Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PTEC 9.83%
2 JFWD 5.40%
3 BOUT 3.85%
4 FINQ 3.12%
5 FOVL 2.45%
6 FCUS 2.43%
7 GURU 1.95%
8 ISHP 1.69%
9 FTXD 1.63%
10 EQUL 1.63%
11 LGRO 1.47%
12 ARKF 0.96%
13 XITK 0.95%
14 IYR 0.94%
15 FREL 0.86%
16 TMFX 0.86%
17 QQQJ 0.80%
18 QQJG 0.78%
19 VNQ 0.74%
20 HOMZ 0.74%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Caledonia (Private) Investments Pty Ltd 36.16M (16.18%) -90.16K
Decreased by -0.25%
Sep 30, 24
2 Vanguard Group Inc 20.96M (9.38%) -254.96K
Decreased by -1.22%
Dec 31, 24
3 Independent Franchise Partners LLP 10.88M (4.87%) -851.81K
Decreased by -7.83%
Dec 31, 24
4 BlackRock Inc 8.44M (3.78%) -256.84K
Decreased by -3.04%
Sep 30, 24
5 Capital World Investors 7.18M (3.21%) -210.13K
Decreased by -2.93%
Dec 31, 24
6 JPMorgan Chase & Co 6.11M (2.73%) 1.33M
Increased by +21.79%
Sep 30, 24
7 FMR Inc 5.10M (2.28%) 3.27M
Increased by +64.22%
Sep 30, 24
8 Barclays PLC 3.98M (1.78%) 418.43K
Increased by +10.51%
Jun 30, 24
9 Ninety One UK Limited 3.62M (1.62%) 111.23K
Increased by +3.07%
Dec 31, 24
10 Citigroup Inc 3.61M (1.61%) 2.49M
Increased by +69.05%
Jun 30, 24
11 State Street Corporation 3.55M (1.59%) 62.35K
Increased by +1.76%
Mar 31, 24
12 State Street Corp 3.45M (1.54%) 7.43K
Increased by +0.22%
Sep 30, 24
13 Dorsal Capital Management LLC 3.20M (1.43%) 100.00K
Increased by +3.13%
Sep 30, 24
14 Technology Crossover Management IX, Ltd. 3.05M (1.36%) 0.00
Increased by 0.00%
Dec 31, 24
15 Eminence Capital LLC 2.91M (1.30%) -974.83K
Decreased by -33.44%
Dec 31, 24
16 Geode Capital Management, LLC 2.85M (1.27%) -111.08K
Decreased by -3.90%
Sep 30, 24
17 Contour Asset Management LLC 2.82M (1.26%) 33.28K
Increased by +1.18%
Sep 30, 24
18 BMO Capital Markets Corp. 2.75M (1.23%) 1.50M
Increased by +54.67%
Sep 30, 23
19 Bank of Montreal 2.75M (1.23%) 1.50M
Increased by +54.67%
Sep 30, 23
20 Technology Crossover Management VIII, Ltd. 2.73M (1.22%) 0.00
Increased by 0.00%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 5.93M (2.65%) 9.82K
Increased by +0.17%
Dec 31, 24
2 American Funds Growth Fund of Amer A 5.37M (2.40%) 0.00
Increased by 0.00%
Dec 31, 24
3 Capital Group Growth Fnd of Amer Comp 5.37M (2.40%) 0.00
Increased by 0.00%
Dec 31, 24
4 Vanguard Total Stock Mkt Idx Inv 4.78M (2.14%) 71.81K
Increased by +1.50%
Dec 31, 24
5 Vanguard Small Cap Index 3.18M (1.42%) 121.86K
Increased by +3.83%
Dec 31, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 2.59M (1.16%) 51.11K
Increased by +1.98%
Dec 31, 24
7 Vanguard Mid Cap Index Institutional 1.76M (0.79%) 30.23K
Increased by +1.72%
Mar 31, 24
8 Independent Franchise Partners US Equity 1.60M (0.71%) -71.10K
Decreased by -4.45%
Sep 30, 24
9 Vanguard Growth Index Investor 1.34M (0.60%) 6.04K
Increased by +0.45%
Nov 30, 23
10 Vanguard Small Cap Value Index Inv 1.30M (0.58%) -1.32M
Decreased by -101.98%
Dec 31, 24
11 American Funds IS® Growth 1 1.20M (0.54%) 0.00
Increased by 0.00%
Dec 31, 24
12 Capital Group Growth Composite 1.20M (0.54%) 0.00
Increased by 0.00%
Dec 31, 24
13 Fidelity Puritan 1.13M (0.51%) 7.70K
Increased by +0.68%
Nov 30, 24
14 Vanguard Small Cap Growth Index Inv 1.11M (0.50%) 1.11M
Increased by +100.00%
Dec 31, 24
15 Franchise Partners - US Equity 1.04M (0.47%) 25.82K
Increased by +2.47%
Sep 30, 24
16 Vanguard Real Estate II Index 991.71K (0.44%) 11.07K
Increased by +1.12%
Dec 31, 24
17 Fidelity Blue Chip Growth 980.75K (0.44%) 0.00
Increased by 0.00%
Dec 31, 24
18 State St Russell Sm/Mid Cp® Indx NL Cl C 945.96K (0.42%) -1.70K
Decreased by -0.18%
Jan 31, 25
19 Fidelity® Blue Chip Growth 849.39K (0.38%) 26.20K
Increased by +3.08%
Nov 30, 23
20 Fidelity® Extended Market Index 844.38K (0.38%) 2.33K
Increased by +0.28%
Nov 30, 23