Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AOTG 6.48%
2 IPAY 4.87%
3 ARKF 4.29%
4 TMFM 4.04%
5 FDFF 3.89%
6 TMFS 3.79%
7 VFIN 3.47%
8 ENTR 3.35%
9 ADPV 3.12%
10 RYJ 3.01%
11 FINX 2.80%
12 FCUS 2.71%
13 ERSX 2.71%
14 CNAV 2.60%
15 SGRT 2.22%
16 TIME 2.17%
17 WBIL 2.13%
18 PTF 2.12%
19 BOUT 2.04%
20 NBCC 1.98%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital Research & Mgmt Co - Division 3 45.39M (9.38%) -3.04M
Decreased by -6.69%
Dec 31, 25
2 Vanguard Group Inc 44.69M (9.23%) -71.81K
Decreased by -0.16%
Dec 31, 25
3 FMR Inc 29.81M (6.16%) 2.46M
Increased by +8.24%
Dec 31, 25
4 BlackRock Inc 26.48M (5.47%) 747.47K
Increased by +2.82%
Sep 30, 25
5 JPMorgan Chase & Co 19.83M (4.10%) 9.42M
Increased by +47.52%
Sep 30, 25
6 Jennison Associates LLC 15.16M (3.13%) 157.39K
Increased by +1.04%
Dec 31, 25
7 T. Rowe Price Investment Management,Inc. 11.79M (2.43%) 1.10M
Increased by +9.33%
Dec 31, 25
8 Durable Capital Partners LP 10.25M (2.12%) -590.97K
Decreased by -5.77%
Jun 30, 25
9 Morgan Stanley - Brokerage Accounts 9.72M (2.01%) 60.91K
Increased by +0.63%
Sep 30, 25
10 State Street Corp 9.54M (1.97%) 325.42K
Increased by +3.41%
Sep 30, 25
11 Echo Street Capital Management LLC 9.44M (1.95%) 3.97M
Increased by +42.05%
Sep 30, 23
12 XN LP 8.99M (1.86%) 3.03M
Increased by +33.71%
Dec 31, 25
13 Geode Capital Management, LLC 8.68M (1.79%) 169.23K
Increased by +1.95%
Dec 31, 25
14 AllianceBernstein L.P. 8.22M (1.70%) 7.89M
Increased by +96.05%
Sep 30, 25
15 GREENOAKS CAPITAL PARTNERS LLC 8.21M (1.70%) 443.77K
Increased by +5.40%
Sep 30, 24
16 Valueact Holdings, L.p. 8.02M (1.66%) 4.62M
Increased by +57.62%
Dec 31, 25
17 Dragoneer Investment Group, LLC 7.57M (1.56%) 3.02M
Increased by +39.97%
Mar 31, 24
18 Sumitomo Mitsui Trust Group Inc 7.52M (1.55%) 1.98M
Increased by +26.37%
Sep 30, 25
19 State Street Corporation 7.27M (1.50%) 118.15K
Increased by +1.63%
Mar 31, 24
20 Whale Rock Capital Management LLC 7.26M (1.50%) -138.29K
Decreased by -1.90%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 25.92M (5.35%) 0.00
Increased by 0.00%
Dec 31, 25
2 Capital Group Growth Fnd of Amer Comp 25.92M (5.35%) 0.00
Increased by 0.00%
Dec 31, 25
3 Vanguard Total Stock Mkt Idx Inv 15.48M (3.20%) 26.72K
Increased by +0.17%
Feb 28, 26
4 Vanguard Small Cap Index 11.11M (2.29%) 28.31K
Increased by +0.25%
Feb 28, 26
5 American Funds IS® Growth 1 8.38M (1.73%) 581.52K
Increased by +6.94%
Dec 31, 25
6 Capital Group Growth Composite 8.38M (1.73%) 581.52K
Increased by +6.94%
Dec 31, 25
7 US Small-Cap Growth II Equity Comp 7.26M (1.50%) -8.28M
Decreased by -114.03%
Jun 30, 25
8 American Funds AMCAP A 6.71M (1.39%) 0.00
Increased by 0.00%
Jun 30, 25
9 Capital Group AMCAP Composite 6.71M (1.39%) 0.00
Increased by 0.00%
Jun 30, 25
10 Vanguard Small Cap Growth Index Inv 6.17M (1.27%) 14.00K
Increased by +0.23%
Feb 28, 26
11 Fidelity Contrafund 6.14M (1.27%) 1.61M
Increased by +26.24%
Jan 31, 26
12 T. Rowe Price New Horizons 6.07M (1.25%) -1.19M
Decreased by -19.65%
Jul 31, 25
13 VA CollegeAmerica Amcap 529A 5.25M (1.08%) -95.79K
Decreased by -1.83%
Sep 30, 24
14 Vanguard Institutional Extnd Mkt Idx Tr 5.11M (1.06%) 45.55K
Increased by +0.89%
Feb 28, 26
15 Principal MidCap R5 4.88M (1.01%) 4.88M
Increased by +100.00%
Jan 31, 26
16 T. Rowe Price New Horizons Tr-A 4.51M (0.93%) 938.62K
Increased by +20.83%
Mar 31, 25
17 T. Rowe Price New Horizons Tr-Z 4.51M (0.93%) 938.62K
Increased by +20.83%
Mar 31, 25
18 Principal Aligned MidCap Equity 4.50M (0.93%) -4.84K
Decreased by -0.11%
Dec 31, 25
19 Vanguard Mid Cap Index Institutional 4.43M (0.92%) -6.35K
Decreased by -0.14%
Nov 30, 23
20 Fidelity® Growth Company 4.28M (0.88%) -1.18M
Decreased by -27.70%
Nov 30, 23