Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DRKY 20.38%
2 AWEG 7.27%
3 HELX 6.41%
4 SPYA 6.38%
5 PBE 5.40%
6 LRNZ 4.45%
7 ARKG 4.32%
8 GNOM 4.12%
9 EKG 4.00%
10 BBH 3.80%
11 FCUS 3.33%
12 RJMG 3.16%
13 FMTM 3.13%
14 FBT 3.03%
15 PTH 2.94%
16 FRTY 2.88%
17 ATFV 2.72%
18 ENTR 2.61%
19 SAMM 2.56%
20 BCSM 2.54%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 JPMorgan Chase & Co 23.26M (16.92%) 12.63M
Increased by +54.31%
Sep 30, 25
2 Vanguard Group Inc 12.31M (8.95%) -82.61K
Decreased by -0.67%
Dec 31, 25
3 T. Rowe Price Associates, Inc. 11.95M (8.69%) -240.40K
Decreased by -2.01%
Sep 30, 25
4 BlackRock Inc 10.96M (7.98%) 7.64K
Increased by +0.07%
Sep 30, 25
5 Wellington Management Company LLP 4.98M (3.62%) 2.42M
Increased by +48.64%
Dec 31, 25
6 Farallon Capital Management, L.L.C. 3.91M (2.85%) -339.09K
Decreased by -8.66%
Dec 31, 25
7 State Street Corp 3.39M (2.47%) 72.09K
Increased by +2.13%
Sep 30, 25
8 Morgan Stanley - Brokerage Accounts 2.87M (2.09%) 399.94K
Increased by +13.93%
Jun 30, 24
9 State Street Corporation 2.72M (1.98%) -462.69K
Decreased by -16.99%
Mar 31, 24
10 Franklin Resources Inc 2.67M (1.94%) 727.37K
Increased by +27.29%
Sep 30, 25
11 Coatue Management LLC 2.63M (1.92%) 2.46M
Increased by +93.53%
Dec 31, 25
12 Geode Capital Management, LLC 2.61M (1.90%) 11.69K
Increased by +0.45%
Dec 31, 25
13 AQR Capital Management LLC 2.60M (1.89%) 199.23K
Increased by +7.66%
Dec 31, 25
14 Duquesne Family Office LLC 2.51M (1.83%) -703.17K
Decreased by -28.00%
Dec 31, 25
15 Castle Hook Partners LP 2.17M (1.58%) 420.62K
Increased by +19.40%
Dec 31, 25
16 Citadel Advisors Llc 2.12M (1.54%) 691.99K
Increased by +32.60%
Mar 31, 25
17 Massachusetts Financial Services Company 2.05M (1.49%) 20.93K
Increased by +1.02%
Dec 31, 25
18 Kynam Capital Management, LP 2.02M (1.47%) -20.37K
Decreased by -1.01%
Dec 31, 24
19 Amvescap Plc. 1.87M (1.36%) -165.29K
Decreased by -8.84%
Jun 30, 25
20 Fred Alger Management, LLC 1.82M (1.33%) -629.27K
Decreased by -34.53%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 JPMorgan Large Cap Growth I 6.03M (4.39%) 238.95K
Increased by +3.96%
Jan 31, 26
2 JPM US Large Cap Growth-MA 5.79M (4.21%) 5.41M
Increased by +93.49%
Dec 31, 25
3 Vanguard Total Stock Mkt Idx Inv 4.14M (3.01%) 23.87K
Increased by +0.58%
Feb 28, 26
4 Vanguard US Total Market Shares ETF 3.74M (2.72%) 41.30K
Increased by +1.10%
Sep 30, 24
5 Vanguard Small Cap Index 2.98M (2.17%) 7.80K
Increased by +0.26%
Feb 28, 26
6 Vanguard Small Cap Growth Index Inv 1.65M (1.20%) 3.48K
Increased by +0.21%
Feb 28, 26
7 JPM US Mid Cap Growth-MA 1.61M (1.17%) 1.07M
Increased by +66.15%
Sep 30, 23
8 Vanguard Institutional Extnd Mkt Idx Tr 1.50M (1.09%) 13.57K
Increased by +0.90%
Feb 28, 26
9 Franklin DynaTech A 1.50M (1.09%) 0.00
Increased by 0.00%
Jul 31, 25
10 Franklin DynaTech Fund A 1.45M (1.05%) 0.00
Increased by 0.00%
Feb 28, 26
11 Franklin Innovation Composite 1.45M (1.05%) -50.00K
Decreased by -3.45%
Dec 31, 25
12 MFS Mid Cap Growth A 1.42M (1.03%) 1.42M
Increased by +100.00%
Jan 31, 26
13 MFS Mid Cap Growth Equity 1.42M (1.03%) 0.00
Increased by 0.00%
Dec 31, 25
14 JPMorgan Growth Advantage A 1.27M (0.93%) -10.00K
Decreased by -0.79%
Jul 31, 25
15 JPMCB Large Cap Growth CF-A 1.15M (0.83%) 347.40K
Increased by +30.27%
Dec 31, 25
16 Lord Abbett & Co. Growth Equity- SA 1.09M (0.79%) 115.01K
Increased by +10.54%
Mar 31, 25
17 Lord Abbett Growth Leaders I 1.09M (0.79%) 0.00
Increased by 0.00%
Apr 30, 25
18 Lord Abbett Growth Leaders SMA 1.09M (0.79%) 1.09M
Increased by +100.00%
Mar 31, 25
19 JPM US Mid Cap Growth-Composite 1.03M (0.75%) -119.96K
Decreased by -11.61%
Jun 30, 25
20 T. Rowe Price Growth Stock 1.03M (0.75%) 116.98K
Increased by +11.41%
Jan 31, 26