Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 URTH 1000.00%
2 TOK 1000.00%
3 USXF 1000.00%
4 USCL 1000.00%
5 EUSA 1000.00%
6 ACWI 1000.00%
7 SUSL 1000.00%
8 DAT 3.11%
9 JFWD 2.63%
10 BIGY 2.60%
11 LSEQ 2.49%
12 LOUP 2.43%
13 BKIV 1.96%
14 IVES 1.91%
15 AIVC 1.91%
16 IPO 1.83%
17 VCLO 1.39%
18 SKYY 1.36%
19 WCLD 1.32%
20 IDAT 1.24%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 30.20M (10.92%) -1.67M
Decreased by -5.53%
Dec 31, 24
2 Vanguard Group Inc 24.83M (8.98%) 599.58K
Increased by +2.41%
Dec 31, 24
3 JPMorgan Chase & Co 18.06M (6.53%) -16.32M
Decreased by -90.34%
Dec 31, 24
4 Altimeter Capital Management, LLC 11.75M (4.25%) -1.88M
Decreased by -16.01%
Dec 31, 24
5 FMR Inc 11.38M (4.12%) -2.36M
Decreased by -20.69%
Dec 31, 24
6 Champlain Investment Partners, LLC 10.83M (3.92%) 133.91K
Increased by +1.24%
Dec 31, 24
7 William Blair Investment Management, LLC 10.80M (3.91%) -29.61K
Decreased by -0.27%
Dec 31, 24
8 Franklin Resources Inc 7.86M (2.84%) 2.52M
Increased by +32.01%
Dec 31, 24
9 1832 Asset Management L.P 7.62M (2.75%) 1.68M
Increased by +22.11%
Jun 30, 24
10 Coatue Management LLC 5.73M (2.07%) 5.73M
Increased by +100.00%
Dec 31, 23
11 Tiger Technology Management LLC 5.19M (1.88%) 2.17M
Increased by +41.82%
Sep 30, 23
12 Capital Research Global Investors 5.19M (1.88%) 0.00
Increased by 0.00%
Dec 31, 24
13 T. Rowe Price Associates, Inc. 4.86M (1.76%) -973.15K
Decreased by -20.04%
Dec 31, 24
14 Morgan Stanley - Brokerage Accounts 4.61M (1.67%) -2.38M
Decreased by -51.67%
Jun 30, 24
15 State Street Corp 4.52M (1.63%) 249.81K
Increased by +5.53%
Dec 31, 24
16 Geode Capital Management, LLC 4.41M (1.59%) 84.16K
Increased by +1.91%
Dec 31, 24
17 Polar Capital Holdings PLC 4.22M (1.53%) 1.47M
Increased by +34.83%
Jun 30, 24
18 State Street Corporation 3.89M (1.41%) 18.26K
Increased by +0.47%
Mar 31, 24
19 Amvescap Plc. 3.82M (1.38%) 470.00K
Increased by +12.29%
Sep 30, 23
20 Bank of New York Mellon Corp 3.61M (1.31%) -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 7.76M (2.81%) 844.37K
Increased by +10.88%
Mar 31, 25
2 Champlain Mid Cap Fund, LLC 6.85M (2.48%) 156.91K
Increased by +2.29%
Mar 31, 25
3 Vanguard Small Cap Index 6.13M (2.22%) 529.83K
Increased by +8.64%
Mar 31, 25
4 American Funds SMALLCAP World A 4.41M (1.59%) -131.47K
Decreased by -2.98%
Mar 31, 25
5 BlackRock Mid-Cap Growth Equity Instl 4.31M (1.56%) 506.58K
Increased by +11.76%
Mar 31, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 3.98M (1.44%) 54.98K
Increased by +1.38%
Mar 31, 25
7 T. Rowe Price New Horizons 3.91M (1.42%) 14.10K
Increased by +0.36%
Jun 30, 24
8 US Small-Cap Growth II Equity Comp 3.91M (1.42%) 14.10K
Increased by +0.36%
Jun 30, 24
9 Franklin Technology A Acc USD 3.88M (1.40%) 0.00
Increased by 0.00%
Mar 31, 25
10 Vanguard Information Technology ETF 3.65M (1.32%) 15.57K
Increased by +0.43%
Mar 31, 25
11 JPM US Technology A (dist) USD 3.62M (1.31%) 149.60K
Increased by +4.13%
Mar 31, 25
12 Fidelity Growth Compy Commingled Pl O 3.62M (1.31%) 1.60K
Increased by +0.04%
Aug 31, 24
13 JPM US Mid Cap Growth-Composite 3.45M (1.25%) 27.60K
Increased by +0.80%
Mar 31, 25
14 JPMorgan Mid Cap Growth I 3.45M (1.25%) 27.60K
Increased by +0.80%
Mar 31, 25
15 Vanguard Small Cap Growth Index Inv 3.44M (1.24%) 292.75K
Increased by +8.52%
Mar 31, 25
16 Champlain Mid Cap Adv 3.38M (1.22%) -763.67K
Decreased by -22.59%
Dec 31, 24
17 Fidelity Growth Compy Commingled Pl S 3.36M (1.21%) -419.20K
Decreased by -12.48%
Mar 31, 25
18 Fidelity Select Software & IT Svcs Port 3.23M (1.17%) 0.00
Increased by 0.00%
Mar 31, 25
19 JPM US Mid Cap Growth-MA 3.22M (1.16%) 2.10M
Increased by +65.15%
Sep 30, 23
20 Fidelity Global Innovators Cl F 2.79M (1.01%) 5.08K
Increased by +0.18%
Sep 30, 23