Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MNVT 4.19%
2 AIIQ 3.81%
3 NBCC 2.43%
4 PLGI 2.39%
5 GVIP 2.37%
6 CLOU 2.22%
7 ERSX 2.19%
8 RJMG 2.13%
9 IMOM 2.11%
10 IZRL 1.78%
11 WCLD 1.74%
12 ITEQ 1.62%
13 VUSG 1.39%
14 WBIL 1.15%
15 WBIG 1.03%
16 WBIF 1.03%
17 WUGI 0.87%
18 XDAT 0.87%
19 SKYY 0.80%
20 IGGY 0.79%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Ameriprise Financial Inc 4.85M (16.44%) 209.53K
Increased by +4.32%
Dec 31, 25
2 BlackRock Inc 3.61M (12.25%) 274.99K
Increased by +7.61%
Dec 31, 25
3 Wellington Management Company LLP 3.55M (12.04%) 159.58K
Increased by +4.50%
Dec 31, 25
4 HSBC Holdings PLC 3.53M (11.97%) 3.47M
Increased by +98.33%
Mar 31, 26
5 RIMA MANAGEMENT, LLC 3.01M (10.21%) 519.80K
Increased by +17.28%
Dec 31, 25
6 FMR Inc 2.94M (9.96%) -883.94K
Decreased by -30.11%
Jun 30, 25
7 Baillie Gifford & Co Limited. 2.72M (9.23%) -134.91K
Decreased by -4.96%
Mar 31, 26
8 Lone Pine Capital LLC 2.16M (7.33%) 2.16M
Increased by +100.00%
Jun 30, 25
9 Durable Capital Partners LP 2.04M (6.93%) 2.04M
Increased by +100.00%
Mar 31, 26
10 Diamond Hill Capital Management, LLC 1.94M (6.60%) 494.88K
Increased by +25.45%
Mar 31, 26
11 Dorsal Capital Management LLC 1.55M (5.26%) -25.00K
Decreased by -1.61%
Dec 31, 25
12 Lazard Asset Management LLC 1.54M (5.23%) 331.28K
Increased by +21.48%
Jun 30, 25
13 Diamond Hill Capital Management Inc 1.45M (4.92%) 1.45M
Increased by +100.00%
Dec 31, 25
14 Principal Financial Group Inc 1.40M (4.74%) 449.70K
Increased by +32.17%
Dec 31, 25
15 Atreides Management, LP 1.25M (4.23%) 1.25M
Increased by +100.00%
Dec 31, 25
16 Valueact Holdings, L.p. 1.10M (3.73%) 1.10M
Increased by +100.00%
Mar 31, 26
17 Whale Rock Capital Management LLC 1.07M (3.63%) 380.80K
Increased by +35.54%
Dec 31, 24
18 JPMorgan Chase & Co 1.06M (3.61%) 679.05K
Increased by +63.82%
Sep 30, 25
19 State Street Corporation 1.06M (3.60%) -39.06K
Decreased by -3.68%
Mar 31, 24
20 Morgan Stanley - Brokerage Accounts 1.05M (3.55%) 255.23K
Increased by +24.39%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Columbia Seligman Tech & Info A 4.11M (13.95%) 69.10K
Increased by +1.68%
Mar 31, 26
2 Columbia Seligman Technology Growth 4.11M (13.95%) 930.85K
Increased by +22.63%
Mar 31, 26
3 Vanguard International Growth Inv 1.28M (4.35%) -20.50K
Decreased by -1.60%
Mar 31, 26
4 Diamond Hill Large Cap Equity 1.11M (3.75%) -33.47K
Decreased by -3.03%
Apr 30, 26
5 Principal MidCap R5 710.65K (2.41%) -1.29M
Decreased by -181.56%
Jan 31, 26
6 Principal Aligned MidCap Equity 701.52K (2.38%) -11.42K
Decreased by -1.63%
Dec 31, 25
7 Vanguard Global Capital Cycles Investor 688.54K (2.34%) 688.54K
Increased by +100.00%
Mar 31, 26
8 Franklin DynaTech Fund A 500.00K (1.70%) 0.00
Increased by 0.00%
Mar 31, 25
9 Franklin Innovation Composite 500.00K (1.70%) 375.00K
Increased by +75.00%
Mar 31, 25
10 Performer (AFRIS) 466.31K (1.58%) 466.31K
Increased by +100.00%
Feb 29, 24
11 Columbia Seligman Global Tech A 461.29K (1.56%) 57.15K
Increased by +12.39%
Apr 30, 26
12 Fidelity Small Cap Growth 460.77K (1.56%) -180.00
Decreased by -0.04%
Jan 31, 25
13 Vanguard International Core Stock Adm 453.00K (1.54%) 137.43K
Increased by +30.34%
Mar 31, 26
14 Diamond Hill Large Cap Inv 444.17K (1.51%) -33.91K
Decreased by -7.63%
Apr 30, 26
15 Fidelity Value 440.10K (1.49%) 45.50K
Increased by +10.34%
Mar 31, 26
16 Fidelity Advisor Equity Growth I 419.80K (1.42%) 0.00
Increased by 0.00%
Jul 31, 25
17 ClearBridge SMID Cap Growth 409.49K (1.39%) 409.44K
Increased by +99.99%
Mar 31, 26
18 Vanguard Explorer Inv 409.49K (1.39%) -679.93K
Decreased by -166.04%
Mar 31, 26
19 Franklin DynaTech A 400.00K (1.36%) -100.00K
Decreased by -25.00%
Apr 30, 25
20 iShares Core MSCI EAFE ETF 398.57K (1.35%) 0.00
Increased by 0.00%
Apr 30, 26