Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PP 4.46%
2 LGRO 3.68%
3 CBSE 2.68%
4 CBLS 2.32%
5 ULTY 2.00%
6 GURU 1.51%
7 PAMC 1.24%
8 HOMZ 0.82%
9 FXD 0.77%
10 FFND 0.67%
11 AIEQ 0.62%
12 LUXX 0.55%
13 MMSC 0.43%
14 JHSC 0.40%
15 TMFX 0.39%
16 LUX 0.31%
17 BKSE 0.31%
18 FBCG 0.31%
19 STXK 0.28%
20 MIDE 0.26%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 2.77M (18.14%) -20.99K
Decreased by -0.76%
Mar 31, 25
2 BlackRock Inc 1.42M (9.28%) 79.31K
Increased by +5.60%
Mar 31, 25
3 Vanguard Group Inc 1.41M (9.24%) 702.00
Increased by +0.05%
Jun 30, 25
4 RIMA MANAGEMENT, LLC 733.89K (4.81%) 259.20K
Increased by +35.32%
Jun 30, 25
5 Anomaly Capital Management, LP 657.42K (4.31%) 176.31K
Increased by +26.82%
Mar 31, 25
6 Durable Capital Partners LP 646.10K (4.23%) 359.10K
Increased by +55.58%
Jun 30, 25
7 T. Rowe Price Associates, Inc. 507.31K (3.32%) -369.69K
Decreased by -72.87%
Dec 31, 24
8 Marshall Wace Asset Management Ltd 494.03K (3.24%) 461.53K
Increased by +93.42%
Mar 31, 25
9 Atreides Management, LP 473.32K (3.10%) 193.40K
Increased by +40.86%
Mar 31, 25
10 State Street Corp 471.63K (3.09%) 6.40K
Increased by +1.36%
Mar 31, 25
11 State Street Corporation 457.79K (3.00%) 6.72K
Increased by +1.47%
Mar 31, 24
12 UBS Group AG 404.14K (2.65%) 53.82K
Increased by +13.32%
Mar 31, 25
13 Morgan Stanley - Brokerage Accounts 354.61K (2.32%) 99.11K
Increased by +27.95%
Mar 31, 25
14 AllianceBernstein L.P. 354.10K (2.32%) -9.60K
Decreased by -2.71%
Mar 31, 25
15 Balyasny Asset Management LLC 331.65K (2.17%) 54.50K
Increased by +16.43%
Mar 31, 25
16 D1 Capital Partners L.P. 326.00K (2.13%) 0.00
Increased by 0.00%
Dec 31, 23
17 Millennium Management LLC 284.64K (1.86%) 154.87K
Increased by +54.41%
Jun 30, 24
18 Dimensional Fund Advisors, Inc. 278.01K (1.82%) -18.10K
Decreased by -6.51%
Jun 30, 25
19 Goldman Sachs Group Inc 267.56K (1.75%) 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 1.14M (7.45%) 3.59K
Increased by +0.32%
Jun 30, 25
2 Fidelity® Blue Chip Growth 793.94K (5.20%) -20.60K
Decreased by -2.59%
Nov 30, 23
3 iShares Core S&P Mid-Cap ETF 494.42K (3.24%) -880.00
Decreased by -0.18%
Jul 31, 25
4 Vanguard Total Stock Mkt Idx Inv 480.45K (3.15%) 1.73K
Increased by +0.36%
Jun 30, 25
5 Vanguard US Total Market Shares ETF 463.81K (3.04%) 429.00
Increased by +0.09%
Sep 30, 24
6 Vanguard Small Cap Index 366.14K (2.40%) -9.66K
Decreased by -2.64%
Jun 30, 25
7 Fidelity Blue Chip Growth K6 266.39K (1.74%) 0.00
Increased by 0.00%
Jun 30, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 234.19K (1.53%) -232.00
Decreased by -0.10%
Jun 30, 25
9 Vanguard Small Cap Growth Index Inv 205.55K (1.35%) -1.56K
Decreased by -0.76%
Jun 30, 25
10 Fidelity BlueChip Growth Commingled Pl D 205.53K (1.35%) -3.59K
Decreased by -1.75%
Jun 30, 25
11 Allspring Mid Value SMA 204.75K (1.34%) 204.73K
Increased by +99.99%
Jun 30, 25
12 Allspring Special Mid Cap Value Inst 204.75K (1.34%) 0.00
Increased by 0.00%
Jul 31, 25
13 Allspring Special US Mid Cap Value Eq 204.75K (1.34%) 0.00
Increased by 0.00%
Jun 30, 25
14 American Funds SMALLCAP World A 201.73K (1.32%) 51.73K
Increased by +25.64%
Jun 30, 25
15 Fidelity Series Blue Chip Growth 196.60K (1.29%) 0.00
Increased by 0.00%
Jun 30, 25
16 Fidelity BlueChip Growth Commingled Pl A 191.19K (1.25%) 4.10K
Increased by +2.14%
Feb 28, 25
17 Fidelity® Blue Chip Growth K6 168.33K (1.10%) 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 Fidelity® Series Blue Chip Growth 148.60K (0.97%) 0.00
Increased by 0.00%
Nov 30, 23