Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ZBIO 5.68%
2 BIS 5.67%
3 EKG 5.30%
4 GNOM 5.25%
5 ARKG 4.49%
6 QQQA 4.14%
7 AGIQ 4.12%
8 EQWM 4.00%
9 XMHQ 3.96%
10 BEEX 3.80%
11 GNMX 3.73%
12 BBH 3.40%
13 FBT 3.35%
14 PBE 3.22%
15 VNSE 3.01%
16 SAMM 2.85%
17 FMTM 2.75%
18 BTEC 2.67%
19 FMED 2.61%
20 INVN 2.37%

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 5.15M (3.48%) -27.93K
Decreased by -0.54%
Jun 30, 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 4.56M (3.08%) -58.41K
Decreased by -1.28%
Jun 30, 26
4 Vanguard Institutional 500 Index Trust 4.00M (2.70%) 37.09K
Increased by +0.93%
Mar 31, 24
5 Edgewood Growth Instl 3.51M (2.37%) -150.34K
Decreased by -4.28%
Mar 31, 24
6 American Funds American Balanced A 3.49M (2.36%) -100.00K
Decreased by -2.87%
Jun 30, 26
7 Capital Group Growth Fnd of Amer Comp 3.46M (2.34%) -2.75M
Decreased by -79.42%
Mar 31, 26
8 American Funds Growth Fund of Amer A 3.46M (2.34%) -2.75M
Decreased by -79.42%
Mar 31, 26
9 Vanguard Small Cap Index 3.30M (2.23%) -45.86K
Decreased by -1.39%
Jun 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 Growth Fd of Amer A 2.74M (1.85%) -719.54K
Decreased by -26.22%
Jun 30, 26
13 American Funds New Economy A 2.68M (1.81%) -92.48K
Decreased by -3.45%
Jun 30, 26
14 Capital Group New Economy Comp 2.68M (1.81%) -92.48K
Decreased by -3.45%
Jun 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%
Jun 30, 26
17 Capital Group Wash Mutual Invtrs Comp 1.90M (1.28%) 0.00
Increased by 0.00%
Jun 30, 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