Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NIFE 5.61%
2 EKG 3.21%
3 FBT 2.90%
4 FMED 2.67%
5 FRTY 2.39%
6 FFND 2.29%
7 PBE 2.13%
8 XBI 1.95%
9 MDEV 1.95%
10 SWIN_old 1.88%
11 BTEC 1.66%
12 BMED 1.61%
13 HELX 1.51%
14 AIEQ 1.41%
15 DWSH 1.36%
16 BBH 1.27%
17 LABU 1.24%
18 HTEC 1.21%
19 ARKG 1.17%
20 FXH 1.14%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 27.72M (14.79%) 6.97M
Increased by +25.14%
Mar 31, 25
2 Capital World Investors 18.20M (9.71%) 364.75K
Increased by +2.00%
Jun 30, 25
3 Vanguard Group Inc 17.91M (9.55%) 269.79K
Increased by +1.51%
Jun 30, 25
4 Wellington Management Company LLP 12.00M (6.40%) -497.53K
Decreased by -4.14%
Jun 30, 25
5 BlackRock Inc 11.92M (6.36%) 50.76K
Increased by +0.43%
Mar 31, 25
6 State Street Corp 6.61M (3.53%) 381.12K
Increased by +5.76%
Mar 31, 25
7 State Street Corporation 5.09M (2.72%) 72.91K
Increased by +1.43%
Mar 31, 24
8 T. Rowe Price Associates, Inc. 3.70M (1.98%) -2.70M
Decreased by -72.93%
Jun 30, 25
9 JPMorgan Chase & Co 3.49M (1.86%) -7.02M
Decreased by -200.92%
Dec 31, 24
10 Ameriprise Financial Inc 3.36M (1.79%) -844.26K
Decreased by -25.10%
Mar 31, 25
11 Mackenzie Investments 3.28M (1.75%) -2.56M
Decreased by -77.92%
Mar 31, 25
12 ARK Investment Management LLC 3.27M (1.74%) -2.77M
Decreased by -84.62%
Mar 31, 24
13 Geode Capital Management, LLC 3.27M (1.74%) 143.64K
Increased by +4.40%
Mar 31, 25
14 Massachusetts Financial Services Company 2.97M (1.58%) 2.97M
Increased by +100.00%
Jun 30, 25
15 T. Rowe Price Investment Management,Inc. 2.92M (1.56%) -1.35M
Decreased by -46.28%
Mar 31, 25
16 Champlain Investment Partners, LLC 2.53M (1.35%) 282.82K
Increased by +11.18%
Jun 30, 25
17 Goldman Sachs Group Inc 2.21M (1.18%) 1.49M
Increased by +67.12%
Jun 30, 25
18 Amvescap Plc. 2.19M (1.17%) 11.79K
Increased by +0.54%
Dec 31, 23
19 William Blair Investment Management, LLC 2.02M (1.08%) -228.87K
Decreased by -11.33%
Jun 30, 25
20 Artisan Partners Limited Partnership 2.01M (1.07%) -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 9.63M (5.14%) 0.00
Increased by 0.00%
Jun 30, 25
2 Capital Group Growth Fnd of Amer Comp 9.63M (5.14%) 0.00
Increased by 0.00%
Jun 30, 25
3 JPM US Large Cap Growth-MA 8.66M (4.62%) 8.02M
Increased by +92.64%
Sep 30, 23
4 Vanguard Total Stock Mkt Idx Inv 5.96M (3.18%) -125.74K
Decreased by -2.11%
Jul 31, 25
5 Vanguard US Total Market Shares ETF 5.88M (3.14%) 4.46K
Increased by +0.08%
Sep 30, 24
6 Vanguard Health Care Inv 5.76M (3.07%) -303.21K
Decreased by -5.27%
Jun 30, 25
7 Vanguard Small Cap Index 4.58M (2.44%) -28.90K
Decreased by -0.63%
Jul 31, 25
8 JPMorgan Large Cap Growth I 4.35M (2.32%) 0.00
Increased by 0.00%
Mar 31, 24
9 American Funds New Economy A 3.08M (1.64%) 256.13K
Increased by +8.33%
Jun 30, 25
10 Capital Group New Economy Comp 3.08M (1.64%) 256.13K
Increased by +8.33%
Jun 30, 25
11 Fidelity Select Health Care 3.00M (1.60%) -150.00K
Decreased by -5.00%
Jun 30, 25
12 ARK Genomic Revolution 2.69M (1.44%) 165.81K
Increased by +6.16%
Dec 31, 23
13 Vanguard Small Cap Growth Index Inv 2.58M (1.38%) -3.49K
Decreased by -0.14%
Jul 31, 25
14 American Funds Fundamental Invs A 2.49M (1.33%) 0.00
Increased by 0.00%
Jun 30, 25
15 Capital Group Fundamental Invtrs Comp 2.49M (1.33%) 0.00
Increased by 0.00%
Jun 30, 25
16 Strategic Advisers Fidelity US TtlStk 2.43M (1.30%) -50.00K
Decreased by -2.06%
Jun 30, 25
17 Champlain Mid Cap Fund, LLC 2.42M (1.29%) -79.41K
Decreased by -3.29%
Jul 31, 25
18 T. Rowe Price Mid-Cap Value 2.37M (1.26%) 100.02K
Increased by +4.22%
Mar 31, 25
19 T. Rowe Price US Mid-Cap Value Equity 2.37M (1.26%) 493.51K
Increased by +20.84%
Mar 31, 25
20 Fidelity Select Medical Tech and Devcs 2.18M (1.16%) -100.00K
Decreased by -4.59%
Jun 30, 25