Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 5.55%
2 BEEZ 4.32%
3 IHI 4.15%
4 PINK 4.00%
5 UTRN 3.96%
6 HECO 3.09%
7 LNGR 3.02%
8 FFLS 2.84%
9 IWFG 2.76%
10 AGNG 2.30%
11 FMED 2.23%
12 FFND 2.21%
13 INAU 2.13%
14 USRD 2.10%
15 GFGF 2.06%
16 HRTS 2.04%
17 NWLG 1.98%
18 BAFE 1.89%
19 XHE 1.85%
20 SAGP 1.80%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 62.59M (10.72%) 9.02M
Increased by +14.41%
Sep 30, 24
2 BlackRock Inc 54.59M (9.35%) 3.61M
Increased by +6.61%
Sep 30, 24
3 Wellington Management Company LLP 31.53M (5.40%) 14.61M
Increased by +46.33%
Sep 30, 24
4 State Street Corporation 26.78M (4.59%) -179.87K
Decreased by -0.67%
Mar 31, 24
5 State Street Corp 26.27M (4.50%) 256.54K
Increased by +0.98%
Sep 30, 24
6 Bank of New York Mellon Corp 18.13M (3.11%) -181.20K
Decreased by -1.00%
Dec 31, 24
7 JPMorgan Chase & Co 16.93M (2.90%) -367.66K
Decreased by -2.17%
Sep 30, 24
8 Geode Capital Management, LLC 13.52M (2.32%) 284.92K
Increased by +2.11%
Sep 30, 24
9 Fisher Asset Management, LLC 9.78M (1.67%) 696.97K
Increased by +7.13%
Dec 31, 24
10 Capital Research & Mgmt Co - Division 3 9.04M (1.55%) -21.21M
Decreased by -234.61%
Dec 31, 23
11 NORGES BANK 8.54M (1.46%) 32.33K
Increased by +0.38%
Jun 30, 24
12 FMR Inc 7.62M (1.31%) -617.05K
Decreased by -8.10%
Jun 30, 24
13 Brown Advisory Holdings Inc 7.58M (1.30%) -8.97M
Decreased by -118.38%
Sep 30, 24
14 Jennison Associates LLC 7.51M (1.29%) 7.51M
Increased by +100.00%
Dec 31, 24
15 T. Rowe Price Associates, Inc. 7.34M (1.26%) 819.48K
Increased by +11.17%
Jun 30, 24
16 Ninety One UK Limited 7.18M (1.23%) -127.05K
Decreased by -1.77%
Dec 31, 24
17 Goldman Sachs Group Inc 7.03M (1.20%) 3.57M
Increased by +50.74%
Dec 31, 23
18 AllianceBernstein L.P. 6.98M (1.20%) -13.36M
Decreased by -191.28%
Sep 30, 24
19 Deutsche Bank AG 6.25M (1.07%) 2.55M
Increased by +40.79%
Sep 30, 24
20 UBS Asset Mgmt Americas Inc 6.01M (1.03%) 61.27K
Increased by +1.02%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 18.49M (3.17%) -457.73K
Decreased by -2.48%
Dec 31, 24
2 Vanguard Health Care Inv 16.95M (2.90%) 1.58M
Increased by +9.33%
Dec 31, 24
3 Vanguard Institutional 500 Index Trust 15.97M (2.74%) -227.23K
Decreased by -1.42%
Dec 31, 24
4 Vanguard Mid Cap Index Institutional 12.68M (2.17%) 6.26M
Increased by +49.34%
Dec 31, 24
5 American Funds Growth Fund of Amer A 8.32M (1.43%) 1.70M
Increased by +20.40%
Sep 30, 23
6 Capital Group Growth Fnd of Amer Comp 8.32M (1.43%) 1.70M
Increased by +20.40%
Sep 30, 23
7 Fidelity 500 Index 7.32M (1.25%) -122.24K
Decreased by -1.67%
Dec 31, 24
8 SPDR® S&P 500® ETF Trust 7.23M (1.24%) -32.27K
Decreased by -0.45%
Jan 31, 25
9 SPDR® S&P 500 ETF Trust 7.14M (1.22%) -15.48K
Decreased by -0.22%
Apr 30, 24
10 Fidelity® 500 Index 7.08M (1.21%) 45.08K
Increased by +0.64%
Nov 30, 23
11 iShares Core S&P 500 ETF 6.92M (1.18%) 10.10K
Increased by +0.15%
Jan 31, 25
12 Capital Group AMCAP Composite 4.93M (0.84%) 602.81K
Increased by +12.24%
Sep 30, 23
13 VA CollegeAmerica Amcap 529A 4.93M (0.84%) 602.81K
Increased by +12.24%
Sep 30, 23
14 American Funds New Perspective A 4.85M (0.83%) 0.00
Increased by 0.00%
Sep 30, 23
15 Capital Group New Perspective Comp 4.85M (0.83%) 0.00
Increased by 0.00%
Sep 30, 23
16 Health Care Select Sector SPDR® ETF 4.43M (0.76%) -3.28K
Decreased by -0.07%
Apr 30, 24
17 Vanguard Mid-Cap Growth ETF 4.37M (0.75%) 2.23M
Increased by +51.07%
Dec 31, 24
18 The Health Care Select Sector SPDR® ETF 4.31M (0.74%) 5.66K
Increased by +0.13%
Jan 31, 25
19 Vanguard Institutional Index I 3.72M (0.64%) -91.08K
Decreased by -2.45%
Dec 31, 24
20 AllianceBernstein US L/C Growth Eqty MF 3.51M (0.60%) 0.00
Increased by 0.00%
Aug 30, 24