Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PTEC 7.39%
2 JFWD 5.40%
3 BOUT 3.85%
4 FINQ 3.12%
5 PTF 2.78%
6 FOVL 2.45%
7 FCUS 2.43%
8 GURU 1.95%
9 ISHP 1.65%
10 FTXD 1.63%
11 EQUL 1.63%
12 ARKF 0.98%
13 VMAX 0.95%
14 XITK 0.95%
15 TMFX 0.91%
16 LGRO 0.87%
17 IYR 0.85%
18 QQJG 0.81%
19 QQQJ 0.80%
20 FREL 0.76%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Caledonia (Private) Investments Pty Ltd 35.82M (16.11%) -339.13K
Decreased by -0.95%
Dec 31, 24
2 Vanguard Group Inc 20.96M (9.43%) -254.96K
Decreased by -1.22%
Dec 31, 24
3 Independent Franchise Partners LLP 10.88M (4.90%) -851.81K
Decreased by -7.83%
Dec 31, 24
4 BlackRock Inc 8.69M (3.91%) 255.93K
Increased by +2.94%
Dec 31, 24
5 FMR Inc 8.56M (3.85%) 3.46M
Increased by +40.48%
Dec 31, 24
6 Capital World Investors 7.18M (3.23%) -210.13K
Decreased by -2.93%
Dec 31, 24
7 Ninety One UK Limited 4.03M (1.81%) 411.74K
Increased by +10.22%
Mar 31, 25
8 Barclays PLC 3.98M (1.79%) 418.43K
Increased by +10.51%
Jun 30, 24
9 Citigroup Inc 3.61M (1.62%) 2.49M
Increased by +69.05%
Jun 30, 24
10 State Street Corporation 3.55M (1.60%) 62.35K
Increased by +1.76%
Mar 31, 24
11 State Street Corp 3.48M (1.57%) 31.48K
Increased by +0.90%
Dec 31, 24
12 Dorsal Capital Management LLC 3.35M (1.51%) 150.00K
Increased by +4.48%
Dec 31, 24
13 JPMorgan Chase & Co 3.20M (1.44%) -2.92M
Decreased by -91.21%
Dec 31, 24
14 Technology Crossover Management IX, Ltd. 3.05M (1.37%) 0.00
Increased by 0.00%
Dec 31, 24
15 Eminence Capital LLC 2.91M (1.31%) -974.83K
Decreased by -33.44%
Dec 31, 24
16 Geode Capital Management, LLC 2.88M (1.29%) 28.73K
Increased by +1.00%
Dec 31, 24
17 BMO Capital Markets Corp. 2.75M (1.24%) 1.50M
Increased by +54.67%
Sep 30, 23
18 Bank of Montreal 2.75M (1.24%) 1.50M
Increased by +54.67%
Sep 30, 23
19 Technology Crossover Management VIII, Ltd. 2.73M (1.23%) 0.00
Increased by 0.00%
Dec 31, 24
20 Contour Asset Management LLC 2.47M (1.11%) -347.67K
Decreased by -14.07%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 6.09M (2.74%) -5.21K
Decreased by -0.09%
Mar 31, 25
2 American Funds Growth Fund of Amer A 6.00M (2.70%) 632.15K
Increased by +10.53%
Mar 31, 25
3 Capital Group Growth Fnd of Amer Comp 6.00M (2.70%) 632.15K
Increased by +10.53%
Mar 31, 25
4 Vanguard Total Stock Mkt Idx Inv 5.42M (2.44%) 619.78K
Increased by +11.44%
Mar 31, 25
5 Vanguard US Total Market Shares ETF 4.75M (2.14%) -147.95K
Decreased by -3.11%
Sep 30, 24
6 Vanguard Small Cap Index 3.56M (1.60%) 363.26K
Increased by +10.22%
Mar 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 2.74M (1.23%) 153.53K
Increased by +5.60%
Mar 31, 25
8 Vanguard Mid Cap Index Institutional 1.76M (0.79%) 30.23K
Increased by +1.72%
Mar 31, 24
9 American Funds IS® Growth 1 1.58M (0.71%) 385.31K
Increased by +24.33%
Mar 31, 25
10 Capital Group Growth Composite 1.58M (0.71%) 385.31K
Increased by +24.33%
Mar 31, 25
11 Vanguard Small Cap Value Index Inv 1.39M (0.63%) 96.30K
Increased by +6.93%
Mar 31, 25
12 Fidelity Advisor Growth Opps M 1.37M (0.62%) 0.00
Increased by 0.00%
Mar 31, 25
13 Fidelity Puritan 1.36M (0.61%) 0.00
Increased by 0.00%
Feb 28, 25
14 Vanguard Growth Index Investor 1.34M (0.60%) 6.04K
Increased by +0.45%
Nov 30, 23
15 Vanguard Small Cap Growth Index Inv 1.20M (0.54%) 95.09K
Increased by +7.92%
Mar 31, 25
16 Fidelity Advisor Equity Growth I 1.13M (0.51%) 341.10K
Increased by +30.18%
Mar 31, 25
17 Vanguard Real Estate II Index 1.02M (0.46%) -243.00
Decreased by -0.02%
Mar 31, 25
18 Fidelity VIP Growth Initial 1.02M (0.46%) 286.20K
Increased by +27.98%
Mar 31, 25
19 Fidelity Blue Chip Growth 980.75K (0.44%) 0.00
Increased by 0.00%
Mar 31, 25
20 Fidelity Extended Market Index 882.15K (0.40%) 57.46K
Increased by +6.51%
Mar 31, 25