Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EIS 4.57%
2 ITEQ 4.52%
3 AIIQ 3.81%
4 CLOU 3.03%
5 NBCC 2.43%
6 GVIP 2.37%
7 ISRA 2.29%
8 ERSX 2.19%
9 RJMG 2.13%
10 IMOM 2.11%
11 WCLD 1.51%
12 IZRL 1.44%
13 OPTZ 1.20%
14 EAFG 1.07%
15 SKYY 1.06%
16 XDAT 0.89%
17 SKYU 0.73%
18 FDNI 0.64%
19 MVIN 0.63%
20 DWMF 0.58%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 3.82M (7.05%) 1.07M
Increased by +27.88%
Mar 31, 25
2 BlackRock Inc 3.00M (5.54%) 20.84K
Increased by +0.69%
Mar 31, 25
3 Baillie Gifford & Co Limited. 2.98M (5.51%) -243.16K
Decreased by -8.15%
Jun 30, 25
4 Lone Pine Capital LLC 2.16M (3.99%) 2.16M
Increased by +100.00%
Jun 30, 25
5 Acadian Asset Management LLC 2.11M (3.90%) 1.95M
Increased by +92.43%
Mar 31, 25
6 RIMA MANAGEMENT, LLC 2.04M (3.77%) 496.77K
Increased by +24.34%
Jun 30, 25
7 Wellington Management Company LLP 1.78M (3.29%) 699.77K
Increased by +39.30%
Jun 30, 25
8 Lazard Asset Management LLC 1.21M (2.24%) 34.06K
Increased by +2.81%
Mar 31, 25
9 Citadel Advisors Llc 1.09M (2.02%) 886.90K
Increased by +81.12%
Mar 31, 25
10 Whale Rock Capital Management LLC 1.07M (1.98%) 380.80K
Increased by +35.54%
Dec 31, 24
11 State Street Corporation 1.06M (1.96%) -39.06K
Decreased by -3.68%
Mar 31, 24
12 State Street Corp 1.05M (1.94%) -77.56K
Decreased by -7.39%
Mar 31, 25
13 Dorsal Capital Management LLC 1.05M (1.94%) -400.00K
Decreased by -38.10%
Jun 30, 25
14 Renaissance Technologies Corp 1.02M (1.88%) 81.30K
Increased by +7.98%
Mar 31, 25
15 Elco Management Co., LLC 998.21K (1.84%) 162.56K
Increased by +16.28%
Jun 30, 25
16 ClearBridge Advisors, LLC 934.01K (1.72%) -117.03K
Decreased by -12.53%
Mar 31, 25
17 Principal Financial Group Inc 924.43K (1.71%) -643.00
Decreased by -0.07%
Jun 30, 25
18 Groupama Asset Management 900.00K (1.66%) 0.00
Increased by 0.00%
Mar 31, 25
19 Goldman Sachs Group Inc 878.83K (1.62%) 117.26K
Increased by +13.34%
Jun 30, 25
20 Starboard Value LP 840.00K (1.55%) -1.04M
Decreased by -123.45%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard International Growth Inv 1.37M (2.53%) -159.95K
Decreased by -11.68%
Jun 30, 25
2 Columbia Seligman Tech & Info A 1.36M (2.50%) 158.20K
Increased by +11.67%
Jul 31, 25
3 Columbia Seligman Technology Growth 1.20M (2.21%) 1.20M
Increased by +100.00%
Jun 30, 25
4 Vanguard Explorer Inv 953.13K (1.76%) -16.31K
Decreased by -1.71%
Jun 30, 25
5 Principal Aligned MidCap Equity 706.66K (1.31%) 0.00
Increased by 0.00%
Jun 30, 25
6 Principal MidCap R5 706.66K (1.31%) 0.00
Increased by 0.00%
Jun 30, 25
7 Franklin DynaTech Fund A 500.00K (0.92%) 0.00
Increased by 0.00%
Mar 31, 25
8 Franklin Innovation Composite 500.00K (0.92%) 375.00K
Increased by +75.00%
Mar 31, 25
9 Performer (AFRIS) 466.31K (0.86%) 466.31K
Increased by +100.00%
Feb 29, 24
10 Fidelity Small Cap Growth 460.77K (0.85%) -180.00
Decreased by -0.04%
Jan 31, 25
11 Fidelity Advisor Equity Growth I 419.80K (0.78%) 19.00K
Increased by +4.53%
Jun 30, 25
12 Franklin DynaTech A 400.00K (0.74%) -100.00K
Decreased by -25.00%
Apr 30, 25
13 Fidelity® Small Cap Growth 377.24K (0.70%) -458.00
Decreased by -0.12%
Oct 31, 23
14 AB International Strat Eqs Adv 373.68K (0.69%) 0.00
Increased by 0.00%
Jun 30, 25
15 Fidelity VIP Growth Initial 372.20K (0.69%) 10.40K
Increased by +2.79%
Jun 30, 25
16 Lord Abbett & Co. Growth Equity- SA 371.01K (0.69%) 75.80K
Increased by +20.43%
Mar 31, 25
17 Lord Abbett Growth Leaders SMA 371.01K (0.69%) 371.01K
Increased by +100.00%
Mar 31, 25
18 iShares Core MSCI EAFE ETF 348.35K (0.64%) 0.00
Increased by 0.00%
Jul 31, 25
19 ClearBridge Small Cap Growth 347.70K (0.64%) 0.00
Increased by 0.00%
Jun 30, 25
20 ClearBridge Small Cap Growth A 347.70K (0.64%) 0.00
Increased by 0.00%
Jun 30, 25