Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ZBIO 5.68%
2 BIS 5.67%
3 PBE 4.32%
4 QQQA 4.14%
5 EKG 3.84%
6 GNOM 2.92%
7 BBH 2.77%
8 BTEC 2.66%
9 EDOC 2.34%
10 SAGP 2.12%
11 FBT 2.01%
12 WBIL 1.85%
13 QQXT 1.77%
14 RSPH 1.75%
15 HTEC 1.72%
16 ROBT 1.65%
17 FTXH 1.65%
18 UPGD 1.59%
19 THNQ 1.58%
20 RYJ 1.58%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 19.32M (12.23%) 770.34K
Increased by +3.99%
Dec 31, 24
2 Capital World Investors 18.03M (11.42%) 14.48M
Increased by +80.34%
Dec 31, 24
3 Vanguard Group Inc 15.81M (10.02%) -100.78K
Decreased by -0.64%
Dec 31, 24
4 State Street Corporation 6.81M (4.31%) 88.67K
Increased by +1.30%
Mar 31, 24
5 Edgewood Management LLC 6.66M (4.22%) -222.75K
Decreased by -3.35%
Mar 31, 24
6 State Street Corp 5.79M (3.67%) 185.73K
Increased by +3.21%
Dec 31, 24
7 Polen Capital 5.13M (3.25%) 29.15K
Increased by +0.57%
Sep 30, 23
8 Loomis, Sayles & Company LP 4.21M (2.67%) -132.58K
Decreased by -3.15%
Dec 31, 24
9 WCM Investment Management 4.13M (2.62%) 867.67K
Increased by +21.01%
Dec 31, 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%) 5.83K
Increased by +0.21%
Dec 31, 24
13 Wellington Management Company LLP 2.63M (1.67%) -604.05K
Decreased by -22.92%
Mar 31, 24
14 Amvescap Plc. 2.48M (1.57%) -131.08K
Decreased by -5.29%
Mar 31, 24
15 PRIMECAP Management Company 2.46M (1.56%) -60.54K
Decreased by -2.47%
Dec 31, 24
16 GuardCap Asset Management Limited 2.40M (1.52%) -324.65K
Decreased by -13.53%
Dec 31, 24
17 HHG PLC 2.15M (1.36%) -14.97K
Decreased by -0.70%
Dec 31, 24
18 Nuveen Asset Management, LLC 2.08M (1.32%) 181.92K
Increased by +8.76%
Sep 30, 24
19 Brown Advisory Holdings Inc 1.91M (1.21%) 1.91M
Increased by +99.82%
Dec 31, 24
20 Ameriprise Financial Inc 1.91M (1.21%) 1.53M
Increased by +80.51%
Sep 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 5.17M (3.28%) 9.08K
Increased by +0.18%
Mar 31, 25
4 Vanguard Total Stock Mkt Idx Inv 5.00M (3.16%) 7.87K
Increased by +0.16%
Feb 28, 25
5 Vanguard Institutional 500 Index Trust 4.00M (2.54%) 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 3.43M (2.17%) 15.26K
Increased by +0.45%
Feb 28, 25
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 (1.53%) 6.94K
Increased by +0.29%
Feb 28, 25
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 1.78M (1.13%) 1.60K
Increased by +0.09%
Feb 28, 25
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