Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CLOU 3.42%
2 PTEC 3.26%
3 NBDS 2.48%
4 INVN 2.01%
5 IPO 1.79%
6 WCLD 1.58%
7 HAPY 1.46%
8 INNO 1.35%
9 FRTY 1.22%
10 PLAT 1.14%
11 CGMM 1.13%
12 NTZG 0.99%
13 PJFM 0.97%
14 XITK 0.92%
15 GTEK 0.80%
16 XSW 0.80%
17 AIEQ 0.74%
18 LSEQ 0.71%
19 QMID 0.71%
20 SMLL 0.58%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 ICONIQ Capital, LLC 14.62M (10.79%) -6.00M
Decreased by -41.04%
Dec 31, 25
2 Vanguard Group Inc 13.16M (9.71%) 804.92K
Increased by +6.12%
Dec 31, 25
3 Morgan Stanley - Brokerage Accounts 10.06M (7.42%) 2.48M
Increased by +24.68%
Sep 30, 25
4 BlackRock Inc 6.72M (4.96%) 390.54K
Increased by +5.81%
Sep 30, 25
5 AllianceBernstein L.P. 6.11M (4.51%) 5.08M
Increased by +83.16%
Sep 30, 25
6 Wasatch Advisors LP 4.24M (3.13%) -736.60K
Decreased by -17.39%
Dec 31, 25
7 Wellington Management Company LLP 3.54M (2.61%) 137.17K
Increased by +3.88%
Dec 31, 25
8 Assenagon Asset Management SA 3.40M (2.51%) -633.51K
Decreased by -18.61%
Dec 31, 25
9 NORGES BANK 3.33M (2.46%) 2.35M
Increased by +70.48%
Jun 30, 24
10 Principal Financial Group Inc 3.30M (2.44%) 360.21K
Increased by +10.91%
Sep 30, 25
11 JPMorgan Chase & Co 3.28M (2.42%) 23.04K
Increased by +0.70%
Jun 30, 25
12 HHG PLC 3.26M (2.41%) 71.40K
Increased by +2.19%
Jun 30, 25
13 Capital World Investors 3.12M (2.30%) 480.51K
Increased by +15.42%
Dec 31, 25
14 Fidelity International Ltd 2.73M (2.01%) 0.00
Increased by 0.00%
Dec 31, 25
15 Meritage Group LP 2.67M (1.97%) -58.13K
Decreased by -2.18%
Dec 31, 25
16 Tiger Technology Management LLC 2.34M (1.73%) 0.00
Increased by 0.00%
Dec 31, 25
17 XN LP 2.32M (1.71%) 11.48K
Increased by +0.49%
Dec 31, 25
18 Goldman Sachs Group Inc 2.25M (1.66%) 1.23M
Increased by +54.80%
Dec 31, 23
19 Dragoneer Investment Group, LLC 2.24M (1.66%) 1.61M
Increased by +71.75%
Jun 30, 24
20 Geode Capital Management, LLC 2.21M (1.63%) 91.20K
Increased by +4.12%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.93M (2.90%) 7.03K
Increased by +0.18%
Feb 28, 26
2 Vanguard US Total Market Shares ETF 3.25M (2.40%) 2.46K
Increased by +0.08%
Sep 30, 24
3 Vanguard Small Cap Index 2.82M (2.08%) 7.37K
Increased by +0.26%
Feb 28, 26
4 Principal Aligned MidCap Equity 2.48M (1.83%) -27.57K
Decreased by -1.11%
Dec 31, 25
5 Principal MidCap R5 2.48M (1.83%) 2.48M
Increased by +100.00%
Jan 31, 26
6 Fidelity Global Technology A-Dis-EUR 2.48M (1.83%) 2.48M
Increased by +100.00%
Jan 31, 26
7 AllianceBernstein US L/C Growth Eqty MF 2.33M (1.72%) 0.00
Increased by 0.00%
Dec 30, 25
8 Franklin US Small-Mid Cap Growth Equity 2.33M (1.72%) 1.82M
Increased by +78.01%
Mar 31, 25
9 American Funds Fundamental Invs A 2.30M (1.70%) 400.00K
Increased by +17.39%
Dec 31, 25
10 Capital Group Fundamental Invtrs Comp 2.30M (1.70%) 400.00K
Increased by +17.39%
Dec 31, 25
11 Vanguard Information Technology ETF 2.15M (1.58%) -453.00
Decreased by -0.02%
Feb 28, 26
12 American Funds New Economy A 1.84M (1.35%) 539.63K
Increased by +29.40%
Jun 30, 25
13 Capital Group New Economy Comp 1.84M (1.35%) 539.63K
Increased by +29.40%
Jun 30, 25
14 HIL Fidelity Global Technology USD 1.65M (1.22%) -314.51K
Decreased by -19.07%
Feb 28, 25
15 Wasatch Core Growth 1.64M (1.21%) -520.59K
Decreased by -31.83%
Dec 31, 25
16 Vanguard Explorer Inv 1.62M (1.20%) 32.18K
Increased by +1.98%
Dec 31, 25
17 Vanguard Small Cap Growth Index Inv 1.57M (1.16%) 3.58K
Increased by +0.23%
Feb 28, 26
18 AB Large Cap Growth A 1.56M (1.15%) 580.00
Increased by +0.04%
Jan 31, 26
19 Champlain Mid Cap Fund, LLC 1.45M (1.07%) -128.13K
Decreased by -8.84%
Feb 28, 26
20 Vanguard Institutional Extnd Mkt Idx Tr 1.31M (0.96%) 12.83K
Increased by +0.98%
Feb 28, 26