BUYZ holdings

All 58 positions of Franklin Disruptive Commerce ETF.

Positions
58
Top 10 weight
49.2%
Effective holdings
24.8
1 / sum of squared weights
In stocks
98.4%
In bonds
0.0%
Outside the US
17.9%

Asset mix

  • Equity98.4%

Sectors

92% of stocks classified
  • Industrials31.8%
  • Consumer Discretionary24.4%
  • Technology23.7%
  • Communication Services4.5%
  • Financials4.0%
  • Real Estate2.5%

Countries

  • United States80.4%
  • Canada9.2%
  • Cayman Islands4.0%
  • Luxembourg1.6%
  • Netherlands1.1%
  • Japan0.6%
  • Israel0.5%
  • South Africa0.4%
  • Germany0.4%

Holdings

#HoldingTypeWeightValueShares / parCountry
1AMZNAmazon.Com IncEquity10.99%$562K2,356US
2SHOPShopify Inc. Class A subordinate voting sharesEquity8.43%$431K3,772CA
3APPApplovin Corporation Class A Common StockEquity5.31%$271K526US
4GOOGLAlphabet Inc. Class A Common StockEquity4.02%$205K574US
5METAMeta Platforms, Inc. Class A Common StockEquity3.88%$198K352US
6CVNACarvana Co.Equity3.64%$186K2,825US
7DASHDoorDash, Inc. Class A Common StockEquity3.29%$168K911US
8EBAYeBay IncEquity3.26%$167K1,491US
9MELIMercado Libre, IncEquity3.26%$166K98US
10WMTWalmart Inc. Common StockEquity3.08%$157K1,390US
11BKNGBooking Holdings Inc. Common StockEquity3.00%$153K860US
12MAMastercard IncorporatedEquity2.97%$152K295US
13NFLXNetFlix IncEquity2.69%$137K1,921US
14COSTCostco Wholesale CorpEquity2.58%$132K141US
15PLDPROLOGIS, INC.Equity2.50%$128K942US
16VVISA Inc.Equity2.38%$122K355US
17UBERUber Technologies, Inc.Equity2.38%$122K1,684US
18AFRMAffirm Holdings, Inc. Class A Common StockEquity2.16%$110K1,352US
19ROKURoku, Inc. Class A Common StockEquity1.78%$91K658US
20EXPEExpedia Group, Inc. Common StockEquity1.77%$91K354US
21XPOXPO, Inc.Equity1.65%$84K411US
22SPOTIFY TECHNOLOGY SAEquity1.65%$84K183LU
23BEBloom Energy CorporationEquity1.53%$78K258US
24GIGACLOUD TECHNOLOGY INCEquity1.38%$71K2,233KY
25LQDTLiquidity Services, Inc.Equity1.17%$60K1,533US
26FASTFastenal CoEquity1.08%$55K1,153US
27ABNBAirbnb, Inc. Class A Common StockEquity1.05%$54K376US
28CARTMaplebear Inc. Common StockEquity1.04%$53K1,117US
29TENCENT HOLDINGS LTDEquity0.82%$42K768KY
30HOODRobinhood Markets, Inc. Class A Common StockEquity0.79%$40K403US
31WWayfair Inc.Equity0.79%$40K437US
32RBLXRoblox CorporationEquity0.79%$40K741US
33ADYEYADYEN NV UNSP/ADREquity0.73%$37K3,994NL
34SESea Limited American Depositary Shares, each representing one Class A Ordinary ShareEquity0.71%$36K376KY
35FIGSFIGS, Inc.Equity0.66%$34K3,289US
36ALIBABA GROUP HOLDING LTDEquity0.64%$33K2,782KY
37ETSYEtsy, Inc.Equity0.64%$33K436US
38CHWYChewy, Inc.Equity0.63%$32K1,650US
39CHRWC.H. Robinson Worldwide, Inc.Equity0.62%$31K167US
40NTDOYNINTENDO CO LTD UNSP/ADREquity0.60%$30K2,908JP
41RVLVRevolve Group, Inc.Equity0.55%$28K1,232US
42GLOBAL-E ONLINE LTDEquity0.49%$25K727IL
43PDDPDD Holdings Inc. American Depositary SharesEquity0.48%$25K323KY
44MANHManhattan Associates IncEquity0.48%$24K175US
45DAVEDave Inc. Class A Common StockEquity0.47%$24K65US
46DSGXDescartes Systems Group IncEquity0.46%$23K338CA
47NASPERS LTDEquity0.45%$23K457ZA
48PROSUS NVEquity0.42%$21K495NL
49SCOUT24 SEEquity0.37%$19K226DE
50CPNGCoupang, Inc.Equity0.35%$18K1,037US
51FIGFigma, Inc.Equity0.31%$16K865US
52RBARB Global, Inc.Equity0.29%$15K126CA
53LYFTLyft, Inc. Class A Common StockEquity0.22%$11K782US
54SNEXStoneX Group Inc. Common StockEquity0.22%$11K96US
55COINCoinbase Global, Inc. Class A Common StockEquity0.19%$10K67US
56FLYWFlywire Corporation Voting Common StockEquity0.11%$6K316US
57FIGRFigure Technology Solutions, Inc. Class A Common StockEquity0.07%$4K117US
58CRCLCircle Internet Group, Inc.Equity0.06%$3K47US

