Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ZBIO 5.68%
2 BIS 5.67%
3 PBE 4.44%
4 GNOM 4.43%
5 QQQA 4.14%
6 EKG 3.71%
7 FBT 3.38%
8 BBH 2.97%
9 BTEC 2.66%
10 EDOC 2.34%
11 SAGP 2.12%
12 WBIL 1.85%
13 HTEC 1.78%
14 QQXT 1.77%
15 RSPH 1.75%
16 FTXH 1.71%
17 UPGD 1.63%
18 RYJ 1.63%
19 ROBT 1.54%
20 THNQ 1.52%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital World Investors 18.90M (12.28%) 874.11K
Increased by +4.63%
Mar 31, 25
2 BlackRock Inc 18.74M (12.17%) -579.51K
Decreased by -3.09%
Mar 31, 25
3 Vanguard Group Inc 16.37M (10.63%) 558.24K
Increased by +3.41%
Mar 31, 25
4 State Street Corporation 6.81M (4.42%) 88.67K
Increased by +1.30%
Mar 31, 24
5 Edgewood Management LLC 6.66M (4.32%) -222.75K
Decreased by -3.35%
Mar 31, 24
6 State Street Corp 5.85M (3.80%) 58.31K
Increased by +1.00%
Mar 31, 25
7 Polen Capital 5.13M (3.33%) 29.15K
Increased by +0.57%
Sep 30, 23
8 WCM Investment Management 4.18M (2.71%) 49.16K
Increased by +1.18%
Mar 31, 25
9 Loomis, Sayles & Company LP 4.15M (2.69%) -62.95K
Decreased by -1.52%
Mar 31, 25
10 Corvex Management LP 3.83M (2.49%) 2.13M
Increased by +55.60%
Mar 31, 25
11 Baillie Gifford & Co Limited. 3.01M (1.96%) -7.40K
Decreased by -0.25%
Mar 31, 25
12 Brown Advisory Holdings Inc 2.91M (1.89%) 996.59K
Increased by +34.26%
Mar 31, 25
13 Geode Capital Management, LLC 2.85M (1.85%) 114.19K
Increased by +4.01%
Mar 31, 25
14 Bank of New York Mellon Corp 2.84M (1.84%) -561.93K
Decreased by -19.79%
Mar 31, 25
15 Wellington Management Company LLP 2.63M (1.71%) -604.05K
Decreased by -22.92%
Mar 31, 24
16 PointState Capital LP 2.52M (1.63%) 905.43K
Increased by +35.98%
Mar 31, 25
17 Amvescap Plc. 2.48M (1.61%) -131.08K
Decreased by -5.29%
Mar 31, 24
18 PRIMECAP Management Company 2.37M (1.54%) -84.87K
Decreased by -3.58%
Mar 31, 25
19 AQR Capital Management LLC 2.12M (1.38%) 1.66M
Increased by +78.34%
Mar 31, 25
20 Nuveen Asset Management, LLC 2.08M (1.35%) 181.92K
Increased by +8.76%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 6.76M (4.39%) -178.76K
Decreased by -2.64%
Mar 31, 25
2 Capital Group Growth Fnd of Amer Comp 6.76M (4.39%) -178.76K
Decreased by -2.64%
Mar 31, 25
3 iShares Core S&P Mid-Cap ETF 5.13M (3.33%) -16.54K
Decreased by -0.32%
Apr 30, 25
4 Vanguard Total Stock Mkt Idx Inv 5.08M (3.30%) 63.60K
Increased by +1.25%
Apr 30, 25
5 Vanguard US Total Market Shares ETF 5.04M (3.28%) 3.78K
Increased by +0.08%
Sep 30, 24
6 Vanguard Institutional 500 Index Trust 4.00M (2.60%) 37.09K
Increased by +0.93%
Mar 31, 24
7 Edgewood Growth Instl 3.51M (2.28%) -150.34K
Decreased by -4.28%
Mar 31, 24
8 Invesco QQQ Trust 3.16M (2.05%) 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 (1.71%) -320.88K
Decreased by -12.21%
Mar 31, 25
11 Capital Group Fundamental Invtrs Comp 2.63M (1.71%) -320.88K
Decreased by -12.21%
Mar 31, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 2.45M (1.59%) 13.83K
Increased by +0.56%
Apr 30, 25
13 American Funds New Perspective A 2.00M (1.30%) 381.86K
Increased by +19.10%
Mar 31, 25
14 Capital Group New Perspective Comp 2.00M (1.30%) 381.86K
Increased by +19.10%
Mar 31, 25
15 Vanguard Small Cap Index 1.99M (1.29%) 11.19K
Increased by +0.56%
Apr 30, 25
16 Fidelity 500 Index 1.92M (1.25%) 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 (1.20%) 11.74K
Increased by +0.64%
Nov 30, 23
19 American Funds American Balanced A 1.83M (1.19%) 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