Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LSEQ 3.21%
2 FMED 2.52%
3 EDOC 2.22%
4 PTH 2.12%
5 XHS 1.71%
6 TXSS 1.49%
7 CPAI 1.41%
8 FPA 0.93%
9 HAPY 0.70%
10 IPO 0.65%
11 NIXT 0.54%
12 VIDI 0.51%
13 TXS 0.49%
14 FXH 0.45%
15 JHID 0.38%
16 DEEF 0.37%
17 JPIN 0.37%
18 PINK 0.34%
19 FLAU 0.30%
20 RODM 0.28%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Clayton Dubilier & Rice LLC 100.00M (32.68%) 0.00
Increased by 0.00%
Dec 31, 24
2 Morgan Stanley - Brokerage Accounts 56.24M (18.38%) 5.30K
Increased by +0.01%
Dec 31, 24
3 Wellington Management Company LLP 52.58M (17.18%) -303.11K
Decreased by -0.58%
Dec 31, 24
4 Capital World Investors 46.31M (15.13%) -2.06M
Decreased by -4.45%
Dec 31, 24
5 Vanguard Group Inc 31.11M (10.17%) 272.79K
Increased by +0.88%
Dec 31, 24
6 BlackRock Inc 23.82M (7.78%) -41.92K
Decreased by -0.18%
Dec 31, 24
7 Capital Research & Mgmt Co - Division 3 22.33M (7.30%) 9.35M
Increased by +41.85%
Dec 31, 24
8 Capital Research Global Investors 14.63M (4.78%) -4.97M
Decreased by -33.98%
Dec 31, 23
9 T. Rowe Price Investment Management,Inc. 9.56M (3.12%) -5.12M
Decreased by -53.53%
Dec 31, 23
10 State Street Corp 7.76M (2.54%) 310.75K
Increased by +4.00%
Dec 31, 24
11 Rock Springs Capital Management LP 7.46M (2.44%) -1.63M
Decreased by -21.89%
Dec 31, 24
12 Millennium Management LLC 7.21M (2.36%) 4.71M
Increased by +65.25%
Dec 31, 24
13 FMR Inc 7.19M (2.35%) -21.02M
Decreased by -292.15%
Dec 31, 24
14 Geode Capital Management, LLC 6.93M (2.26%) 35.21K
Increased by +0.51%
Dec 31, 24
15 Artisan Partners Limited Partnership 6.80M (2.22%) -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 Citadel Advisors Llc 4.95M (1.62%) 2.84M
Increased by +57.44%
Dec 31, 24
18 Goldman Sachs Group Inc 4.71M (1.54%) -1.02M
Decreased by -21.55%
Dec 31, 24
19 Charles Schwab Investment Management Inc 4.54M (1.48%) 1.50M
Increased by +33.00%
Dec 31, 24
20 Bank of America Corp 3.30M (1.08%) -1.73M
Decreased by -52.32%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 30.86M (10.09%) 0.00
Increased by 0.00%
Mar 31, 25
2 American Funds Fundamental Invs A 24.91M (8.14%) 2.54M
Increased by +10.18%
Mar 31, 25
3 Capital Group Fundamental Invtrs Comp 24.91M (8.14%) 2.54M
Increased by +10.18%
Mar 31, 25
4 Fidelity Advisor Growth Opps M 15.35M (5.02%) 0.00
Increased by 0.00%
Jul 31, 24
5 Capital Group AMCAP Composite 11.92M (3.90%) -5.13M
Decreased by -42.99%
Dec 31, 23
6 VA CollegeAmerica Amcap 529A 11.92M (3.90%) -5.13M
Decreased by -42.99%
Dec 31, 23
7 Vanguard Total Stock Mkt Idx Inv 9.71M (3.18%) 8.94K
Increased by +0.09%
Mar 31, 25
8 Vanguard US Total Market Shares ETF 9.69M (3.17%) 0.00
Increased by 0.00%
Sep 30, 24
9 American Funds Capital World Gr&Inc A 8.04M (2.63%) 4.12M
Increased by +51.20%
Mar 31, 25
10 Capital Group World Growth & Inc Cmp 8.04M (2.63%) 4.12M
Increased by +51.20%
Mar 31, 25
11 MS INVF US Growth I 7.82M (2.55%) 0.00
Increased by 0.00%
Dec 31, 24
12 Vanguard Small Cap Index 7.71M (2.52%) -181.52K
Decreased by -2.35%
Mar 31, 25
13 Morgan Stanley Growth 7.70M (2.52%) 0.00
Increased by 0.00%
Dec 31, 24
14 Morgan Stanley Growth SMA 7.70M (2.52%) 0.00
Increased by 0.00%
Dec 31, 24
15 Morgan Stanley Inst Growth I 7.70M (2.52%) 0.00
Increased by 0.00%
Jan 31, 25
16 iShares Russell 2000 ETF 7.62M (2.49%) -61.82K
Decreased by -0.81%
Apr 29, 25
17 Fidelity Advisor® Health Care I 7.51M (2.45%) 134.72K
Increased by +1.79%
Nov 30, 23
18 Fidelity Advisor® Growth Opps M 7.25M (2.37%) 253.60K
Increased by +3.50%
Nov 30, 23
19 T. Rowe Price US Mid-Cap Growth Equity 7.17M (2.34%) -31.60K
Decreased by -0.44%
Sep 30, 23
20 Capital Group Global Equity Canada F 6.42M (2.10%) 939.75K
Increased by +14.63%
Dec 31, 23