Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NIFE 5.61%
2 EKG 3.16%
3 SYNB 3.16%
4 FBT 3.03%
5 FMED 2.84%
6 PBE 2.63%
7 FRTY 2.39%
8 FFND 2.29%
9 XBI 1.97%
10 SWIN_old 1.88%
11 BTEC 1.66%
12 BMED 1.58%
13 AIEQ 1.41%
14 LABU 1.39%
15 HTEC 1.30%
16 BBH 1.26%
17 PFUT 1.14%
18 FDLS 1.03%
19 CANC 0.92%
20 AGNG 0.79%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 21.65M (11.78%) 8.02M
Increased by +37.07%
Sep 30, 24
2 Vanguard Group Inc 17.76M (9.67%) -411.36K
Decreased by -2.32%
Sep 30, 24
3 Capital World Investors 15.84M (8.62%) -660.05K
Decreased by -4.17%
Sep 30, 24
4 Wellington Management Company LLP 14.33M (7.80%) -456.17K
Decreased by -3.18%
Sep 30, 24
5 BlackRock Inc 11.27M (6.13%) -797.52K
Decreased by -7.08%
Sep 30, 24
6 State Street Corp 6.68M (3.64%) -1.53M
Decreased by -22.90%
Sep 30, 24
7 JPMorgan Chase & Co 5.26M (2.86%) 914.68K
Increased by +17.40%
Sep 30, 24
8 State Street Corporation 5.09M (2.77%) 72.91K
Increased by +1.43%
Mar 31, 24
9 Ameriprise Financial Inc 4.53M (2.46%) 2.31M
Increased by +51.06%
Sep 30, 24
10 William Blair Investment Management, LLC 4.28M (2.33%) 405.76K
Increased by +9.47%
Sep 30, 24
11 Artisan Partners Limited Partnership 3.81M (2.08%) 9.14K
Increased by +0.24%
Sep 30, 24
12 T. Rowe Price Investment Management,Inc. 3.39M (1.85%) 451.64K
Increased by +13.31%
Sep 30, 24
13 T. Rowe Price Associates, Inc. 3.30M (1.79%) 2.11M
Increased by +64.07%
Sep 30, 24
14 ARK Investment Management LLC 3.27M (1.78%) -2.77M
Decreased by -84.62%
Mar 31, 24
15 Geode Capital Management, LLC 3.11M (1.69%) 7.87K
Increased by +0.25%
Sep 30, 24
16 Millennium Management LLC 2.95M (1.60%) 2.72M
Increased by +92.35%
Mar 31, 24
17 Champlain Investment Partners, LLC 2.49M (1.36%) 245.98K
Increased by +9.86%
Sep 30, 24
18 Amvescap Plc. 2.19M (1.19%) 11.79K
Increased by +0.54%
Dec 31, 23
19 Sumitomo Mitsui Trust Holdings Inc 1.97M (1.07%) -235.66K
Decreased by -11.94%
Mar 31, 24
20 Point72 Asset Management, L.P. 1.97M (1.07%) 1.60M
Increased by +81.35%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 9.65M (5.25%) 1.15M
Increased by +11.96%
Dec 31, 24
2 JPM US Large Cap Growth-MA 8.66M (4.71%) 8.02M
Increased by +92.64%
Sep 30, 23
3 Capital Group Growth Fnd of Amer Comp 8.50M (4.62%) -313.37K
Decreased by -3.69%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 5.53M (3.01%) -264.27K
Decreased by -4.78%
Dec 31, 24
5 Vanguard Health Care Inv 5.03M (2.74%) 0.00
Increased by 0.00%
Sep 30, 24
6 Vanguard Small Cap Index 4.48M (2.44%) -184.01K
Decreased by -4.11%
Dec 31, 24
7 JPMorgan Large Cap Growth I 4.35M (2.37%) 0.00
Increased by 0.00%
Mar 31, 24
8 Capital Group Fundamental Invtrs Comp 3.50M (1.90%) -299.54K
Decreased by -8.56%
Sep 30, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 2.81M (1.53%) 41.83K
Increased by +1.49%
Dec 31, 24
10 ARK Genomic Revolution 2.69M (1.47%) 165.81K
Increased by +6.16%
Dec 31, 23
11 American Funds New Economy A 2.59M (1.41%) 756.51K
Increased by +29.17%
Dec 31, 24
12 Vanguard Small Cap Growth Index Inv 2.54M (1.38%) -28.37K
Decreased by -1.12%
Dec 31, 24
13 American Funds Fundamental Invs A 2.50M (1.36%) -998.73K
Decreased by -39.95%
Dec 31, 24
14 SPDR® S&P Biotech ETF 2.41M (1.31%) -42.85K
Decreased by -1.78%
Dec 31, 24
15 Champlain Mid Cap Fund, LLC 2.40M (1.31%) -58.61K
Decreased by -2.44%
Dec 31, 24
16 Fidelity Select Health Care 2.22M (1.21%) 80.00K
Increased by +3.60%
Nov 30, 24
17 ARK Genomic Revolution ETF 2.07M (1.13%) -73.02K
Decreased by -3.53%
Jan 31, 24
18 JPMorgan Growth Advantage A 2.05M (1.11%) 0.00
Increased by 0.00%
May 31, 24
19 Fidelity Advisor Equity Growth I 1.98M (1.08%) 0.00
Increased by 0.00%
Nov 30, 24
20 T. Rowe Price Mid-Cap Value 1.88M (1.02%) 0.00
Increased by 0.00%
Dec 31, 24