Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SRHQ 11.50%
2 NUMG 6.32%
3 IYZ 5.82%
4 IDGT 5.71%
5 TCAI 5.46%
6 SGRT 4.88%
7 GRZZ 4.80%
8 DARP 4.76%
9 XMMO 4.75%
10 XTL 4.69%
11 MEME 4.56%
12 NRSH 4.45%
13 FCUS 4.43%
14 ULTY 4.39%
15 PTF 4.26%
16 BLCR 4.05%
17 FMTM 3.93%
18 FDND 3.80%
19 LOUP 3.71%
20 FDN 3.71%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 21.13M (15.01%) -30.18K
Decreased by -0.14%
Dec 31, 25
2 BlackRock Inc 16.67M (11.84%) 1.07M
Increased by +6.44%
Dec 31, 25
3 Vanguard Group Inc 14.38M (10.22%) -692.02K
Decreased by -4.81%
Dec 31, 25
4 Elyxium Wealth, LLC 11.75M (8.35%) 11.75M
Increased by +100.00%
Dec 31, 25
5 JPMorgan Chase & Co 10.23M (7.27%) -637.64K
Decreased by -6.24%
Mar 31, 26
6 State Street Corp 5.10M (3.63%) 750.13K
Increased by +14.70%
Dec 31, 25
7 State Street Corporation 4.39M (3.12%) 43.62K
Increased by +0.99%
Mar 31, 24
8 T. Rowe Price Associates, Inc. 4.05M (2.88%) 1.40M
Increased by +34.66%
Dec 31, 25
9 CI Private Wealth LLC 2.89M (2.06%) 2.89M
Increased by +99.67%
Dec 31, 25
10 Point72 Asset Management, L.P. 2.75M (1.96%) 763.42K
Increased by +27.71%
Jun 30, 25
11 Capital Research Global Investors 2.75M (1.95%) 2.75M
Increased by +100.00%
Mar 31, 26
12 Geode Capital Management, LLC 2.69M (1.91%) 145.95K
Increased by +5.43%
Dec 31, 25
13 Thrivent Financial For Lutherans 2.61M (1.86%) -102.20K
Decreased by -3.91%
Dec 31, 24
14 AllianceBernstein L.P. 2.57M (1.83%) -173.78K
Decreased by -6.75%
Sep 30, 23
15 BNP Paribas Investment Partners SA 2.51M (1.78%) -557.45K
Decreased by -22.24%
Sep 30, 25
16 Arrowstreet Capital Limited Partnership 2.24M (1.59%) 1.09M
Increased by +48.86%
Dec 31, 25
17 Amundi 2.20M (1.56%) -350.50K
Decreased by -15.93%
Sep 30, 23
18 Slate Path Capital LP 2.18M (1.55%) -675.80K
Decreased by -31.01%
Dec 31, 24
19 Bank of America Corp 2.16M (1.54%) -966.97K
Decreased by -44.68%
Dec 31, 25
20 Barrow Hanley Mewhinney & Strauss LLC 2.16M (1.53%) -2.09M
Decreased by -96.94%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Growth Compy Commingled Pl S 9.06M (6.44%) 20.83K
Increased by +0.23%
Mar 31, 26
2 Fidelity Growth Company Fund 6.85M (4.86%) 18.43K
Increased by +0.27%
Mar 31, 26
3 iShares Core S&P Mid-Cap ETF 4.63M (3.29%) 0.00
Increased by 0.00%
Aug 31, 25
4 Vanguard US Total Market Shares ETF 4.57M (3.25%) 3.85K
Increased by +0.08%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 4.49M (3.19%) 27.19K
Increased by +0.61%
Mar 31, 26
6 Fidelity Growth Compy Commingled Pl O 4.10M (2.91%) 15.49K
Increased by +0.38%
Aug 31, 24
7 Vanguard 500 Index Investor 3.59M (2.55%) -39.65K
Decreased by -1.11%
Mar 31, 26
8 JPMorgan Large Cap Growth I 3.33M (2.36%) 0.00
Increased by 0.00%
Mar 31, 26
9 Fidelity® Growth Company 2.92M (2.07%) 100.20K
Increased by +3.44%
Nov 30, 23
10 JPM US Large Cap Growth-MA 2.90M (2.06%) 2.90M
Increased by +100.00%
Dec 31, 25
11 American Funds Growth Fund of Amer A 2.71M (1.93%) 698.00K
Increased by +25.72%
Dec 31, 23
12 Capital Group Growth Fnd of Amer Comp 2.71M (1.93%) 698.00K
Increased by +25.72%
Dec 31, 23
13 Pacer US Cash Cows 100 ETF 1.99M (1.41%) 2.74K
Increased by +0.14%
Aug 30, 24
14 Fidelity Growth Company K6 1.93M (1.37%) -9.57K
Decreased by -0.50%
Mar 31, 26
15 iShares Core S&P 500 ETF 1.82M (1.29%) 5.33K
Increased by +0.29%
Apr 30, 26
16 Fidelity 500 Index 1.80M (1.28%) 3.71K
Increased by +0.21%
Mar 31, 26
17 Vanguard Small Cap Growth Index Inv 1.78M (1.26%) 3.47K
Increased by +0.20%
Feb 28, 26
18 Fidelity Series Growth Company 1.77M (1.26%) 5.00K
Increased by +0.28%
Mar 31, 26
19 State Street® SPDR® S&P 500® ETF 1.68M (1.19%) 5.49K
Increased by +0.33%
Apr 30, 26
20 Vanguard Small Cap Index 1.63M (1.16%) -1.57M
Decreased by -96.16%
Mar 31, 26