Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PP 4.46%
2 LGRO 3.25%
3 CBLS 2.10%
4 CBSE 1.97%
5 ULTY 1.64%
6 GURU 1.51%
7 PAMC 1.24%
8 FXD 0.77%
9 HOMZ 0.56%
10 LUXX 0.55%
11 MMSC 0.43%
12 JHSC 0.40%
13 TMFX 0.39%
14 AIEQ 0.34%
15 BKSE 0.31%
16 STXK 0.28%
17 LUX 0.27%
18 MIDE 0.26%
19 PKW 0.26%
20 LCLG 0.24%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 2.79M (18.33%) 18.04K
Increased by +0.65%
Dec 31, 24
2 Vanguard Group Inc 1.40M (9.21%) 18.39K
Increased by +1.31%
Dec 31, 24
3 BlackRock Inc 1.34M (8.79%) 29.18K
Increased by +2.18%
Dec 31, 24
4 Durable Capital Partners LP 616.93K (4.05%) -50.01K
Decreased by -8.11%
Dec 31, 24
5 T. Rowe Price Associates, Inc. 507.31K (3.33%) -369.69K
Decreased by -72.87%
Dec 31, 24
6 Anomaly Capital Management, LP 481.11K (3.16%) 41.99K
Increased by +8.73%
Dec 31, 24
7 State Street Corp 465.24K (3.06%) 12.28K
Increased by +2.64%
Dec 31, 24
8 State Street Corporation 457.79K (3.01%) 6.72K
Increased by +1.47%
Mar 31, 24
9 AllianceBernstein L.P. 363.70K (2.39%) 346.05K
Increased by +95.15%
Dec 31, 24
10 UBS Group AG 350.32K (2.30%) 268.40K
Increased by +76.62%
Dec 31, 24
11 D1 Capital Partners L.P. 326.00K (2.14%) 0.00
Increased by 0.00%
Dec 31, 23
12 RIMA MANAGEMENT, LLC 315.37K (2.07%) 82.74K
Increased by +26.24%
Dec 31, 24
13 Millennium Management LLC 284.64K (1.87%) 154.87K
Increased by +54.41%
Jun 30, 24
14 Atreides Management, LP 279.92K (1.84%) -71.26K
Decreased by -25.46%
Dec 31, 24
15 Balyasny Asset Management LLC 277.15K (1.82%) 89.95K
Increased by +32.46%
Dec 31, 24
16 Bank of New York Mellon Corp 262.11K (1.72%) -12.12K
Decreased by -4.62%
Mar 31, 24
17 Amvescap Plc. 256.95K (1.69%) -54.00
Decreased by -0.02%
Jun 30, 24
18 Morgan Stanley - Brokerage Accounts 255.50K (1.68%) -54.11K
Decreased by -21.18%
Dec 31, 24
19 Citigroup Inc 251.57K (1.65%) 8.70K
Increased by +3.46%
Dec 31, 23
20 Geode Capital Management, LLC 249.42K (1.64%) -894.00
Decreased by -0.36%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Blue Chip Growth 1.07M (7.01%) 23.97K
Increased by +2.25%
Feb 28, 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 492.53K (3.24%) 1.22K
Increased by +0.25%
Mar 31, 25
4 Vanguard Total Stock Mkt Idx Inv 465.65K (3.06%) 1.56K
Increased by +0.34%
Feb 28, 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 377.56K (2.48%) 315.00
Increased by +0.08%
Feb 28, 25
7 Fidelity Blue Chip Growth K6 257.22K (1.69%) 5.60K
Increased by +2.18%
Feb 28, 25
8 Fidelity Puritan 239.59K (1.57%) 0.00
Increased by 0.00%
Jan 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 227.24K (1.49%) 320.00
Increased by +0.14%
Feb 28, 25
10 Vanguard Small Cap Growth Index Inv 212.07K (1.39%) -1.19K
Decreased by -0.56%
Feb 28, 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%
Feb 28, 25
13 Allspring Special US Mid Cap Value Eq 204.75K (1.34%) 0.00
Increased by 0.00%
Dec 31, 24
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%) 4.10K
Increased by +2.14%
Feb 28, 25
16 Fidelity Series Blue Chip Growth 184.10K (1.21%) 3.83K
Increased by +2.08%
Feb 28, 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%
Dec 31, 24