Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ZBIO 5.68%
2 BIS 5.67%
3 PBE 4.37%
4 QQQA 4.14%
5 EKG 3.58%
6 FBT 3.23%
7 GNOM 2.97%
8 BBH 2.83%
9 BTEC 2.66%
10 EDOC 2.34%
11 SAGP 2.12%
12 WBIL 1.85%
13 QQXT 1.77%
14 RSPH 1.75%
15 HTEC 1.66%
16 FTXH 1.65%
17 ROBT 1.57%
18 RYJ 1.54%
19 UPGD 1.54%
20 ROBO 1.48%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 19.32M (12.50%) 770.34K
Increased by +3.99%
Dec 31, 24
2 Capital World Investors 18.03M (11.66%) 14.48M
Increased by +80.34%
Dec 31, 24
3 Vanguard Group Inc 15.81M (10.23%) -100.78K
Decreased by -0.64%
Dec 31, 24
4 State Street Corporation 6.81M (4.41%) 88.67K
Increased by +1.30%
Mar 31, 24
5 Edgewood Management LLC 6.66M (4.31%) -222.75K
Decreased by -3.35%
Mar 31, 24
6 State Street Corp 5.79M (3.75%) 185.73K
Increased by +3.21%
Dec 31, 24
7 Polen Capital 5.13M (3.32%) 29.15K
Increased by +0.57%
Sep 30, 23
8 Loomis, Sayles & Company LP 4.21M (2.72%) -132.58K
Decreased by -3.15%
Dec 31, 24
9 WCM Investment Management 4.13M (2.67%) 867.67K
Increased by +21.01%
Dec 31, 24
10 Bank of New York Mellon Corp 3.40M (2.20%) 27.62K
Increased by +0.81%
Dec 31, 24
11 Baillie Gifford & Co Limited. 3.02M (1.95%) -604.62K
Decreased by -20.03%
Dec 31, 24
12 Geode Capital Management, LLC 2.73M (1.77%) 5.83K
Increased by +0.21%
Dec 31, 24
13 Wellington Management Company LLP 2.63M (1.71%) -604.05K
Decreased by -22.92%
Mar 31, 24
14 Amvescap Plc. 2.48M (1.60%) -131.08K
Decreased by -5.29%
Mar 31, 24
15 PRIMECAP Management Company 2.46M (1.59%) -60.54K
Decreased by -2.47%
Dec 31, 24
16 GuardCap Asset Management Limited 2.40M (1.55%) -324.65K
Decreased by -13.53%
Dec 31, 24
17 HHG PLC 2.15M (1.39%) -14.97K
Decreased by -0.70%
Dec 31, 24
18 Nuveen Asset Management, LLC 2.08M (1.34%) 181.92K
Increased by +8.76%
Sep 30, 24
19 Brown Advisory Holdings Inc 1.91M (1.24%) 1.91M
Increased by +99.82%
Dec 31, 24
20 Ameriprise Financial Inc 1.91M (1.23%) 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 6.76M (4.38%) -178.76K
Decreased by -2.64%
Mar 31, 25
2 Capital Group Growth Fnd of Amer Comp 6.76M (4.38%) -178.76K
Decreased by -2.64%
Mar 31, 25
3 iShares Core S&P Mid-Cap ETF 5.15M (3.33%) -2.54K
Decreased by -0.05%
Apr 29, 25
4 Vanguard US Total Market Shares ETF 5.04M (3.26%) 3.78K
Increased by +0.08%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 5.02M (3.25%) 20.57K
Increased by +0.41%
Mar 31, 25
6 Vanguard Institutional 500 Index Trust 4.00M (2.59%) 37.09K
Increased by +0.93%
Mar 31, 24
7 Edgewood Growth Instl 3.51M (2.27%) -150.34K
Decreased by -4.28%
Mar 31, 24
8 Invesco QQQ Trust 3.16M (2.04%) 7.39K
Increased by +0.23%
Nov 27, 24
9 AF High Growth (AFRIS) 2.78M (1.80%) 2.78M
Increased by +100.00%
Feb 29, 24
10 American Funds Fundamental Invs A 2.63M (1.70%) -320.88K
Decreased by -12.21%
Mar 31, 25
11 Capital Group Fundamental Invtrs Comp 2.63M (1.70%) -320.88K
Decreased by -12.21%
Mar 31, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 2.44M (1.58%) 26.13K
Increased by +1.07%
Mar 31, 25
13 American Funds New Perspective A 2.00M (1.29%) 381.86K
Increased by +19.10%
Mar 31, 25
14 Capital Group New Perspective Comp 2.00M (1.29%) 381.86K
Increased by +19.10%
Mar 31, 25
15 Vanguard Small Cap Index 1.98M (1.28%) 1.98M
Increased by +100.00%
Mar 31, 25
16 Fidelity 500 Index 1.92M (1.24%) 14.64K
Increased by +0.76%
Mar 31, 24
17 SPDR® S&P 500 ETF Trust 1.87M (1.21%) 4.23K
Increased by +0.23%
Apr 30, 24
18 Fidelity® 500 Index 1.84M (1.19%) 11.74K
Increased by +0.64%
Nov 30, 23
19 American Funds American Balanced A 1.83M (1.18%) 516.52K
Increased by +28.29%
Mar 31, 25
20 Vanguard Growth Index Investor 1.78M (1.15%) 1.60K
Increased by +0.09%
Feb 28, 25