Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LSEQ 3.21%
2 CPAI 1.41%
3 FMED 1.28%
4 PTH 1.23%
5 TXSS 0.95%
6 XHS 0.93%
7 FPA 0.93%
8 HAPY 0.70%
9 EDOC 0.66%
10 IPO 0.65%
11 NIXT 0.54%
12 VIDI 0.51%
13 FXH 0.45%
14 JHID 0.36%
15 JPIN 0.35%
16 DEEF 0.33%
17 PINK 0.33%
18 FLAU 0.28%
19 RODM 0.28%
20 ISMD 0.27%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Clayton Dubilier & Rice LLC 100.00M (32.53%) 0.00
Increased by 0.00%
Mar 31, 25
2 Capital World Investors 53.41M (17.37%) 7.10M
Increased by +13.29%
Mar 31, 25
3 Morgan Stanley - Brokerage Accounts 52.03M (16.93%) -4.20M
Decreased by -8.08%
Mar 31, 25
4 Vanguard Group Inc 30.29M (9.85%) -826.65K
Decreased by -2.73%
Mar 31, 25
5 BlackRock Inc 24.74M (8.05%) 918.28K
Increased by +3.71%
Mar 31, 25
6 Capital Research & Mgmt Co - Division 3 22.33M (7.26%) 0.00
Increased by 0.00%
Mar 31, 25
7 FMR Inc 19.10M (6.21%) 11.90M
Increased by +62.33%
Mar 31, 25
8 Wellington Management Company LLP 14.99M (4.88%) -37.59M
Decreased by -250.84%
Mar 31, 25
9 Capital Research Global Investors 14.63M (4.76%) -4.97M
Decreased by -33.98%
Dec 31, 23
10 T. Rowe Price Investment Management,Inc. 9.56M (3.11%) -5.12M
Decreased by -53.53%
Dec 31, 23
11 State Street Corp 7.40M (2.41%) -358.85K
Decreased by -4.85%
Mar 31, 25
12 Millennium Management LLC 7.21M (2.35%) 4.71M
Increased by +65.25%
Dec 31, 24
13 Geode Capital Management, LLC 6.98M (2.27%) 49.27K
Increased by +0.71%
Mar 31, 25
14 Rock Springs Capital Management LP 6.95M (2.26%) -513.30K
Decreased by -7.39%
Mar 31, 25
15 Artisan Partners Limited Partnership 6.80M (2.21%) -39.21K
Decreased by -0.58%
Sep 30, 23
16 State Street Corporation 5.18M (1.69%) 143.08K
Increased by +2.76%
Mar 31, 24
17 Goldman Sachs Group Inc 5.06M (1.65%) 345.66K
Increased by +6.83%
Mar 31, 25
18 Citadel Advisors Llc 4.95M (1.61%) 2.84M
Increased by +57.44%
Dec 31, 24
19 Charles Schwab Investment Management Inc 4.94M (1.61%) 398.03K
Increased by +8.06%
Mar 31, 25
20 Bank of America Corp 3.61M (1.17%) 308.65K
Increased by +8.55%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 30.86M (10.04%) 0.00
Increased by 0.00%
Mar 31, 25
2 American Funds Fundamental Invs A 24.91M (8.10%) 2.54M
Increased by +10.18%
Mar 31, 25
3 Capital Group Fundamental Invtrs Comp 24.91M (8.10%) 2.54M
Increased by +10.18%
Mar 31, 25
4 Fidelity Advisor Growth Opps M 15.35M (4.99%) 0.00
Increased by 0.00%
Jul 31, 24
5 Capital Group AMCAP Composite 11.92M (3.88%) -5.13M
Decreased by -42.99%
Dec 31, 23
6 VA CollegeAmerica Amcap 529A 11.92M (3.88%) -5.13M
Decreased by -42.99%
Dec 31, 23
7 Vanguard Total Stock Mkt Idx Inv 9.86M (3.21%) 149.82K
Increased by +1.52%
Apr 30, 25
8 Vanguard US Total Market Shares ETF 9.69M (3.15%) 0.00
Increased by 0.00%
Sep 30, 24
9 American Funds Capital World Gr&Inc A 8.04M (2.62%) 4.12M
Increased by +51.20%
Mar 31, 25
10 Capital Group World Growth & Inc Cmp 8.04M (2.62%) 4.12M
Increased by +51.20%
Mar 31, 25
11 Morgan Stanley Insight 7.82M (2.54%) 4.86M
Increased by +62.11%
Mar 31, 25
12 Morgan Stanley Insight I 7.82M (2.54%) 4.86M
Increased by +62.11%
Mar 31, 25
13 MS INVF US Growth I 7.82M (2.54%) 0.00
Increased by 0.00%
Dec 31, 24
14 Vanguard Small Cap Index 7.76M (2.53%) 54.79K
Increased by +0.71%
Apr 30, 25
15 Morgan Stanley Growth 7.70M (2.50%) 0.00
Increased by 0.00%
Dec 31, 24
16 Morgan Stanley Growth SMA 7.70M (2.50%) 0.00
Increased by 0.00%
Dec 31, 24
17 Morgan Stanley Inst Growth I 7.70M (2.50%) 0.00
Increased by 0.00%
Jan 31, 25
18 iShares Russell 2000 ETF 7.63M (2.48%) 1.29K
Increased by +0.02%
Apr 30, 25
19 Fidelity Advisor® Health Care I 7.51M (2.44%) 134.72K
Increased by +1.79%
Nov 30, 23
20 Fidelity Advisor® Growth Opps M 7.25M (2.36%) 253.60K
Increased by +3.50%
Nov 30, 23