Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IQM 5.75%
2 BLCN 4.31%
3 LOUP 3.50%
4 FFTY 3.41%
5 AZTD 3.33%
6 NRSH 3.28%
7 TSME 3.22%
8 JUNE_old 3.18%
9 BAI 2.82%
10 IVES 2.81%
11 PIE 2.46%
12 TSME 2.32%
13 FFOG 2.28%
14 AIVC 2.20%
15 FIVG 2.14%
16 SHPP 2.12%
17 KOOL 2.12%
18 WCME 2.03%
19 SIXG 2.02%
20 BKES 1.95%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 8.89M (7.78%) -89.66K
Decreased by -1.01%
Jun 30, 25
2 Vanguard Group Inc 4.64M (4.06%) 126.31K
Increased by +2.72%
Jun 30, 25
3 Whale Rock Capital Management LLC 4.64M (4.06%) -2.23M
Decreased by -48.01%
Jun 30, 25
4 T. Rowe Price Associates, Inc. 4.19M (3.67%) 4.19M
Increased by +100.00%
Jun 30, 24
5 Arrowstreet Capital Limited Partnership 3.57M (3.13%) 1.40M
Increased by +39.24%
Dec 31, 24
6 ING Investment Management LLC 2.68M (2.35%) -1.03M
Decreased by -38.42%
Jun 30, 25
7 Acadian Asset Management LLC 2.63M (2.31%) -1.08M
Decreased by -41.08%
Dec 31, 23
8 Morgan Stanley - Brokerage Accounts 2.12M (1.85%) -902.34K
Decreased by -42.60%
Jun 30, 25
9 Wellington Management Company LLP 2.04M (1.79%) 1.64M
Increased by +80.07%
Jun 30, 25
10 Guardian Capital Inc 1.93M (1.69%) -170.34K
Decreased by -8.83%
Dec 31, 23
11 CIBC World Markets Inc. 1.86M (1.63%) 51.58K
Increased by +2.77%
Jun 30, 25
12 WCM Investment Management 1.84M (1.61%) -375.18K
Decreased by -20.44%
Dec 31, 24
13 Franklin Resources Inc 1.83M (1.60%) 375.91K
Increased by +20.51%
Jun 30, 25
14 Connor Clark & Lunn Inv Mgmt Ltd 1.73M (1.52%) 259.50K
Increased by +14.97%
Jun 30, 25
15 Hillsdale Investment Management Inc. 1.69M (1.48%) -439.54K
Decreased by -25.99%
Dec 31, 23
16 BlackRock Inc 1.64M (1.44%) 509.56K
Increased by +30.99%
Jun 30, 25
17 S.A.C. Capital Advisors (Hong Kong) Ltd. 1.63M (1.42%) 1.31M
Increased by +80.44%
Dec 31, 23
18 Balyasny Asset Management LLC 1.59M (1.39%) 785.44K
Increased by +49.47%
Mar 31, 25
19 Mackenzie Investments 1.52M (1.33%) 975.96K
Increased by +64.12%
Dec 31, 24
20 NORGES BANK 1.51M (1.32%) 3.70K
Increased by +0.24%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Blue Chip Growth 2.10M (1.84%) -48.10K
Decreased by -2.29%
Jul 31, 25
2 Franklin Innovation Composite 1.80M (1.57%) 448.01K
Increased by +24.92%
Jun 30, 25
3 Franklin DynaTech A 1.70M (1.49%) 0.00
Increased by 0.00%
Jul 31, 25
4 Vanguard Total Intl Stock Index Inv 1.68M (1.47%) 1.83K
Increased by +0.11%
Jul 31, 25
5 JPMorgan Large Cap Growth I 1.66M (1.45%) 1.66M
Increased by +100.00%
Jul 31, 25
6 Franklin DynaTech Fund A 1.60M (1.40%) 250.00K
Increased by +15.63%
May 31, 25
7 Fidelity Focused Stock 1.51M (1.32%) 0.00
Increased by 0.00%
Mar 31, 25
8 Fidelity Global Innovators Cl F 1.31M (1.15%) -36.83K
Decreased by -2.81%
Dec 31, 24
9 Allianz Global Artfcl Intlgc W EUR 1.30M (1.14%) 14.55K
Increased by +1.12%
Jun 30, 25
10 T. Rowe Price Science & Tech 1.26M (1.10%) 227.50K
Increased by +18.03%
Jun 30, 24
11 Donald Smith & Co. All Eq Accounts Comp 1.26M (1.10%) -1.93M
Decreased by -153.07%
Dec 31, 23
12 Guardian Canadian Targeted Exposure Eq 1.10M (0.97%) 23.14K
Increased by +2.10%
Feb 29, 24
13 Vanguard Developed Markets Index Admiral 1.06M (0.92%) 12.19K
Increased by +1.15%
Jul 31, 25
14 American Funds SMALLCAP World A 968.38K (0.85%) -57.14K
Decreased by -5.90%
Jun 30, 25
15 Polar Capital Global Tech Inc 943.30K (0.83%) 0.00
Increased by 0.00%
Jul 31, 25
16 Neumeier Poma Small Cap Value 938.82K (0.82%) 276.15K
Increased by +29.42%
Dec 31, 23
17 Vanguard Instl Ttl Intl Stk Mkt Idx TrII 866.93K (0.76%) 145.00
Increased by +0.02%
Jul 31, 25
18 Fidelity Canadian Growth Company Sr B 864.40K (0.76%) 864.40K
Increased by +100.00%
Jun 30, 25
19 Invesco OFI Small Cap Growth 855.20K (0.75%) -228.41K
Decreased by -26.71%
Jun 30, 25
20 Fidelity Contrafund 827.84K (0.72%) -342.00
Decreased by -0.04%
Jul 31, 25