Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ZBIO 5.68%
2 BIS 5.67%
3 QQQA 4.14%
4 GNOM 3.93%
5 PBE 3.59%
6 BBH 3.05%
7 EKG 2.78%
8 BTEC 2.66%
9 EDOC 2.42%
10 FBT 2.40%
11 SAGP 2.12%
12 WBIL 1.85%
13 QQXT 1.77%
14 RSPH 1.75%
15 IBB 1.55%
16 IBBQ 1.52%
17 RYH 1.45%
18 MRND 1.37%
19 EQUL 1.33%
20 ESNG 1.33%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 18.55M (11.74%) 472.57K
Increased by +2.55%
Sep 30, 24
2 Vanguard Group Inc 15.91M (10.08%) 31.04K
Increased by +0.20%
Sep 30, 24
3 State Street Corporation 6.81M (4.31%) 88.67K
Increased by +1.30%
Mar 31, 24
4 Edgewood Management LLC 6.66M (4.21%) -222.75K
Decreased by -3.35%
Mar 31, 24
5 State Street Corp 5.61M (3.55%) 10.68K
Increased by +0.19%
Sep 30, 24
6 Polen Capital 5.13M (3.25%) 29.15K
Increased by +0.57%
Sep 30, 23
7 Loomis, Sayles & Company LP 4.34M (2.75%) -119.25K
Decreased by -2.75%
Sep 30, 24
8 WCM Investment Management 4.13M (2.62%) 867.67K
Increased by +21.01%
Dec 31, 24
9 Capital World Investors 3.54M (2.24%) 162.23K
Increased by +4.58%
Sep 30, 24
10 Bank of New York Mellon Corp 3.40M (2.15%) 27.62K
Increased by +0.81%
Dec 31, 24
11 Baillie Gifford & Co Limited. 3.02M (1.91%) -604.62K
Decreased by -20.03%
Dec 31, 24
12 Geode Capital Management, LLC 2.73M (1.73%) 48.02K
Increased by +1.76%
Sep 30, 24
13 GuardCap Asset Management Limited 2.72M (1.73%) 882.34K
Increased by +32.38%
Sep 30, 24
14 Wellington Management Company LLP 2.63M (1.67%) -604.05K
Decreased by -22.92%
Mar 31, 24
15 PRIMECAP Management Company 2.52M (1.59%) 87.60K
Increased by +3.48%
Sep 30, 24
16 Amvescap Plc. 2.48M (1.57%) -131.08K
Decreased by -5.29%
Mar 31, 24
17 AllianceBernstein L.P. 2.29M (1.45%) -203.07K
Decreased by -8.87%
Sep 30, 24
18 Corvex Management LP 2.28M (1.44%) -8.69K
Decreased by -0.38%
Sep 30, 24
19 HHG PLC 2.17M (1.37%) 625.25K
Increased by +28.84%
Sep 30, 24
20 NORGES BANK 2.08M (1.32%) 182.01K
Increased by +8.74%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 6.94M (4.40%) 6.94M
Increased by +100.00%
Dec 31, 24
2 Capital Group Growth Fnd of Amer Comp 6.94M (4.40%) 6.94M
Increased by +100.00%
Dec 31, 24
3 iShares Core S&P Mid-Cap ETF 5.18M (3.28%) -1.34K
Decreased by -0.03%
Jan 31, 25
4 Vanguard Total Stock Mkt Idx Inv 4.98M (3.15%) -29.50K
Decreased by -0.59%
Dec 31, 24
5 Vanguard Institutional 500 Index Trust 4.00M (2.53%) 37.09K
Increased by +0.93%
Mar 31, 24
6 Edgewood Growth Instl 3.51M (2.23%) -150.34K
Decreased by -4.28%
Mar 31, 24
7 Vanguard Mid Cap Index Institutional 3.41M (2.16%) 12.87K
Increased by +0.38%
Dec 31, 24
8 Invesco QQQ Trust 3.16M (2.00%) 7.39K
Increased by +0.23%
Nov 27, 24
9 American Funds Fundamental Invs A 2.95M (1.87%) 840.75K
Increased by +28.51%
Dec 31, 24
10 Capital Group Fundamental Invtrs Comp 2.95M (1.87%) 840.75K
Increased by +28.51%
Dec 31, 24
11 AF High Growth (AFRIS) 2.78M (1.76%) 2.78M
Increased by +100.00%
Feb 29, 24
12 Vanguard Institutional Extnd Mkt Idx Tr 2.41M (1.52%) 21.95K
Increased by +0.91%
Dec 31, 24
13 Fidelity 500 Index 1.92M (1.22%) 14.64K
Increased by +0.76%
Mar 31, 24
14 SPDR® S&P 500 ETF Trust 1.87M (1.18%) 4.23K
Increased by +0.23%
Apr 30, 24
15 Fidelity® 500 Index 1.84M (1.17%) 11.74K
Increased by +0.64%
Nov 30, 23
16 Vanguard Growth Index Investor 1.77M (1.12%) -180.19K
Decreased by -10.18%
Dec 31, 24
17 Janus Concentrated Growth CF 1.64M (1.04%) -296.82K
Decreased by -18.11%
Mar 31, 24
18 Janus Henderson Forty S 1.64M (1.04%) -296.82K
Decreased by -18.11%
Feb 29, 24
19 iShares Core S&P 500 ETF 1.64M (1.04%) 1.43K
Increased by +0.09%
Apr 30, 24
20 American Funds New Perspective A 1.62M (1.02%) 1.62M
Increased by +100.00%
Dec 31, 24