Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LSEQ 3.21%
2 ISMD 2.32%
3 HYP 2.20%
4 CPAI 1.41%
5 PTH 1.21%
6 FPA 0.93%
7 HAPY 0.70%
8 IPO 0.65%
9 FYLD 0.64%
10 FMED 0.59%
11 XHS 0.54%
12 NIXT 0.54%
13 RODE 0.52%
14 VIDI 0.52%
15 FXH 0.45%
16 JPIN 0.35%
17 PINK 0.29%
18 TXSS 0.28%
19 RODM 0.28%
20 DIM 0.27%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 18.32M (186.91%) -5.97M
Decreased by -32.59%
Dec 31, 25
2 Capital Research Global Investors 14.63M (149.20%) -4.97M
Decreased by -33.98%
Dec 31, 23
3 T. Rowe Price Investment Management,Inc. 9.56M (97.49%) -5.12M
Decreased by -53.53%
Dec 31, 23
4 Capital World Investors 8.36M (85.33%) 0.00
Increased by 0.00%
Dec 31, 25
5 Capital Research & Mgmt Co - Division 3 8.23M (83.98%) -1.66M
Decreased by -20.17%
Sep 30, 25
6 CenterBook Partners LP 7.02M (71.63%) -4.41M
Decreased by -62.76%
Dec 31, 25
7 Artisan Partners Limited Partnership 6.80M (69.40%) -39.21K
Decreased by -0.58%
Sep 30, 23
8 Goldman Sachs Group Inc 5.64M (57.53%) 579.05K
Increased by +10.27%
Jun 30, 25
9 Bank of America Corp 5.41M (55.24%) 1.58M
Increased by +29.20%
Sep 30, 25
10 State Street Corporation 5.18M (52.89%) 143.08K
Increased by +2.76%
Mar 31, 24
11 JPMorgan Chase & Co 4.21M (42.95%) 3.53M
Increased by +83.84%
Sep 30, 25
12 Clayton Dubilier & Rice LLC 4.00M (40.80%) -96.00M
Decreased by -2.40 K%
Mar 31, 26
13 Wellington Management Company LLP 3.98M (40.65%) -11.00M
Decreased by -276.11%
Jun 30, 25
14 Millennium Management LLC 3.00M (30.59%) 2.21M
Increased by +73.71%
Sep 30, 25
15 FMR Inc 2.88M (29.41%) -12.76M
Decreased by -442.71%
Dec 31, 25
16 Brown Advisory Holdings Inc 2.54M (25.92%) -1.55M
Decreased by -60.81%
Mar 31, 24
17 Iron Triangle Partners LP 2.52M (25.70%) 2.52M
Increased by +100.00%
Jun 30, 24
18 Northern Trust Corp 2.29M (23.32%) -363.07K
Decreased by -15.88%
Dec 31, 25
19 NORGES BANK 2.22M (22.68%) 850.94K
Increased by +38.27%
Dec 31, 23
20 Algert Global LLC 2.21M (22.50%) 510.63K
Increased by +23.15%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Fundamental Invs A 26.80M (273.39%) 1.89M
Increased by +7.05%
Jun 30, 25
2 Capital Group Fundamental Invtrs Comp 26.80M (273.39%) 1.89M
Increased by +7.05%
Jun 30, 25
3 Fidelity Advisor Growth Opps M 15.35M (156.57%) 0.00
Increased by 0.00%
Jul 31, 24
4 American Funds SMALLCAP World A 12.22M (124.67%) -18.64M
Decreased by -152.54%
Jun 30, 25
5 Fidelity Select Health Care 12.05M (122.95%) -747.80K
Decreased by -6.20%
Jul 31, 25
6 Capital Group AMCAP Composite 11.92M (121.65%) -5.13M
Decreased by -42.99%
Dec 31, 23
7 VA CollegeAmerica Amcap 529A 11.92M (121.65%) -5.13M
Decreased by -42.99%
Dec 31, 23
8 Fidelity Select Health Care Svcs Port 9.84M (100.38%) 7.02M
Increased by +71.30%
Jan 31, 26
9 Vanguard US Total Market Shares ETF 9.69M (98.86%) 0.00
Increased by 0.00%
Sep 30, 24
10 American Funds Capital World Gr&Inc A 8.01M (81.68%) 0.00
Increased by 0.00%
Dec 31, 25
11 Capital Group World Growth & Inc Cmp 8.01M (81.68%) 0.00
Increased by 0.00%
Dec 31, 25
12 MS INVF US Growth I 7.82M (79.73%) 0.00
Increased by 0.00%
Dec 31, 24
13 Morgan Stanley Growth 7.70M (78.55%) 0.00
Increased by 0.00%
Dec 31, 24
14 Morgan Stanley Growth SMA 7.70M (78.55%) 0.00
Increased by 0.00%
Dec 31, 24
15 Morgan Stanley Inst Growth I 7.70M (78.55%) 0.00
Increased by 0.00%
Jan 31, 25
16 Vanguard Small Cap Index 7.53M (76.84%) -50.49K
Decreased by -0.67%
Jul 31, 25
17 Fidelity Advisor® Health Care I 7.51M (76.61%) 134.72K
Increased by +1.79%
Nov 30, 23
18 Fidelity Advisor® Growth Opps M 7.25M (73.94%) 253.60K
Increased by +3.50%
Nov 30, 23
19 T. Rowe Price US Mid-Cap Growth Equity 7.17M (73.13%) -31.60K
Decreased by -0.44%
Sep 30, 23
20 Fidelity Advisor Health Care I 7.10M (72.41%) -402.20K
Decreased by -5.67%
Jul 31, 25