Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 URTH 1000.00%
2 SUSL 1000.00%
3 TOK 1000.00%
4 EUSA 1000.00%
5 USXF 1000.00%
6 USCL 1000.00%
7 ACWI 1000.00%
8 DAT 3.67%
9 LOUP 2.75%
10 JFWD 2.63%
11 BIGY 2.60%
12 LSEQ 2.49%
13 BKIV 2.26%
14 AIVC 2.04%
15 IVES 2.04%
16 IPO 1.83%
17 SKYY 1.64%
18 VCLO 1.39%
19 SPRX 1.36%
20 WCLD 1.26%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 30.20M (11.51%) -1.67M
Decreased by -5.53%
Dec 31, 24
2 Vanguard Group Inc 24.83M (9.46%) 599.58K
Increased by +2.41%
Dec 31, 24
3 JPMorgan Chase & Co 18.06M (6.88%) -16.32M
Decreased by -90.34%
Dec 31, 24
4 Altimeter Capital Management, LLC 11.75M (4.48%) -1.88M
Decreased by -16.01%
Dec 31, 24
5 FMR Inc 11.38M (4.34%) -2.36M
Decreased by -20.69%
Dec 31, 24
6 Champlain Investment Partners, LLC 10.83M (4.13%) 133.91K
Increased by +1.24%
Dec 31, 24
7 William Blair Investment Management, LLC 10.80M (4.12%) -29.61K
Decreased by -0.27%
Dec 31, 24
8 Franklin Resources Inc 7.86M (3.00%) 2.52M
Increased by +32.01%
Dec 31, 24
9 1832 Asset Management L.P 7.62M (2.90%) 1.68M
Increased by +22.11%
Jun 30, 24
10 Coatue Management LLC 5.73M (2.18%) 5.73M
Increased by +100.00%
Dec 31, 23
11 Tiger Technology Management LLC 5.19M (1.98%) 2.17M
Increased by +41.82%
Sep 30, 23
12 Capital Research Global Investors 5.19M (1.98%) 0.00
Increased by 0.00%
Dec 31, 24
13 T. Rowe Price Associates, Inc. 4.86M (1.85%) -973.15K
Decreased by -20.04%
Dec 31, 24
14 Morgan Stanley - Brokerage Accounts 4.61M (1.76%) -2.38M
Decreased by -51.67%
Jun 30, 24
15 State Street Corp 4.52M (1.72%) 249.81K
Increased by +5.53%
Dec 31, 24
16 Geode Capital Management, LLC 4.41M (1.68%) 84.16K
Increased by +1.91%
Dec 31, 24
17 Polar Capital Holdings PLC 4.22M (1.61%) 1.47M
Increased by +34.83%
Jun 30, 24
18 State Street Corporation 3.89M (1.48%) 18.26K
Increased by +0.47%
Mar 31, 24
19 Amvescap Plc. 3.82M (1.46%) 470.00K
Increased by +12.29%
Sep 30, 23
20 Bank of New York Mellon Corp 3.61M (1.38%) -123.72K
Decreased by -3.43%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.92M (2.64%) 4.11K
Increased by +0.06%
Feb 28, 25
2 Champlain Mid Cap Fund, LLC 6.69M (2.55%) -272.86K
Decreased by -4.08%
Feb 28, 25
3 Vanguard Small Cap Index 5.60M (2.13%) 4.57K
Increased by +0.08%
Feb 28, 25
4 American Funds SMALLCAP World A 4.54M (1.73%) 0.00
Increased by 0.00%
Dec 31, 24
5 Vanguard Institutional Extnd Mkt Idx Tr 3.92M (1.49%) 5.42K
Increased by +0.14%
Feb 28, 25
6 T. Rowe Price New Horizons 3.91M (1.49%) 14.10K
Increased by +0.36%
Jun 30, 24
7 US Small-Cap Growth II Equity Comp 3.91M (1.49%) 14.10K
Increased by +0.36%
Jun 30, 24
8 Franklin Technology A Acc USD 3.88M (1.48%) 0.00
Increased by 0.00%
Feb 28, 25
9 BlackRock Mid-Cap Growth Equity Instl 3.80M (1.45%) -111.78K
Decreased by -2.94%
Feb 28, 25
10 Fidelity Growth Compy Commingled Pl S 3.78M (1.44%) -94.73K
Decreased by -2.51%
Feb 28, 25
11 Vanguard Information Technology ETF 3.63M (1.38%) -162.12K
Decreased by -4.46%
Feb 28, 25
12 Fidelity Growth Compy Commingled Pl O 3.62M (1.38%) 1.60K
Increased by +0.04%
Aug 31, 24
13 JPM US Technology A (dist) USD 3.47M (1.32%) 81.36K
Increased by +2.34%
Feb 28, 25
14 JPM US Mid Cap Growth-Composite 3.42M (1.30%) 364.23K
Increased by +10.64%
Dec 31, 24
15 JPMorgan Mid Cap Growth I 3.42M (1.30%) 0.00
Increased by 0.00%
Feb 28, 25
16 Champlain Mid Cap Adv 3.38M (1.29%) -763.67K
Decreased by -22.59%
Dec 31, 24
17 Fidelity Select Software & IT Svcs Port 3.23M (1.23%) -156.00K
Decreased by -4.83%
Feb 28, 25
18 JPM US Mid Cap Growth-MA 3.22M (1.23%) 2.10M
Increased by +65.15%
Sep 30, 23
19 Vanguard Small Cap Growth Index Inv 3.15M (1.20%) -18.63K
Decreased by -0.59%
Feb 28, 25
20 Fidelity Global Innovators Cl F 2.79M (1.06%) 5.08K
Increased by +0.18%
Sep 30, 23