Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GNOM 4.74%
2 BIOT_old 4.04%
3 UTRN 3.84%
4 FBT 3.28%
5 GDOC 3.02%
6 EASI 2.70%
7 PBE 2.55%
8 INVN 2.30%
9 XBI 1.99%
10 BIS 1.91%
11 ZBIO 1.91%
12 BBH 1.70%
13 BBP 1.69%
14 LIVR 1.69%
15 SYNB 1.68%
16 WLTG 1.45%
17 IBB 1.36%
18 QQQN 1.30%
19 IBBQ 1.30%
20 LABU 1.27%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 23.51M (13.18%) 889.61K
Increased by +3.78%
Dec 31, 24
2 Vanguard Group Inc 19.37M (10.86%) 93.53K
Increased by +0.48%
Dec 31, 24
3 PRIMECAP Management Company 18.19M (10.19%) -678.26K
Decreased by -3.73%
Dec 31, 24
4 Dodge & Cox 14.75M (8.26%) 847.92K
Increased by +5.75%
Dec 31, 24
5 Capital Research Global Investors 12.99M (7.28%) 2.50M
Increased by +19.22%
Dec 31, 24
6 Viking Global Investors LP 10.51M (5.89%) 757.26K
Increased by +7.20%
Dec 31, 24
7 State Street Corp 9.11M (5.11%) 289.16K
Increased by +3.17%
Dec 31, 24
8 State Street Corporation 6.90M (3.86%) 164.70K
Increased by +2.39%
Mar 31, 24
9 Barclays PLC 5.25M (2.94%) -34.37K
Decreased by -0.65%
Mar 31, 24
10 Ameriprise Financial Inc 4.50M (2.52%) 218.77K
Increased by +4.86%
Dec 31, 24
11 Baker Bros Advisors LP 3.81M (2.14%) 0.00
Increased by 0.00%
Sep 30, 23
12 NORGES BANK 3.57M (2.00%) -49.67K
Decreased by -1.39%
Dec 31, 24
13 Elliott Investment Management L.P. 3.50M (1.96%) 0.00
Increased by 0.00%
Jun 30, 24
14 Elliott Investment Management LP 3.50M (1.96%) 0.00
Increased by 0.00%
Dec 31, 24
15 Geode Capital Management, LLC 3.29M (1.84%) 28.73K
Increased by +0.87%
Dec 31, 24
16 HHG PLC 2.79M (1.56%) -634.20K
Decreased by -22.73%
Dec 31, 23
17 Bank of America Corp 2.79M (1.56%) 430.81K
Increased by +15.44%
Mar 31, 24
18 Bank of New York Mellon Corp 2.40M (1.34%) 79.96K
Increased by +3.33%
Dec 31, 24
19 Millennium Management LLC 2.28M (1.28%) 1.11M
Increased by +48.69%
Mar 31, 24
20 Parnassus Investments LLC 1.85M (1.04%) -489.18K
Decreased by -26.45%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 9.77M (5.47%) 855.60K
Increased by +8.76%
Dec 31, 24
2 American Funds Growth Fund of Amer A 7.54M (4.22%) 2.57M
Increased by +34.04%
Dec 31, 24
3 Capital Group Growth Fnd of Amer Comp 7.54M (4.22%) 2.57M
Increased by +34.04%
Dec 31, 24
4 Vanguard PRIMECAP Inv 7.17M (4.02%) -105.72K
Decreased by -1.48%
Dec 31, 24
5 iShares Core S&P Mid-Cap ETF 6.22M (3.49%) 10.87K
Increased by +0.17%
Mar 31, 25
6 Vanguard Total Stock Mkt Idx Inv 6.01M (3.37%) 3.34K
Increased by +0.06%
Feb 28, 25
7 Vanguard Capital Opportunity Inv 5.51M (3.09%) -39.91K
Decreased by -0.72%
Dec 31, 24
8 American Funds AMCAP A 4.49M (2.52%) -115.70K
Decreased by -2.57%
Dec 31, 24
9 Capital Group AMCAP Composite 4.49M (2.52%) -115.70K
Decreased by -2.57%
Dec 31, 24
10 VA CollegeAmerica Amcap 529A 4.49M (2.52%) -115.70K
Decreased by -2.57%
Dec 31, 24
11 Vanguard Institutional Extnd Mkt Idx Tr 2.90M (1.62%) 3.96K
Increased by +0.14%
Feb 28, 25
12 Aviva Investors GlConvtAbsRet I USD Acc 2.49M (1.40%) -133.34K
Decreased by -5.35%
Mar 31, 24
13 Vanguard Small Cap Index 2.43M (1.36%) 1.98K
Increased by +0.08%
Feb 28, 25
14 Vanguard Mid Cap Index Institutional 2.06M (1.15%) 8.93K
Increased by +0.43%
Feb 28, 25
15 PRIMECAP Odyssey Aggressive Growth 1.86M (1.04%) -77.81K
Decreased by -4.18%
Dec 31, 24
16 SPDR® S&P Biotech ETF 1.60M (0.90%) -17.20K
Decreased by -1.07%
Mar 31, 25
17 SPDR® S&P MIDCAP 400 ETF Trust 1.54M (0.86%) 14.65K
Increased by +0.95%
Feb 28, 25
18 Xtrackers S&P 500 Swap ETF 1C 1.51M (0.85%) -2.58K
Decreased by -0.17%
Dec 31, 23
19 Vanguard Small Cap Growth Index Inv 1.37M (0.77%) -7.55K
Decreased by -0.55%
Feb 28, 25
20 PRIMECAP Odyssey Growth 1.35M (0.76%) -179.36K
Decreased by -13.24%
Dec 31, 24