Top 20 ETF Stock Exposure

Rank ETF Weight % in ETF
1 LSEQ 3.74%
2 TXSS 2.35%
3 XHS 1.8%
4 FPA 0.79%
5 HAPY 0.7%
6 IPO 0.57%
7 JPIN 0.4%
8 BTAL 0.36%
9 FXH 0.36%
10 VIDI 0.34%
11 AGNG 0.29%
12 IHF 0.27%
13 FLAU 0.27%
14 AIEQ 0.26%
15 LNGR 0.19%
16 RODM 0.16%
17 SCZ 0.14%
18 DIM 0.13%
19 DEEF 0.12%
20 FYC 0.11%

Top 20 Institutional Holders

Rank Holder SharesFloat % Change Date reported
1 Clayton Dubilier & Rice LLC 100M (32.89%) 0
Increased by 0%
Sep 30, 23
2 FMR Inc 60.78M (19.99%) 639
Increased by +0%
Sep 30, 23
3 Capital World Investors 55.22M (18.16%) 3.81M
Increased by +6.91%
Dec 31, 23
4 Morgan Stanley - Brokerage Accounts 44.82M (14.74%) 3.67M
Increased by +8.2%
Sep 30, 23
5 Wellington Management Company LLP 42.51M (13.98%) 1.19M
Increased by +2.8%
Dec 31, 23
6 Vanguard Group Inc 28.36M (9.32%) 111.49K
Increased by +0.39%
Sep 30, 23
7 Capital Research Global Investors 14.63M (4.81%) -4.97M
Decreased by -33.98%
Dec 31, 23
8 BlackRock Inc 13.45M (4.42%) 530.06K
Increased by +3.94%
Sep 30, 23
9 Capital Research & Mgmt Co - Division 3 10.93M (3.6%) 1.52M
Increased by +13.92%
Dec 31, 23
10 T. Rowe Price Associates, Inc. 10.14M (3.33%) 3.2M
Increased by +31.51%
Dec 31, 23
11 T. Rowe Price Investment Management,Inc. 9.56M (3.14%) -5.12M
Decreased by -53.53%
Dec 31, 23
12 Rock Springs Capital Management LP 8.63M (2.84%) 337.5K
Increased by +3.91%
Dec 31, 23
13 Artisan Partners Limited Partnership 6.8M (2.24%) -39.21K
Decreased by -0.58%
Sep 30, 23
14 State Street Corporation 4.66M (1.53%) 396.8K
Increased by +8.51%
Sep 30, 23
15 Geode Capital Management, LLC 4.3M (1.41%) 288.81K
Increased by +6.72%
Sep 30, 23
16 Brown Advisory Holdings Inc 4.09M (1.34%) 116.68K
Increased by +2.86%
Dec 31, 23
17 NORGES BANK 2.22M (0.73%) 850.94K
Increased by +38.27%
Dec 31, 23
18 Durable Capital Partners LP 2.09M (0.69%) -3.72M
Decreased by -178.26%
Dec 31, 23
19 Charles Schwab Investment Management Inc 1.8M (0.59%) 70.44K
Increased by +3.92%
Sep 30, 23
20 Bank of America Corp 1.55M (0.51%) -205.24K
Decreased by -13.23%
Sep 30, 23

Top 20 Mutual Fund Holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Health Care Inv 22.52M (7.4%) 3.47M
Increased by +15.43%
Dec 31, 23
2 American Funds New Economy A 22.21M (7.3%) 2.34M
Increased by +10.52%
Dec 31, 23
3 Capital Group New Economy Comp 22.21M (7.3%) 2.34M
Increased by +10.52%
Dec 31, 23
4 American Funds SMALLCAP World A 15.03M (4.94%) 1.91M
Increased by +12.74%
Dec 31, 23
5 American Funds Fundamental Invs A 14.33M (4.71%) 1.31M
Increased by +9.11%
Dec 31, 23
6 Capital Group Fundamental Invtrs Comp 14.33M (4.71%) 1.31M
Increased by +9.11%
Dec 31, 23
7 Capital Group AMCAP Composite 11.92M (3.92%) -5.13M
Decreased by -42.99%
Dec 31, 23
8 VA CollegeAmerica Amcap 529A 11.92M (3.92%) -5.13M
Decreased by -42.99%
Dec 31, 23
9 Fidelity Select Health Care 11.56M (3.8%) 41.57K
Increased by +0.36%
Dec 31, 23
10 Morgan Stanley Growth 10.23M (3.37%) 27.32K
Increased by +0.27%
Dec 31, 23
11 Morgan Stanley Inst Growth I 10.23M (3.37%) 27.32K
Increased by +0.27%
Dec 31, 23
12 Morgan Stanley Growth SMA 10.21M (3.36%) 1.83M
Increased by +17.97%
Sep 30, 23
13 Vanguard Total Stock Mkt Idx Inv 9.57M (3.15%) 16.43K
Increased by +0.17%
Jan 31, 24
14 Vanguard Small Cap Index 7.78M (2.56%) 21.39K
Increased by +0.28%
Jan 31, 24
15 Fidelity Advisor Health Care I 7.54M (2.48%) 25.16K
Increased by +0.33%
Dec 31, 23
16 Fidelity Advisor® Health Care I 7.51M (2.47%) 134.72K
Increased by +1.79%
Nov 30, 23
17 Fidelity Advisor Growth Opps M 7.25M (2.38%) 0
Increased by 0%
Dec 31, 23
18 Fidelity Advisor® Growth Opps M 7.25M (2.38%) 253.6K
Increased by +3.5%
Nov 30, 23
19 T. Rowe Price US Mid-Cap Growth Equity 7.17M (2.36%) -31.6K
Decreased by -0.44%
Sep 30, 23
20 Capital Group Global Equity Canada F 6.42M (2.11%) 939.75K
Increased by +14.63%
Dec 31, 23