Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AIIQ 3.81%
2 CLOU 3.18%
3 ITEQ 3.03%
4 EIS 2.94%
5 IGGY 2.62%
6 NBCC 2.43%
7 GVIP 2.37%
8 ERSX 2.19%
9 RJMG 2.13%
10 IMOM 2.11%
11 WCLD 1.98%
12 IZRL 1.92%
13 SKYY 1.58%
14 FMET 1.32%
15 ISRA 1.31%
16 SKYU 1.15%
17 WBIL 1.04%
18 WBIF 1.03%
19 WBIG 1.02%
20 WUGI 0.87%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Ameriprise Financial Inc 4.64M (9.44%) 2.61M
Increased by +56.19%
Sep 30, 25
2 Wellington Management Company LLP 3.55M (7.23%) 159.58K
Increased by +4.50%
Dec 31, 25
3 BlackRock Inc 3.34M (6.80%) 326.55K
Increased by +9.78%
Sep 30, 25
4 RIMA MANAGEMENT, LLC 3.01M (6.13%) 519.80K
Increased by +17.28%
Dec 31, 25
5 FMR Inc 2.94M (5.98%) -883.94K
Decreased by -30.11%
Jun 30, 25
6 Baillie Gifford & Co Limited. 2.85M (5.81%) -37.53K
Decreased by -1.31%
Dec 31, 25
7 Lone Pine Capital LLC 2.16M (4.40%) 2.16M
Increased by +100.00%
Jun 30, 25
8 Acadian Asset Management LLC 2.00M (4.07%) 1.83M
Increased by +91.61%
Sep 30, 25
9 Dorsal Capital Management LLC 1.55M (3.16%) -25.00K
Decreased by -1.61%
Dec 31, 25
10 Lazard Asset Management LLC 1.54M (3.14%) 331.28K
Increased by +21.48%
Jun 30, 25
11 Diamond Hill Capital Management Inc 1.45M (2.95%) 1.45M
Increased by +100.00%
Dec 31, 25
12 Atreides Management, LP 1.25M (2.54%) 1.25M
Increased by +100.00%
Dec 31, 25
13 ClearBridge Advisors, LLC 1.08M (2.20%) 183.10K
Increased by +16.96%
Dec 31, 25
14 Whale Rock Capital Management LLC 1.07M (2.18%) 380.80K
Increased by +35.54%
Dec 31, 24
15 JPMorgan Chase & Co 1.06M (2.17%) 679.05K
Increased by +63.82%
Sep 30, 25
16 State Street Corporation 1.06M (2.16%) -39.06K
Decreased by -3.68%
Mar 31, 24
17 Bank of America Corp 1.01M (2.07%) 418.27K
Increased by +41.25%
Sep 30, 25
18 Arrowstreet Capital Limited Partnership 1.01M (2.05%) 262.98K
Increased by +26.11%
Dec 31, 25
19 Point72 Asset Management, L.P. 1.00M (2.04%) 648.04K
Increased by +64.54%
Dec 31, 25
20 Elco Management Co., LLC 998.21K (2.03%) 162.56K
Increased by +16.28%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Columbia Seligman Tech & Info A 4.04M (8.23%) 393.94K
Increased by +9.74%
Feb 28, 26
2 Columbia Seligman Technology Growth 3.18M (6.48%) 224.05K
Increased by +7.04%
Dec 31, 25
3 Vanguard International Growth Inv 1.30M (2.65%) -33.46K
Decreased by -2.57%
Dec 31, 25
4 Diamond Hill Large Cap Equity 1.20M (2.44%) 242.48K
Increased by +20.23%
Feb 28, 26
5 Vanguard Explorer Inv 1.09M (2.22%) 65.96K
Increased by +6.05%
Dec 31, 25
6 Principal MidCap R5 710.65K (1.45%) -1.29M
Decreased by -181.56%
Jan 31, 26
7 Principal Aligned MidCap Equity 701.52K (1.43%) -11.42K
Decreased by -1.63%
Dec 31, 25
8 Diamond Hill Large Cap Inv 500.40K (1.02%) -23.61K
Decreased by -4.72%
Feb 28, 26
9 Franklin DynaTech Fund A 500.00K (1.02%) 0.00
Increased by 0.00%
Mar 31, 25
10 Franklin Innovation Composite 500.00K (1.02%) 375.00K
Increased by +75.00%
Mar 31, 25
11 Performer (AFRIS) 466.31K (0.95%) 466.31K
Increased by +100.00%
Feb 29, 24
12 Fidelity Small Cap Growth 460.77K (0.94%) -180.00
Decreased by -0.04%
Jan 31, 25
13 Fidelity Advisor Equity Growth I 419.80K (0.85%) 0.00
Increased by 0.00%
Jul 31, 25
14 Columbia Seligman Global Tech A 404.14K (0.82%) 54.09K
Increased by +13.38%
Feb 28, 26
15 Franklin DynaTech A 400.00K (0.81%) -100.00K
Decreased by -25.00%
Apr 30, 25
16 iShares Core MSCI EAFE ETF 391.85K (0.80%) 66.32K
Increased by +16.92%
Feb 28, 26
17 Fidelity® Small Cap Growth 377.24K (0.77%) -458.00
Decreased by -0.12%
Oct 31, 23
18 First Trust Cloud Computing ETF 375.14K (0.76%) 855.00
Increased by +0.23%
Feb 26, 26
19 AB International Strat Eqs Adv 373.68K (0.76%) 0.00
Increased by 0.00%
Jul 31, 25
20 Fidelity VIP Growth Initial 372.20K (0.76%) 0.00
Increased by 0.00%
Jul 31, 25