Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LOUP 5.30%
2 MEME 5.30%
3 ULTI 4.67%
4 SOXY 3.31%
5 IPO 2.16%
6 XSD 2.11%
7 CHPY 1.99%
8 ARKW 1.67%
9 ARKK 1.66%
10 CGMM 1.57%
11 THNQ 1.50%
12 SMRF 1.01%
13 CHAT 0.96%
14 CGGR 0.90%
15 WTAI 0.71%
16 BCTK 0.65%
17 TTEQ 0.65%
18 JGRO 0.55%
19 BAI 0.48%
20 IDEF 0.45%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 WASHINGTON UNIVERSITY 551.09K (0.68%) 551.09K
Increased by +100.00%
Jun 30, 26
2 Hamilton Lane Advisors LLC 238.30K (0.30%) 238.30K
Increased by +100.00%
Jun 30, 26
3 Ardsley Advisory Partners 39.00K (0.05%) 39.00K
Increased by +100.00%
Jun 30, 26
4 Tensor Edge Capital, LLC 30.00K (0.04%) 30.00K
Increased by +100.00%
Jun 30, 26
5 Snider Financial Group 4.00K (0.00%) 4.00K
Increased by +100.00%
Jun 30, 26
6 Centurion Wealth Management LLC 2.98K (0.00%) 2.98K
Increased by +100.00%
Jun 30, 26
7 Fulton Bank 2.91K (0.00%) 2.91K
Increased by +100.00%
Jun 30, 26
8 CWA Asset Management Group, LLC 2.79K (0.00%) 2.79K
Increased by +100.00%
Jun 30, 26
9 National Asset Management Inc 1.37K (0.00%) 1.37K
Increased by +100.00%
Jun 30, 26
10 Baring Financial LLC 1.36K (0.00%) 1.36K
Increased by +100.00%
Jun 30, 26
11 City State Bank 1.03K (0.00%) 1.03K
Increased by +100.00%
Jun 30, 26
12 MASSMUTUAL TRUST CO FSB/ADV 200.00 (0.00%) 200.00
Increased by +100.00%
Jun 30, 26
13 WOLFF WIESE MAGANA LLC 146.00 (0.00%) 146.00
Increased by +100.00%
Jun 30, 26
14 Financial Management Professionals Inc 100.00 (0.00%) 100.00
Increased by +100.00%
Jun 30, 26
15 Byrne Asset Management LLC 53.00 (0.00%) 53.00
Increased by +100.00%
Jun 30, 26
16 Beaird Harris Wealth Management, LLC 27.00 (0.00%) 27.00
Increased by +100.00%
Jun 30, 26
17 HHM Wealth Advisors, LLC 15.00 (0.00%) 15.00
Increased by +100.00%
Jun 30, 26
18 LRI Investments, LLC 15.00 (0.00%) 15.00
Increased by +100.00%
Jun 30, 26
19 ARMSTRONG ADVISORY GROUP INC 10.00 (0.00%) 10.00
Increased by +100.00%
Jun 30, 26
20 Investors Research Corporation 10.00 (0.00%) 10.00
Increased by +100.00%
Jun 30, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds IS® Growth 1 2.24M (2.79%) 2.24M
Increased by +100.00%
Jun 30, 26
2 JPMorgan Growth Advantage A 1.03M (1.28%) 1.03M
Increased by +100.00%
May 31, 26
3 Capital Group Growth ETF 1.01M (1.26%) 488.78K
Increased by +48.30%
Jun 30, 26
4 Vanguard Total Stock Mkt Idx Inv 953.39K (1.19%) -2.65K
Decreased by -0.28%
Jun 30, 26
5 Fidelity Select Semiconductors 879.45K (1.09%) 879.45K
Increased by +100.00%
May 31, 26
6 American Funds Growth Fd of Amer A 856.18K (1.06%) 856.18K
Increased by +100.00%
Jun 30, 26
7 Vanguard Mid Cap Index Institutional 649.68K (0.81%) -579.00
Decreased by -0.09%
Jun 30, 26
8 Vanguard Growth Index Investor 623.06K (0.77%) -89.52K
Decreased by -14.37%
Jun 30, 26
9 JPMorgan Mid Cap Growth I 573.81K (0.71%) 573.81K
Increased by +100.00%
May 31, 26
10 JPM US Growth Advantage-MA 521.48K (0.65%) 521.48K
Increased by +100.00%
Jun 30, 26
11 ARK Innovation ETF 518.64K (0.64%) -206.00
Decreased by -0.04%
Jun 30, 26
12 Fidelity Contrafund 485.20K (0.60%) 485.20K
Increased by +100.00%
May 31, 26
13 Strategic Advisers Fidelity US TtlStk 463.10K (0.58%) 463.10K
Increased by +100.00%
May 31, 26
14 Fidelity Select Technology 408.15K (0.51%) 408.15K
Increased by +100.00%
May 31, 26
15 Vanguard Institutional Extnd Mkt Idx Tr 395.92K (0.49%) 56.76K
Increased by +14.34%
Jun 30, 26
16 State Street® SPDR® S&P® Smcndctr ETF 307.58K (0.38%) 0.00
Increased by 0.00%
Jun 30, 26
17 iShares A.I. Innovation and Tech Act ETF 297.11K (0.37%) 1.48K
Increased by +0.50%
Jun 30, 26
18 MFS Mid Cap Growth A 267.91K (0.33%) 267.91K
Increased by +100.00%
May 31, 26
19 JPMorgan Large Cap Growth I 246.54K (0.31%) 246.54K
Increased by +100.00%
May 31, 26
20 JPM US Mid Cap Growth-MA 238.13K (0.30%) 238.13K
Increased by +100.00%
Jun 30, 26