Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LRNZ 4.70%
2 FNG 4.64%
3 DAT 4.63%
4 LCG 4.53%
5 DIP 4.24%
6 JFWD 3.91%
7 BIGY 3.61%
8 XWEB 3.52%
9 LOUP 3.03%
10 SKYY 2.67%
11 ENTR 2.54%
12 XOVR 2.54%
13 ULTY 2.46%
14 QTEC 2.38%
15 IVES 2.35%
16 NBDS 2.24%
17 ATFV 2.08%
18 BAI 2.02%
19 ARTY 1.89%
20 BKIV 1.79%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 7.30M (10.23%) 215.04K
Increased by +2.94%
Sep 30, 24
2 BlackRock Inc 6.12M (8.57%) -305.69K
Decreased by -4.99%
Jun 30, 24
3 FMR Inc 4.87M (6.82%) -234.24K
Decreased by -4.81%
Sep 30, 24
4 Wellington Management Company LLP 3.52M (4.93%) 1.46M
Increased by +41.51%
Jun 30, 24
5 T. Rowe Price Associates, Inc. 3.44M (4.82%) 308.36K
Increased by +8.97%
Jun 30, 24
6 Jennison Associates LLC 3.10M (4.34%) 592.04K
Increased by +19.09%
Sep 30, 24
7 JPMorgan Chase & Co 2.98M (4.17%) -196.84K
Decreased by -6.61%
Mar 31, 24
8 Morgan Stanley - Brokerage Accounts 2.13M (2.99%) 623.56K
Increased by +29.22%
Jun 30, 24
9 Franklin Resources Inc 2.03M (2.85%) 77.50K
Increased by +3.81%
Jun 30, 24
10 State Street Corp 1.54M (2.16%) 33.78K
Increased by +2.19%
Jun 30, 24
11 State Street Corporation 1.51M (2.11%) 21.40K
Increased by +1.42%
Mar 31, 24
12 Capital Research Global Investors 1.43M (2.01%) 123.23K
Increased by +8.60%
Sep 30, 24
13 Bank of America Corp 1.37M (1.92%) 354.04K
Increased by +25.86%
Jun 30, 24
14 Geode Capital Management, LLC 1.20M (1.67%) 46.46K
Increased by +3.89%
Jun 30, 24
15 ING Investment Management LLC 1.08M (1.51%) 463.08K
Increased by +42.85%
Mar 31, 24
16 First Trust Advisors L.P. 998.43K (1.40%) 370.38K
Increased by +37.10%
Jun 30, 24
17 Canada Pension Plan Investment Board 847.46K (1.19%) 843.18K
Increased by +99.50%
Sep 30, 24
18 Amundi 846.08K (1.19%) 486.24K
Increased by +57.47%
Sep 30, 23
19 UBS Asset Mgmt Americas Inc 838.35K (1.17%) 307.56K
Increased by +36.69%
Sep 30, 24
20 Champlain Investment Partners, LLC 822.38K (1.15%) -25.13K
Decreased by -3.06%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.20M (3.09%) -8.26K
Decreased by -0.37%
Oct 31, 24
2 Vanguard Mid Cap Index Institutional 1.48M (2.07%) 2.71K
Increased by +0.18%
Oct 31, 24
3 Invesco QQQ Trust 1.43M (2.00%) -6.66K
Decreased by -0.47%
Oct 31, 24
4 Vanguard Institutional Extnd Mkt Idx Tr 1.05M (1.47%) -24.29K
Decreased by -2.31%
Sep 30, 24
5 American Funds Growth Fund of Amer A 1.02M (1.44%) -274.75K
Decreased by -26.81%
Sep 30, 24
6 Capital Group Growth Fnd of Amer Comp 1.02M (1.44%) -274.75K
Decreased by -26.81%
Sep 30, 24
7 Vanguard US Growth Investor 923.21K (1.29%) -114.59K
Decreased by -12.41%
Sep 30, 24
8 Allspring (Lux) WW Glb L/SEq IPUSD Acc 889.60K (1.25%) 411.78K
Increased by +46.29%
Nov 30, 23
9 Vanguard Growth Index Investor 850.38K (1.19%) 5.39K
Increased by +0.63%
Oct 31, 24
10 Franklin DynaTech Fund A 850.00K (1.19%) 0.00
Increased by 0.00%
Mar 31, 24
11 Franklin Innovation Composite 850.00K (1.19%) 0.00
Increased by 0.00%
Mar 31, 24
12 Franklin DynaTech A 800.00K (1.12%) -50.00K
Decreased by -6.25%
Apr 30, 24
13 Champlain Mid Cap Fund, LLC 781.97K (1.10%) -25.00K
Decreased by -3.20%
Oct 31, 24
14 Harbor Capital Appreciation Instl 770.48K (1.08%) 120.45K
Increased by +15.63%
Sep 30, 24
15 JPM US Large Cap Growth-MA 704.88K (0.99%) 638.28K
Increased by +90.55%
Sep 30, 23
16 JPMorgan Large Cap Growth I 704.88K (0.99%) 0.00
Increased by 0.00%
Apr 30, 24
17 T. Rowe Price Blue Chip Growth 680.36K (0.95%) -13.21K
Decreased by -1.94%
Sep 30, 24
18 T. Rowe Price US Lrg-Cap Core Gr Eq Comp 680.36K (0.95%) -33.89K
Decreased by -4.98%
Sep 30, 24
19 Fidelity Select Software & IT Svcs Port 653.60K (0.92%) 0.00
Increased by 0.00%
Sep 30, 24
20 Vanguard Information Technology ETF 643.69K (0.90%) 2.93K
Increased by +0.46%
Oct 31, 24