Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SRHQ 10.58%
2 NUMG 5.36%
3 TCAI 5.31%
4 IDGT 5.17%
5 ULTY 4.87%
6 XMMO 4.75%
7 BLCR 4.42%
8 MEME 4.42%
9 DARP 4.26%
10 GRZZ 4.26%
11 IYZ 4.25%
12 PTF 4.19%
13 NRSH 4.08%
14 XTL 4.06%
15 AIVC 3.92%
16 LOUP 3.71%
17 SGRT 3.53%
18 JTEK 3.21%
19 FDN 3.15%
20 FDND 3.14%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 21.13M (15.03%) -30.18K
Decreased by -0.14%
Dec 31, 25
2 BlackRock Inc 15.60M (11.09%) -1.47M
Decreased by -9.43%
Sep 30, 25
3 Vanguard Group Inc 14.38M (10.22%) -692.02K
Decreased by -4.81%
Dec 31, 25
4 JPMorgan Chase & Co 12.93M (9.19%) 7.68M
Increased by +59.44%
Sep 30, 25
5 Elyxium Wealth, LLC 11.75M (8.36%) 11.75M
Increased by +100.00%
Dec 31, 25
6 State Street Corporation 4.39M (3.12%) 43.62K
Increased by +0.99%
Mar 31, 24
7 State Street Corp 4.35M (3.10%) -102.71K
Decreased by -2.36%
Sep 30, 25
8 Bank of America Corp 3.13M (2.23%) -364.38K
Decreased by -11.64%
Sep 30, 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 Geode Capital Management, LLC 2.69M (1.91%) 145.95K
Increased by +5.43%
Dec 31, 25
12 T. Rowe Price Associates, Inc. 2.65M (1.88%) 2.39M
Increased by +90.10%
Sep 30, 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 Barrow Hanley Mewhinney & Strauss LLC 2.16M (1.54%) -2.09M
Decreased by -96.94%
Sep 30, 25
20 Rokos Capital Management LLP 2.04M (1.45%) 512.79K
Increased by +25.17%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Growth Compy Commingled Pl S 9.04M (6.43%) 100.33K
Increased by +1.11%
Feb 28, 26
2 Fidelity Growth Company Fund 6.83M (4.86%) 423.41K
Increased by +6.20%
Feb 28, 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 4.46M (3.17%) 18.95K
Increased by +0.42%
Feb 28, 26
6 Fidelity Growth Compy Commingled Pl O 4.10M (2.92%) 15.49K
Increased by +0.38%
Aug 31, 24
7 Vanguard 500 Index Investor 3.63M (2.58%) 3.63M
Increased by +100.00%
Feb 28, 26
8 JPMorgan Large Cap Growth I 3.33M (2.37%) 0.00
Increased by 0.00%
Feb 28, 26
9 Vanguard Small Cap Index 3.20M (2.28%) 8.31K
Increased by +0.26%
Feb 28, 26
10 Fidelity® Growth Company 2.92M (2.07%) 100.20K
Increased by +3.44%
Nov 30, 23
11 JPM US Large Cap Growth-MA 2.90M (2.06%) 2.90M
Increased by +100.00%
Dec 31, 25
12 American Funds Growth Fund of Amer A 2.71M (1.93%) 698.00K
Increased by +25.72%
Dec 31, 23
13 Capital Group Growth Fnd of Amer Comp 2.71M (1.93%) 698.00K
Increased by +25.72%
Dec 31, 23
14 Pacer US Cash Cows 100 ETF 1.99M (1.41%) 2.74K
Increased by +0.14%
Aug 30, 24
15 Fidelity Growth Company K6 1.94M (1.38%) 43.60K
Increased by +2.24%
Feb 28, 26
16 iShares Core S&P 500 ETF 1.81M (1.29%) -984.00
Decreased by -0.05%
Mar 31, 26
17 Fidelity 500 Index 1.80M (1.28%) 1.80M
Increased by +100.00%
Feb 28, 26
18 Vanguard Small Cap Growth Index Inv 1.78M (1.27%) 3.47K
Increased by +0.20%
Feb 28, 26
19 Fidelity Series Growth Company 1.76M (1.25%) 35.84K
Increased by +2.03%
Feb 28, 26
20 American Funds New Economy A 1.68M (1.19%) 0.00
Increased by 0.00%
Dec 31, 25