Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PTEC 7.20%
2 JFWD 5.40%
3 BOUT 3.85%
4 FINQ 3.12%
5 PTF 2.83%
6 FOVL 2.45%
7 FCUS 2.43%
8 GURU 1.95%
9 FTXD 1.63%
10 EQUL 1.63%
11 ISHP 1.50%
12 ARKF 1.00%
13 XITK 0.99%
14 TMFX 0.93%
15 VMAX 0.92%
16 LGRO 0.86%
17 QQQJ 0.83%
18 IYR 0.83%
19 QQJG 0.80%
20 FREL 0.72%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Caledonia (Private) Investments Pty Ltd 35.82M (16.03%) -339.13K
Decreased by -0.95%
Dec 31, 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 8.69M (3.89%) 255.93K
Increased by +2.94%
Dec 31, 24
5 FMR Inc 8.56M (3.83%) 3.46M
Increased by +40.48%
Dec 31, 24
6 Capital World Investors 7.18M (3.21%) -210.13K
Decreased by -2.93%
Dec 31, 24
7 Barclays PLC 3.98M (1.78%) 418.43K
Increased by +10.51%
Jun 30, 24
8 Ninety One UK Limited 3.62M (1.62%) 111.23K
Increased by +3.07%
Dec 31, 24
9 Citigroup Inc 3.61M (1.62%) 2.49M
Increased by +69.05%
Jun 30, 24
10 State Street Corporation 3.55M (1.59%) 62.35K
Increased by +1.76%
Mar 31, 24
11 State Street Corp 3.48M (1.56%) 31.48K
Increased by +0.90%
Dec 31, 24
12 Dorsal Capital Management LLC 3.35M (1.50%) 150.00K
Increased by +4.48%
Dec 31, 24
13 JPMorgan Chase & Co 3.20M (1.43%) -2.92M
Decreased by -91.21%
Dec 31, 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 2.88M (1.29%) 28.73K
Increased by +1.00%
Dec 31, 24
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%
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 6.10M (2.73%) 147.86K
Increased by +2.43%
Feb 28, 25
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 4.80M (2.15%) 3.24K
Increased by +0.07%
Feb 28, 25
5 Vanguard Small Cap Index 3.19M (1.43%) 3.21K
Increased by +0.10%
Feb 28, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 2.59M (1.16%) 1.87K
Increased by +0.07%
Feb 28, 25
7 Vanguard Mid Cap Index Institutional 1.76M (0.79%) 30.23K
Increased by +1.72%
Mar 31, 24
8 Fidelity Advisor Growth Opps M 1.37M (0.61%) 264.00K
Increased by +19.23%
Feb 28, 25
9 Fidelity Puritan 1.36M (0.61%) 230.60K
Increased by +16.96%
Jan 31, 25
10 Vanguard Growth Index Investor 1.34M (0.60%) 6.04K
Increased by +0.45%
Nov 30, 23
11 Vanguard Small Cap Value Index Inv 1.29M (0.58%) -3.45K
Decreased by -0.27%
Feb 28, 25
12 American Funds IS® Growth 1 1.20M (0.54%) 0.00
Increased by 0.00%
Dec 31, 24
13 Capital Group Growth Composite 1.20M (0.54%) 0.00
Increased by 0.00%
Dec 31, 24
14 Vanguard Small Cap Growth Index Inv 1.11M (0.49%) -3.69K
Decreased by -0.33%
Feb 28, 25
15 Vanguard Real Estate II Index 1.02M (0.46%) 32.40K
Increased by +3.16%
Feb 28, 25
16 Fidelity Blue Chip Growth 980.75K (0.44%) 0.00
Increased by 0.00%
Feb 28, 25
17 State St Russell Sm/Mid Cp® Indx NL Cl C 945.96K (0.42%) 0.00
Increased by 0.00%
Feb 28, 25
18 Franchise Partners - US Equity 866.63K (0.39%) -178.34K
Decreased by -20.58%
Dec 31, 24
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