Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ZBIO 5.68%
2 BIS 5.67%
3 AGIQ 5.52%
4 PBE 5.45%
5 GNOM 5.21%
6 EKG 4.56%
7 QQQA 4.14%
8 ARKG 4.06%
9 FBT 3.93%
10 BEEX 3.13%
11 BBH 2.89%
12 BTEC 2.66%
13 INVN 2.60%
14 PAMC 2.48%
15 EDOC 2.34%
16 FXH 2.25%
17 QVAL 2.13%
18 THNQ 2.05%
19 HTEC 2.05%
20 FTXH 1.98%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 19.36M (13.04%) 620.76K
Increased by +3.21%
Jun 30, 25
2 Capital World Investors 16.65M (11.22%) -2.25M
Decreased by -13.54%
Jun 30, 25
3 Vanguard Group Inc 15.15M (10.21%) -1.22M
Decreased by -8.04%
Jun 30, 25
4 State Street Corporation 6.81M (4.59%) 88.67K
Increased by +1.30%
Mar 31, 24
5 Edgewood Management LLC 6.66M (4.48%) -222.75K
Decreased by -3.35%
Mar 31, 24
6 State Street Corp 5.62M (3.78%) -234.60K
Decreased by -4.18%
Jun 30, 25
7 Polen Capital 5.13M (3.45%) 29.15K
Increased by +0.57%
Sep 30, 23
8 Sessa Capital IM LP 4.72M (3.18%) 4.72M
Increased by +100.00%
Jun 30, 25
9 WCM Investment Management 4.43M (2.98%) 247.46K
Increased by +5.59%
Jun 30, 25
10 Loomis, Sayles & Company LP 4.23M (2.85%) 78.32K
Increased by +1.85%
Jun 30, 25
11 Corvex Management LP 3.83M (2.58%) 0.00
Increased by 0.00%
Jun 30, 25
12 AQR Capital Management LLC 3.30M (2.22%) 1.17M
Increased by +35.63%
Jun 30, 25
13 PointState Capital LP 2.95M (1.99%) 433.53K
Increased by +14.69%
Jun 30, 25
14 Brown Advisory Holdings Inc 2.91M (1.96%) 996.59K
Increased by +34.26%
Mar 31, 25
15 Geode Capital Management, LLC 2.87M (1.93%) 21.34K
Increased by +0.74%
Jun 30, 25
16 Wellington Management Company LLP 2.63M (1.78%) -604.05K
Decreased by -22.92%
Mar 31, 24
17 Amvescap Plc. 2.48M (1.67%) -131.08K
Decreased by -5.29%
Mar 31, 24
18 Bank of New York Mellon Corp 2.34M (1.57%) -504.06K
Decreased by -21.58%
Jun 30, 25
19 Nuveen Asset Management, LLC 2.08M (1.40%) 181.92K
Increased by +8.76%
Sep 30, 24
20 GuardCap Asset Management Limited 2.04M (1.37%) -33.66K
Decreased by -1.65%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 5.15M (3.47%) 0.00
Increased by 0.00%
Aug 31, 25
2 American Funds Growth Fund of Amer A 5.04M (3.40%) -1.72M
Decreased by -34.08%
Jun 30, 25
3 Capital Group Growth Fnd of Amer Comp 5.04M (3.40%) -1.72M
Decreased by -34.08%
Jun 30, 25
4 Vanguard US Total Market Shares ETF 5.04M (3.40%) 3.78K
Increased by +0.08%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 4.73M (3.19%) -116.12K
Decreased by -2.46%
Jul 31, 25
6 Vanguard Institutional 500 Index Trust 4.00M (2.70%) 37.09K
Increased by +0.93%
Mar 31, 24
7 Vanguard Small Cap Index 3.65M (2.46%) -23.35K
Decreased by -0.64%
Jul 31, 25
8 Edgewood Growth Instl 3.51M (2.37%) -150.34K
Decreased by -4.28%
Mar 31, 24
9 Invesco QQQ Trust 3.16M (2.13%) 7.39K
Increased by +0.23%
Nov 27, 24
10 AF High Growth (AFRIS) 2.78M (1.87%) 2.78M
Increased by +100.00%
Feb 29, 24
11 Vanguard Small Cap Value Index Inv 2.35M (1.59%) 8.01K
Increased by +0.34%
Jul 31, 25
12 American Funds American Balanced A 2.23M (1.50%) 400.22K
Increased by +17.98%
Jun 30, 25
13 American Funds New Perspective A 2.00M (1.35%) 0.00
Increased by 0.00%
Jun 30, 25
14 Capital Group New Perspective Comp 2.00M (1.35%) 0.00
Increased by 0.00%
Jun 30, 25
15 Fidelity 500 Index 1.92M (1.29%) 14.64K
Increased by +0.76%
Mar 31, 24
16 SPDR® S&P 500 ETF Trust 1.87M (1.26%) 4.23K
Increased by +0.23%
Apr 30, 24
17 Fidelity® 500 Index 1.84M (1.24%) 11.74K
Increased by +0.64%
Nov 30, 23
18 Vanguard Growth Index Investor 1.78M (1.20%) 1.60K
Increased by +0.09%
Feb 28, 25
19 Vanguard Mid Cap Index Institutional 1.74M (1.17%) 16.44K
Increased by +0.95%
May 31, 25
20 Vanguard Institutional Extnd Mkt Idx Tr 1.70M (1.15%) -739.22K
Decreased by -43.42%
Jul 31, 25