Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ULTY 6.08%
2 PP 4.46%
3 LGRO 2.25%
4 GURU 1.51%
5 HOMZ 0.89%
6 PAMC 0.55%
7 LUX 0.52%
8 LUXX 0.52%
9 JHSC 0.40%
10 LCLG 0.37%
11 TMFX 0.31%
12 AIEQ 0.30%
13 MIDE 0.26%
14 FXD 0.26%
15 STXK 0.25%
16 BKSE 0.23%
17 SMDY 0.23%
18 PKW 0.20%
19 VBK 0.19%
20 IVOV 0.19%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 2.77M (19.72%) 564.58K
Increased by +20.41%
Jun 30, 24
2 Vanguard Group Inc 1.45M (10.33%) 46.20K
Increased by +3.19%
Jun 30, 24
3 BlackRock Inc 1.36M (9.72%) 21.90K
Increased by +1.61%
Jun 30, 24
4 Durable Capital Partners LP 885.05K (6.31%) 237.75K
Increased by +26.86%
Jun 30, 24
5 T. Rowe Price Associates, Inc. 677.21K (4.83%) 11.82K
Increased by +1.75%
Jun 30, 24
6 Morgan Stanley - Brokerage Accounts 573.78K (4.09%) 193.60K
Increased by +33.74%
Jun 30, 24
7 State Street Corporation 457.79K (3.26%) 6.72K
Increased by +1.47%
Mar 31, 24
8 State Street Corp 457.38K (3.26%) -408.00
Decreased by -0.09%
Jun 30, 24
9 Anomaly Capital Management, LP 349.23K (2.49%) 291.37K
Increased by +83.43%
Jun 30, 24
10 RIMA MANAGEMENT, LLC 334.63K (2.39%) 259.03K
Increased by +77.41%
Jun 30, 24
11 D1 Capital Partners L.P. 326.00K (2.32%) 0.00
Increased by 0.00%
Dec 31, 23
12 Atreides Management, LP 306.00K (2.18%) 62.24K
Increased by +20.34%
Jun 30, 24
13 T. Rowe Price Investment Management,Inc. 299.58K (2.14%) -15.80K
Decreased by -5.28%
Jun 30, 24
14 Millennium Management LLC 284.64K (2.03%) 154.87K
Increased by +54.41%
Jun 30, 24
15 Dimensional Fund Advisors, Inc. 270.99K (1.93%) 41.24K
Increased by +15.22%
Jun 30, 24
16 Bank of New York Mellon Corp 262.11K (1.87%) -12.12K
Decreased by -4.62%
Mar 31, 24
17 Balyasny Asset Management LLC 257.73K (1.84%) -20.59K
Decreased by -7.99%
Jun 30, 24
18 Amvescap Plc. 256.95K (1.83%) -54.00
Decreased by -0.02%
Jun 30, 24
19 Geode Capital Management, LLC 252.08K (1.80%) 3.58K
Increased by +1.42%
Jun 30, 24
20 Citigroup Inc 251.57K (1.79%) 8.70K
Increased by +3.46%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Blue Chip Growth 1.03M (7.33%) 4.20K
Increased by +0.41%
Sep 30, 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 470.42K (3.35%) 256.00
Increased by +0.05%
Oct 31, 24
4 Vanguard Total Stock Mkt Idx Inv 463.81K (3.31%) 429.00
Increased by +0.09%
Sep 30, 24
5 Vanguard Small Cap Index 369.34K (2.63%) -1.55K
Decreased by -0.42%
Sep 30, 24
6 Fidelity Blue Chip Growth K6 251.71K (1.79%) -677.00
Decreased by -0.27%
Sep 30, 24
7 Fidelity Puritan 240.90K (1.72%) 0.00
Increased by 0.00%
Aug 31, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 223.68K (1.59%) -10.65K
Decreased by -4.76%
Sep 30, 24
9 Allspring Special Mid Cap Value Inst 204.75K (1.46%) 0.00
Increased by 0.00%
Sep 30, 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 203.69K (1.45%) -1.31K
Decreased by -0.64%
Sep 30, 24
12 Fidelity BlueChip Growth Commingled Pl A 182.80K (1.30%) 1.88K
Increased by +1.03%
Sep 30, 24
13 Fidelity Series Blue Chip Growth 178.60K (1.27%) 500.00
Increased by +0.28%
Sep 30, 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 158.98K (1.13%) 28.50K
Increased by +17.93%
Sep 30, 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 119.24K (0.85%) -3.70K
Decreased by -3.10%
Sep 30, 24