Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GNRX 9.36%
2 EKG 5.92%
3 BBH 4.60%
4 LGHT 4.53%
5 UTRN 3.99%
6 IBB 3.58%
7 FBT 3.55%
8 EDOC 3.38%
9 IBLN 3.20%
10 OAKM 3.17%
11 VNMC 2.63%
12 MID 2.34%
13 POWA 2.05%
14 OCFS 1.95%
15 DEF 1.85%
16 HTEC 1.69%
17 RUNN 1.66%
18 RSPH 1.62%
19 FLV 1.57%
20 GURU 1.55%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 20.03M (11.32%) -257.35K
Decreased by -1.29%
Sep 30, 24
2 BlackRock Inc 15.17M (8.57%) -68.19K
Decreased by -0.45%
Sep 30, 24
3 Harris Associates L.P. 10.18M (5.75%) -492.19K
Decreased by -4.84%
Sep 30, 24
4 State Street Corporation 7.96M (4.50%) 43.01K
Increased by +0.54%
Mar 31, 24
5 State Street Corp 7.76M (4.39%) -263.43K
Decreased by -3.39%
Sep 30, 24
6 Geode Capital Management, LLC 4.10M (2.32%) -124.45K
Decreased by -3.04%
Sep 30, 24
7 AllianceBernstein L.P. 3.89M (2.20%) -130.59K
Decreased by -3.35%
Sep 30, 24
8 Morgan Stanley - Brokerage Accounts 3.79M (2.14%) -4.38M
Decreased by -115.54%
Sep 30, 24
9 Canada Pension Plan Investment Board 3.57M (2.02%) 165.58K
Increased by +4.64%
Sep 30, 24
10 Lazard Asset Management LLC 3.33M (1.89%) 45.95K
Increased by +1.38%
Sep 30, 24
11 Farallon Capital Management, L.L.C. 3.17M (1.79%) 248.05K
Increased by +7.82%
Sep 30, 24
12 FMR Inc 2.89M (1.63%) 804.96K
Increased by +27.88%
Sep 30, 24
13 Mitsubishi UFJ Asset Management Co.,Ltd 2.38M (1.35%) -232.35K
Decreased by -9.77%
Sep 30, 24
14 Longview Partners 2.24M (1.27%) 16.93K
Increased by +0.75%
Sep 30, 24
15 Longview Partners (Guernsey) Limited 2.24M (1.27%) 16.93K
Increased by +0.75%
Sep 30, 24
16 Longview Partners (Guernsey) Ltd. 2.24M (1.27%) 16.93K
Increased by +0.75%
Sep 30, 24
17 Capital Research Global Investors 2.14M (1.21%) 143.53K
Increased by +6.71%
Mar 31, 24
18 DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main 2.07M (1.17%) 1.60M
Increased by +77.25%
Dec 31, 23
19 Cantillon Capital Management LLC 1.84M (1.04%) -55.00K
Decreased by -2.99%
Sep 30, 24
20 JPMorgan Chase & Co 1.84M (1.04%) 554.46K
Increased by +30.19%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 5.40M (3.06%) -40.38K
Decreased by -0.75%
Dec 31, 24
2 AF High Growth (AFRIS) 4.69M (2.65%) 4.69M
Increased by +100.00%
Feb 29, 24
3 Vanguard Institutional 500 Index Trust 4.67M (2.64%) 14.35K
Increased by +0.31%
Dec 31, 24
4 Vanguard Mid Cap Index Institutional 3.71M (2.10%) 14.07K
Increased by +0.38%
Dec 31, 24
5 Oakmark Investor 2.61M (1.48%) 10.90K
Increased by +0.42%
Sep 30, 24
6 SPDR® S&P 500® ETF Trust 2.17M (1.23%) 24.95K
Increased by +1.15%
Dec 31, 24
7 SPDR® S&P 500 ETF Trust 2.17M (1.22%) 4.86K
Increased by +0.22%
Apr 30, 24
8 Global Balanced (AFRIS) 2.15M (1.22%) 2.15M
Increased by +100.00%
Feb 29, 24
9 Fidelity 500 Index 2.14M (1.21%) 14.54K
Increased by +0.68%
Nov 30, 24
10 Fidelity® 500 Index 2.13M (1.21%) 13.58K
Increased by +0.64%
Nov 30, 23
11 iShares Core S&P 500 ETF 2.02M (1.14%) 1.43K
Increased by +0.07%
Dec 31, 24
12 Oakmark Select Investor 1.92M (1.09%) 0.00
Increased by 0.00%
Sep 30, 24
13 Vanguard Health Care Inv 1.60M (0.90%) 0.00
Increased by 0.00%
Jun 30, 24
14 Vanguard Growth Index Investor 1.53M (0.87%) 8.36K
Increased by +0.55%
Nov 30, 23
15 Vanguard Value Index Inv 1.47M (0.83%) -13.00K
Decreased by -0.89%
Dec 31, 24
16 Capital Group AMCAP Composite 1.44M (0.82%) -1.89K
Decreased by -0.13%
Mar 31, 24
17 Health Care Select Sector SPDR® ETF 1.33M (0.75%) -1.73K
Decreased by -0.13%
Apr 30, 24
18 Vanguard Mid-Cap Growth ETF 1.28M (0.72%) 48.06K
Increased by +3.76%
Dec 31, 24
19 The Health Care Select Sector SPDR® ETF 1.25M (0.70%) 1.42K
Increased by +0.11%
Dec 31, 24
20 Bridge Builder Large Cap Growth 1.24M (0.70%) 0.00
Increased by 0.00%
May 31, 24