Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NIFE 5.61%
2 SYNB 3.03%
3 EKG 2.91%
4 FBT 2.85%
5 FMED 2.64%
6 PBE 2.51%
7 FRTY 2.39%
8 FFND 2.29%
9 XBI 1.91%
10 SWIN_old 1.88%
11 BTEC 1.66%
12 BMED 1.44%
13 AIEQ 1.41%
14 LABU 1.22%
15 BBH 1.22%
16 HTEC 1.09%
17 FDLS 1.03%
18 CANC 0.88%
19 PFUT 0.82%
20 FDMO 0.78%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 21.65M (11.77%) 8.02M
Increased by +37.07%
Sep 30, 24
2 Capital World Investors 17.54M (9.53%) 1.70M
Increased by +9.67%
Dec 31, 24
3 Vanguard Group Inc 17.02M (9.25%) -743.62K
Decreased by -4.37%
Dec 31, 24
4 Wellington Management Company LLP 12.06M (6.56%) -2.27M
Decreased by -18.86%
Dec 31, 24
5 BlackRock Inc 11.27M (6.13%) -797.52K
Decreased by -7.08%
Sep 30, 24
6 JPMorgan Chase & Co 10.51M (5.71%) 1.83M
Increased by +17.40%
Sep 30, 24
7 State Street Corp 6.68M (3.63%) -1.53M
Decreased by -22.90%
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 3.44M (1.87%) -840.44K
Decreased by -24.40%
Dec 31, 24
11 T. Rowe Price Investment Management,Inc. 3.39M (1.84%) 451.64K
Increased by +13.31%
Sep 30, 24
12 T. Rowe Price Associates, Inc. 3.30M (1.79%) 2.11M
Increased by +64.07%
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 3.11M (1.69%) 7.87K
Increased by +0.25%
Sep 30, 24
15 Millennium Management LLC 2.95M (1.60%) 2.72M
Increased by +92.35%
Mar 31, 24
16 Champlain Investment Partners, LLC 2.44M (1.32%) -57.17K
Decreased by -2.35%
Dec 31, 24
17 Amvescap Plc. 2.19M (1.19%) 11.79K
Increased by +0.54%
Dec 31, 23
18 Artisan Partners Limited Partnership 2.01M (1.09%) -1.81M
Decreased by -89.82%
Dec 31, 24
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 Capital Group Growth Fnd of Amer Comp 9.65M (5.25%) 1.15M
Increased by +11.96%
Dec 31, 24
3 JPM US Large Cap Growth-MA 8.66M (4.71%) 8.02M
Increased by +92.64%
Sep 30, 23
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 5.21M (2.83%) 173.61K
Increased by +3.33%
Dec 31, 24
6 Vanguard Small Cap Index 4.48M (2.43%) -184.01K
Decreased by -4.11%
Dec 31, 24
7 JPMorgan Large Cap Growth I 4.35M (2.36%) 0.00
Increased by 0.00%
Mar 31, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 2.81M (1.53%) 41.83K
Increased by +1.49%
Dec 31, 24
9 ARK Genomic Revolution 2.69M (1.46%) 165.81K
Increased by +6.16%
Dec 31, 23
10 American Funds New Economy A 2.59M (1.41%) 756.51K
Increased by +29.17%
Dec 31, 24
11 Capital Group New Economy Comp 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 Capital Group Fundamental Invtrs Comp 2.50M (1.36%) -998.73K
Decreased by -39.95%
Dec 31, 24
15 Champlain Mid Cap Fund, LLC 2.33M (1.27%) -67.01K
Decreased by -2.87%
Jan 31, 25
16 Fidelity Select Health Care 2.28M (1.24%) 60.00K
Increased by +2.63%
Dec 31, 24
17 SPDR® S&P Biotech ETF 2.26M (1.23%) -51.42K
Decreased by -2.27%
Jan 31, 25
18 ARK Genomic Revolution ETF 2.07M (1.13%) -73.02K
Decreased by -3.53%
Jan 31, 24
19 JPMorgan Growth Advantage A 2.05M (1.11%) 0.00
Increased by 0.00%
May 31, 24
20 Fidelity Advisor Equity Growth I 2.00M (1.09%) 19.50K
Increased by +0.97%
Dec 31, 24