Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IQM 5.12%
2 BLCN 3.77%
3 NRSH 3.62%
4 LOUP 3.50%
5 HVAC 3.48%
6 AZTD 3.33%
7 TSME 3.22%
8 JUNE_old 3.18%
9 IVES 2.81%
10 BCIL 2.81%
11 EGGY 2.73%
12 EGGS 2.72%
13 FFTY 2.72%
14 EGGQ 2.68%
15 SSMG 2.67%
16 FRWD 2.49%
17 FFOG 2.47%
18 PIE 2.46%
19 PJFM 2.37%
20 CBSE 2.21%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 7.41M (6.52%) -1.11M
Decreased by -14.93%
Dec 31, 25
2 Vanguard Group Inc 4.81M (4.23%) 73.02K
Increased by +1.52%
Dec 31, 25
3 JPMorgan Chase & Co 4.45M (3.92%) 433.17K
Increased by +9.73%
Mar 31, 26
4 T. Rowe Price Associates, Inc. 4.19M (3.68%) 4.19M
Increased by +100.00%
Jun 30, 24
5 Arrowstreet Capital Limited Partnership 3.15M (2.77%) 5.36K
Increased by +0.17%
Dec 31, 25
6 Franklin Resources Inc 2.64M (2.33%) 365.51K
Increased by +13.83%
Mar 31, 26
7 Acadian Asset Management LLC 2.63M (2.32%) -1.08M
Decreased by -41.08%
Dec 31, 23
8 CIBC World Markets Inc. 2.27M (1.99%) 530.53K
Increased by +23.42%
Dec 31, 25
9 BlackRock Inc 2.09M (1.84%) 440.23K
Increased by +21.06%
Dec 31, 25
10 Guardian Capital Inc 1.93M (1.70%) -170.34K
Decreased by -8.83%
Dec 31, 23
11 Whale Rock Capital Management LLC 1.88M (1.66%) -1.11M
Decreased by -59.02%
Dec 31, 25
12 WCM Investment Management 1.84M (1.62%) -375.18K
Decreased by -20.44%
Dec 31, 24
13 Viking Global Investors LP 1.70M (1.50%) -23.54K
Decreased by -1.39%
Dec 31, 25
14 Hillsdale Investment Management Inc. 1.69M (1.49%) -439.54K
Decreased by -25.99%
Dec 31, 23
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 Connor Clark & Lunn Inv Mgmt Ltd 1.63M (1.43%) 31.84K
Increased by +1.96%
Dec 31, 25
18 Balyasny Asset Management LLC 1.59M (1.40%) 785.44K
Increased by +49.47%
Mar 31, 25
19 NORGES BANK 1.54M (1.36%) 32.76K
Increased by +2.12%
Dec 31, 25
20 Mackenzie Investments 1.52M (1.34%) 975.96K
Increased by +64.12%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Franklin DynaTech A 2.00M (1.76%) 0.00
Increased by 0.00%
Mar 31, 26
2 Franklin DynaTech Fund A 2.00M (1.76%) 0.00
Increased by 0.00%
Feb 28, 26
3 Franklin Innovation Composite 2.00M (1.76%) 100.00K
Increased by +5.00%
Mar 31, 26
4 Fidelity Blue Chip Growth 1.95M (1.71%) -32.10K
Decreased by -1.65%
Mar 31, 26
5 Fidelity Blue Chip Growth Composite 1.95M (1.71%) 1.95M
Increased by +100.00%
Mar 31, 26
6 JPM US Large Cap Growth-MA 1.69M (1.49%) 1.69M
Increased by +100.00%
Dec 31, 25
7 JPMorgan Large Cap Growth I 1.69M (1.49%) 0.00
Increased by 0.00%
Mar 31, 26
8 Vanguard Total Intl Stock Index Inv 1.67M (1.47%) -2.75K
Decreased by -0.16%
Mar 31, 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 (0.97%) 8.83K
Increased by +0.80%
Mar 31, 26
14 Guardian Canadian Targeted Exposure Eq 1.10M (0.97%) 23.14K
Increased by +2.10%
Feb 29, 24
15 Fidelity Advisor Intl Cap App I 951.38K (0.84%) 96.50K
Increased by +10.14%
Mar 31, 26
16 Neumeier Poma Small Cap Value 938.82K (0.83%) 276.15K
Increased by +29.42%
Dec 31, 23
17 Invesco OFI Small Cap Growth 855.20K (0.75%) -228.41K
Decreased by -26.71%
Jun 30, 25
18 Vanguard Instl Ttl Intl Stk Mkt Idx TrII 843.07K (0.74%) 3.29K
Increased by +0.39%
Mar 31, 26
19 Polar Capital Global Tech Inc 770.19K (0.68%) 66.13K
Increased by +8.59%
Mar 31, 26
20 Donald Smith & Co. All Cap Val Eq 758.51K (0.67%) -96.40K
Decreased by -12.71%
Sep 30, 23