Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ULTI 6.05%
2 PP 4.46%
3 LGRO 2.26%
4 CBSE 2.12%
5 CBLS 2.05%
6 ULTY 2.00%
7 GURU 1.51%
8 FFOX 1.13%
9 FFND 1.09%
10 PAMC 1.00%
11 LOGO 0.98%
12 HOMZ 0.91%
13 FXD 0.77%
14 HGRO 0.63%
15 AIEQ 0.62%
16 LUXX 0.55%
17 MMSC 0.43%
18 JHSC 0.40%
19 TMFX 0.39%
20 LUX 0.31%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 2.80M (20.42%) -13.64K
Decreased by -0.49%
Dec 31, 25
2 Vanguard Group Inc 1.40M (10.23%) -9.22K
Decreased by -0.66%
Dec 31, 25
3 BlackRock Inc 1.38M (10.08%) -28.05K
Decreased by -2.03%
Dec 31, 25
4 RIMA MANAGEMENT, LLC 842.58K (6.15%) 194.77K
Increased by +23.12%
Dec 31, 25
5 Point72 Asset Management, L.P. 803.49K (5.87%) 762.20K
Increased by +94.86%
Dec 31, 25
6 UBS Group AG 710.73K (5.19%) 136.97K
Increased by +19.27%
Mar 31, 26
7 Durable Capital Partners LP 646.10K (4.72%) 359.10K
Increased by +55.58%
Jun 30, 25
8 JPMorgan Chase & Co 530.54K (3.87%) 476.26K
Increased by +89.77%
Sep 30, 25
9 T. Rowe Price Associates, Inc. 507.31K (3.70%) -369.69K
Decreased by -72.87%
Dec 31, 24
10 AllianceBernstein L.P. 490.17K (3.58%) -83.50K
Decreased by -17.04%
Dec 31, 25
11 Atreides Management, LP 473.32K (3.45%) 193.40K
Increased by +40.86%
Mar 31, 25
12 State Street Corp 467.81K (3.41%) -3.10K
Decreased by -0.66%
Dec 31, 25
13 State Street Corporation 457.79K (3.34%) 6.72K
Increased by +1.47%
Mar 31, 24
14 Squarepoint Ops LLC 438.63K (3.20%) 374.99K
Increased by +85.49%
Jun 30, 25
15 Two Sigma Investments LLC 406.23K (2.97%) 47.13K
Increased by +11.60%
Dec 31, 25
16 Morgan Stanley - Brokerage Accounts 354.00K (2.58%) 2.66K
Increased by +0.75%
Dec 31, 25
17 Capital Research Global Investors 340.52K (2.49%) 340.52K
Increased by +100.00%
Mar 31, 26
18 D1 Capital Partners L.P. 326.00K (2.38%) 0.00
Increased by 0.00%
Dec 31, 23
19 Dimensional Fund Advisors, Inc. 316.11K (2.31%) 78.78K
Increased by +24.92%
Mar 31, 26
20 Two Sigma Advisers, LLC 305.00K (2.23%) 65.20K
Increased by +21.38%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Blue Chip Growth 1.14M (8.31%) 0.00
Increased by 0.00%
Mar 31, 26
2 Fidelity Blue Chip Growth Composite 1.14M (8.31%) 1.14M
Increased by +100.00%
Mar 31, 26
3 Fidelity® Blue Chip Growth 793.94K (5.80%) -20.60K
Decreased by -2.59%
Nov 30, 23
4 iShares Core S&P Mid-Cap ETF 520.41K (3.80%) -256.00
Decreased by -0.05%
Apr 30, 26
5 American Funds SMALLCAP World A 509.88K (3.72%) 308.15K
Increased by +60.44%
Mar 31, 26
6 Vanguard Total Stock Mkt Idx Inv 478.32K (3.49%) 2.97K
Increased by +0.62%
Mar 31, 26
7 Vanguard US Total Market Shares ETF 463.81K (3.39%) 429.00
Increased by +0.09%
Sep 30, 24
8 Vanguard Small Cap Index 347.12K (2.53%) 6.58K
Increased by +1.90%
Mar 31, 26
9 Fidelity Blue Chip Growth K6 262.03K (1.91%) 0.00
Increased by 0.00%
Mar 31, 26
10 Fidelity BlueChip Growth Commingled Pl D 209.90K (1.53%) 0.00
Increased by 0.00%
Mar 31, 26
11 Allspring Mid Value SMA 204.75K (1.49%) 204.73K
Increased by +99.99%
Jun 30, 25
12 Allspring Special Mid Cap Value Inst 204.75K (1.49%) 0.00
Increased by 0.00%
Jul 31, 25
13 Allspring Special US Mid Cap Value Eq 204.75K (1.49%) 0.00
Increased by 0.00%
Jun 30, 25
14 Fidelity Series Blue Chip Growth 196.60K (1.44%) 0.00
Increased by 0.00%
Mar 31, 26
15 Vanguard Small Cap Growth Index Inv 194.51K (1.42%) 5.65K
Increased by +2.90%
Mar 31, 26
16 Fidelity BlueChip Growth Commingled Pl A 191.19K (1.40%) 4.10K
Increased by +2.14%
Feb 28, 25
17 Vanguard Institutional Extnd Mkt Idx Tr 171.97K (1.26%) 4.39K
Increased by +2.56%
Mar 31, 26
18 Fidelity® Blue Chip Growth K6 168.33K (1.23%) 0.00
Increased by 0.00%
Nov 30, 23
19 T. Rowe Price Glb Focused Growth Equity 158.98K (1.16%) 36.50K
Increased by +22.96%
Sep 30, 24
20 T. Rowe Price Global Stock 153.68K (1.12%) -5.30K
Decreased by -3.45%
Oct 31, 24