Find which other funds hold a stock by opening it and choosing "ETFs holding".

Position changes between reports

ActionHoldingWeight beforeWeight afterShares vs flowsBetween reports
IncreaseGOOGLALPHABET INC2.82%4.02%+21.2%Mar 31, 2026 → Jun 30, 2026 SEC
DecreaseMELIMERCADOLIBRE INC3.98%3.26%−11.8%Mar 31, 2026 → Jun 30, 2026 SEC
DecreaseCHWYCHEWY INC1.20%0.63%−22.9%Mar 31, 2026 → Jun 30, 2026 SEC
IncreasePLDPROLOGIS INC1.95%2.50%+32.1%Mar 31, 2026 → Jun 30, 2026 SEC
IncreaseXPOXPO INC1.17%1.65%+41.2%Mar 31, 2026 → Jun 30, 2026 SEC
DecreaseBKNGBOOKING HOLDINGS INC3.47%3.00%−13.5%Mar 31, 2026 → Jun 30, 2026 SEC
DecreaseCPNGCOUPANG INC0.78%0.35%−48.1%Mar 31, 2026 → Jun 30, 2026 SEC
IncreaseLQDTLIQUIDITY SERVICES INC0.76%1.17%+27.1%Mar 31, 2026 → Jun 30, 2026 SEC
IncreaseSPOTIFY TECHNOLOGY SA1.26%1.65%+46.1%Mar 31, 2026 → Jun 30, 2026 SEC
IncreaseWWAYFAIR INC0.48%0.79%+42.8%Mar 31, 2026 → Jun 30, 2026 SEC
DecreasePDDPDD HOLDINGS INC0.78%0.48%−12.0%Mar 31, 2026 → Jun 30, 2026 SEC
DecreaseCOINCOINBASE GLOBAL INC0.46%0.19%−46.9%Mar 31, 2026 → Jun 30, 2026 SEC
ExitTOSTToast Inc0.26%——Mar 31, 2026 → Jun 30, 2026 SEC
New positionSNEXSTONEX GROUP INC—0.22%—Mar 31, 2026 → Jun 30, 2026 SEC
DecreaseRBLXROBLOX CORP1.00%0.79%−12.9%Mar 31, 2026 → Jun 30, 2026 SEC
ExitLIFLife360 Inc.0.20%——Mar 31, 2026 → Jun 30, 2026 SEC
DecreaseDASHDOORDASH INC3.48%3.29%−18.6%Mar 31, 2026 → Jun 30, 2026 SEC
DecreaseRVLVREVOLVE GROUP INC0.71%0.55%−18.7%Mar 31, 2026 → Jun 30, 2026 SEC
IncreaseCHRWCH ROBINSON WORLDWIDE INC0.47%0.62%+22.3%Mar 31, 2026 → Jun 30, 2026 SEC
New positionFLYWFLYWIRE CORP—0.11%—Mar 31, 2026 → Jun 30, 2026 SEC
DecreaseHOODROBINHOOD MARKETS INC0.72%0.79%−19.7%Mar 31, 2026 → Jun 30, 2026 SEC
New positionFIGRFIGURE TECHNOLOGY SOLUTIONS INC—0.07%—Mar 31, 2026 → Jun 30, 2026 SEC
New positionCRCLCIRCLE INTERNET GROUP INC—0.06%—Mar 31, 2026 → Jun 30, 2026 SEC
DecreaseSESEA LTD0.74%0.71%−12.5%Mar 31, 2026 → Jun 30, 2026 SEC
IncreaseWMTWalmart Inc1.13%3.58%+128.8%Dec 31, 2025 → Mar 31, 2026 SEC
DecreaseSESEA LTD3.03%0.74%−69.9%Dec 31, 2025 → Mar 31, 2026 SEC
DecreaseAFRMAffirm Holdings Inc3.46%1.28%−51.6%Dec 31, 2025 → Mar 31, 2026 SEC
DecreaseDASHDoorDash Inc5.61%3.48%−25.0%Dec 31, 2025 → Mar 31, 2026 SEC
DecreaseRBLXRoblox Corporation2.34%1.00%−50.9%Dec 31, 2025 → Mar 31, 2026 SEC
DecreaseTOSTToast Inc1.55%0.26%−82.3%Dec 31, 2025 → Mar 31, 2026 SEC
IncreasePLDPrologis Inc.0.76%1.95%+98.3%Dec 31, 2025 → Mar 31, 2026 SEC
