Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IQM 4.89%
2 BLCN 4.60%
3 NRSH 3.55%
4 HVAC 3.51%
5 LOUP 3.50%
6 AZTD 3.33%
7 TSME 3.22%
8 JUNE_old 3.18%
9 FRWD 2.95%
10 BCIL 2.91%
11 SSMG 2.83%
12 EGGS 2.83%
13 IVES 2.81%
14 EGGY 2.81%
15 FFTY 2.81%
16 FFOG 2.77%
17 TSME 2.76%
18 CBSE 2.72%
19 EGGQ 2.71%
20 PJFM 2.58%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 7.56M (6.64%) 149.03K
Increased by +1.97%
Mar 31, 26
2 Vanguard Group Inc 4.81M (4.23%) 73.02K
Increased by +1.52%
Dec 31, 25
3 JPMorgan Chase & Co 4.45M (3.91%) 433.17K
Increased by +9.73%
Mar 31, 26
4 Vanguard Capital Management, LLC 3.16M (2.77%) 3.16M
Increased by +100.00%
Mar 31, 26
5 Franklin Resources Inc 2.64M (2.32%) 365.51K
Increased by +13.83%
Mar 31, 26
6 Acadian Asset Management LLC 2.63M (2.31%) -1.08M
Decreased by -41.08%
Dec 31, 23
7 Jane Street Group LLC 2.53M (2.23%) 1.44M
Increased by +56.76%
Mar 31, 26
8 Arrowstreet Capital Limited Partnership 2.19M (1.92%) -961.87K
Decreased by -43.91%
Mar 31, 26
9 CIBC World Markets Inc. 2.10M (1.85%) -163.10K
Decreased by -7.76%
Mar 31, 26
10 Guardian Capital Inc 1.93M (1.70%) -170.34K
Decreased by -8.83%
Dec 31, 23
11 WCM Investment Management 1.84M (1.61%) -375.18K
Decreased by -20.44%
Dec 31, 24
12 Hillsdale Investment Management Inc. 1.69M (1.49%) -439.54K
Decreased by -25.99%
Dec 31, 23
13 Connor Clark & Lunn Inv Mgmt Ltd 1.67M (1.47%) 41.96K
Increased by +2.51%
Mar 31, 26
14 Viking Global Investors LP 1.65M (1.45%) -44.25K
Decreased by -2.67%
Mar 31, 26
15 The Goldman Sachs Group Inc 1.64M (1.44%) 332.64K
Increased by +20.32%
Dec 31, 25
16 S.A.C. Capital Advisors (Hong Kong) Ltd. 1.63M (1.43%) 1.31M
Increased by +80.44%
Dec 31, 23
17 Balyasny Asset Management LLC 1.59M (1.40%) 785.44K
Increased by +49.47%
Mar 31, 25
18 NORGES BANK 1.54M (1.36%) 32.76K
Increased by +2.12%
Dec 31, 25
19 Mackenzie Investments 1.52M (1.34%) 975.96K
Increased by +64.12%
Dec 31, 24
20 Whale Rock Capital Management LLC 1.52M (1.33%) -364.19K
Decreased by -23.99%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Blue Chip Growth 2.01M (1.76%) 60.61K
Increased by +3.02%
Apr 30, 26
2 Franklin DynaTech A 2.00M (1.76%) 0.00
Increased by 0.00%
Apr 30, 26
3 Franklin DynaTech Fund A 2.00M (1.76%) 0.00
Increased by 0.00%
Feb 28, 26
4 Franklin Innovation Composite 2.00M (1.76%) 100.00K
Increased by +5.00%
Mar 31, 26
5 Fidelity Blue Chip Growth Composite 1.95M (1.71%) 1.95M
Increased by +100.00%
Mar 31, 26
6 JPMorgan Large Cap Growth I 1.76M (1.54%) 68.87K
Increased by +3.92%
Apr 30, 26
7 JPM US Large Cap Growth-MA 1.69M (1.48%) 1.69M
Increased by +100.00%
Dec 31, 25
8 Vanguard Total Intl Stock Index Inv 1.68M (1.47%) 3.33K
Increased by +0.20%
Apr 30, 26
9 Fidelity Focused Stock 1.51M (1.33%) 0.00
Increased by 0.00%
Mar 31, 25
10 Fidelity Global Innovators Cl F 1.31M (1.15%) -36.83K
Decreased by -2.81%
Dec 31, 24
11 T. Rowe Price Science & Tech 1.26M (1.11%) 227.50K
Increased by +18.03%
Jun 30, 24
12 Donald Smith & Co. All Eq Accounts Comp 1.26M (1.11%) -1.93M
Decreased by -153.07%
Dec 31, 23
13 Vanguard Developed Markets Index Admiral 1.11M (0.98%) 6.11K
Increased by +0.55%
Apr 30, 26
14 Guardian Canadian Targeted Exposure Eq 1.10M (0.97%) 23.14K
Increased by +2.10%
Feb 29, 24
15 Neumeier Poma Small Cap Value 938.82K (0.82%) 276.15K
Increased by +29.42%
Dec 31, 23
16 Invesco OFI Small Cap Growth 855.20K (0.75%) -228.41K
Decreased by -26.71%
Jun 30, 25
17 Vanguard Instl Ttl Intl Stk Mkt Idx TrII 847.78K (0.74%) 4.71K
Increased by +0.56%
Apr 30, 26
18 Fidelity Advisor Intl Cap App I 801.66K (0.70%) -149.72K
Decreased by -18.68%
Apr 30, 26
19 Donald Smith & Co. All Cap Val Eq 758.51K (0.67%) -96.40K
Decreased by -12.71%
Sep 30, 23
20 Columbia VP Overseas Core 3 724.62K (0.64%) 36.19K
Increased by +4.99%
Oct 31, 24