Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ULTI 6.05%
2 PP 4.46%
3 LGRO 2.54%
4 CBSE 2.12%
5 CBLS 2.05%
6 ULTY 2.00%
7 GURU 1.51%
8 FFOX 1.03%
9 PAMC 1.00%
10 LOGO 0.98%
11 FFND 0.96%
12 HOMZ 0.91%
13 FXD 0.77%
14 HGRO 0.63%
15 AIEQ 0.62%
16 LUXX 0.55%
17 MMSC 0.43%
18 JHSC 0.40%
19 TMFX 0.39%
20 LUX 0.31%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 2.80M (18.28%) -13.64K
Decreased by -0.49%
Dec 31, 25
2 BlackRock Inc 1.41M (9.20%) -34.24K
Decreased by -2.43%
Sep 30, 25
3 Vanguard Group Inc 1.40M (9.16%) -9.22K
Decreased by -0.66%
Dec 31, 25
4 RIMA MANAGEMENT, LLC 842.58K (5.51%) 194.77K
Increased by +23.12%
Dec 31, 25
5 Point72 Asset Management, L.P. 803.49K (5.25%) 762.20K
Increased by +94.86%
Dec 31, 25
6 Durable Capital Partners LP 646.10K (4.22%) 359.10K
Increased by +55.58%
Jun 30, 25
7 UBS Group AG 576.70K (3.77%) 198.92K
Increased by +34.49%
Sep 30, 25
8 AllianceBernstein L.P. 573.67K (3.75%) 228.23K
Increased by +39.78%
Sep 30, 25
9 JPMorgan Chase & Co 530.54K (3.47%) 476.26K
Increased by +89.77%
Sep 30, 25
10 T. Rowe Price Associates, Inc. 507.31K (3.32%) -369.69K
Decreased by -72.87%
Dec 31, 24
11 Atreides Management, LP 473.32K (3.09%) 193.40K
Increased by +40.86%
Mar 31, 25
12 State Street Corp 470.91K (3.08%) 2.50K
Increased by +0.53%
Sep 30, 25
13 State Street Corporation 457.79K (2.99%) 6.72K
Increased by +1.47%
Mar 31, 24
14 Squarepoint Ops LLC 438.63K (2.87%) 374.99K
Increased by +85.49%
Jun 30, 25
15 Two Sigma Investments LLC 406.23K (2.66%) 47.13K
Increased by +11.60%
Dec 31, 25
16 Morgan Stanley - Brokerage Accounts 351.34K (2.30%) -16.90K
Decreased by -4.81%
Sep 30, 25
17 D1 Capital Partners L.P. 326.00K (2.13%) 0.00
Increased by 0.00%
Dec 31, 23
18 Two Sigma Advisers, LLC 305.00K (1.99%) 65.20K
Increased by +21.38%
Dec 31, 25
19 Millennium Management LLC 284.64K (1.86%) 154.87K
Increased by +54.41%
Jun 30, 24
20 Balyasny Asset Management LLC 278.93K (1.82%) 278.93K
Increased by +100.00%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Blue Chip Growth 1.14M (7.44%) 0.00
Increased by 0.00%
Jan 31, 26
2 Fidelity® Blue Chip Growth 793.94K (5.19%) -20.60K
Decreased by -2.59%
Nov 30, 23
3 iShares Core S&P Mid-Cap ETF 496.12K (3.24%) 7.15K
Increased by +1.44%
Feb 28, 26
4 Vanguard Total Stock Mkt Idx Inv 475.35K (3.11%) 940.00
Increased by +0.20%
Feb 28, 26
5 Vanguard US Total Market Shares ETF 463.81K (3.03%) 429.00
Increased by +0.09%
Sep 30, 24
6 Vanguard Small Cap Index 340.54K (2.23%) 858.00
Increased by +0.25%
Feb 28, 26
7 Fidelity Blue Chip Growth K6 262.03K (1.71%) 0.00
Increased by 0.00%
Jan 31, 26
8 Fidelity BlueChip Growth Commingled Pl D 209.90K (1.37%) 0.00
Increased by 0.00%
Jan 31, 26
9 Allspring Mid Value SMA 204.75K (1.34%) 204.73K
Increased by +99.99%
Jun 30, 25
10 Allspring Special Mid Cap Value Inst 204.75K (1.34%) 0.00
Increased by 0.00%
Jul 31, 25
11 Allspring Special US Mid Cap Value Eq 204.75K (1.34%) 0.00
Increased by 0.00%
Jun 30, 25
12 American Funds SMALLCAP World A 201.73K (1.32%) 0.00
Increased by 0.00%
Dec 31, 25
13 Fidelity Series Blue Chip Growth 196.60K (1.28%) 0.00
Increased by 0.00%
Jan 31, 26
14 Fidelity BlueChip Growth Commingled Pl A 191.19K (1.25%) 4.10K
Increased by +2.14%
Feb 28, 25
15 Vanguard Small Cap Growth Index Inv 188.86K (1.23%) -19.00
Decreased by -0.01%
Feb 28, 26
16 Fidelity® Blue Chip Growth K6 168.33K (1.10%) 0.00
Increased by 0.00%
Nov 30, 23
17 Vanguard Institutional Extnd Mkt Idx Tr 167.58K (1.10%) 1.34K
Increased by +0.80%
Feb 28, 26
18 T. Rowe Price Glb Focused Growth Equity 158.98K (1.04%) 36.50K
Increased by +22.96%
Sep 30, 24
19 T. Rowe Price Global Stock 153.68K (1.00%) -5.30K
Decreased by -3.45%
Oct 31, 24
20 Fidelity® Series Blue Chip Growth 148.60K (0.97%) 0.00
Increased by 0.00%
Nov 30, 23