Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PTF 14.07%
2 NERD 10.59%
3 JSMD 9.47%
4 HERO 7.12%
5 XITK 7.04%
6 ADPV 6.70%
7 QQJG 6.20%
8 WTV 5.67%
9 ODDS 5.61%
10 ESPO 5.52%
11 LCLG 5.51%
12 FPX 5.49%
13 IPO 5.49%
14 QQQJ 5.34%
15 LOUP 5.16%
16 SMRI 5.09%
17 QQQG 4.98%
18 QQQN 4.61%
19 VFLO 4.56%
20 ULTY 4.49%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 21.10M (9.10%) 813.46K
Increased by +3.86%
Mar 31, 25
2 Vanguard Group Inc 17.83M (7.69%) 1.21M
Increased by +6.81%
Mar 31, 25
3 FMR Inc 14.89M (6.42%) 1.03M
Increased by +6.95%
Mar 31, 25
4 GQG Partners LLC 8.44M (3.64%) -1.17M
Decreased by -13.81%
Dec 31, 24
5 JPMorgan Chase & Co 8.19M (3.53%) 1.61M
Increased by +19.60%
Mar 31, 25
6 T. Rowe Price Associates, Inc. 6.59M (2.84%) 1.77M
Increased by +26.86%
Mar 31, 25
7 WCM Investment Management 6.43M (2.77%) -502.05K
Decreased by -7.81%
Mar 31, 25
8 Morgan Stanley - Brokerage Accounts 5.57M (2.40%) 2.18M
Increased by +39.16%
Mar 31, 25
9 State Street Corp 5.48M (2.37%) 88.09K
Increased by +1.61%
Mar 31, 25
10 Baillie Gifford & Co Limited. 5.27M (2.27%) 1.19M
Increased by +22.50%
Mar 31, 25
11 Kohlberg Kravis Roberts & Co LP 4.45M (1.92%) 0.00
Increased by 0.00%
Dec 31, 23
12 Geode Capital Management, LLC 4.45M (1.92%) -71.25K
Decreased by -1.60%
Mar 31, 25
13 Amvescap Plc. 4.01M (1.73%) 992.32K
Increased by +24.74%
Mar 31, 25
14 State Street Corporation 3.81M (1.64%) 684.02K
Increased by +17.96%
Mar 31, 24
15 BP WEALTH MANAGEMENT, LLC 3.50M (1.51%) -2.00M
Decreased by -57.13%
Mar 31, 25
16 Two Sigma Advisers, LLC 3.35M (1.45%) 513.80K
Increased by +15.32%
Jun 30, 24
17 Goldman Sachs Group Inc 3.19M (1.38%) 1.52M
Increased by +47.75%
Sep 30, 24
18 SPRUCE HOUSE INVESTMENT MANAGEMENT LLC 3.11M (1.34%) -492.98K
Decreased by -15.87%
Dec 31, 24
19 Bank of America Corp 3.00M (1.30%) 542.03K
Increased by +18.05%
Mar 31, 25
20 Whale Rock Capital Management LLC 2.97M (1.28%) -244.84K
Decreased by -8.26%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.95M (3.43%) 7.53K
Increased by +0.09%
May 31, 25
2 Vanguard US Total Market Shares ETF 7.06M (3.04%) 993.61K
Increased by +14.08%
Sep 30, 24
3 Invesco QQQ Trust 6.40M (2.76%) 0.00
Increased by 0.00%
May 31, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 3.47M (1.50%) 27.98K
Increased by +0.81%
May 31, 25
5 Fidelity Blue Chip Growth 2.82M (1.22%) 131.40K
Increased by +4.65%
Apr 30, 25
6 Vanguard Small Cap Index 2.79M (1.21%) 5.45K
Increased by +0.20%
Oct 31, 24
7 Vanguard Growth Index Investor 2.74M (1.18%) 5.42K
Increased by +0.20%
May 31, 25
8 Vanguard Mid Cap Index Institutional 2.36M (1.02%) 4.31K
Increased by +0.18%
Oct 31, 24
9 JPMorgan Large Cap Growth I 1.80M (0.78%) 292.96K
Increased by +16.30%
Mar 31, 25
10 Janus Henderson Enterprise D 1.70M (0.73%) 0.00
Increased by 0.00%
Apr 30, 25
11 Janus Inst Mid Cap Growth CF 1.70M (0.73%) 0.00
Increased by 0.00%
Mar 31, 25
12 Fidelity Global Innovators Cl F 1.54M (0.66%) 288.01K
Increased by +18.70%
Mar 31, 25
13 State St Russell Sm/Mid Cp® Indx SL Cl I 1.54M (0.66%) 24.60K
Increased by +1.60%
May 31, 25
14 Vanguard Small Cap Growth Index Inv 1.53M (0.66%) -4.02K
Decreased by -0.26%
Oct 31, 24
15 iShares Russell Mid-Cap Growth ETF 1.53M (0.66%) 0.00
Increased by 0.00%
May 31, 25
16 Fidelity Growth Compy Commingled Pl S 1.52M (0.65%) 234.30K
Increased by +15.44%
Apr 30, 25
17 State St Russell Sm/Mid Cp® Indx NL Cl C 1.51M (0.65%) 19.91K
Increased by +1.31%
Apr 30, 25
18 Vanguard Information Technology ETF 1.49M (0.64%) 89.75K
Increased by +6.01%
May 31, 25
19 BlackRock Mid-Cap Growth Equity Instl 1.37M (0.59%) -36.52K
Decreased by -2.67%
May 31, 25
20 Fidelity Advisor Growth Opps M 1.35M (0.58%) -62.40K
Decreased by -4.62%
Apr 30, 25