Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LSEQ 3.21%
2 ISMD 1.86%
3 CPAI 1.41%
4 PTH 1.21%
5 FPA 0.93%
6 HAPY 0.70%
7 IPO 0.65%
8 FYLD 0.64%
9 FMED 0.59%
10 XHS 0.54%
11 NIXT 0.54%
12 RODE 0.52%
13 VIDI 0.52%
14 FXH 0.45%
15 JPIN 0.35%
16 TXSS 0.28%
17 RODM 0.28%
18 DIM 0.27%
19 JHID 0.27%
20 DEEF 0.26%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Morgan Stanley - Brokerage Accounts 53.88M (548.24%) -5.51M
Decreased by -10.22%
Dec 31, 25
2 BlackRock Inc 22.62M (230.13%) -1.58M
Decreased by -7.00%
Dec 31, 25
3 D. E. Shaw & Co LP 20.31M (206.68%) 10.32M
Increased by +50.80%
Dec 31, 25
4 The Goldman Sachs Group Inc 20.06M (204.08%) 13.28M
Increased by +66.24%
Dec 31, 25
5 Vanguard Group Inc 18.32M (186.44%) -5.97M
Decreased by -32.59%
Dec 31, 25
6 Capital Research Global Investors 14.63M (148.83%) -4.97M
Decreased by -33.98%
Dec 31, 23
7 AQR Capital Management LLC 10.21M (103.91%) 9.51M
Increased by +93.09%
Dec 31, 25
8 T. Rowe Price Investment Management,Inc. 9.56M (97.24%) -5.12M
Decreased by -53.53%
Dec 31, 23
9 Capital World Investors 8.36M (85.11%) 0.00
Increased by 0.00%
Dec 31, 25
10 Capital Research & Mgmt Co - Division 3 8.23M (83.77%) -1.66M
Decreased by -20.17%
Sep 30, 25
11 Charles Schwab Investment Management Inc 8.02M (81.60%) 1.89M
Increased by +23.61%
Dec 31, 25
12 Geode Capital Management, LLC 7.18M (73.04%) 35.05K
Increased by +0.49%
Dec 31, 25
13 CenterBook Partners LP 7.02M (71.45%) -4.41M
Decreased by -62.76%
Dec 31, 25
14 Artisan Partners Limited Partnership 6.80M (69.23%) -39.21K
Decreased by -0.58%
Sep 30, 23
15 Rock Springs Capital Management LP 6.50M (66.14%) -466.30K
Decreased by -7.17%
Dec 31, 25
16 State Street Corp 6.32M (64.30%) -1.39M
Decreased by -21.98%
Dec 31, 25
17 Goldman Sachs Group Inc 5.64M (57.39%) 579.05K
Increased by +10.27%
Jun 30, 25
18 Bank of America Corp 5.41M (55.10%) 1.58M
Increased by +29.20%
Sep 30, 25
19 State Street Corporation 5.18M (52.76%) 143.08K
Increased by +2.76%
Mar 31, 24
20 JPMorgan Chase & Co 4.21M (42.85%) 3.53M
Increased by +83.84%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Fundamental Invs A 26.80M (272.71%) 1.89M
Increased by +7.05%
Jun 30, 25
2 Capital Group Fundamental Invtrs Comp 26.80M (272.71%) 1.89M
Increased by +7.05%
Jun 30, 25
3 Fidelity Advisor Growth Opps M 15.35M (156.18%) 0.00
Increased by 0.00%
Jul 31, 24
4 American Funds SMALLCAP World A 12.22M (124.36%) -18.64M
Decreased by -152.54%
Jun 30, 25
5 Fidelity Select Health Care 12.05M (122.64%) -747.80K
Decreased by -6.20%
Jul 31, 25
6 Capital Group AMCAP Composite 11.92M (121.35%) -5.13M
Decreased by -42.99%
Dec 31, 23
7 VA CollegeAmerica Amcap 529A 11.92M (121.35%) -5.13M
Decreased by -42.99%
Dec 31, 23
8 Fidelity Select Health Care Svcs Port 9.84M (100.13%) 7.02M
Increased by +71.30%
Jan 31, 26
9 Vanguard US Total Market Shares ETF 9.69M (98.62%) 0.00
Increased by 0.00%
Sep 30, 24
10 BrighthouseI Morgan Stanley Discovery B 8.22M (83.67%) 0.00
Increased by 0.00%
Dec 31, 25
11 Morgan Stanley Insight 8.05M (81.88%) -292.35K
Decreased by -3.63%
Dec 31, 25
12 Morgan Stanley Insight I 8.05M (81.88%) -292.35K
Decreased by -3.63%
Dec 31, 25
13 American Funds Capital World Gr&Inc A 8.01M (81.48%) 0.00
Increased by 0.00%
Dec 31, 25
14 Capital Group World Growth & Inc Cmp 8.01M (81.48%) 0.00
Increased by 0.00%
Dec 31, 25
15 MS INVF US Growth I 7.82M (79.53%) 0.00
Increased by 0.00%
Dec 31, 24
16 Morgan Stanley Growth 7.70M (78.36%) 0.00
Increased by 0.00%
Dec 31, 24
17 Morgan Stanley Growth SMA 7.70M (78.36%) 0.00
Increased by 0.00%
Dec 31, 24
18 Morgan Stanley Inst Growth I 7.70M (78.36%) 0.00
Increased by 0.00%
Jan 31, 25
19 Vanguard Small Cap Index 7.53M (76.65%) -50.49K
Decreased by -0.67%
Jul 31, 25
20 Fidelity Advisor® Health Care I 7.51M (76.42%) 134.72K
Increased by +1.79%
Nov 30, 23