5 Vanguard US Total Market Shares ETF 10.49M (2.63%) -26.43K
Decreased by -0.25%
Sep 30, 24
6 iShares Russell 2000 ETF 9.68M (2.42%) 9.68M
Increased by +100.00%
Feb 28, 26
7 Vanguard Small Cap Index 9.12M (2.28%) 19.29K
Increased by +0.21%
Feb 28, 26
8 DNB Teknologi A 8.68M (2.17%) 8.68M
Increased by +100.00%
Jan 31, 26
9 American Funds SMALLCAP World A 7.74M (1.94%) 0.00
Increased by 0.00%
Dec 31, 25
10 Morgan Stanley Insight 5.57M (1.39%) 2.91M
Increased by +52.36%
Dec 31, 24
11 US Small-Cap Growth II Equity Comp 5.50M (1.38%) -859.18K
Decreased by -15.62%
Dec 31, 25
12 Vanguard Small Cap Growth Index Inv 5.08M (1.27%) 15.50K
Increased by +0.31%
Feb 28, 26
13 Hennessy Cornerstone Mid Cap 30 Inv 4.96M (1.24%) -382.00K
Decreased by -7.71%
Dec 31, 25
14 Morgan Stanley Insight A 4.65M (1.16%) 2.00M
Increased by +43.00%
Jan 31, 25
15 Morgan Stanley Insight I 4.65M (1.16%) 2.00M
Increased by +43.00%
Jan 31, 25
16 T. Rowe Price Small-Cap Value 4.65M (1.16%) -6.37K
Decreased by -0.14%
Jan 31, 26
17 T. Rowe Price U.S. SC Value Eq Tr-Z 4.61M (1.15%) 257.26K
Increased by +5.58%
Mar 31, 25
18 T. Rowe Price Lrg Cp Gr I 4.49M (1.12%) -1.77M
Decreased by -39.49%
Mar 31, 24
19 T. Rowe Price US Large-Cap Growth Equity 4.49M (1.12%) -1.77M
Decreased by -39.49%
Mar 31, 24
20 Vanguard Institutional Extnd Mkt Idx Tr 4.39M (1.10%) 46.80K
Increased by +1.07%
Feb 28, 26