# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Fidelity Management & Research Co. LLC | 655,400 | 655,400 | 22,495,294.2 | 0.0013 | 0.0159 | 06/30/2025 |
2 | Storebrand Asset Management AS | 198,634 | -195,573 | 6,817,714.78 | 0.0122 | 0.0048 | 06/30/2025 |
3 | Fisher Asset Management LLC | 187,656 | 48,927 | 6,440,916.89 | 0.0024 | 0.0046 | 07/31/2025 |
4 | Marshall Wace LLP | 46,540 | 43,905 | 1,597,392.42 | 0.0018 | 0.0011 | 03/31/2025 |
5 | Causeway Capital Management LLC | 39,070 | 39,070 | 1,340,999.61 | 0.0032 | 0.0009 | 07/31/2025 |
6 | Exchange Traded Concepts LLC | 39,010 | -29,624 | 1,338,940.23 | 0.0143 | 0.0009 | 07/31/2025 |
7 | Tidal Investments LLC | 36,831 | 9,173 | 1,264,150.41 | 0.0074 | 0.0009 | 07/31/2025 |
8 | Consultinvest Asset Management SGR SpA | 25,401 | 21,612 | 871,838.52 | 0.3064 | 0.0006 | 06/30/2025 |
9 | RhumbLine Advisers LP | 16,258 | 1,708 | 558,023.33 | 0.0005 | 0.0004 | 06/30/2025 |
10 | The Vanguard Group, Inc. | 14,139 | 14,139 | 485,292.9 | 0 | 0.0003 | 07/31/2025 |
11 | Aperio Group LLC | 11,750 | 9,503 | 403,295.25 | 0.0003 | 0.0003 | 05/31/2025 |
12 | Vident Advisory LLC | 11,614 | -6,430 | 398,627.32 | 0.0035 | 0.0003 | 07/31/2025 |
13 | Agora Investments SGR SpA | 3,468 | 1,989 | 119,032.16 | 0.3465 | 0.0001 | 07/31/2025 |
14 | Fidelity Investments Canada ULC | 3,100 | 3,100 | 106,401.3 | 0.0001 | 0.0001 | 06/30/2025 |
15 | Atlas Capital Advisors, Inc. | 2,690 | 0 | 92,328.87 | 0.011 | 0.0001 | 06/30/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Fidelity Blue Chip Growth Fund | 390,000 | 390,000 | 13,385,970 | 0.0165 | 0.0095 | 06/30/2025 |
2 | Delphi Global | 198,634 | -195,573 | 6,817,714.78 | 1.0132 | 0.0048 | 06/30/2025 |
3 | Fisher Invts. EM. Mrkts. Eq. Responsible ex-Fossil Fuels | 187,656 | 48,927 | 6,440,916.89 | 4.8837 | 0.0046 | 07/31/2025 |
4 | Fidelity Blue Chip Growth K6 Fund | 83,500 | 83,500 | 2,865,970.5 | 0.0165 | 0.002 | 06/30/2025 |
5 | Fidelity Series Blue Chip Growth Fund | 69,700 | 69,700 | 2,392,313.1 | 0.0165 | 0.0017 | 06/30/2025 |
6 | Fidelity Blue Chip Growth Commingled Pool | 67,600 | 67,600 | 2,320,234.8 | 0.0162 | 0.0016 | 06/30/2025 |
7 | Lumyna - MW TOPS UCITS Fund | 46,540 | 43,905 | 1,597,392.42 | 0.0626 | 0.0011 | 03/31/2025 |
8 | FIAM Target Date Blue Chip Growth Commingled Pool | 44,600 | 44,600 | 1,530,805.8 | 0.0169 | 0.0011 | 06/30/2025 |
9 | ActivePassive International Equity ETF | 39,070 | 39,070 | 1,340,999.61 | 0.1524 | 0.0009 | 07/31/2025 |
10 | Roundhill China Dragons ETF | 39,010 | -29,624 | 1,338,940.23 | 10.2123 | 0.0009 | 07/31/2025 |
11 | SP Funds S&P Global Technology ETF | 36,831 | 9,173 | 1,264,150.41 | 2.0409 | 0.0009 | 07/31/2025 |
12 | Consultinvest Multimanager Flex | 25,401 | 21,612 | 871,838.52 | 2.0105 | 0.0006 | 06/30/2025 |
13 | Vanguard Emerging Markets Stock Index Fund | 14,139 | 14,139 | 485,292.9 | 0.0004 | 0.0003 | 07/31/2025 |
14 | Aquarius International Fund | 11,750 | 9,503 | 403,295.25 | 0.0579 | 0.0003 | 05/31/2025 |
15 | AAM Transformers ETF | 11,614 | -6,430 | 398,627.32 | 0.4949 | 0.0003 | 07/31/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Fidelity Management & Research Co. LLC | 655,400 | 655,400 | 22,495,294.2 | 0.0013 | 0.0159 | 06/30/2025 |
2 | Fisher Asset Management LLC | 187,656 | 48,927 | 6,440,916.89 | 0.0024 | 0.0046 | 07/31/2025 |
3 | Marshall Wace LLP | 46,540 | 43,905 | 1,597,392.42 | 0.0018 | 0.0011 | 03/31/2025 |
4 | Causeway Capital Management LLC | 39,070 | 39,070 | 1,340,999.61 | 0.0032 | 0.0009 | 07/31/2025 |
5 | Consultinvest Asset Management SGR SpA | 25,401 | 21,612 | 871,838.52 | 0.3064 | 0.0006 | 06/30/2025 |
6 | The Vanguard Group, Inc. | 14,139 | 14,139 | 485,292.9 | 0 | 0.0003 | 07/31/2025 |
7 | Aperio Group LLC | 11,750 | 9,503 | 403,295.25 | 0.0003 | 0.0003 | 05/31/2025 |
8 | Tidal Investments LLC | 36,831 | 9,173 | 1,264,150.41 | 0.0074 | 0.0009 | 07/31/2025 |
9 | Fidelity Investments Canada ULC | 3,100 | 3,100 | 106,401.3 | 0.0001 | 0.0001 | 06/30/2025 |
10 | PNC Investments LLC | 2,426 | 2,426 | 83,267.6 | 0.0007 | 0.0001 | 06/30/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Storebrand Asset Management AS | 198,634 | -195,573 | 6,817,714.78 | 0.0122 | 0.0048 | 06/30/2025 |
2 | Exchange Traded Concepts LLC | 39,010 | -29,624 | 1,338,940.23 | 0.0143 | 0.0009 | 07/31/2025 |
3 | Intelligent Alpha LLC | 0 | -10,863 | 0 | 0 | 0 | |
4 | Vident Advisory LLC | 11,614 | -6,430 | 398,627.32 | 0.0035 | 0.0003 | 07/31/2025 |
Data provided by FactSet Research Systems Inc.