Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PTEC 7.81%
2 JFWD 5.40%
3 BOUT 3.12%
4 FINQ 3.12%
5 PTF 2.59%
6 FOVL 2.45%
7 FCUS 2.43%
8 INVN 2.20%
9 GURU 1.95%
10 FTXD 1.63%
11 EQUL 1.63%
12 ISHP 1.46%
13 ARKF 1.35%
14 IYR 0.96%
15 XITK 0.95%
16 QQJG 0.90%
17 OGIG 0.88%
18 FREL 0.81%
19 TMFX 0.80%
20 VNQ 0.77%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Caledonia (Private) Investments Pty Ltd 29.02M (12.96%) -2.02M
Decreased by -6.95%
Jun 30, 25
2 Vanguard Group Inc 23.00M (10.28%) 412.57K
Increased by +1.79%
Jun 30, 25
3 FMR Inc 12.43M (5.55%) -434.25K
Decreased by -3.49%
Jun 30, 25
4 Independent Franchise Partners LLP 11.04M (4.93%) -113.78K
Decreased by -1.03%
Jun 30, 25
5 Capital World Investors 9.87M (4.41%) 1.24M
Increased by +12.54%
Jun 30, 25
6 BlackRock Inc 9.32M (4.16%) 526.45K
Increased by +5.65%
Jun 30, 25
7 Tiger Technology Management LLC 6.23M (2.78%) 1.01M
Increased by +16.28%
Jun 30, 25
8 Ninety One UK Limited 4.73M (2.11%) 702.45K
Increased by +14.84%
Jun 30, 25
9 Barclays PLC 3.98M (1.78%) 418.43K
Increased by +10.51%
Jun 30, 24
10 Eminence Capital LLC 3.98M (1.78%) 1.55M
Increased by +38.87%
Jun 30, 25
11 Citigroup Inc 3.61M (1.61%) 2.49M
Increased by +69.05%
Jun 30, 24
12 State Street Corporation 3.55M (1.59%) 62.35K
Increased by +1.76%
Mar 31, 24
13 State Street Corp 3.53M (1.58%) 76.05K
Increased by +2.15%
Jun 30, 25
14 Geode Capital Management, LLC 3.14M (1.40%) 69.63K
Increased by +2.22%
Jun 30, 25
15 Technology Crossover Management IX, Ltd. 3.05M (1.36%) 0.00
Increased by 0.00%
Jun 30, 25
16 JPMorgan Chase & Co 2.81M (1.26%) 34.30K
Increased by +1.22%
Jun 30, 25
17 BMO Capital Markets Corp. 2.75M (1.23%) 1.50M
Increased by +54.67%
Sep 30, 23
18 Bank of Montreal 2.75M (1.23%) 1.50M
Increased by +54.67%
Sep 30, 23
19 Technology Crossover Management VIII, Ltd. 2.73M (1.22%) 0.00
Increased by 0.00%
Jun 30, 25
20 Greencape Capital Pty Ltd 2.56M (1.14%) 1.65M
Increased by +64.27%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 6.60M (2.95%) 597.71K
Increased by +9.06%
Jun 30, 25
2 Capital Group Growth Fnd of Amer Comp 6.60M (2.95%) 597.71K
Increased by +9.06%
Jun 30, 25
3 Vanguard Real Estate Index Investor 6.05M (2.70%) 6.70K
Increased by +0.11%
Jul 31, 25
4 Vanguard Total Stock Mkt Idx Inv 5.41M (2.42%) -122.94K
Decreased by -2.27%
Jul 31, 25
5 Vanguard US Total Market Shares ETF 4.75M (2.12%) -147.95K
Decreased by -3.11%
Sep 30, 24
6 Vanguard Small Cap Index 3.74M (1.67%) -8.54K
Decreased by -0.23%
Jul 31, 25
7 American Funds IS® Growth 1 2.01M (0.90%) 424.45K
Increased by +21.14%
Jun 30, 25
8 Capital Group Growth Composite 2.01M (0.90%) 424.45K
Increased by +21.14%
Jun 30, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 1.88M (0.84%) -836.44K
Decreased by -44.46%
Jul 31, 25
10 Vanguard Mid Cap Index Institutional 1.76M (0.79%) 30.23K
Increased by +1.72%
Mar 31, 24
11 Vanguard Small Cap Value Index Inv 1.42M (0.63%) -2.17K
Decreased by -0.15%
Jul 31, 25
12 Vanguard Growth Index Investor 1.34M (0.60%) 6.04K
Increased by +0.45%
Nov 30, 23
13 Fidelity Puritan 1.31M (0.59%) -113.68K
Decreased by -8.65%
Jun 30, 25
14 Vanguard Small Cap Growth Index Inv 1.18M (0.53%) -7.56K
Decreased by -0.64%
Jul 31, 25
15 Fidelity Advisor Equity Growth I 1.18M (0.53%) 0.00
Increased by 0.00%
Jul 31, 25
16 Fidelity Advisor Growth Opps M 1.09M (0.49%) 0.00
Increased by 0.00%
Jul 31, 25
17 Vanguard Real Estate II Index 1.05M (0.47%) 1.74K
Increased by +0.17%
Jul 31, 25
18 Fidelity VIP Growth Initial 1.05M (0.47%) 0.00
Increased by 0.00%
Jul 31, 25
19 Fidelity Blue Chip Growth 993.51K (0.44%) 0.00
Increased by 0.00%
Jul 31, 25
20 Franchise Partners - US Equity 923.00K (0.41%) 0.00
Increased by 0.00%
Jun 30, 25