Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NIFE 5.61%
2 SYNB 3.64%
3 EKG 3.20%
4 FMED 2.79%
5 FBT 2.48%
6 FRTY 2.39%
7 FFND 2.29%
8 XBI 2.05%
9 SWIN_old 1.88%
10 BTEC 1.66%
11 BBH 1.64%
12 BMED 1.51%
13 CANC 1.49%
14 AIEQ 1.41%
15 PFUT 1.36%
16 LABU 1.30%
17 GDOC 1.17%
18 HTEC 1.13%
19 FDLS 1.03%
20 FXH 1.01%

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 14.79M (8.05%) 4.11M
Increased by +27.78%
Jun 30, 24
5 BlackRock Inc 12.07M (6.57%) 689.76K
Increased by +5.72%
Jun 30, 24
6 State Street Corp 8.21M (4.47%) 3.12M
Increased by +37.96%
Jun 30, 24
7 State Street Corporation 5.09M (2.77%) 72.91K
Increased by +1.43%
Mar 31, 24
8 JPMorgan Chase & Co 4.34M (2.36%) -8.04M
Decreased by -185.25%
Jun 30, 24
9 William Blair Investment Management, LLC 4.28M (2.33%) 405.76K
Increased by +9.47%
Sep 30, 24
10 Holocene Advisors, LP 4.04M (2.20%) 1.54M
Increased by +38.14%
Jun 30, 24
11 Artisan Partners Limited Partnership 3.81M (2.07%) 693.46K
Increased by +18.22%
Jun 30, 24
12 T. Rowe Price Investment Management,Inc. 3.39M (1.85%) 451.64K
Increased by +13.31%
Sep 30, 24
13 ARK Investment Management LLC 3.27M (1.78%) -2.77M
Decreased by -84.62%
Mar 31, 24
14 Geode Capital Management, LLC 3.10M (1.69%) 128.21K
Increased by +4.14%
Jun 30, 24
15 Millennium Management LLC 2.95M (1.60%) 2.72M
Increased by +92.35%
Mar 31, 24
16 Morgan Stanley - Brokerage Accounts 2.94M (1.60%) 327.39K
Increased by +11.14%
Jun 30, 24
17 Champlain Investment Partners, LLC 2.49M (1.36%) 245.98K
Increased by +9.86%
Sep 30, 24
18 Ameriprise Financial Inc 2.21M (1.21%) -45.25K
Decreased by -2.04%
Jun 30, 24
19 Amvescap Plc. 2.19M (1.19%) 11.79K
Increased by +0.54%
Dec 31, 23
20 Sumitomo Mitsui Trust Holdings Inc 1.97M (1.07%) -235.66K
Decreased by -11.94%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 JPM US Large Cap Growth-MA 8.66M (4.71%) 8.02M
Increased by +92.64%
Sep 30, 23
2 American Funds Growth Fund of Amer A 8.50M (4.62%) -313.37K
Decreased by -3.69%
Sep 30, 24
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 5.86M (3.19%) -22.61K
Decreased by -0.39%
Oct 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 4.63M (2.52%) 9.05K
Increased by +0.20%
Oct 31, 24
7 JPMorgan Large Cap Growth I 4.35M (2.37%) 0.00
Increased by 0.00%
Mar 31, 24
8 American Funds Fundamental Invs A 3.50M (1.90%) -299.54K
Decreased by -8.56%
Sep 30, 24
9 Capital Group Fundamental Invtrs Comp 3.50M (1.90%) -299.54K
Decreased by -8.56%
Sep 30, 24
10 SPDR® S&P Biotech ETF 2.78M (1.51%) -40.11K
Decreased by -1.44%
Oct 31, 24
11 Vanguard Institutional Extnd Mkt Idx Tr 2.76M (1.50%) -60.56K
Decreased by -2.19%
Sep 30, 24
12 ARK Genomic Revolution 2.69M (1.47%) 165.81K
Increased by +6.16%
Dec 31, 23
13 Vanguard Small Cap Growth Index Inv 2.54M (1.38%) -6.66K
Decreased by -0.26%
Oct 31, 24
14 Champlain Mid Cap Fund, LLC 2.36M (1.28%) -86.46K
Decreased by -3.66%
Oct 31, 24
15 Fidelity Select Health Care 2.14M (1.16%) 470.00K
Increased by +21.96%
Sep 30, 24
16 ARK Genomic Revolution ETF 2.07M (1.13%) -73.02K
Decreased by -3.53%
Jan 31, 24
17 JPMorgan Growth Advantage A 2.05M (1.11%) 0.00
Increased by 0.00%
May 31, 24
18 Fidelity Advisor Equity Growth I 1.98M (1.08%) -20.20K
Decreased by -1.02%
Sep 30, 24
19 Fidelity VIP Growth Initial 1.89M (1.03%) -44.20K
Decreased by -2.34%
Sep 30, 24
20 ARK Disruptive Innovation Full Composite 1.84M (1.00%) -1.24M
Decreased by -67.57%
Mar 31, 24