Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ZBIO 5.68%
2 BIS 5.67%
3 EKG 5.03%
4 GNOM 4.99%
5 ARKG 4.71%
6 XMHQ 4.51%
7 QQQA 4.14%
8 FBT 4.04%
9 EQWM 4.00%
10 GNMX 3.99%
11 BBH 3.36%
12 BEEX 3.28%
13 PBE 3.03%
14 FMTM 2.75%
15 AGIQ 2.71%
16 BTEC 2.67%
17 VNSE 2.64%
18 HTEC 2.40%
19 INVN 2.37%
20 DFNV 2.36%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 19.02M (12.85%) 701.91K
Increased by +3.69%
Mar 31, 26
2 Capital World Investors 15.55M (10.50%) -4.55M
Decreased by -29.27%
Mar 31, 26
3 Vanguard Group Inc 14.36M (9.70%) -272.50K
Decreased by -1.90%
Dec 31, 25
4 Vanguard Portfolio Management, LLC 6.82M (4.61%) 6.82M
Increased by +100.00%
Mar 31, 26
5 State Street Corporation 6.81M (4.60%) 88.67K
Increased by +1.30%
Mar 31, 24
6 Edgewood Management LLC 6.66M (4.50%) -222.75K
Decreased by -3.35%
Mar 31, 24
7 Vanguard Capital Management, LLC 6.59M (4.46%) 6.59M
Increased by +100.00%
Mar 31, 26
8 State Street Corp 6.43M (4.34%) 239.23K
Increased by +3.72%
Mar 31, 26
9 WCM Investment Management 5.92M (4.00%) 1.85M
Increased by +31.26%
Mar 31, 26
10 Polen Capital 5.13M (3.46%) 29.15K
Increased by +0.57%
Sep 30, 23
11 Sessa Capital IM LP 4.72M (3.19%) 4.72M
Increased by +100.00%
Jun 30, 25
12 AQR Capital Management LLC 3.98M (2.69%) -445.05K
Decreased by -11.18%
Mar 31, 26
13 Corvex Management LP 3.83M (2.59%) 0.00
Increased by 0.00%
Mar 31, 26
14 Sessa Capital, L.P 3.28M (2.21%) -128.21K
Decreased by -3.91%
Mar 31, 26
15 Geode Capital Management, LLC 3.05M (2.06%) 182.23K
Increased by +5.97%
Mar 31, 26
16 PointState Capital LP 2.95M (1.99%) 433.53K
Increased by +14.69%
Jun 30, 25
17 Loomis, Sayles & Company LP 2.94M (1.99%) -1.23M
Decreased by -41.75%
Mar 31, 26
18 Brown Advisory Holdings Inc 2.91M (1.97%) 996.59K
Increased by +34.26%
Mar 31, 25
19 Amvescap Plc. 2.66M (1.80%) -90.38K
Decreased by -3.40%
Mar 31, 26
20 Wellington Management Company LLP 2.63M (1.78%) -604.05K
Decreased by -22.92%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 5.19M (3.50%) 972.00
Increased by +0.02%
May 29, 26
2 Vanguard US Total Market Shares ETF 5.04M (3.41%) 3.78K
Increased by +0.08%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 4.63M (3.13%) 24.47K
Increased by +0.53%
Apr 30, 26
4 Vanguard Institutional 500 Index Trust 4.00M (2.70%) 37.09K
Increased by +0.93%
Mar 31, 24
5 American Funds American Balanced A 3.59M (2.42%) 997.09K
Increased by +27.80%
Mar 31, 26
6 Edgewood Growth Instl 3.51M (2.37%) -150.34K
Decreased by -4.28%
Mar 31, 24
7 American Funds Growth Fund of Amer A 3.46M (2.34%) -2.75M
Decreased by -79.42%
Mar 31, 26
8 Capital Group Growth Fnd of Amer Comp 3.46M (2.34%) -2.75M
Decreased by -79.42%
Mar 31, 26
9 Vanguard Small Cap Index 3.35M (2.26%) -7.35K
Decreased by -0.22%
Apr 30, 26
10 Invesco QQQ Trust 3.16M (2.13%) 7.39K
Increased by +0.23%
Nov 27, 24
11 AF High Growth (AFRIS) 2.78M (1.88%) 2.78M
Increased by +100.00%
Feb 29, 24
12 American Funds New Economy A 2.78M (1.88%) 108.17K
Increased by +3.90%
Mar 31, 26
13 Capital Group New Economy Comp 2.78M (1.88%) 108.17K
Increased by +3.90%
Mar 31, 26
14 Vanguard Small Cap Value Index Inv 2.15M (1.45%) 15.55K
Increased by +0.72%
Apr 30, 26
15 Fidelity 500 Index 1.92M (1.30%) 14.64K
Increased by +0.76%
Mar 31, 24
16 American Funds Washington Mutual A 1.90M (1.28%) 0.00
Increased by 0.00%
Mar 31, 26
17 Capital Group Wash Mutual Invtrs Comp 1.90M (1.28%) 0.00
Increased by 0.00%
Mar 31, 26
18 SPDR® S&P 500 ETF Trust 1.87M (1.26%) 4.23K
Increased by +0.23%
Apr 30, 24
19 Fidelity® 500 Index 1.84M (1.25%) 11.74K
Increased by +0.64%
Nov 30, 23
20 Vanguard Growth Index Investor 1.78M (1.20%) 1.60K
Increased by +0.09%
Feb 28, 25