Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IPO 4.55%
2 LOUP 2.64%
3 BOUT 2.61%
4 RVER 2.52%
5 FCUS 2.44%
6 IVES 2.08%
7 INVN 1.98%
8 PTF 1.90%
9 HAPY 1.80%
10 AIVC 1.74%
11 SKYY 1.55%
12 FFLS 1.51%
13 WCLD 1.44%
14 DARP 1.43%
15 EQUL 1.40%
16 GRZZ 1.37%
17 OGIG 1.37%
18 TIME 1.08%
19 FFOX 1.05%
20 AGIX 1.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 15.07M (11.95%) -209.06K
Decreased by -1.39%
Dec 31, 25
2 BlackRock Inc 8.41M (6.67%) 224.28K
Increased by +2.67%
Dec 31, 25
3 PRIMECAP Management Company 7.30M (5.79%) 6.14M
Increased by +84.12%
Mar 31, 26
4 Eminence Capital LLC 7.21M (5.71%) 989.12K
Increased by +13.72%
Sep 30, 25
5 Slate Path Capital LP 5.97M (4.73%) 2.82M
Increased by +47.19%
Dec 31, 25
6 AQR Capital Management LLC 5.43M (4.31%) 4.81M
Increased by +88.46%
Dec 31, 25
7 HMI Capital Management, L.P. 4.29M (3.40%) -2.18M
Decreased by -50.77%
Dec 31, 25
8 T. Rowe Price Associates, Inc. 4.16M (3.29%) -424.04K
Decreased by -10.20%
Dec 31, 25
9 ICONIQ Capital, LLC 3.98M (3.15%) -129.40K
Decreased by -3.25%
Jun 30, 25
10 Impactive Capital LP 3.91M (3.10%) 3.91M
Increased by +100.00%
Mar 31, 26
11 Artisan Partners Limited Partnership 3.87M (3.06%) -168.15K
Decreased by -4.35%
Mar 31, 25
12 Champlain Investment Partners, LLC 3.81M (3.02%) -279.25K
Decreased by -7.33%
Mar 31, 26
13 JPMorgan Chase & Co 3.55M (2.82%) -3.53M
Decreased by -99.42%
Jun 30, 25
14 ARK Investment Management LLC 3.44M (2.72%) 144.93K
Increased by +4.22%
Sep 30, 25
15 Atreides Management, LP 3.18M (2.52%) -2.29M
Decreased by -72.18%
Dec 31, 25
16 SG Americas Securities, LLC 3.14M (2.49%) 3.09M
Increased by +98.49%
Mar 31, 26
17 Alphabet Inc 2.72M (2.16%) 0.00
Increased by 0.00%
Mar 31, 26
18 Geode Capital Management, LLC 2.72M (2.16%) 97.34K
Increased by +3.57%
Dec 31, 25
19 Franklin Resources Inc 2.68M (2.12%) -558.77K
Decreased by -20.89%
Mar 31, 26
20 Ameriprise Financial Inc 2.59M (2.05%) -113.98K
Decreased by -4.41%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Capital Opportunity Inv 5.19M (4.11%) 4.24M
Increased by +81.69%
Mar 31, 26
2 Vanguard Total Stock Mkt Idx Inv 4.25M (3.37%) 56.13K
Increased by +1.32%
Mar 31, 26
3 Vanguard US Total Market Shares ETF 3.57M (2.83%) 32.02K
Increased by +0.90%
Sep 30, 24
4 Vanguard Small Cap Index 3.11M (2.47%) 87.12K
Increased by +2.80%
Mar 31, 26
5 Vanguard Information Technology ETF 2.99M (2.37%) -3.00K
Decreased by -0.10%
Mar 31, 26
6 Champlain Mid Cap Fund, LLC 2.70M (2.14%) -120.74K
Decreased by -4.47%
Mar 31, 26
7 BlackRock Mid-Cap Growth Equity Instl 2.13M (1.69%) 0.00
Increased by 0.00%
Apr 30, 25
8 ARK Innovation ETF 2.03M (1.61%) -31.05K
Decreased by -1.53%
Aug 28, 25
9 ARK Disruptive Innovation Full Composite 2.02M (1.60%) 332.05K
Increased by +16.48%
Jun 30, 25
10 Franklin Technology A Acc USD 1.87M (1.48%) 0.00
Increased by 0.00%
Apr 30, 26
11 JPM US Technology A (dist) USD 1.85M (1.46%) -13.60K
Decreased by -0.74%
May 31, 25
12 Federated Hermes MDT MCG Institutional 1.80M (1.42%) 1.80M
Increased by +100.00%
Mar 31, 26
13 Federated Hermes MDT Mid Cap Growth A 1.80M (1.42%) 1.80M
Increased by +100.00%
Mar 31, 26
14 T. Rowe Price US Mid-Cap Value Equity 1.76M (1.40%) 198.37K
Increased by +11.26%
Dec 31, 25
15 T. Rowe Price Mid-Cap Value 1.76M (1.39%) -6.29K
Decreased by -0.36%
Jan 31, 26
16 Vanguard Small Cap Growth Index Inv 1.74M (1.38%) 59.30K
Increased by +3.41%
Mar 31, 26
17 EdRF Big Data N EUR 1.60M (1.27%) 467.79K
Increased by +29.19%
Mar 31, 26
18 Vanguard Institutional Extnd Mkt Idx Tr 1.59M (1.26%) 56.91K
Increased by +3.58%
Mar 31, 26
19 First Trust Cloud Computing ETF 1.59M (1.26%) -3.86K
Decreased by -0.24%
Apr 30, 26
20 PRIMECAP Odyssey Aggressive Growth 1.29M (1.02%) 1.09M
Increased by +84.89%
Mar 31, 26