Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LSEQ 3.21%
2 CPAI 1.41%
3 XHS 1.27%
4 PTH 1.21%
5 FMED 0.97%
6 FPA 0.93%
7 FYLD 0.72%
8 HAPY 0.70%
9 IPO 0.65%
10 TXSS 0.61%
11 NIXT 0.54%
12 HEAL 0.53%
13 EDOC 0.53%
14 RODE 0.52%
15 VIDI 0.51%
16 FXH 0.45%
17 JPIN 0.35%
18 JHID 0.33%
19 DEEF 0.32%
20 RODM 0.28%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Clayton Dubilier & Rice LLC 100.00M (32.49%) 0.00
Increased by 0.00%
Jun 30, 25
2 Capital World Investors 53.41M (17.35%) 7.10M
Increased by +13.29%
Mar 31, 25
3 Morgan Stanley - Brokerage Accounts 52.03M (16.91%) -4.20M
Decreased by -8.08%
Mar 31, 25
4 Vanguard Group Inc 30.29M (9.84%) -826.65K
Decreased by -2.73%
Mar 31, 25
5 BlackRock Inc 24.74M (8.04%) 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 (6.20%) 11.90M
Increased by +62.33%
Mar 31, 25
8 Wellington Management Company LLP 14.99M (4.87%) -37.59M
Decreased by -250.84%
Mar 31, 25
9 Capital Research Global Investors 14.63M (4.75%) -4.97M
Decreased by -33.98%
Dec 31, 23
10 T. Rowe Price Investment Management,Inc. 9.56M (3.10%) -5.12M
Decreased by -53.53%
Dec 31, 23
11 Citadel Advisors Llc 7.87M (2.56%) 2.92M
Increased by +37.13%
Mar 31, 25
12 State Street Corp 7.40M (2.40%) -358.85K
Decreased by -4.85%
Mar 31, 25
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 (1.68%) 143.08K
Increased by +2.76%
Mar 31, 24
17 Goldman Sachs Group Inc 5.06M (1.64%) 345.66K
Increased by +6.83%
Mar 31, 25
18 Charles Schwab Investment Management Inc 4.94M (1.60%) 398.03K
Increased by +8.06%
Mar 31, 25
19 Nuveen, LLC 3.98M (1.29%) 3.98M
Increased by +100.00%
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 Fundamental Invs A 26.80M (8.71%) 1.89M
Increased by +7.05%
Jun 30, 25
2 Capital Group Fundamental Invtrs Comp 26.80M (8.71%) 1.89M
Increased by +7.05%
Jun 30, 25
3 Fidelity Advisor Growth Opps M 15.35M (4.99%) 0.00
Increased by 0.00%
Jul 31, 24
4 Fidelity Select Health Care 12.80M (4.16%) 3.15M
Increased by +24.60%
Jun 30, 25
5 American Funds SMALLCAP World A 12.22M (3.97%) -18.64M
Decreased by -152.54%
Jun 30, 25
6 Capital Group AMCAP Composite 11.92M (3.87%) -5.13M
Decreased by -42.99%
Dec 31, 23
7 VA CollegeAmerica Amcap 529A 11.92M (3.87%) -5.13M
Decreased by -42.99%
Dec 31, 23
8 Vanguard Total Stock Mkt Idx Inv 9.86M (3.20%) 0.00
Increased by 0.00%
Jun 30, 25
9 Vanguard US Total Market Shares ETF 9.69M (3.15%) 0.00
Increased by 0.00%
Sep 30, 24
10 American Funds Capital World Gr&Inc A 8.01M (2.60%) -32.81K
Decreased by -0.41%
Jun 30, 25
11 Capital Group World Growth & Inc Cmp 8.01M (2.60%) -32.81K
Decreased by -0.41%
Jun 30, 25
12 Morgan Stanley Insight 7.82M (2.54%) 4.86M
Increased by +62.11%
Mar 31, 25
13 Morgan Stanley Insight I 7.82M (2.54%) 4.86M
Increased by +62.11%
Mar 31, 25
14 MS INVF US Growth I 7.82M (2.54%) 0.00
Increased by 0.00%
Dec 31, 24
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 Vanguard Small Cap Index 7.58M (2.46%) -208.56K
Decreased by -2.75%
Jun 30, 25
19 Fidelity Advisor® Health Care I 7.51M (2.44%) 134.72K
Increased by +1.79%
Nov 30, 23
20 Fidelity Advisor Health Care I 7.50M (2.44%) 1.84M
Increased by +24.47%
Jun 30, 25