Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EIS 4.57%
2 ITEQ 4.02%
3 AIIQ 3.81%
4 CLOU 3.35%
5 ISRA 2.63%
6 NBCC 2.49%
7 GVIP 2.37%
8 ERSX 2.19%
9 IMOM 2.11%
10 RJMG 2.10%
11 EAFG 1.24%
12 OPTZ 1.20%
13 WCLD 1.19%
14 SKYY 1.03%
15 FDNI 0.71%
16 SKYU 0.67%
17 MVIN 0.63%
18 QQJG 0.60%
19 SMLF 0.58%
20 MMSC 0.55%

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 2.23M (4.13%) -14.94K
Decreased by -0.67%
Mar 31, 24
5 Dorsal Capital Management LLC 1.43M (2.64%) 25.00K
Increased by +1.75%
Dec 31, 24
6 RIMA MANAGEMENT, LLC 1.42M (2.64%) 304.71K
Increased by +21.42%
Dec 31, 24
7 Lazard Asset Management LLC 1.18M (2.18%) -257.99K
Decreased by -21.92%
Dec 31, 24
8 Wellington Management Company LLP 1.08M (2.00%) -429.69K
Decreased by -39.76%
Mar 31, 25
9 Whale Rock Capital Management LLC 1.07M (1.99%) 380.80K
Increased by +35.54%
Dec 31, 24
10 State Street Corporation 1.06M (1.97%) -39.06K
Decreased by -3.68%
Mar 31, 24
11 ClearBridge Advisors, LLC 1.05M (1.95%) -150.99K
Decreased by -14.37%
Dec 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 Arrowstreet Capital Limited Partnership 1.01M (1.87%) 701.00
Increased by +0.07%
Dec 31, 24
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%
Dec 31, 24
17 Starboard Value LP 840.00K (1.56%) -1.04M
Decreased by -123.45%
Dec 31, 24
18 Goldman Sachs Group Inc 761.57K (1.41%) 175.98K
Increased by +23.11%
Mar 31, 25
19 Lord, Abbett & Co LLC 706.59K (1.31%) 81.96K
Increased by +11.60%
Mar 31, 25
20 Amundi 703.80K (1.30%) 654.03K
Increased by +92.93%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard International Growth Inv 1.53M (2.83%) -653.53K
Decreased by -42.73%
Mar 31, 25
2 Vanguard Explorer Inv 969.44K (1.80%) 35.91K
Increased by +3.70%
Mar 31, 25
3 Principal Aligned MidCap Equity 706.66K (1.31%) 0.00
Increased by 0.00%
Mar 31, 25
4 Principal MidCap R5 706.66K (1.31%) 0.00
Increased by 0.00%
Apr 30, 25
5 AB International Strat Eqs Adv 523.73K (0.97%) 167.37K
Increased by +31.96%
Mar 31, 25
6 Franklin DynaTech Fund A 500.00K (0.93%) 0.00
Increased by 0.00%
Mar 31, 25
7 Fidelity Advisor Equity Growth I 476.90K (0.88%) 330.80K
Increased by +69.36%
Mar 31, 25
8 Performer (AFRIS) 466.31K (0.86%) 466.31K
Increased by +100.00%
Feb 29, 24
9 Fidelity Small Cap Growth 460.77K (0.85%) -180.00
Decreased by -0.04%
Jan 31, 25
10 Fidelity VIP Growth Initial 431.20K (0.80%) 296.80K
Increased by +68.83%
Mar 31, 25
11 Franklin DynaTech A 400.00K (0.74%) -100.00K
Decreased by -25.00%
Apr 30, 25
12 Fidelity® Small Cap Growth 377.24K (0.70%) -458.00
Decreased by -0.12%
Oct 31, 23
13 Lord Abbett & Co. Growth Equity- SA 371.01K (0.69%) 75.80K
Increased by +20.43%
Mar 31, 25
14 Lord Abbett Growth Leaders I 371.01K (0.69%) -4.94K
Decreased by -1.33%
Mar 31, 25
15 Lord Abbett Growth Leaders SMA 371.01K (0.69%) 371.01K
Increased by +100.00%
Mar 31, 25
16 ClearBridge Small Cap Growth 362.11K (0.67%) 0.00
Increased by 0.00%
Apr 30, 25
17 ClearBridge Small Cap Growth A 362.11K (0.67%) 0.00
Increased by 0.00%
Apr 30, 25
18 Baillie Gifford International Growth 341.15K (0.63%) -100.72K
Decreased by -29.52%
Mar 31, 25
19 Baillie Gifford International Growth 2 341.15K (0.63%) -100.72K
Decreased by -29.52%
Mar 31, 25
20 iShares Core MSCI EAFE ETF 338.06K (0.63%) 0.00
Increased by 0.00%
Apr 30, 25