Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GNOM 6.96%
2 PTH 5.84%
3 PBE 5.40%
4 BBH 5.10%
5 AWEG 4.66%
6 ATFV 4.39%
7 EKG 4.34%
8 LRNZ 3.97%
9 FRTY 3.80%
10 FCUS 3.33%
11 FBT 3.19%
12 XBI 2.88%
13 RJMG 2.68%
14 BTEC 2.47%
15 ENTR 2.42%
16 XOVR 2.42%
17 IBB 2.33%
18 HTEC 2.28%
19 MEDI 2.23%
20 GVIP 2.18%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 12.32M (9.42%) 879.46K
Increased by +7.14%
Dec 31, 24
2 BlackRock Inc 9.18M (7.02%) 947.46K
Increased by +10.32%
Dec 31, 24
3 T. Rowe Price Associates, Inc. 6.74M (5.16%) 3.87M
Increased by +57.43%
Dec 31, 24
4 JPMorgan Chase & Co 6.70M (5.13%) -2.56M
Decreased by -38.24%
Dec 31, 24
5 Farallon Capital Management, L.L.C. 4.43M (3.39%) -125.70K
Decreased by -2.84%
Dec 31, 24
6 Duquesne Family Office LLC 3.57M (2.73%) 0.00
Increased by 0.00%
Dec 31, 24
7 Wellington Management Company LLP 3.24M (2.48%) 439.78K
Increased by +13.57%
Dec 31, 24
8 Fred Alger Management, LLC 3.02M (2.31%) -994.18K
Decreased by -32.94%
Dec 31, 24
9 State Street Corp 2.99M (2.29%) -503.37K
Decreased by -16.83%
Dec 31, 24
10 Morgan Stanley - Brokerage Accounts 2.87M (2.20%) 399.94K
Increased by +13.93%
Jun 30, 24
11 State Street Corporation 2.72M (2.08%) -462.69K
Decreased by -16.99%
Mar 31, 24
12 RTW INVESTMENTS, LLC 2.59M (1.98%) 0.00
Increased by 0.00%
Dec 31, 24
13 Massachusetts Financial Services Company 2.38M (1.82%) -97.83K
Decreased by -4.10%
Dec 31, 24
14 Citadel Advisors Llc 2.28M (1.74%) -771.34K
Decreased by -33.88%
Sep 30, 24
15 Geode Capital Management, LLC 2.23M (1.71%) 142.20K
Increased by +6.37%
Dec 31, 24
16 Kynam Capital Management, LP 2.02M (1.55%) -20.37K
Decreased by -1.01%
Dec 31, 24
17 Ameriprise Financial Inc 2.01M (1.54%) -441.41K
Decreased by -21.96%
Dec 31, 24
18 Amvescap Plc. 1.79M (1.37%) -576.19K
Decreased by -32.18%
Dec 31, 24
19 Eversept Partners, LLC 1.78M (1.36%) -473.54K
Decreased by -26.63%
Mar 31, 24
20 Principal Financial Group Inc 1.70M (1.30%) 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 3.95M (3.02%) 5.63K
Increased by +0.14%
Feb 28, 25
2 Vanguard Small Cap Index 3.20M (2.45%) 2.60K
Increased by +0.08%
Feb 28, 25
3 Vanguard Institutional Extnd Mkt Idx Tr 2.01M (1.54%) 6.85K
Increased by +0.34%
Feb 28, 25
4 JPMorgan Large Cap Growth I 1.89M (1.45%) 450.50K
Increased by +23.81%
Feb 28, 25
5 Vanguard Small Cap Growth Index Inv 1.80M (1.38%) -7.96K
Decreased by -0.44%
Feb 28, 25
6 MFS Mid Cap Growth Equity 1.65M (1.26%) 15.99K
Increased by +0.97%
Dec 31, 24
7 MFS Mid Cap Growth A 1.63M (1.25%) -10.58K
Decreased by -0.65%
Feb 28, 25
8 JPM US Mid Cap Growth-MA 1.61M (1.23%) 1.07M
Increased by +66.15%
Sep 30, 23
9 JPMorgan Growth Advantage A 1.33M (1.01%) -10.54K
Decreased by -0.80%
Feb 28, 25
10 Franklin DynaTech Fund A 1.20M (0.92%) 0.00
Increased by 0.00%
Feb 28, 25
11 Franklin Innovation Composite 1.20M (0.92%) 300.00K
Increased by +25.00%
Dec 31, 24
12 T. Rowe Price US Growth Stock Composite 1.16M (0.89%) 1.16M
Increased by +100.00%
Dec 31, 24
13 JPM US Mid Cap Growth-Composite 1.15M (0.88%) -6.26K
Decreased by -0.54%
Dec 31, 24
14 JPMorgan Mid Cap Growth I 1.15M (0.88%) 0.00
Increased by 0.00%
Feb 28, 25
15 T. Rowe Price Growth Stock 1.14M (0.87%) -398.00
Decreased by -0.03%
Feb 28, 25
16 CREF Stock R1 1.00M (0.77%) -50.94K
Decreased by -5.07%
Feb 29, 24
17 Franklin DynaTech A 1.00M (0.77%) 100.00K
Increased by +10.00%
Oct 31, 24
18 Lord Abbett & Co. Growth Equity- SA 976.09K (0.75%) 19.49K
Increased by +2.00%
Dec 31, 24
19 Lord Abbett Growth Leaders I 976.09K (0.75%) 0.00
Increased by 0.00%
Jan 31, 25
20 T. Rowe Price New Horizons 965.72K (0.74%) 252.00K
Increased by +26.09%
Feb 28, 25