# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Fidelity Management & Research Co. LLC | 835,000 | 835,000 | 30,521,755 | 0.0017 | 0.0203 | 07/31/2025 |
2 | Fisher Asset Management LLC | 204,068 | 65,339 | 7,459,297.6 | 0.0027 | 0.005 | 08/31/2025 |
3 | Storebrand Asset Management AS | 198,634 | 198,634 | 7,260,668.6 | 0.0127 | 0.0048 | 06/30/2025 |
4 | Causeway Capital Management LLC | 57,733 | 57,733 | 2,110,314.35 | 0.0049 | 0.0014 | 08/29/2025 |
5 | Marshall Wace LLP | 46,540 | 43,905 | 1,701,176.62 | 0.0019 | 0.0011 | 03/31/2025 |
6 | Tidal Investments LLC | 40,863 | 11,669 | 1,493,665.24 | 0.0083 | 0.001 | 08/29/2025 |
7 | Exchange Traded Concepts LLC | 29,522 | -30,343 | 1,079,117.67 | 0.0111 | 0.0007 | 08/29/2025 |
8 | Consultinvest Asset Management SGR SpA | 25,401 | 21,612 | 928,482.75 | 0.3198 | 0.0006 | 06/30/2025 |
9 | RhumbLine Advisers LP | 16,258 | 1,708 | 594,278.67 | 0.0005 | 0.0004 | 06/30/2025 |
10 | The Vanguard Group, Inc. | 14,139 | 14,139 | 516,822.87 | 0 | 0.0003 | 08/31/2025 |
11 | Vident Advisory LLC | 12,455 | -4,945 | 455,267.62 | 0.0038 | 0.0003 | 08/29/2025 |
12 | Aperio Group LLC | 11,750 | 5,785 | 429,497.75 | 0.0003 | 0.0003 | 05/31/2025 |
13 | DNB Asset Management AS | 10,773 | 10,773 | 393,785.47 | 0.0008 | 0.0003 | 07/31/2025 |
14 | Horizon Investments LLC | 5,535 | 5,535 | 202,320.86 | 0.003 | 0.0001 | 08/29/2025 |
15 | Intelligent Alpha LLC | 5,339 | 5,339 | 195,156.47 | 1.0211 | 0.0001 | 08/29/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Fidelity Blue Chip Growth Fund | 497,300 | 497,300 | 18,177,806.9 | 0.0215 | 0.0121 | 07/31/2025 |
2 | Fisher Invts. EM. Mrkts. Eq. Responsible ex-Fossil Fuels | 204,068 | 65,339 | 7,459,297.6 | 4.7899 | 0.005 | 08/31/2025 |
3 | Delphi Global | 198,634 | 198,634 | 7,260,668.6 | 1.047 | 0.0048 | 06/30/2025 |
4 | Fidelity Blue Chip Growth K6 Fund | 106,500 | 106,500 | 3,892,894.5 | 0.0214 | 0.0026 | 07/31/2025 |
5 | Fidelity Series Blue Chip Growth Fund | 88,400 | 88,400 | 3,231,285.2 | 0.0218 | 0.0021 | 07/31/2025 |
6 | Fidelity Blue Chip Growth Commingled Pool | 86,300 | 86,300 | 3,154,523.9 | 0.0215 | 0.0021 | 07/31/2025 |
7 | ActivePassive International Equity ETF | 57,733 | 57,733 | 2,110,314.35 | 0.2302 | 0.0014 | 08/29/2025 |
8 | FIAM Target Date Blue Chip Growth Commingled Pool | 56,500 | 56,500 | 2,065,244.5 | 0.0223 | 0.0014 | 07/31/2025 |
9 | Lumyna - MW TOPS UCITS Fund | 46,540 | 43,905 | 1,701,176.62 | 0.0657 | 0.0011 | 03/31/2025 |
10 | SP Funds S&P Global Technology ETF | 40,863 | 11,669 | 1,493,665.24 | 2.165 | 0.001 | 08/29/2025 |
11 | Roundhill China Dragons ETF | 29,522 | -30,343 | 1,079,117.67 | 9.6264 | 0.0007 | 08/29/2025 |
12 | Consultinvest Multimanager Flex | 25,401 | 21,612 | 928,482.75 | 2.0127 | 0.0006 | 06/30/2025 |
13 | Vanguard Emerging Markets Stock Index Fund | 14,139 | 14,139 | 516,822.87 | 0.0004 | 0.0003 | 08/31/2025 |
14 | AAM Transformers ETF | 12,455 | -4,945 | 455,267.62 | 0.4879 | 0.0003 | 08/29/2025 |
15 | Aquarius International Fund | 11,750 | 5,785 | 429,497.75 | 0.0597 | 0.0003 | 05/31/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Fidelity Management & Research Co. LLC | 835,000 | 835,000 | 30,521,755 | 0.0017 | 0.0203 | 07/31/2025 |
2 | Storebrand Asset Management AS | 198,634 | 198,634 | 7,260,668.6 | 0.0127 | 0.0048 | 06/30/2025 |
3 | Fisher Asset Management LLC | 204,068 | 65,339 | 7,459,297.6 | 0.0027 | 0.005 | 08/31/2025 |
4 | Causeway Capital Management LLC | 57,733 | 57,733 | 2,110,314.35 | 0.0049 | 0.0014 | 08/29/2025 |
5 | Marshall Wace LLP | 46,540 | 43,905 | 1,701,176.62 | 0.0019 | 0.0011 | 03/31/2025 |
6 | Consultinvest Asset Management SGR SpA | 25,401 | 21,612 | 928,482.75 | 0.3198 | 0.0006 | 06/30/2025 |
7 | The Vanguard Group, Inc. | 14,139 | 14,139 | 516,822.87 | 0 | 0.0003 | 08/31/2025 |
8 | Tidal Investments LLC | 40,863 | 11,669 | 1,493,665.24 | 0.0083 | 0.001 | 08/29/2025 |
9 | DNB Asset Management AS | 10,773 | 10,773 | 393,785.47 | 0.0008 | 0.0003 | 07/31/2025 |
10 | Aperio Group LLC | 11,750 | 5,785 | 429,497.75 | 0.0003 | 0.0003 | 05/31/2025 |
# | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
---|---|---|---|---|---|---|---|
1 | Exchange Traded Concepts LLC | 29,522 | -30,343 | 1,079,117.67 | 0.0111 | 0.0007 | 08/29/2025 |
2 | Vident Advisory LLC | 12,455 | -4,945 | 455,267.62 | 0.0038 | 0.0003 | 08/29/2025 |
3 | Hermes Investment Management Ltd. | 0 | -563 | 0 | 0 | 0 |
Data provided by FactSet Research Systems Inc.