Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HHH_old 4.52%
2 BOUT 3.85%
3 TIME 1.98%
4 SMLL 1.79%
5 SMCF 1.03%
6 IYR 0.31%
7 MILN 0.31%
8 QQJG 0.29%
9 QQQJ 0.27%
10 FMDE 0.26%
11 FELV 0.25%
12 VNQ 0.22%
13 GBUY_old 0.21%
14 IQSM 0.17%
15 JKL 0.17%
16 ISCV 0.17%
17 OALC 0.13%
18 STXM 0.09%
19 JKJ 0.08%
20 ISCB 0.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Caledonia (Private) Investments Pty Ltd 12.92M (5.79%) -1.36M
Decreased by -10.56%
Mar 31, 25
2 Vanguard Group Inc 7.00M (3.14%) 57.69K
Increased by +0.82%
Mar 31, 25
3 BlackRock Inc 2.45M (1.10%) 10.16K
Increased by +0.41%
Mar 31, 25
4 NORGES BANK 2.33M (1.05%) 525.97K
Increased by +22.54%
Dec 31, 24
5 State Of Wisconsin Investment Board 2.17M (0.97%) -65.11K
Decreased by -3.00%
Mar 31, 25
6 Independent Franchise Partners LLP 2.06M (0.92%) 36.05K
Increased by +1.75%
Mar 31, 25
7 Geode Capital Management, LLC 1.05M (0.47%) 45.03K
Increased by +4.31%
Mar 31, 25
8 Tiger Technology Management LLC 902.64K (0.40%) 902.64K
Increased by +100.00%
Mar 31, 25
9 Tybourne Capital Management (HK) Ltd 899.24K (0.40%) 117.28K
Increased by +13.04%
Jun 30, 24
10 FMR Inc 833.93K (0.37%) -28.16K
Decreased by -3.38%
Mar 31, 25
11 State Street Corporation 793.71K (0.36%) -6.48K
Decreased by -0.82%
Mar 31, 24
12 State Street Corp 756.77K (0.34%) -5.72K
Decreased by -0.76%
Mar 31, 25
13 UBS Group AG 715.34K (0.32%) 102.55K
Increased by +14.34%
Mar 31, 25
14 Echo Street Capital Management LLC 712.49K (0.32%) 0.00
Increased by 0.00%
Sep 30, 23
15 Susquehanna International Group, LLP 698.56K (0.31%) -340.44K
Decreased by -48.73%
Mar 31, 25
16 BMO Capital Markets Corp. 638.96K (0.29%) 261.51K
Increased by +40.93%
Dec 31, 23
17 Bank of Montreal 638.96K (0.29%) 261.51K
Increased by +40.93%
Dec 31, 23
18 Hook Mill Capital Partners, LP 617.99K (0.28%) 346.79K
Increased by +56.12%
Jun 30, 24
19 Qube Research & Technologies 580.37K (0.26%) -366.20K
Decreased by -63.10%
Dec 31, 23
20 Coatue Management LLC 482.27K (0.22%) 164.09K
Increased by +34.03%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Real Estate Index Investor 2.06M (0.93%) 30.13K
Increased by +1.46%
Jun 30, 25
2 Vanguard Small Cap Index 1.72M (0.77%) -16.02K
Decreased by -0.93%
Jun 30, 25
3 Vanguard Total Stock Mkt Idx Inv 1.66M (0.74%) 394.20K
Increased by +23.78%
Jun 30, 25
4 Vanguard US Total Market Shares ETF 1.25M (0.56%) 0.00
Increased by 0.00%
Sep 30, 24
5 Vanguard Institutional Extnd Mkt Idx Tr 562.10K (0.25%) 0.00
Increased by 0.00%
Jun 30, 25
6 Vanguard Real Estate II Index 360.37K (0.16%) 2.75K
Increased by +0.76%
Jun 30, 25
7 Vanguard Growth Index Investor 358.72K (0.16%) 4.39K
Increased by +1.22%
Nov 30, 23
8 Vanguard Mid Cap Index Institutional 342.06K (0.15%) -91.54K
Decreased by -26.76%
Mar 31, 24
9 Vanguard Small Cap Growth Index Inv 338.89K (0.15%) 69.83K
Increased by +20.61%
Jun 30, 25
10 Vanguard Small Cap Value Index Inv 322.43K (0.14%) 10.33K
Increased by +3.20%
Jun 30, 25
11 Columbia Small Cap Growth 309.24K (0.14%) -1.61K
Decreased by -0.52%
Jun 30, 25
12 Columbia Small Cap Growth Inst 309.24K (0.14%) 0.00
Increased by 0.00%
Jun 30, 25
13 Fidelity® Extended Market Index 286.91K (0.13%) 0.00
Increased by 0.00%
Nov 30, 23
14 State St Russell Sm/Mid Cp® Indx SL Cl I 286.76K (0.13%) 10.80K
Increased by +3.77%
Jun 30, 25
15 Fidelity Extended Market Index 281.02K (0.13%) -1.67K
Decreased by -0.60%
Jun 30, 25
16 Wellington SMID Cap Research Equity 271.92K (0.12%) 22.46K
Increased by +8.26%
Jun 30, 24
17 State St Russell Sm/Mid Cp® Indx NL Cl C 271.16K (0.12%) 7.99K
Increased by +2.95%
Apr 30, 25
18 Fidelity Advisor Equity Growth I 262.80K (0.12%) 0.00
Increased by 0.00%
Jun 30, 25
19 Fidelity VIP Growth Initial 248.10K (0.11%) 0.00
Increased by 0.00%
Jun 30, 25
20 Wellington CIF II SMID Cap Research S3 228.28K (0.10%) -99.13K
Decreased by -43.42%
Dec 31, 24