Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ZBIO 5.68%
2 BIS 5.67%
3 PBE 5.42%
4 BBH 4.15%
5 QQQA 4.13%
6 GNOM 4.04%
7 CANC 4.03%
8 EKG 3.96%
9 EDOC 3.64%
10 PAMC 3.29%
11 FBT 3.19%
12 BTEC 2.66%
13 IBBQ 2.25%
14 IBB 2.25%
15 SAGP 2.12%
16 FRTY 1.91%
17 WBIL 1.85%
18 HTEC 1.80%
19 RSPH 1.75%
20 QQXT 1.70%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 18.07M (11.43%) 4.26M
Increased by +23.58%
Jun 30, 24
2 Vanguard Group Inc 15.91M (10.07%) 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 5.60M (3.54%) -1.22M
Decreased by -21.71%
Jun 30, 24
6 Polen Capital 5.13M (3.24%) 29.15K
Increased by +0.57%
Sep 30, 23
7 Loomis, Sayles & Company LP 4.46M (2.82%) 49.72K
Increased by +1.11%
Jun 30, 24
8 Morgan Stanley - Brokerage Accounts 3.90M (2.47%) -3.31M
Decreased by -84.97%
Jun 30, 24
9 Baillie Gifford & Co Limited. 3.62M (2.29%) -1.98M
Decreased by -54.72%
Sep 30, 24
10 Capital World Investors 3.54M (2.24%) 162.23K
Increased by +4.58%
Sep 30, 24
11 WCM Investment Management 3.26M (2.06%) -90.70K
Decreased by -2.78%
Sep 30, 24
12 Bank of New York Mellon Corp 3.04M (1.92%) 204.04K
Increased by +6.71%
Jun 30, 24
13 GuardCap Asset Management Limited 2.72M (1.72%) 882.34K
Increased by +32.38%
Sep 30, 24
14 Geode Capital Management, LLC 2.68M (1.70%) -1.07M
Decreased by -39.90%
Jun 30, 24
15 Wellington Management Company LLP 2.63M (1.67%) -604.05K
Decreased by -22.92%
Mar 31, 24
16 PRIMECAP Management Company 2.52M (1.59%) 87.60K
Increased by +3.48%
Sep 30, 24
17 AllianceBernstein L.P. 2.49M (1.58%) -166.91K
Decreased by -6.70%
Jun 30, 24
18 Amvescap Plc. 2.48M (1.57%) -131.08K
Decreased by -5.29%
Mar 31, 24
19 Corvex Management LP 2.29M (1.45%) 1.28M
Increased by +56.11%
Jun 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 Vanguard Total Stock Mkt Idx Inv 5.02M (3.18%) -19.16K
Decreased by -0.38%
Oct 31, 24
2 iShares Core S&P Mid-Cap ETF 5.02M (3.17%) 2.72K
Increased by +0.05%
Oct 31, 24
3 Vanguard Institutional 500 Index Trust 4.00M (2.53%) 37.09K
Increased by +0.93%
Mar 31, 24
4 Edgewood Growth Instl 3.51M (2.22%) -150.34K
Decreased by -4.28%
Mar 31, 24
5 Vanguard Mid Cap Index Institutional 3.38M (2.14%) 6.11K
Increased by +0.18%
Oct 31, 24
6 Invesco QQQ Trust 3.08M (1.95%) -14.34K
Decreased by -0.46%
Oct 31, 24
7 AF High Growth (AFRIS) 2.78M (1.76%) 2.78M
Increased by +100.00%
Feb 29, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 2.38M (1.51%) -53.16K
Decreased by -2.23%
Sep 30, 24
9 American Funds Fundamental Invs A 2.11M (1.33%) 101.39K
Increased by +4.81%
Sep 30, 24
10 Capital Group Fundamental Invtrs Comp 2.11M (1.33%) 101.39K
Increased by +4.81%
Sep 30, 24
11 Vanguard Growth Index Investor 1.94M (1.23%) 12.42K
Increased by +0.64%
Oct 31, 24
12 Fidelity 500 Index 1.92M (1.21%) 14.64K
Increased by +0.76%
Mar 31, 24
13 SPDR® S&P 500 ETF Trust 1.87M (1.18%) 4.23K
Increased by +0.23%
Apr 30, 24
14 Fidelity® 500 Index 1.84M (1.17%) 11.74K
Increased by +0.64%
Nov 30, 23
15 Janus Concentrated Growth CF 1.64M (1.04%) -296.82K
Decreased by -18.11%
Mar 31, 24
16 Janus Henderson Forty S 1.64M (1.04%) -296.82K
Decreased by -18.11%
Feb 29, 24
17 iShares Core S&P 500 ETF 1.64M (1.03%) 1.43K
Increased by +0.09%
Apr 30, 24
18 Vanguard Health Care Inv 1.59M (1.01%) -356.35K
Decreased by -22.41%
Mar 31, 24
19 Vanguard International Growth Inv 1.59M (1.00%) -1.41M
Decreased by -88.66%
Sep 30, 24
20 Vanguard Capital Opportunity Inv 1.32M (0.84%) 55.00K
Increased by +4.16%
Sep 30, 24