Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LSEQ 3.21%
2 CPAI 1.41%
3 PTH 1.21%
4 FPA 0.93%
5 XHS 0.74%
6 HAPY 0.70%
7 IPO 0.65%
8 FYLD 0.63%
9 FMED 0.59%
10 NIXT 0.54%
11 RODE 0.52%
12 VIDI 0.51%
13 FXH 0.45%
14 JPIN 0.35%
15 JHID 0.30%
16 TXSS 0.28%
17 RODM 0.28%
18 HEAL 0.27%
19 EDOC 0.27%
20 DIM 0.27%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Clayton Dubilier & Rice LLC 100.00M (34.93%) 0.00
Increased by 0.00%
Jun 30, 25
2 Morgan Stanley - Brokerage Accounts 57.23M (19.99%) 5.20M
Increased by +9.08%
Jun 30, 25
3 Capital World Investors 45.57M (15.92%) -7.84M
Decreased by -17.20%
Jun 30, 25
4 FMR Inc 39.32M (13.74%) 20.22M
Increased by +51.43%
Jun 30, 25
5 Vanguard Group Inc 30.30M (10.58%) 13.27K
Increased by +0.04%
Jun 30, 25
6 BlackRock Inc 24.77M (8.65%) 36.46K
Increased by +0.15%
Jun 30, 25
7 Capital Research Global Investors 14.63M (5.11%) -4.97M
Decreased by -33.98%
Dec 31, 23
8 Capital Research & Mgmt Co - Division 3 9.89M (3.46%) -12.44M
Decreased by -125.74%
Jun 30, 25
9 T. Rowe Price Investment Management,Inc. 9.56M (3.34%) -5.12M
Decreased by -53.53%
Dec 31, 23
10 State Street Corp 7.70M (2.69%) 299.54K
Increased by +3.89%
Jun 30, 25
11 Geode Capital Management, LLC 7.16M (2.50%) 178.48K
Increased by +2.49%
Jun 30, 25
12 Artisan Partners Limited Partnership 6.80M (2.38%) -39.21K
Decreased by -0.58%
Sep 30, 23
13 Rock Springs Capital Management LP 6.55M (2.29%) -399.60K
Decreased by -6.10%
Jun 30, 25
14 Goldman Sachs Group Inc 5.64M (1.97%) 579.05K
Increased by +10.27%
Jun 30, 25
15 State Street Corporation 5.18M (1.81%) 143.08K
Increased by +2.76%
Mar 31, 24
16 Charles Schwab Investment Management Inc 4.97M (1.74%) 31.32K
Increased by +0.63%
Jun 30, 25
17 Wellington Management Company LLP 3.98M (1.39%) -11.00M
Decreased by -276.11%
Jun 30, 25
18 Bank of America Corp 3.83M (1.34%) 223.37K
Increased by +5.83%
Jun 30, 25
19 Citadel Advisors Llc 3.71M (1.29%) -4.17M
Decreased by -112.38%
Jun 30, 25
20 Millennium Management LLC 3.47M (1.21%) -3.74M
Decreased by -107.93%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Fundamental Invs A 26.80M (9.36%) 1.89M
Increased by +7.05%
Jun 30, 25
2 Capital Group Fundamental Invtrs Comp 26.80M (9.36%) 1.89M
Increased by +7.05%
Jun 30, 25
3 Fidelity Advisor Growth Opps M 15.35M (5.36%) 0.00
Increased by 0.00%
Jul 31, 24
4 American Funds SMALLCAP World A 12.22M (4.27%) -18.64M
Decreased by -152.54%
Jun 30, 25
5 Fidelity Select Health Care 12.05M (4.21%) -747.80K
Decreased by -6.20%
Jul 31, 25
6 Capital Group AMCAP Composite 11.92M (4.17%) -5.13M
Decreased by -42.99%
Dec 31, 23
7 VA CollegeAmerica Amcap 529A 11.92M (4.17%) -5.13M
Decreased by -42.99%
Dec 31, 23
8 Vanguard US Total Market Shares ETF 9.69M (3.39%) 0.00
Increased by 0.00%
Sep 30, 24
9 Vanguard Total Stock Mkt Idx Inv 9.65M (3.37%) -214.07K
Decreased by -2.22%
Jul 31, 25
10 Morgan Stanley Insight 8.34M (2.91%) 520.67K
Increased by +6.24%
Jun 30, 25
11 Morgan Stanley Insight I 8.34M (2.91%) 520.67K
Increased by +6.24%
Jun 30, 25
12 BrighthouseI Morgan Stanley Discovery B 8.22M (2.87%) 1.00M
Increased by +12.19%
Jun 30, 25
13 American Funds Capital World Gr&Inc A 8.01M (2.80%) -32.81K
Decreased by -0.41%
Jun 30, 25
14 Capital Group World Growth & Inc Cmp 8.01M (2.80%) -32.81K
Decreased by -0.41%
Jun 30, 25
15 MS INVF US Growth I 7.82M (2.73%) 0.00
Increased by 0.00%
Dec 31, 24
16 Morgan Stanley Growth 7.70M (2.69%) 0.00
Increased by 0.00%
Dec 31, 24
17 Morgan Stanley Growth SMA 7.70M (2.69%) 0.00
Increased by 0.00%
Dec 31, 24
18 Morgan Stanley Inst Growth I 7.70M (2.69%) 0.00
Increased by 0.00%
Jan 31, 25
19 Vanguard Small Cap Index 7.53M (2.63%) -50.49K
Decreased by -0.67%
Jul 31, 25
20 Fidelity Advisor® Health Care I 7.51M (2.62%) 134.72K
Increased by +1.79%
Nov 30, 23