Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PTEC 10.66%
2 JFWD 5.13%
3 BOUT 3.85%
4 FINQ 3.12%
5 FCUS 2.74%
6 FOVL 2.45%
7 ISHP 2.09%
8 GURU 1.95%
9 FTXD 1.63%
10 EQUL 1.63%
11 LGRO 1.49%
12 XITK 1.30%
13 ARKF 1.04%
14 IYR 0.90%
15 QQQJ 0.90%
16 FREL 0.84%
17 TMFX 0.84%
18 QQJG 0.83%
19 VNQ 0.71%
20 MRND 0.68%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Caledonia (Private) Investments Pty Ltd 36.16M (22.21%) -90.16K
Decreased by -0.25%
Sep 30, 24
2 Vanguard Group Inc 21.22M (13.03%) -430.00K
Decreased by -2.03%
Sep 30, 24
3 Independent Franchise Partners LLP 11.73M (7.21%) -287.83K
Decreased by -2.45%
Sep 30, 24
4 BlackRock Inc 8.70M (5.34%) -905.77K
Decreased by -10.42%
Jun 30, 24
5 Capital World Investors 7.39M (4.54%) 2.68M
Increased by +36.30%
Sep 30, 24
6 FMR Inc 5.10M (3.13%) 3.27M
Increased by +64.22%
Sep 30, 24
7 Barclays PLC 3.98M (2.45%) 418.43K
Increased by +10.51%
Jun 30, 24
8 Eminence Capital LLC 3.89M (2.39%) -448.68K
Decreased by -11.53%
Sep 30, 24
9 Citigroup Inc 3.61M (2.22%) 2.49M
Increased by +69.05%
Jun 30, 24
10 State Street Corporation 3.55M (2.18%) 62.35K
Increased by +1.76%
Mar 31, 24
11 Ninety One UK Limited 3.51M (2.15%) 1.66M
Increased by +47.33%
Sep 30, 24
12 State Street Corp 3.45M (2.12%) 7.43K
Increased by +0.22%
Sep 30, 24
13 Dorsal Capital Management LLC 3.20M (1.97%) 100.00K
Increased by +3.13%
Sep 30, 24
14 JPMorgan Chase & Co 3.06M (1.88%) 666.06K
Increased by +21.79%
Sep 30, 24
15 Technology Crossover Management IX, Ltd. 3.05M (1.87%) 0.00
Increased by 0.00%
Sep 30, 24
16 Geode Capital Management, LLC 2.85M (1.75%) -111.08K
Decreased by -3.90%
Sep 30, 24
17 Contour Asset Management LLC 2.82M (1.73%) 33.28K
Increased by +1.18%
Sep 30, 24
18 BMO Capital Markets Corp. 2.75M (1.69%) 1.50M
Increased by +54.67%
Sep 30, 23
19 Bank of Montreal 2.75M (1.69%) 1.50M
Increased by +54.67%
Sep 30, 23
20 Technology Crossover Management VIII, Ltd. 2.73M (1.68%) 0.00
Increased by 0.00%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 6.19M (3.80%) -6.95K
Decreased by -0.11%
Oct 31, 24
2 American Funds Growth Fund of Amer A 5.37M (3.30%) 2.43M
Increased by +45.24%
Sep 30, 24
3 Capital Group Growth Fnd of Amer Comp 5.37M (3.30%) 2.43M
Increased by +45.24%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 4.73M (2.90%) -23.50K
Decreased by -0.50%
Oct 31, 24
5 Vanguard Small Cap Index 3.04M (1.87%) 7.55K
Increased by +0.25%
Oct 31, 24
6 Vanguard Small Cap Value Index Inv 2.61M (1.60%) -900.00
Decreased by -0.03%
Oct 31, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 2.52M (1.55%) -16.58K
Decreased by -0.66%
Oct 31, 24
8 Vanguard Mid Cap Index Institutional 1.76M (1.08%) 30.23K
Increased by +1.72%
Mar 31, 24
9 Independent Franchise Partners US Equity 1.60M (0.98%) -71.10K
Decreased by -4.45%
Sep 30, 24
10 Vanguard Growth Index Investor 1.34M (0.82%) 6.04K
Increased by +0.45%
Nov 30, 23
11 American Funds IS® Growth 1 1.20M (0.74%) 0.00
Increased by 0.00%
Sep 30, 24
12 Capital Group Growth Composite 1.20M (0.74%) 0.00
Increased by 0.00%
Sep 30, 24
13 Franchise Partners - US Equity 1.02M (0.63%) 0.00
Increased by 0.00%
Jun 30, 24
14 Vanguard Real Estate II Index 1.01M (0.62%) 771.00
Increased by +0.08%
Oct 31, 24
15 State St Russell Sm/Mid Cp® Indx NL Cl C 958.96K (0.59%) -79.20K
Decreased by -8.26%
Oct 31, 24
16 Fidelity Blue Chip Growth 925.36K (0.57%) 0.00
Increased by 0.00%
Sep 30, 24
17 Fidelity Extended Market Index 874.33K (0.54%) -81.69K
Decreased by -9.34%
Sep 30, 24
18 Fidelity® Blue Chip Growth 849.39K (0.52%) 26.20K
Increased by +3.08%
Nov 30, 23
19 Fidelity® Extended Market Index 844.38K (0.52%) 2.33K
Increased by +0.28%
Nov 30, 23
20 Vanguard Strategic Equity Inv 750.43K (0.46%) 0.00
Increased by 0.00%
Sep 30, 23