Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GNRX 9.36%
2 EKG 5.55%
3 BBH 4.45%
4 LGHT 4.23%
5 UTRN 3.99%
6 FBT 3.55%
7 IBB 3.39%
8 IBLN 3.20%
9 OAKM 3.03%
10 OCFS 3.01%
11 EDOC 2.90%
12 VNMC 2.63%
13 MID 2.34%
14 POWA 1.99%
15 DEF 1.85%
16 RUNN 1.64%
17 RSPH 1.60%
18 HTEC 1.58%
19 FLV 1.57%
20 GURU 1.55%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 20.03M (11.70%) -257.35K
Decreased by -1.29%
Sep 30, 24
2 BlackRock Inc 15.17M (8.86%) -68.19K
Decreased by -0.45%
Sep 30, 24
3 Harris Associates L.P. 10.18M (5.95%) -492.19K
Decreased by -4.84%
Sep 30, 24
4 State Street Corporation 7.96M (4.65%) 43.01K
Increased by +0.54%
Mar 31, 24
5 State Street Corp 7.76M (4.54%) -263.43K
Decreased by -3.39%
Sep 30, 24
6 Geode Capital Management, LLC 4.10M (2.39%) -124.45K
Decreased by -3.04%
Sep 30, 24
7 AllianceBernstein L.P. 3.89M (2.27%) -130.59K
Decreased by -3.35%
Sep 30, 24
8 Morgan Stanley - Brokerage Accounts 3.79M (2.21%) -4.38M
Decreased by -115.54%
Sep 30, 24
9 JPMorgan Chase & Co 3.68M (2.15%) 1.12M
Increased by +30.37%
Sep 30, 24
10 Canada Pension Plan Investment Board 3.57M (2.08%) 165.58K
Increased by +4.64%
Sep 30, 24
11 Lazard Asset Management LLC 3.33M (1.95%) 45.95K
Increased by +1.38%
Sep 30, 24
12 Farallon Capital Management, L.L.C. 3.17M (1.85%) 248.05K
Increased by +7.82%
Sep 30, 24
13 FMR Inc 2.89M (1.69%) 804.96K
Increased by +27.88%
Sep 30, 24
14 Mitsubishi UFJ Asset Management Co.,Ltd 2.38M (1.39%) -232.35K
Decreased by -9.77%
Sep 30, 24
15 Longview Partners 2.24M (1.31%) 16.93K
Increased by +0.75%
Sep 30, 24
16 Longview Partners (Guernsey) Limited 2.24M (1.31%) 16.93K
Increased by +0.75%
Sep 30, 24
17 Longview Partners (Guernsey) Ltd. 2.24M (1.31%) 16.93K
Increased by +0.75%
Sep 30, 24
18 Capital Research Global Investors 2.14M (1.25%) 143.53K
Increased by +6.71%
Mar 31, 24
19 DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main 2.07M (1.21%) 1.60M
Increased by +77.25%
Dec 31, 23
20 Cantillon Capital Management LLC 2.07M (1.21%) 226.02K
Increased by +10.94%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 5.40M (3.16%) -40.38K
Decreased by -0.75%
Dec 31, 24
2 AF High Growth (AFRIS) 4.69M (2.74%) 4.69M
Increased by +100.00%
Feb 29, 24
3 Vanguard Institutional 500 Index Trust 4.67M (2.73%) 14.35K
Increased by +0.31%
Dec 31, 24
4 Vanguard Mid Cap Index Institutional 3.71M (2.17%) 14.07K
Increased by +0.38%
Dec 31, 24
5 Oakmark Investor 2.75M (1.61%) 140.00K
Increased by +5.09%
Dec 31, 24
6 Oakmark Select Investor 2.64M (1.54%) 712.00K
Increased by +27.01%
Dec 31, 24
7 SPDR® S&P 500 ETF Trust 2.17M (1.27%) 4.86K
Increased by +0.22%
Apr 30, 24
8 Global Balanced (AFRIS) 2.15M (1.26%) 2.15M
Increased by +100.00%
Feb 29, 24
9 Fidelity 500 Index 2.14M (1.25%) 395.00
Increased by +0.02%
Dec 31, 24
10 Fidelity® 500 Index 2.13M (1.25%) 13.58K
Increased by +0.64%
Nov 30, 23
11 SPDR® S&P 500® ETF Trust 2.11M (1.23%) -9.39K
Decreased by -0.44%
Jan 31, 25
12 iShares Core S&P 500 ETF 2.02M (1.18%) 3.00K
Increased by +0.15%
Jan 31, 25
13 Vanguard Health Care Inv 1.60M (0.93%) 0.00
Increased by 0.00%
Jun 30, 24
14 Vanguard Growth Index Investor 1.53M (0.90%) 8.36K
Increased by +0.55%
Nov 30, 23
15 Vanguard Value Index Inv 1.47M (0.86%) -13.00K
Decreased by -0.89%
Dec 31, 24
16 Capital Group AMCAP Composite 1.44M (0.84%) -1.89K
Decreased by -0.13%
Mar 31, 24
17 Health Care Select Sector SPDR® ETF 1.33M (0.78%) -1.73K
Decreased by -0.13%
Apr 30, 24
18 Vanguard Mid-Cap Growth ETF 1.28M (0.75%) 48.06K
Increased by +3.76%
Dec 31, 24
19 The Health Care Select Sector SPDR® ETF 1.26M (0.74%) 1.65K
Increased by +0.13%
Jan 31, 25
20 Bridge Builder Large Cap Growth 1.24M (0.73%) 0.00
Increased by 0.00%
May 31, 24