Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GERM 10.74%
2 MSGR 6.64%
3 BTEC 4.71%
4 PBE 4.56%
5 MNTL 4.52%
6 MEDX 4.15%
7 UTRN 4.07%
8 GNOM 3.98%
9 BBH 3.79%
10 QQQN 3.68%
11 FBT 3.44%
12 IBBQ 3.08%
13 IBB 3.06%
14 FMED 2.78%
15 FCUS 2.56%
16 FDG 2.52%
17 XBI 2.43%
18 BIB 2.28%
19 KOOL 2.15%
20 QQQJ 2.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital World Investors 16.51M (13.26%) 1.54M
Increased by +9.31%
Sep 30, 24
2 FMR Inc 14.67M (11.79%) 2.51M
Increased by +17.10%
Sep 30, 24
3 Vanguard Group Inc 12.64M (10.15%) 127.32K
Increased by +1.01%
Sep 30, 24
4 BlackRock Inc 9.71M (7.80%) 159.75K
Increased by +1.65%
Sep 30, 24
5 Capital Research Global Investors 5.24M (4.21%) 1.99M
Increased by +37.92%
Sep 30, 24
6 Wellington Management Company LLP 4.95M (3.98%) -1.26M
Decreased by -25.38%
Sep 30, 24
7 JPMorgan Chase & Co 4.33M (3.48%) 780.15K
Increased by +18.03%
Sep 30, 24
8 Baillie Gifford & Co Limited. 4.04M (3.25%) -846.74K
Decreased by -20.96%
Dec 31, 24
9 Capital Research & Mgmt Co - Division 3 3.97M (3.19%) 79.80K
Increased by +2.01%
Sep 30, 24
10 Dodge & Cox 3.62M (2.91%) -157.65K
Decreased by -4.35%
Sep 30, 24
11 State Street Corp 3.47M (2.79%) -66.52K
Decreased by -1.92%
Sep 30, 24
12 T. Rowe Price Associates, Inc. 3.45M (2.77%) -36.17K
Decreased by -1.05%
Sep 30, 24
13 State Street Corporation 3.19M (2.56%) 72.82K
Increased by +2.28%
Mar 31, 24
14 T. Rowe Price Investment Management,Inc. 3.14M (2.52%) -14.37K
Decreased by -0.46%
Sep 30, 24
15 NORGES BANK 2.30M (1.85%) 256.98K
Increased by +11.19%
Jun 30, 24
16 Geode Capital Management, LLC 2.15M (1.73%) 66.93K
Increased by +3.12%
Sep 30, 24
17 RTW INVESTMENTS, LLC 1.64M (1.32%) -42.80K
Decreased by -2.61%
Dec 31, 23
18 American Century Companies Inc 1.59M (1.28%) 238.56K
Increased by +14.98%
Sep 30, 24
19 Groupama Asset Management 1.52M (1.22%) 1.50M
Increased by +98.41%
Sep 30, 24
20 Morgan Stanley - Brokerage Accounts 1.48M (1.19%) 132.47K
Increased by +8.93%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 10.57M (8.49%) -274.74K
Decreased by -2.60%
Dec 31, 24
2 Capital Group Growth Fnd of Amer Comp 10.57M (8.49%) -274.74K
Decreased by -2.60%
Dec 31, 24
3 Vanguard Total Stock Mkt Idx Inv 4.04M (3.25%) 3.61K
Increased by +0.09%
Dec 31, 24
4 American Funds AMCAP A 3.73M (3.00%) 658.62K
Increased by +17.65%
Dec 31, 24
5 Capital Group AMCAP Composite 3.73M (3.00%) 658.62K
Increased by +17.65%
Dec 31, 24
6 VA CollegeAmerica Amcap 529A 3.73M (3.00%) 658.62K
Increased by +17.65%
Dec 31, 24
7 Vanguard Health Care Inv 3.52M (2.83%) -497.08K
Decreased by -14.12%
Dec 31, 24
8 American Funds New Perspective A 2.93M (2.36%) -778.02K
Decreased by -26.54%
Dec 31, 24
9 Capital Group New Perspective Comp 2.93M (2.36%) -778.02K
Decreased by -26.54%
Dec 31, 24
10 Vanguard Mid Cap Index Institutional 2.77M (2.23%) 35.34K
Increased by +1.27%
Dec 31, 24
11 Dodge & Cox Stock I 2.31M (1.86%) -2.30K
Decreased by -0.10%
Dec 31, 24
12 Vanguard Institutional Extnd Mkt Idx Tr 1.95M (1.57%) 32.26K
Increased by +1.65%
Dec 31, 24
13 Fidelity Growth Compy Commingled Pl S 1.94M (1.56%) 19.10K
Increased by +0.98%
Dec 31, 24
14 Fidelity Growth Compy Commingled Pl O 1.91M (1.54%) 0.00
Increased by 0.00%
Aug 31, 24
15 American Funds Fundamental Invs A 1.88M (1.51%) 0.00
Increased by 0.00%
Dec 31, 24
16 Capital Group Fundamental Invtrs Comp 1.88M (1.51%) 0.00
Increased by 0.00%
Dec 31, 24
17 American Funds IS® Growth 1 1.82M (1.46%) -302.43K
Decreased by -16.62%
Dec 31, 24
18 Capital Group Growth Composite 1.82M (1.46%) -302.43K
Decreased by -16.62%
Dec 31, 24
19 Fidelity OTC 1.77M (1.42%) -377.40K
Decreased by -21.37%
Oct 31, 24
20 T. Rowe Price Mid-Cap Growth 1.65M (1.32%) 0.00
Increased by 0.00%
Dec 31, 24