Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ITEQ 4.75%
2 EIS 4.57%
3 CLOU 3.82%
4 AIIQ 3.81%
5 ISRA 3.13%
6 NBCC 2.95%
7 RJMG 2.37%
8 GVIP 2.37%
9 ERSX 2.19%
10 IMOM 2.11%
11 EAFG 1.48%
12 WCLD 1.39%
13 SKYY 1.21%
14 OPTZ 1.20%
15 FDNI 0.91%
16 SKYU 0.80%
17 QQJG 0.68%
18 MVIN 0.63%
19 QQQJ 0.61%
20 SMLF 0.58%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Baillie Gifford & Co Limited. 3.23M (5.96%) -2.39M
Decreased by -73.94%
Mar 31, 25
2 BlackRock Inc 2.98M (5.50%) -91.30K
Decreased by -3.06%
Dec 31, 24
3 FMR Inc 2.75M (5.09%) 89.04K
Increased by +3.23%
Dec 31, 24
4 Acadian Asset Management LLC 2.23M (4.12%) -14.94K
Decreased by -0.67%
Mar 31, 24
5 Wellington Management Company LLP 1.51M (2.79%) 1.27M
Increased by +83.83%
Dec 31, 24
6 Dorsal Capital Management LLC 1.43M (2.63%) 25.00K
Increased by +1.75%
Dec 31, 24
7 RIMA MANAGEMENT, LLC 1.42M (2.63%) 304.71K
Increased by +21.42%
Dec 31, 24
8 Lazard Asset Management LLC 1.18M (2.17%) -257.99K
Decreased by -21.92%
Dec 31, 24
9 State Street Corp 1.13M (2.08%) -25.62K
Decreased by -2.27%
Dec 31, 24
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 ClearBridge Advisors, LLC 1.05M (1.94%) -150.99K
Decreased by -14.37%
Dec 31, 24
13 Arrowstreet Capital Limited Partnership 1.01M (1.86%) 701.00
Increased by +0.07%
Dec 31, 24
14 Renaissance Technologies Corp 937.55K (1.73%) 162.40K
Increased by +17.32%
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 (1.66%) 0.00
Increased by 0.00%
Dec 31, 24
17 Starboard Value LP 840.00K (1.55%) -1.04M
Decreased by -123.45%
Dec 31, 24
18 Amundi 703.80K (1.30%) 654.03K
Increased by +92.93%
Jun 30, 24
19 Jackson Square Partners, LLC 686.58K (1.27%) -479.38K
Decreased by -69.82%
Mar 31, 24
20 Millennium Management LLC 663.86K (1.23%) 221.47K
Increased by +33.36%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard International Growth Inv 1.53M (2.82%) -653.53K
Decreased by -42.73%
Mar 31, 25
2 Vanguard Explorer Inv 969.44K (1.79%) 35.91K
Increased by +3.70%
Mar 31, 25
3 Principal Aligned MidCap Equity 706.66K (1.30%) 0.00
Increased by 0.00%
Mar 31, 25
4 Principal MidCap R5 706.66K (1.30%) 0.00
Increased by 0.00%
Mar 31, 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 (0.92%) 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 Fidelity® Small Cap Growth 377.24K (0.70%) -458.00
Decreased by -0.12%
Oct 31, 23
12 Lord Abbett Growth Leaders I 375.95K (0.69%) 0.00
Increased by 0.00%
Feb 28, 25
13 Lord Abbett & Co. Growth Equity- SA 371.01K (0.69%) 75.80K
Increased by +20.43%
Mar 31, 25
14 ClearBridge Small Cap Growth 362.11K (0.67%) -5.00K
Decreased by -1.38%
Mar 31, 25
15 ClearBridge Small Cap Growth A 362.11K (0.67%) -14.25K
Decreased by -3.94%
Mar 31, 25
16 Baillie Gifford International Growth 341.15K (0.63%) -100.72K
Decreased by -29.52%
Mar 31, 25
17 Baillie Gifford International Growth 2 341.15K (0.63%) -100.72K
Decreased by -29.52%
Mar 31, 25
18 iShares Core MSCI EAFE ETF 338.06K (0.62%) 0.00
Increased by 0.00%
Apr 30, 25
19 UBS: US Equity Small Cap Growth 335.11K (0.62%) 0.00
Increased by 0.00%
Sep 30, 24
20 Fidelity Balanced 319.14K (0.59%) 0.00
Increased by 0.00%
Nov 30, 23