Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 URTH 1000.00%
2 EUSA 1000.00%
3 USXF 1000.00%
4 USCL 1000.00%
5 TOK 1000.00%
6 ACWI 1000.00%
7 SUSL 1000.00%
8 DAT 3.30%
9 LOUP 3.01%
10 JFWD 2.63%
11 BIGY 2.60%
12 LSEQ 2.49%
13 BKIV 2.10%
14 IVES 2.08%
15 AIVC 2.08%
16 IPO 1.83%
17 SKYY 1.49%
18 VCLO 1.39%
19 IDAT 1.24%
20 FDTX 1.17%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 28.37M (10.29%) -1.83M
Decreased by -6.45%
Mar 31, 25
2 Vanguard Group Inc 26.62M (9.66%) 1.79M
Increased by +6.73%
Mar 31, 25
3 JPMorgan Chase & Co 18.70M (6.78%) 633.39K
Increased by +3.39%
Mar 31, 25
4 Altimeter Capital Management, LLC 13.04M (4.73%) 1.30M
Increased by +9.93%
Mar 31, 25
5 Champlain Investment Partners, LLC 10.86M (3.94%) 27.33K
Increased by +0.25%
Mar 31, 25
6 FMR Inc 10.64M (3.86%) -746.52K
Decreased by -7.02%
Mar 31, 25
7 William Blair Investment Management, LLC 9.28M (3.37%) -1.52M
Decreased by -16.34%
Mar 31, 25
8 Franklin Resources Inc 8.45M (3.06%) 584.23K
Increased by +6.91%
Mar 31, 25
9 1832 Asset Management L.P 7.62M (2.76%) 1.68M
Increased by +22.11%
Jun 30, 24
10 Coatue Management LLC 5.73M (2.08%) 5.73M
Increased by +100.00%
Dec 31, 23
11 T. Rowe Price Associates, Inc. 5.51M (2.00%) 654.83K
Increased by +11.88%
Mar 31, 25
12 Tiger Technology Management LLC 5.19M (1.88%) 2.17M
Increased by +41.82%
Sep 30, 23
13 Capital Research Global Investors 5.00M (1.81%) -184.32K
Decreased by -3.68%
Mar 31, 25
14 Geode Capital Management, LLC 4.65M (1.69%) 242.73K
Increased by +5.22%
Mar 31, 25
15 State Street Corp 4.42M (1.60%) -97.11K
Decreased by -2.20%
Mar 31, 25
16 Optimus Prime Fund Management Co., Ltd. 4.30M (1.56%) 1.06M
Increased by +24.64%
Mar 31, 25
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 Pictet Asset Manangement SA 3.88M (1.41%) 1.53M
Increased by +39.42%
Mar 31, 25
20 Amvescap Plc. 3.82M (1.39%) 470.00K
Increased by +12.29%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.88M (2.86%) 121.14K
Increased by +1.54%
Apr 30, 25
2 Champlain Mid Cap Fund, LLC 7.01M (2.54%) 162.59K
Increased by +2.32%
Apr 30, 25
3 Vanguard Small Cap Index 6.17M (2.24%) 36.23K
Increased by +0.59%
Apr 30, 25
4 American Funds SMALLCAP World A 4.41M (1.60%) -131.47K
Decreased by -2.98%
Mar 31, 25
5 BlackRock Mid-Cap Growth Equity Instl 4.31M (1.56%) 0.00
Increased by 0.00%
Apr 30, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 3.98M (1.45%) 6.93K
Increased by +0.17%
Apr 30, 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 (1.41%) 0.00
Increased by 0.00%
Apr 30, 25
10 Vanguard Information Technology ETF 3.68M (1.33%) 28.01K
Increased by +0.76%
Apr 30, 25
11 JPM US Technology A (dist) USD 3.63M (1.32%) 3.68K
Increased by +0.10%
Apr 30, 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 3.43M (1.25%) -4.47K
Decreased by -0.13%
Apr 30, 25
16 Champlain Mid Cap Adv 3.38M (1.23%) -763.67K
Decreased by -22.59%
Dec 31, 24
17 Fidelity Growth Compy Commingled Pl S 3.36M (1.22%) -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 (1.17%) 2.10M
Increased by +65.15%
Sep 30, 23
20 Champlain Small Company Fund, LLC 2.85M (1.03%) 141.11K
Increased by +4.96%
Apr 30, 25