Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ULTY 6.08%
2 PP 4.46%
3 LGRO 2.65%
4 GURU 1.51%
5 CBSE 1.12%
6 CBLS 1.06%
7 HOMZ 0.91%
8 PAMC 0.75%
9 LUX 0.63%
10 LUXX 0.55%
11 LCLG 0.44%
12 JHSC 0.40%
13 TMFX 0.35%
14 AIEQ 0.34%
15 STXK 0.31%
16 FXD 0.30%
17 MIDE 0.26%
18 PKW 0.25%
19 BKSE 0.25%
20 IJJ 0.23%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 2.77M (19.76%) 6.15K
Increased by +0.22%
Sep 30, 24
2 Vanguard Group Inc 1.38M (9.86%) -66.03K
Decreased by -4.77%
Sep 30, 24
3 BlackRock Inc 1.36M (9.72%) 21.90K
Increased by +1.61%
Jun 30, 24
4 T. Rowe Price Associates, Inc. 877.00K (6.25%) 199.80K
Increased by +22.78%
Sep 30, 24
5 Durable Capital Partners LP 666.94K (4.75%) -218.11K
Decreased by -32.70%
Sep 30, 24
6 D. E. Shaw & Co LP 628.60K (4.48%) 524.89K
Increased by +83.50%
Sep 30, 24
7 State Street Corporation 457.79K (3.26%) 6.72K
Increased by +1.47%
Mar 31, 24
8 State Street Corp 452.96K (3.23%) -4.42K
Decreased by -0.98%
Sep 30, 24
9 Anomaly Capital Management, LP 439.13K (3.13%) 89.90K
Increased by +20.47%
Sep 30, 24
10 Atreides Management, LP 351.17K (2.50%) 45.17K
Increased by +12.86%
Sep 30, 24
11 D1 Capital Partners L.P. 326.00K (2.32%) 0.00
Increased by 0.00%
Dec 31, 23
12 Morgan Stanley - Brokerage Accounts 309.61K (2.21%) -264.16K
Decreased by -85.32%
Sep 30, 24
13 T. Rowe Price Investment Management,Inc. 285.52K (2.04%) -14.06K
Decreased by -4.92%
Sep 30, 24
14 Millennium Management LLC 284.64K (2.03%) 154.87K
Increased by +54.41%
Jun 30, 24
15 Bank of New York Mellon Corp 262.11K (1.87%) -12.12K
Decreased by -4.62%
Mar 31, 24
16 Amvescap Plc. 256.95K (1.83%) -54.00
Decreased by -0.02%
Jun 30, 24
17 Citigroup Inc 251.57K (1.79%) 8.70K
Increased by +3.46%
Dec 31, 23
18 Dimensional Fund Advisors, Inc. 251.49K (1.79%) -19.50K
Decreased by -7.76%
Sep 30, 24
19 Geode Capital Management, LLC 250.31K (1.78%) -1.77K
Decreased by -0.71%
Sep 30, 24
20 Steadfast Capital Management LLC 248.00K (1.77%) 248.00K
Increased by +100.00%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Blue Chip Growth 1.03M (7.34%) 1.41K
Increased by +0.14%
Oct 31, 24
2 Fidelity® Blue Chip Growth 793.94K (5.66%) -20.60K
Decreased by -2.59%
Nov 30, 23
3 iShares Core S&P Mid-Cap ETF 479.84K (3.42%) 0.00
Increased by 0.00%
Nov 30, 24
4 Vanguard Total Stock Mkt Idx Inv 461.87K (3.29%) -1.94K
Decreased by -0.42%
Oct 31, 24
5 Vanguard Small Cap Index 370.04K (2.64%) 700.00
Increased by +0.19%
Oct 31, 24
6 Fidelity Blue Chip Growth K6 250.02K (1.78%) -1.69K
Decreased by -0.68%
Oct 31, 24
7 Fidelity Puritan 240.90K (1.72%) 0.00
Increased by 0.00%
Sep 30, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 222.14K (1.58%) -1.53K
Decreased by -0.69%
Oct 31, 24
9 Allspring Special Mid Cap Value Inst 204.75K (1.46%) 0.00
Increased by 0.00%
Oct 31, 24
10 Allspring Special US Mid Cap Value Eq 204.75K (1.46%) 16.00K
Increased by +7.81%
Sep 30, 24
11 Vanguard Small Cap Growth Index Inv 203.42K (1.45%) -275.00
Decreased by -0.14%
Oct 31, 24
12 Fidelity BlueChip Growth Commingled Pl A 184.49K (1.32%) 1.69K
Increased by +0.92%
Oct 31, 24
13 Fidelity Series Blue Chip Growth 178.60K (1.27%) 0.00
Increased by 0.00%
Oct 31, 24
14 Fidelity® Blue Chip Growth K6 168.33K (1.20%) 0.00
Increased by 0.00%
Nov 30, 23
15 T. Rowe Price Glb Focused Growth Equity 158.98K (1.13%) 36.50K
Increased by +22.96%
Sep 30, 24
16 T. Rowe Price Global Stock 153.68K (1.10%) -5.30K
Decreased by -3.45%
Oct 31, 24
17 American Funds SMALLCAP World A 150.00K (1.07%) 0.00
Increased by 0.00%
Sep 30, 24
18 Fidelity® Series Blue Chip Growth 148.60K (1.06%) 0.00
Increased by 0.00%
Nov 30, 23
19 T. Rowe Price Global Focused Gr Eq Pool 122.48K (0.87%) -11.12K
Decreased by -9.08%
Jun 30, 24
20 SPDR® S&P MIDCAP 400 ETF Trust 117.51K (0.84%) -1.73K
Decreased by -1.47%
Oct 31, 24