Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PTEC 9.76%
2 JFWD 5.20%
3 BOUT 3.78%
4 FINQ 3.12%
5 FOVL 2.45%
6 ISHP 1.98%
7 GURU 1.95%
8 FTXD 1.63%
9 EQUL 1.54%
10 LGRO 1.49%
11 XITK 1.28%
12 HOMZ 1.08%
13 ARKF 1.01%
14 QQQJ 0.85%
15 TMFX 0.84%
16 IYR 0.84%
17 QQJG 0.80%
18 FREL 0.77%
19 MRND 0.68%
20 IWIN 0.67%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Caledonia (Private) Investments Pty Ltd 36.25M (22.27%) -145.55K
Decreased by -0.40%
Jun 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 Morgan Stanley - Brokerage Accounts 4.72M (2.90%) -136.46K
Decreased by -2.89%
Jun 30, 24
8 Eminence Capital LLC 4.34M (2.66%) 1.07M
Increased by +24.66%
Jun 30, 24
9 Barclays PLC 3.98M (2.45%) 418.43K
Increased by +10.51%
Jun 30, 24
10 Citigroup Inc 3.61M (2.22%) 2.49M
Increased by +69.05%
Jun 30, 24
11 State Street Corporation 3.55M (2.18%) 62.35K
Increased by +1.76%
Mar 31, 24
12 Ninety One UK Limited 3.51M (2.15%) 1.66M
Increased by +47.33%
Sep 30, 24
13 State Street Corp 3.44M (2.11%) -106.70K
Decreased by -3.10%
Jun 30, 24
14 Dorsal Capital Management LLC 3.10M (1.90%) 200.00K
Increased by +6.45%
Jun 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 2.96M (1.82%) 78.01K
Increased by +2.64%
Jun 30, 24
17 Contour Asset Management LLC 2.79M (1.71%) -90.70K
Decreased by -3.26%
Jun 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 2.54M (1.56%) -213.45K
Decreased by -8.40%
Sep 30, 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 1.67M (1.02%) -120.31K
Decreased by -7.21%
Jun 28, 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