Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LSEQ 3.21%
2 FMED 1.55%
3 CPAI 1.41%
4 XHS 1.22%
5 FPA 0.89%
6 HAPY 0.70%
7 TXSS 0.68%
8 IPO 0.65%
9 PTH 0.62%
10 VIDI 0.49%
11 FXH 0.45%
12 JPIN 0.39%
13 DEEF 0.29%
14 FLAU 0.29%
15 RODM 0.28%
16 DIM 0.26%
17 AIEQ 0.26%
18 SEIE 0.25%
19 NIXT 0.23%
20 BTAL 0.22%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Clayton Dubilier & Rice LLC 100.00M (32.65%) 0.00
Increased by 0.00%
Sep 30, 24
2 Morgan Stanley - Brokerage Accounts 56.23M (18.36%) -56.59M
Decreased by -100.64%
Sep 30, 24
3 Wellington Management Company LLP 52.88M (17.27%) -2.50M
Decreased by -4.72%
Sep 30, 24
4 Capital World Investors 48.37M (15.79%) -2.95M
Decreased by -6.11%
Sep 30, 24
5 Vanguard Group Inc 30.84M (10.07%) 157.20K
Increased by +0.51%
Sep 30, 24
6 FMR Inc 28.21M (9.21%) -28.71M
Decreased by -101.77%
Sep 30, 24
7 BlackRock Inc 23.22M (7.58%) 9.23M
Increased by +39.74%
Jun 30, 24
8 Capital Research Global Investors 14.63M (4.78%) -4.97M
Decreased by -33.98%
Dec 31, 23
9 Capital Research & Mgmt Co - Division 3 12.99M (4.24%) 541.44K
Increased by +4.17%
Sep 30, 24
10 T. Rowe Price Investment Management,Inc. 9.56M (3.12%) -5.12M
Decreased by -53.53%
Dec 31, 23
11 Rock Springs Capital Management LP 9.10M (2.97%) 196.80K
Increased by +2.16%
Sep 30, 24
12 State Street Corp 7.45M (2.43%) 215.73K
Increased by +2.90%
Sep 30, 24
13 Geode Capital Management, LLC 6.89M (2.25%) 84.89K
Increased by +1.23%
Sep 30, 24
14 Artisan Partners Limited Partnership 6.80M (2.22%) -39.21K
Decreased by -0.58%
Sep 30, 23
15 Goldman Sachs Group Inc 5.73M (1.87%) 4.40M
Increased by +76.79%
Sep 30, 24
16 State Street Corporation 5.18M (1.69%) 143.08K
Increased by +2.76%
Mar 31, 24
17 Bank of America Corp 4.77M (1.56%) 713.53K
Increased by +14.96%
Jun 30, 24
18 Charles Schwab Investment Management Inc 3.04M (0.99%) -171.36K
Decreased by -5.63%
Sep 30, 24
19 Northern Trust Corp 2.62M (0.86%) 1.21M
Increased by +46.29%
Sep 30, 24
20 Brown Advisory Holdings Inc 2.54M (0.83%) -1.55M
Decreased by -60.81%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Health Care Inv 38.68M (12.63%) 3.96M
Increased by +10.24%
Sep 30, 24
2 American Funds SMALLCAP World A 23.57M (7.70%) -3.10M
Decreased by -13.13%
Sep 30, 24
3 American Funds Fundamental Invs A 22.37M (7.31%) -8.12K
Decreased by -0.04%
Sep 30, 24
4 Capital Group Fundamental Invtrs Comp 22.37M (7.31%) -8.12K
Decreased by -0.04%
Sep 30, 24
5 Fidelity Advisor Growth Opps M 15.35M (5.01%) 0.00
Increased by 0.00%
Jul 31, 24
6 Capital Group AMCAP Composite 11.92M (3.89%) -5.13M
Decreased by -42.99%
Dec 31, 23
7 VA CollegeAmerica Amcap 529A 11.92M (3.89%) -5.13M
Decreased by -42.99%
Dec 31, 23
8 Vanguard Total Stock Mkt Idx Inv 9.71M (3.17%) 14.53K
Increased by +0.15%
Oct 31, 24
9 iShares Russell 2000 ETF 8.55M (2.79%) -17.86K
Decreased by -0.21%
Nov 27, 24
10 MS INVF US Growth I 7.82M (2.55%) 0.00
Increased by 0.00%
Sep 30, 24
11 Vanguard Small Cap Index 7.75M (2.53%) 15.15K
Increased by +0.20%
Oct 31, 24
12 Morgan Stanley Growth 7.70M (2.51%) -201.63K
Decreased by -2.62%
Sep 30, 24
13 Morgan Stanley Growth SMA 7.70M (2.51%) -201.63K
Decreased by -2.62%
Sep 30, 24
14 Morgan Stanley Inst Growth I 7.70M (2.51%) -201.63K
Decreased by -2.62%
Sep 30, 24
15 Fidelity Advisor® Health Care I 7.51M (2.45%) 134.72K
Increased by +1.79%
Nov 30, 23
16 Fidelity Advisor® Growth Opps M 7.25M (2.37%) 253.60K
Increased by +3.50%
Nov 30, 23
17 T. Rowe Price US Mid-Cap Growth Equity 7.17M (2.34%) -31.60K
Decreased by -0.44%
Sep 30, 23
18 Capital Group Global Equity Canada F 6.42M (2.10%) 939.75K
Increased by +14.63%
Dec 31, 23
19 Fidelity Advisor Health Care I 6.30M (2.06%) -200.00K
Decreased by -3.17%
Jun 30, 24
20 Fidelity Select Health Care 6.00M (1.96%) 1.00M
Increased by +16.67%
Sep 30, 24