ExitDOCSDoximity Inc1.08%——Dec 31, 2025 → Mar 31, 2026 SEC
New positionGIGACLOUD TECHNOLOGY INC—1.08%—Dec 31, 2025 → Mar 31, 2026 SEC
New positionFIGSFIGS Inc—1.01%—Dec 31, 2025 → Mar 31, 2026 SEC
IncreaseEBAYeBay Inc.1.66%2.64%+21.9%Dec 31, 2025 → Mar 31, 2026 SEC
IncreaseXPOXPO Inc0.30%1.17%+121.7%Dec 31, 2025 → Mar 31, 2026 SEC
New positionLQDTLiquidity Services Inc.—0.76%—Dec 31, 2025 → Mar 31, 2026 SEC
IncreaseMAMasterCard Incorporated2.30%3.04%+21.4%Dec 31, 2025 → Mar 31, 2026 SEC
New positionBEBloom Energy Corporation—0.72%—Dec 31, 2025 → Mar 31, 2026 SEC
New positionRVLVRevolve Group Inc—0.71%—Dec 31, 2025 → Mar 31, 2026 SEC
DecreaseTENCENT HOLDINGS LTD1.66%0.98%−40.8%Dec 31, 2025 → Mar 31, 2026 SEC
ExitUUnity Software Inc0.65%——Dec 31, 2025 → Mar 31, 2026 SEC
DecreaseBKNGBooking Holdings Inc4.01%3.47%−11.7%Dec 31, 2025 → Mar 31, 2026 SEC
DecreaseHOODRobinhood Markets Inc1.26%0.72%−25.0%Dec 31, 2025 → Mar 31, 2026 SEC
DecreaseLIFLife360 Inc.0.72%0.20%−64.2%Dec 31, 2025 → Mar 31, 2026 SEC
DecreaseALIBABA GROUP HOLDING LTD1.36%0.87%−37.5%Dec 31, 2025 → Mar 31, 2026 SEC
IncreaseABNBAirbnb Inc0.51%0.98%+66.5%Dec 31, 2025 → Mar 31, 2026 SEC
New positionCHRWC.H. Robinson Worldwide Inc—0.47%—Dec 31, 2025 → Mar 31, 2026 SEC
DecreaseCPNGCoupang Inc.1.20%0.78%−34.9%Dec 31, 2025 → Mar 31, 2026 SEC
New positionFIGFigma Inc.—0.38%—Dec 31, 2025 → Mar 31, 2026 SEC
ExitIOTSamsara Inc0.30%——Dec 31, 2025 → Mar 31, 2026 SEC
IncreaseEXPEExpedia Group Inc1.39%1.69%+19.5%Dec 31, 2025 → Mar 31, 2026 SEC
DecreaseProsus NV0.75%0.46%−31.6%Dec 31, 2025 → Mar 31, 2026 SEC
DecreaseNaspers Limited0.71%0.48%−28.8%Dec 31, 2025 → Mar 31, 2026 SEC
DecreaseCHWYChewy Inc1.42%1.20%−16.9%Dec 31, 2025 → Mar 31, 2026 SEC
ExitBullish0.19%——Dec 31, 2025 → Mar 31, 2026 SEC
DecreaseCOINCoinbase Global Inc0.59%0.46%−19.2%Dec 31, 2025 → Mar 31, 2026 SEC
DecreaseGLOBAL-E ONLINE LTD0.59%0.46%−19.7%Dec 31, 2025 → Mar 31, 2026 SEC
DecreasePDDPDD HOLDINGS INC0.89%0.78%−22.4%Dec 31, 2025 → Mar 31, 2026 SEC
DecreaseUBERUber Technologies Inc2.61%2.51%−12.3%Dec 31, 2025 → Mar 31, 2026 SEC

Share-count changes are measured after removing what creations and redemptions explain.

Fund data comes from each fund's SEC filings and issuer disclosures and is shown with the date it is as of. SEC portfolio and flow filings become public about 60 days after the period they cover. Nothing here is investment advice; see Terms.