Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AIIQ 3.81%
2 EIS 2.94%
3 CLOU 2.93%
4 ITEQ 2.80%
5 IGGY 2.62%
6 NBCC 2.43%
7 GVIP 2.37%
8 ERSX 2.19%
9 RJMG 2.13%
10 IMOM 2.11%
11 WCLD 1.93%
12 WBIL 1.83%
13 IZRL 1.75%
14 SKYY 1.46%
15 ISRA 1.24%
16 FMET 1.22%
17 SKYU 1.06%
18 WBIG 1.03%
19 WBIF 1.03%
20 WUGI 0.87%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Ameriprise Financial Inc 4.64M (9.97%) 2.61M
Increased by +56.19%
Sep 30, 25
2 Wellington Management Company LLP 3.55M (7.63%) 159.58K
Increased by +4.50%
Dec 31, 25
3 BlackRock Inc 3.34M (7.18%) 326.55K
Increased by +9.78%
Sep 30, 25
4 RIMA MANAGEMENT, LLC 3.01M (6.47%) 519.80K
Increased by +17.28%
Dec 31, 25
5 FMR Inc 2.94M (6.31%) -883.94K
Decreased by -30.11%
Jun 30, 25
6 Baillie Gifford & Co Limited. 2.85M (6.14%) -37.53K
Decreased by -1.31%
Dec 31, 25
7 Lone Pine Capital LLC 2.16M (4.65%) 2.16M
Increased by +100.00%
Jun 30, 25
8 Acadian Asset Management LLC 2.00M (4.30%) 1.83M
Increased by +91.61%
Sep 30, 25
9 Dorsal Capital Management LLC 1.55M (3.33%) -25.00K
Decreased by -1.61%
Dec 31, 25
10 Lazard Asset Management LLC 1.54M (3.32%) 331.28K
Increased by +21.48%
Jun 30, 25
11 Diamond Hill Capital Management Inc 1.45M (3.12%) 1.45M
Increased by +100.00%
Dec 31, 25
12 Atreides Management, LP 1.25M (2.68%) 1.25M
Increased by +100.00%
Dec 31, 25
13 ClearBridge Advisors, LLC 1.08M (2.32%) 183.10K
Increased by +16.96%
Dec 31, 25
14 Whale Rock Capital Management LLC 1.07M (2.30%) 380.80K
Increased by +35.54%
Dec 31, 24
15 JPMorgan Chase & Co 1.06M (2.29%) 679.05K
Increased by +63.82%
Sep 30, 25
16 State Street Corporation 1.06M (2.28%) -39.06K
Decreased by -3.68%
Mar 31, 24
17 Bank of America Corp 1.01M (2.18%) 418.27K
Increased by +41.25%
Sep 30, 25
18 Arrowstreet Capital Limited Partnership 1.01M (2.17%) 262.98K
Increased by +26.11%
Dec 31, 25
19 Point72 Asset Management, L.P. 1.00M (2.16%) 648.04K
Increased by +64.54%
Dec 31, 25
20 Elco Management Co., LLC 998.21K (2.15%) 162.56K
Increased by +16.28%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Columbia Seligman Tech & Info A 4.04M (8.69%) 393.94K
Increased by +9.74%
Feb 28, 26
2 Columbia Seligman Technology Growth 3.18M (6.84%) 224.05K
Increased by +7.04%
Dec 31, 25
3 Vanguard International Growth Inv 1.30M (2.80%) -33.46K
Decreased by -2.57%
Dec 31, 25
4 Diamond Hill Large Cap Equity 1.20M (2.58%) 242.48K
Increased by +20.23%
Feb 28, 26
5 Vanguard Explorer Inv 1.09M (2.34%) 65.96K
Increased by +6.05%
Dec 31, 25
6 Principal MidCap R5 710.65K (1.53%) -1.29M
Decreased by -181.56%
Jan 31, 26
7 Principal Aligned MidCap Equity 701.52K (1.51%) -11.42K
Decreased by -1.63%
Dec 31, 25
8 Diamond Hill Large Cap Inv 500.40K (1.08%) -23.61K
Decreased by -4.72%
Feb 28, 26
9 Franklin DynaTech Fund A 500.00K (1.08%) 0.00
Increased by 0.00%
Mar 31, 25
10 Franklin Innovation Composite 500.00K (1.08%) 375.00K
Increased by +75.00%
Mar 31, 25
11 Performer (AFRIS) 466.31K (1.00%) 466.31K
Increased by +100.00%
Feb 29, 24
12 Fidelity Small Cap Growth 460.77K (0.99%) -180.00
Decreased by -0.04%
Jan 31, 25
13 Fidelity Advisor Equity Growth I 419.80K (0.90%) 0.00
Increased by 0.00%
Jul 31, 25
14 First Trust Cloud Computing ETF 412.08K (0.89%) -961.00
Decreased by -0.23%
Mar 31, 26
15 Columbia Seligman Global Tech A 404.14K (0.87%) 54.09K
Increased by +13.38%
Feb 28, 26
16 Franklin DynaTech A 400.00K (0.86%) -100.00K
Decreased by -25.00%
Apr 30, 25
17 iShares Core MSCI EAFE ETF 396.52K (0.85%) 0.00
Increased by 0.00%
Mar 31, 26
18 Fidelity Value 394.60K (0.85%) 35.40K
Increased by +8.97%
Feb 28, 26
19 Fidelity® Small Cap Growth 377.24K (0.81%) -458.00
Decreased by -0.12%
Oct 31, 23
20 AB International Strat Eqs Adv 373.68K (0.80%) 0.00
Increased by 0.00%
Jul 31, 25