Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PTH 5.84%
2 BBH 5.48%
3 PBE 5.40%
4 AWEG 4.62%
5 GNOM 4.51%
6 EKG 4.14%
7 LRNZ 3.50%
8 FBT 3.38%
9 FCUS 3.33%
10 SAMM 2.91%
11 XBI 2.83%
12 RJMG 2.61%
13 ATFV 2.60%
14 MEDI 2.59%
15 FRTY 2.58%
16 BTEC 2.47%
17 IBB 2.36%
18 HTEC 2.33%
19 ENTR 2.27%
20 XOVR 2.27%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 12.39M (9.39%) 77.36K
Increased by +0.62%
Mar 31, 25
2 T. Rowe Price Associates, Inc. 10.54M (7.98%) 3.80M
Increased by +36.02%
Mar 31, 25
3 BlackRock Inc 10.44M (7.91%) 1.26M
Increased by +12.07%
Mar 31, 25
4 JPMorgan Chase & Co 7.36M (5.58%) 660.54K
Increased by +8.97%
Mar 31, 25
5 Farallon Capital Management, L.L.C. 4.55M (3.45%) 116.20K
Increased by +2.56%
Mar 31, 25
6 Duquesne Family Office LLC 3.57M (2.70%) 0.00
Increased by 0.00%
Dec 31, 24
7 State Street Corp 3.37M (2.55%) 379.58K
Increased by +11.26%
Mar 31, 25
8 Wellington Management Company LLP 3.06M (2.32%) -180.35K
Decreased by -5.89%
Mar 31, 25
9 Morgan Stanley - Brokerage Accounts 2.87M (2.17%) 399.94K
Increased by +13.93%
Jun 30, 24
10 State Street Corporation 2.72M (2.06%) -462.69K
Decreased by -16.99%
Mar 31, 24
11 Fred Alger Management, LLC 2.60M (1.97%) -413.66K
Decreased by -15.88%
Mar 31, 25
12 RTW INVESTMENTS, LLC 2.59M (1.96%) 223.00
Increased by +0.01%
Mar 31, 25
13 Geode Capital Management, LLC 2.39M (1.81%) 153.28K
Increased by +6.42%
Mar 31, 25
14 Massachusetts Financial Services Company 2.34M (1.78%) -40.38K
Decreased by -1.72%
Mar 31, 25
15 Kynam Capital Management, LP 2.02M (1.53%) -20.37K
Decreased by -1.01%
Dec 31, 24
16 Amvescap Plc. 1.79M (1.36%) -576.19K
Decreased by -32.18%
Dec 31, 24
17 Eversept Partners, LLC 1.78M (1.35%) -473.54K
Decreased by -26.63%
Mar 31, 24
18 Principal Financial Group Inc 1.70M (1.29%) 112.83K
Increased by +6.62%
Dec 31, 23
19 Goldman Sachs Group Inc 1.69M (1.28%) 887.71K
Increased by +52.38%
Dec 31, 24
20 Millennium Management LLC 1.67M (1.27%) -965.09K
Decreased by -57.65%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.02M (3.05%) 60.21K
Increased by +1.50%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 3.74M (2.83%) 41.30K
Increased by +1.10%
Sep 30, 24
3 Vanguard Small Cap Index 3.15M (2.39%) 18.64K
Increased by +0.59%
Apr 30, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 2.04M (1.55%) 10.66K
Increased by +0.52%
Apr 30, 25
5 JPMorgan Large Cap Growth I 1.89M (1.43%) 0.00
Increased by 0.00%
Mar 31, 25
6 Vanguard Small Cap Growth Index Inv 1.75M (1.33%) -2.10K
Decreased by -0.12%
Apr 30, 25
7 MFS Mid Cap Growth A 1.63M (1.24%) 0.00
Increased by 0.00%
Mar 31, 25
8 MFS Mid Cap Growth Equity 1.63M (1.24%) -17.77K
Decreased by -1.09%
Mar 31, 25
9 JPM US Mid Cap Growth-MA 1.61M (1.22%) 1.07M
Increased by +66.15%
Sep 30, 23
10 T. Rowe Price New Horizons 1.55M (1.17%) 581.97K
Increased by +37.60%
Mar 31, 25
11 US Small-Cap Growth II Equity Comp 1.55M (1.17%) 916.66K
Increased by +59.23%
Mar 31, 25
12 JPMorgan Growth Advantage A 1.32M (1.00%) -6.37K
Decreased by -0.48%
Mar 31, 25
13 T. Rowe Price Growth Stock 1.31M (0.99%) 171.72K
Increased by +13.12%
Mar 31, 25
14 T. Rowe Price US Growth Stock Composite 1.31M (0.99%) 146.52K
Increased by +11.19%
Mar 31, 25
15 Franklin DynaTech A 1.25M (0.95%) 50.00K
Increased by +4.00%
Apr 30, 25
16 Franklin DynaTech Fund A 1.20M (0.91%) 0.00
Increased by 0.00%
Mar 31, 25
17 Franklin Innovation Composite 1.20M (0.91%) 300.00K
Increased by +25.00%
Dec 31, 24
18 JPM US Mid Cap Growth-Composite 1.15M (0.87%) 0.00
Increased by 0.00%
Mar 31, 25
19 JPMorgan Mid Cap Growth I 1.15M (0.87%) 0.00
Increased by 0.00%
Mar 31, 25
20 Lord Abbett & Co. Growth Equity- SA 1.09M (0.83%) 115.01K
Increased by +10.54%
Mar 31, 25