Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NIFE 5.61%
2 EKG 3.48%
3 FBT 2.85%
4 FMED 2.76%
5 PBE 2.63%
6 XBI 2.58%
7 FRTY 2.39%
8 FFND 2.29%
9 SWIN_old 1.88%
10 BTEC 1.66%
11 LABU 1.64%
12 HTEC 1.62%
13 BMED 1.45%
14 AIEQ 1.41%
15 BBH 1.38%
16 FDLS 1.03%
17 SYNB 0.95%
18 PFUT 0.78%
19 FDMO 0.78%
20 PINK 0.77%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 20.75M (11.26%) -894.96K
Decreased by -4.31%
Dec 31, 24
2 Capital World Investors 17.54M (9.52%) 1.70M
Increased by +9.67%
Dec 31, 24
3 Vanguard Group Inc 17.02M (9.24%) -743.62K
Decreased by -4.37%
Dec 31, 24
4 Wellington Management Company LLP 12.06M (6.54%) -2.27M
Decreased by -18.86%
Dec 31, 24
5 BlackRock Inc 11.87M (6.44%) 601.63K
Increased by +5.07%
Dec 31, 24
6 State Street Corp 6.23M (3.38%) -447.40K
Decreased by -7.18%
Dec 31, 24
7 Mackenzie Investments 5.84M (3.17%) 4.43M
Increased by +75.93%
Dec 31, 24
8 T. Rowe Price Associates, Inc. 5.76M (3.13%) 2.46M
Increased by +42.74%
Dec 31, 24
9 State Street Corporation 5.09M (2.76%) 72.91K
Increased by +1.43%
Mar 31, 24
10 T. Rowe Price Investment Management,Inc. 4.27M (2.32%) 876.99K
Increased by +20.54%
Dec 31, 24
11 Ameriprise Financial Inc 4.21M (2.28%) -317.39K
Decreased by -7.54%
Dec 31, 24
12 JPMorgan Chase & Co 3.49M (1.90%) -7.02M
Decreased by -200.92%
Dec 31, 24
13 William Blair Investment Management, LLC 3.44M (1.87%) -840.44K
Decreased by -24.40%
Dec 31, 24
14 ARK Investment Management LLC 3.27M (1.77%) -2.77M
Decreased by -84.62%
Mar 31, 24
15 Geode Capital Management, LLC 3.12M (1.69%) 16.83K
Increased by +0.54%
Dec 31, 24
16 Champlain Investment Partners, LLC 2.44M (1.32%) -57.17K
Decreased by -2.35%
Dec 31, 24
17 Millennium Management LLC 2.36M (1.28%) 1.12M
Increased by +47.51%
Dec 31, 24
18 Morgan Stanley - Brokerage Accounts 2.19M (1.19%) 411.51K
Increased by +18.78%
Dec 31, 24
19 Amvescap Plc. 2.19M (1.19%) 11.79K
Increased by +0.54%
Dec 31, 23
20 Artisan Partners Limited Partnership 2.01M (1.09%) -1.81M
Decreased by -89.82%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 9.65M (5.24%) 1.15M
Increased by +11.96%
Dec 31, 24
2 Capital Group Growth Fnd of Amer Comp 9.65M (5.24%) 1.15M
Increased by +11.96%
Dec 31, 24
3 JPM US Large Cap Growth-MA 8.66M (4.70%) 8.02M
Increased by +92.64%
Sep 30, 23
4 Vanguard Total Stock Mkt Idx Inv 5.54M (3.01%) 3.22K
Increased by +0.06%
Feb 28, 25
5 Vanguard Health Care Inv 5.21M (2.83%) 173.61K
Increased by +3.33%
Dec 31, 24
6 Vanguard Small Cap Index 4.49M (2.44%) 3.65K
Increased by +0.08%
Feb 28, 25
7 JPMorgan Large Cap Growth I 4.35M (2.36%) 0.00
Increased by 0.00%
Mar 31, 24
8 Fidelity Select Health Care 3.12M (1.69%) 560.00K
Increased by +17.95%
Feb 28, 25
9 SPDR® S&P Biotech ETF 2.86M (1.55%) -30.62K
Decreased by -1.07%
Mar 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 2.81M (1.53%) 3.88K
Increased by +0.14%
Feb 28, 25
11 ARK Genomic Revolution 2.69M (1.46%) 165.81K
Increased by +6.16%
Dec 31, 23
12 American Funds New Economy A 2.59M (1.41%) 756.51K
Increased by +29.17%
Dec 31, 24
13 Capital Group New Economy Comp 2.59M (1.41%) 756.51K
Increased by +29.17%
Dec 31, 24
14 Vanguard Small Cap Growth Index Inv 2.52M (1.37%) -14.16K
Decreased by -0.56%
Feb 28, 25
15 American Funds Fundamental Invs A 2.50M (1.36%) -998.73K
Decreased by -39.95%
Dec 31, 24
16 Capital Group Fundamental Invtrs Comp 2.50M (1.36%) -998.73K
Decreased by -39.95%
Dec 31, 24
17 T. Rowe Price Mid-Cap Value 2.27M (1.23%) 30.90K
Increased by +1.36%
Feb 28, 25
18 Fidelity Select Medical Tech and Devcs 2.26M (1.23%) 408.00K
Increased by +18.05%
Feb 28, 25
19 Champlain Mid Cap Fund, LLC 2.25M (1.22%) -83.98K
Decreased by -3.74%
Feb 28, 25
20 Strategic Advisers Fidelity US TtlStk 2.09M (1.14%) 321.31K
Increased by +15.36%
Feb 28, 25