Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EIS 4.57%
2 ITEQ 4.55%
3 AIIQ 3.81%
4 CLOU 3.04%
5 NBCC 2.43%
6 GVIP 2.37%
7 ISRA 2.33%
8 ERSX 2.19%
9 RJMG 2.13%
10 IMOM 2.11%
11 IZRL 1.44%
12 SKYY 1.31%
13 OPTZ 1.20%
14 EAFG 1.10%
15 WCLD 1.07%
16 XDAT 0.86%
17 SKYU 0.72%
18 FDNI 0.68%
19 MVIN 0.63%
20 DWMF 0.58%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 3.82M (7.08%) 1.07M
Increased by +27.88%
Mar 31, 25
2 Baillie Gifford & Co Limited. 3.23M (5.98%) -2.39M
Decreased by -73.94%
Mar 31, 25
3 BlackRock Inc 3.00M (5.56%) 20.84K
Increased by +0.69%
Mar 31, 25
4 Acadian Asset Management LLC 2.11M (3.91%) 1.95M
Increased by +92.43%
Mar 31, 25
5 RIMA MANAGEMENT, LLC 1.54M (2.86%) 121.35K
Increased by +7.86%
Mar 31, 25
6 Dorsal Capital Management LLC 1.45M (2.69%) 25.00K
Increased by +1.72%
Mar 31, 25
7 Lazard Asset Management LLC 1.21M (2.24%) 34.06K
Increased by +2.81%
Mar 31, 25
8 Citadel Advisors Llc 1.09M (2.03%) 886.90K
Increased by +81.12%
Mar 31, 25
9 Wellington Management Company LLP 1.08M (2.00%) -429.69K
Decreased by -39.76%
Mar 31, 25
10 Whale Rock Capital Management LLC 1.07M (1.99%) 380.80K
Increased by +35.54%
Dec 31, 24
11 State Street Corporation 1.06M (1.97%) -39.06K
Decreased by -3.68%
Mar 31, 24
12 State Street Corp 1.05M (1.95%) -77.56K
Decreased by -7.39%
Mar 31, 25
13 Renaissance Technologies Corp 1.02M (1.89%) 81.30K
Increased by +7.98%
Mar 31, 25
14 ClearBridge Advisors, LLC 934.01K (1.73%) -117.03K
Decreased by -12.53%
Mar 31, 25
15 Principal Financial Group Inc 925.07K (1.71%) 1.41K
Increased by +0.15%
Mar 31, 25
16 Groupama Asset Management 900.00K (1.67%) 0.00
Increased by 0.00%
Mar 31, 25
17 Starboard Value LP 840.00K (1.56%) -1.04M
Decreased by -123.45%
Dec 31, 24
18 Elco Management Co., LLC 835.66K (1.55%) 835.66K
Increased by +100.00%
Mar 31, 25
19 Goldman Sachs Group Inc 761.57K (1.41%) 175.98K
Increased by +23.11%
Mar 31, 25
20 Lord, Abbett & Co LLC 706.59K (1.31%) 81.96K
Increased by +11.60%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard International Growth Inv 1.37M (2.54%) -159.95K
Decreased by -11.68%
Jun 30, 25
2 Columbia Seligman Tech & Info A 1.20M (2.22%) 534.82K
Increased by +44.68%
Jun 30, 25
3 Columbia Seligman Technology Growth 1.20M (2.22%) 1.20M
Increased by +100.00%
Jun 30, 25
4 Vanguard Explorer Inv 953.13K (1.77%) -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 (0.93%) 0.00
Increased by 0.00%
Mar 31, 25
8 Franklin Innovation Composite 500.00K (0.93%) 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 (0.65%) 0.00
Increased by 0.00%
Jul 30, 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