Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SPYA 7.15%
2 AWEG 6.21%
3 HELX 6.03%
4 PTH 5.84%
5 PBE 5.40%
6 ARKG 4.55%
7 EKG 4.14%
8 BBH 4.06%
9 GNOM 3.98%
10 LRNZ 3.56%
11 FRTY 3.46%
12 FCUS 3.33%
13 FBT 3.25%
14 WDNA 2.53%
15 RJMG 2.52%
16 BTEC 2.47%
17 ENTR 2.37%
18 XOVR 2.37%
19 IBB 2.27%
20 SAMM 2.27%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 12.68M (9.54%) 282.83K
Increased by +2.23%
Jun 30, 25
2 T. Rowe Price Associates, Inc. 12.19M (9.17%) 1.65M
Increased by +13.54%
Jun 30, 25
3 BlackRock Inc 10.44M (7.86%) 1.26M
Increased by +12.07%
Mar 31, 25
4 JPMorgan Chase & Co 7.36M (5.54%) 660.54K
Increased by +8.97%
Mar 31, 25
5 Farallon Capital Management, L.L.C. 4.55M (3.42%) 116.20K
Increased by +2.56%
Mar 31, 25
6 Duquesne Family Office LLC 3.40M (2.56%) -164.52K
Decreased by -4.84%
Mar 31, 25
7 State Street Corp 3.37M (2.54%) 379.58K
Increased by +11.26%
Mar 31, 25
8 Morgan Stanley - Brokerage Accounts 2.87M (2.16%) 399.94K
Increased by +13.93%
Jun 30, 24
9 State Street Corporation 2.72M (2.05%) -462.69K
Decreased by -16.99%
Mar 31, 24
10 Wellington Management Company LLP 2.63M (1.98%) -426.00K
Decreased by -16.17%
Jun 30, 25
11 Fred Alger Management, LLC 2.60M (1.96%) -413.66K
Decreased by -15.88%
Mar 31, 25
12 RTW INVESTMENTS, LLC 2.59M (1.95%) 99.00
Increased by +0.00%
Jun 30, 25
13 Geode Capital Management, LLC 2.39M (1.80%) 153.28K
Increased by +6.42%
Mar 31, 25
14 Citadel Advisors Llc 2.12M (1.60%) 691.99K
Increased by +32.60%
Mar 31, 25
15 Massachusetts Financial Services Company 2.04M (1.54%) -300.08K
Decreased by -14.68%
Jun 30, 25
16 Amvescap Plc. 2.04M (1.53%) 245.72K
Increased by +12.07%
Mar 31, 25
17 Kynam Capital Management, LP 2.02M (1.52%) -20.37K
Decreased by -1.01%
Dec 31, 24
18 Franklin Resources Inc 1.94M (1.46%) 330.70K
Increased by +17.07%
Jun 30, 25
19 Eversept Partners, LLC 1.78M (1.34%) -473.54K
Decreased by -26.63%
Mar 31, 24
20 Principal Financial Group Inc 1.70M (1.28%) 112.83K
Increased by +6.62%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.18M (3.15%) 154.67K
Increased by +3.70%
Jun 30, 25
2 JPMorgan Large Cap Growth I 3.93M (2.96%) 223.63K
Increased by +5.70%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 3.74M (2.81%) 41.30K
Increased by +1.10%
Sep 30, 24
4 Vanguard Small Cap Index 3.17M (2.39%) 6.37K
Increased by +0.20%
Jun 30, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 2.10M (1.58%) 45.84K
Increased by +2.18%
Jun 30, 25
6 Vanguard Small Cap Growth Index Inv 1.78M (1.34%) 35.15K
Increased by +1.98%
Jun 30, 25
7 JPM US Mid Cap Growth-MA 1.61M (1.21%) 1.07M
Increased by +66.15%
Sep 30, 23
8 Franklin Innovation Composite 1.59M (1.19%) 386.08K
Increased by +24.34%
Jun 30, 25
9 T. Rowe Price New Horizons 1.57M (1.18%) -7.82K
Decreased by -0.50%
Jun 30, 25
10 US Small-Cap Growth II Equity Comp 1.57M (1.18%) 23.59K
Increased by +1.50%
Jun 30, 25
11 Franklin DynaTech A 1.50M (1.13%) 0.00
Increased by 0.00%
Jun 30, 25
12 Franklin DynaTech Fund A 1.50M (1.13%) 250.00K
Increased by +16.67%
May 31, 25
13 MFS Mid Cap Growth A 1.44M (1.09%) -91.00K
Decreased by -6.30%
Jun 30, 25
14 MFS Mid Cap Growth Equity 1.44M (1.09%) -185.63K
Decreased by -12.85%
Jun 30, 25
15 T. Rowe Price Growth Stock 1.31M (0.98%) -2.25K
Decreased by -0.17%
Jun 30, 25
16 T. Rowe Price US Growth Stock Composite 1.31M (0.98%) -3.57K
Decreased by -0.27%
Jun 30, 25
17 JPMorgan Growth Advantage A 1.28M (0.96%) -14.36K
Decreased by -1.12%
Jun 30, 25
18 Lord Abbett & Co. Growth Equity- SA 1.09M (0.82%) 115.01K
Increased by +10.54%
Mar 31, 25
19 Lord Abbett Growth Leaders I 1.09M (0.82%) 0.00
Increased by 0.00%
Apr 30, 25
20 Lord Abbett Growth Leaders SMA 1.09M (0.82%) 1.09M
Increased by +100.00%
Mar 31, 25