Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PTEC 9.72%
2 JFWD 4.96%
3 FINQ 3.12%
4 FOVL 2.45%
5 BOUT 2.16%
6 ISHP 1.99%
7 GURU 1.95%
8 FTXD 1.63%
9 EQUL 1.54%
10 LGRO 1.44%
11 XITK 1.25%
12 HOMZ 1.09%
13 ARKF 1.06%
14 TMFX 0.84%
15 IYR 0.84%
16 FREL 0.79%
17 QQQJ 0.79%
18 QQJG 0.73%
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 21.65M (13.30%) 332.76K
Increased by +1.54%
Jun 30, 24
3 Independent Franchise Partners LLP 12.02M (7.38%) -691.63K
Decreased by -5.75%
Jun 30, 24
4 BlackRock Inc 8.70M (5.34%) -905.77K
Decreased by -10.42%
Jun 30, 24
5 Morgan Stanley - Brokerage Accounts 4.72M (2.90%) -136.46K
Decreased by -2.89%
Jun 30, 24
6 Capital World Investors 4.71M (2.89%) -4.14M
Decreased by -87.86%
Jun 30, 24
7 Eminence Capital LLC 4.34M (2.66%) 1.07M
Increased by +24.66%
Jun 30, 24
8 Barclays PLC 3.98M (2.45%) 418.43K
Increased by +10.51%
Jun 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 State Street Corp 3.44M (2.11%) -106.70K
Decreased by -3.10%
Jun 30, 24
12 Dorsal Capital Management LLC 3.10M (1.90%) 200.00K
Increased by +6.45%
Jun 30, 24
13 Technology Crossover Management IX, Ltd. 3.05M (1.87%) 0.00
Increased by 0.00%
Jun 30, 24
14 Geode Capital Management, LLC 2.96M (1.82%) 78.01K
Increased by +2.64%
Jun 30, 24
15 Contour Asset Management LLC 2.79M (1.71%) -90.70K
Decreased by -3.26%
Jun 30, 24
16 BMO Capital Markets Corp. 2.75M (1.69%) 1.50M
Increased by +54.67%
Sep 30, 23
17 Bank of Montreal 2.75M (1.69%) 1.50M
Increased by +54.67%
Sep 30, 23
18 Technology Crossover Management VIII, Ltd. 2.73M (1.68%) 0.00
Increased by 0.00%
Jun 30, 24
19 JPMorgan Chase & Co 2.39M (1.47%) -506.65K
Decreased by -21.20%
Jun 30, 24
20 Technology Crossover Management XI, Ltd. 2.34M (1.44%) 2.34M
Increased by +100.00%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 6.20M (3.81%) -100.20K
Decreased by -1.62%
Sep 30, 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 4.75M (2.92%) -147.95K
Decreased by -3.11%
Sep 30, 24
5 Vanguard Small Cap Index 3.03M (1.86%) 35.83K
Increased by +1.18%
Sep 30, 24
6 Vanguard Small Cap Value Index Inv 2.61M (1.60%) -60.73K
Decreased by -2.33%
Sep 30, 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%) 2.41K
Increased by +0.24%
Sep 30, 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