Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 USCL 1000.00%
2 EUSA 1000.00%
3 URTH 1000.00%
4 SUSL 1000.00%
5 TOK 1000.00%
6 ACWI 1000.00%
7 USXF 1000.00%
8 DAT 3.89%
9 IVES 2.76%
10 AIVC 2.76%
11 LOUP 2.69%
12 JFWD 2.63%
13 BIGY 2.60%
14 LSEQ 2.49%
15 BKIV 2.34%
16 IPO 1.83%
17 SKYY 1.82%
18 WCLD 1.55%
19 VCLO 1.39%
20 IDAT 1.24%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 31.87M (12.81%) 759.66K
Increased by +2.38%
Sep 30, 24
2 Vanguard Group Inc 24.23M (9.74%) 2.16M
Increased by +8.90%
Sep 30, 24
3 JPMorgan Chase & Co 17.19M (6.91%) -6.32M
Decreased by -36.74%
Sep 30, 24
4 FMR Inc 13.74M (5.52%) 873.89K
Increased by +6.36%
Sep 30, 24
5 Altimeter Capital Management, LLC 13.63M (5.48%) 737.41K
Increased by +5.41%
Sep 30, 24
6 William Blair Investment Management, LLC 10.83M (4.35%) 4.28M
Increased by +39.52%
Sep 30, 24
7 Champlain Investment Partners, LLC 10.70M (4.30%) 4.49M
Increased by +41.93%
Sep 30, 24
8 1832 Asset Management L.P 7.62M (3.06%) 1.68M
Increased by +22.11%
Jun 30, 24
9 T. Rowe Price Associates, Inc. 5.83M (2.34%) -11.12M
Decreased by -190.84%
Sep 30, 24
10 Coatue Management LLC 5.73M (2.30%) 5.73M
Increased by +100.00%
Dec 31, 23
11 Franklin Resources Inc 5.35M (2.15%) 1.08M
Increased by +20.25%
Sep 30, 24
12 Tiger Technology Management LLC 5.19M (2.09%) 2.17M
Increased by +41.82%
Sep 30, 23
13 Capital Research Global Investors 5.19M (2.09%) 0.00
Increased by 0.00%
Sep 30, 24
14 Morgan Stanley - Brokerage Accounts 4.61M (1.85%) -2.38M
Decreased by -51.67%
Jun 30, 24
15 Geode Capital Management, LLC 4.33M (1.74%) 107.51K
Increased by +2.49%
Sep 30, 24
16 State Street Corp 4.27M (1.72%) -262.86K
Decreased by -6.16%
Sep 30, 24
17 Polar Capital Holdings PLC 4.22M (1.70%) 1.47M
Increased by +34.83%
Jun 30, 24
18 First Trust Advisors L.P. 4.15M (1.67%) 117.99K
Increased by +2.84%
Sep 30, 24
19 State Street Corporation 3.89M (1.56%) 18.26K
Increased by +0.47%
Mar 31, 24
20 Amvescap Plc. 3.82M (1.54%) 470.00K
Increased by +12.29%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Champlain Mid Cap Fund, LLC 7.17M (2.88%) 253.69K
Increased by +3.54%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 6.90M (2.77%) 307.39K
Increased by +4.46%
Dec 31, 24
3 Vanguard Small Cap Index 5.59M (2.25%) 224.01K
Increased by +4.01%
Dec 31, 24
4 BlackRock Mid-Cap Growth Equity Instl 5.35M (2.15%) 264.13K
Increased by +4.94%
Nov 30, 24
5 American Funds SMALLCAP World A 4.54M (1.83%) 0.00
Increased by 0.00%
Dec 31, 24
6 Champlain Mid Cap Adv 4.14M (1.67%) 1.12M
Increased by +27.07%
Sep 30, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 3.92M (1.57%) 175.30K
Increased by +4.48%
Dec 31, 24
8 T. Rowe Price New Horizons 3.91M (1.57%) 14.10K
Increased by +0.36%
Jun 30, 24
9 US Small-Cap Growth II Equity Comp 3.91M (1.57%) 14.10K
Increased by +0.36%
Jun 30, 24
10 Franklin Technology A Acc USD 3.88M (1.56%) 0.00
Increased by 0.00%
Nov 30, 24
11 Fidelity Growth Compy Commingled Pl S 3.77M (1.52%) 63.15K
Increased by +1.67%
Nov 30, 24
12 Fidelity Select Software & IT Svcs Port 3.74M (1.50%) -1.20M
Decreased by -32.21%
Nov 30, 24
13 Vanguard Information Technology ETF 3.74M (1.50%) 54.77K
Increased by +1.47%
Dec 31, 24
14 Fidelity Growth Compy Commingled Pl O 3.62M (1.45%) 1.60K
Increased by +0.04%
Aug 31, 24
15 JPMorgan Mid Cap Growth I 3.44M (1.38%) 382.82K
Increased by +11.12%
Nov 30, 24
16 JPM US Mid Cap Growth-Composite 3.42M (1.38%) 364.23K
Increased by +10.64%
Dec 31, 24
17 JPM US Technology A (dist) USD 3.35M (1.34%) 23.16K
Increased by +0.69%
Dec 31, 24
18 JPM US Mid Cap Growth-MA 3.22M (1.29%) 2.10M
Increased by +65.15%
Sep 30, 23
19 Vanguard Small Cap Growth Index Inv 3.17M (1.27%) 219.22K
Increased by +6.92%
Dec 31, 24
20 Fidelity Global Innovators Cl F 2.79M (1.12%) 5.08K
Increased by +0.18%
Sep 30, 23