Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PP 4.46%
2 LGRO 3.07%
3 CBSE 2.43%
4 CBLS 2.32%
5 GURU 1.51%
6 PAMC 1.24%
7 ULTY 1.11%
8 FXD 0.77%
9 AIEQ 0.62%
10 LUXX 0.55%
11 HOMZ 0.48%
12 MMSC 0.43%
13 JHSC 0.40%
14 TMFX 0.39%
15 BKSE 0.31%
16 STXK 0.28%
17 LUX 0.27%
18 MIDE 0.26%
19 PKW 0.26%
20 SMDY 0.23%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 2.77M (18.19%) -20.99K
Decreased by -0.76%
Mar 31, 25
2 BlackRock Inc 1.42M (9.31%) 79.31K
Increased by +5.60%
Mar 31, 25
3 Vanguard Group Inc 1.41M (9.26%) 7.95K
Increased by +0.56%
Mar 31, 25
4 Anomaly Capital Management, LP 657.42K (4.32%) 176.31K
Increased by +26.82%
Mar 31, 25
5 T. Rowe Price Associates, Inc. 507.31K (3.33%) -369.69K
Decreased by -72.87%
Dec 31, 24
6 Marshall Wace Asset Management Ltd 494.03K (3.24%) 461.53K
Increased by +93.42%
Mar 31, 25
7 RIMA MANAGEMENT, LLC 474.69K (3.12%) 159.33K
Increased by +33.56%
Mar 31, 25
8 Atreides Management, LP 473.32K (3.11%) 193.40K
Increased by +40.86%
Mar 31, 25
9 State Street Corp 471.63K (3.10%) 6.40K
Increased by +1.36%
Mar 31, 25
10 State Street Corporation 457.79K (3.01%) 6.72K
Increased by +1.47%
Mar 31, 24
11 AllianceBernstein L.P. 363.70K (2.39%) 346.05K
Increased by +95.15%
Dec 31, 24
12 Morgan Stanley - Brokerage Accounts 354.61K (2.33%) 99.11K
Increased by +27.95%
Mar 31, 25
13 UBS Group AG 350.32K (2.30%) 268.40K
Increased by +76.62%
Dec 31, 24
14 Balyasny Asset Management LLC 331.65K (2.18%) 54.50K
Increased by +16.43%
Mar 31, 25
15 D1 Capital Partners L.P. 326.00K (2.14%) 0.00
Increased by 0.00%
Dec 31, 23
16 Dimensional Fund Advisors, Inc. 296.11K (1.94%) 47.57K
Increased by +16.06%
Mar 31, 25
17 Durable Capital Partners LP 287.00K (1.89%) -329.94K
Decreased by -114.96%
Mar 31, 25
18 Millennium Management LLC 284.64K (1.87%) 154.87K
Increased by +54.41%
Jun 30, 24
19 Goldman Sachs Group Inc 267.56K (1.76%) 248.40K
Increased by +92.84%
Mar 31, 25
20 Geode Capital Management, LLC 263.93K (1.73%) 14.51K
Increased by +5.50%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Blue Chip Growth 1.07M (7.01%) 0.00
Increased by 0.00%
Mar 31, 25
2 Fidelity® Blue Chip Growth 793.94K (5.21%) -20.60K
Decreased by -2.59%
Nov 30, 23
3 iShares Core S&P Mid-Cap ETF 489.41K (3.21%) 320.00
Increased by +0.07%
May 28, 25
4 Vanguard Total Stock Mkt Idx Inv 478.38K (3.14%) 11.17K
Increased by +2.33%
Apr 30, 25
5 Vanguard US Total Market Shares ETF 463.81K (3.05%) 429.00
Increased by +0.09%
Sep 30, 24
6 Vanguard Small Cap Index 373.61K (2.45%) 2.09K
Increased by +0.56%
Apr 30, 25
7 Fidelity Blue Chip Growth K6 257.22K (1.69%) 0.00
Increased by 0.00%
Mar 31, 25
8 Fidelity Puritan 239.59K (1.57%) 0.00
Increased by 0.00%
Feb 28, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 232.82K (1.53%) 267.00
Increased by +0.11%
Apr 30, 25
10 Vanguard Small Cap Growth Index Inv 208.22K (1.37%) -156.00
Decreased by -0.07%
Apr 30, 25
11 Allspring Mid Value SMA 204.75K (1.34%) 204.73K
Increased by +99.99%
Dec 31, 24
12 Allspring Special Mid Cap Value Inst 204.75K (1.34%) 0.00
Increased by 0.00%
Apr 30, 25
13 Allspring Special US Mid Cap Value Eq 204.75K (1.34%) 0.00
Increased by 0.00%
Mar 31, 25
14 Fidelity BlueChip Growth Commingled Pl A 191.19K (1.26%) 4.10K
Increased by +2.14%
Feb 28, 25
15 Fidelity BlueChip Growth Commingled Pl D 191.19K (1.26%) 0.00
Increased by 0.00%
Mar 31, 25
16 Fidelity Series Blue Chip Growth 184.10K (1.21%) 0.00
Increased by 0.00%
Mar 31, 25
17 Fidelity® Blue Chip Growth K6 168.33K (1.11%) 0.00
Increased by 0.00%
Nov 30, 23
18 T. Rowe Price Glb Focused Growth Equity 158.98K (1.04%) 36.50K
Increased by +22.96%
Sep 30, 24
19 T. Rowe Price Global Stock 153.68K (1.01%) -5.30K
Decreased by -3.45%
Oct 31, 24
20 American Funds SMALLCAP World A 150.00K (0.99%) 0.00
Increased by 0.00%
Mar 31, 25