Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GNOM 5.66%
2 PTH 5.65%
3 EKG 4.78%
4 PBE 4.62%
5 ATFV 3.88%
6 BBH 3.81%
7 FRTY 3.34%
8 FCUS 3.33%
9 LRNZ 2.79%
10 FBT 2.67%
11 BTEC 2.47%
12 RJMG 2.28%
13 AWEG 2.21%
14 ENTR 2.12%
15 XOVR 2.12%
16 XBI 2.11%
17 FFTY 2.08%
18 FXH 1.95%
19 GVIP 1.89%
20 MEDI 1.84%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 12.32M (9.43%) 879.46K
Increased by +7.14%
Dec 31, 24
2 BlackRock Inc 9.18M (7.03%) 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 (2.09%) -462.69K
Decreased by -16.99%
Mar 31, 24
12 RTW INVESTMENTS, LLC 2.59M (1.99%) 0.00
Increased by 0.00%
Dec 31, 24
13 Massachusetts Financial Services Company 2.38M (1.83%) -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 3.94M (3.02%) 7.95K
Increased by +0.20%
Jan 31, 25
2 Vanguard Small Cap Index 3.20M (2.45%) 5.70K
Increased by +0.18%
Jan 31, 25
3 Vanguard Institutional Extnd Mkt Idx Tr 2.00M (1.53%) -143.00
Decreased by -0.01%
Jan 31, 25
4 Vanguard Small Cap Growth Index Inv 1.81M (1.38%) -3.32K
Decreased by -0.18%
Jan 31, 25
5 MFS Mid Cap Growth Equity 1.65M (1.26%) 15.99K
Increased by +0.97%
Dec 31, 24
6 MFS Mid Cap Growth A 1.64M (1.26%) -7.20K
Decreased by -0.44%
Jan 31, 25
7 JPM US Mid Cap Growth-MA 1.61M (1.24%) 1.07M
Increased by +66.15%
Sep 30, 23
8 JPMorgan Large Cap Growth I 1.44M (1.10%) 0.00
Increased by 0.00%
Dec 31, 24
9 JPMorgan Growth Advantage A 1.34M (1.02%) -23.23K
Decreased by -1.74%
Dec 31, 24
10 Franklin DynaTech Fund A 1.20M (0.92%) 0.00
Increased by 0.00%
Jan 31, 25
11 Franklin Innovation Composite 1.20M (0.92%) 300.00K
Increased by +25.00%
Dec 31, 24
12 T. Rowe Price Growth Stock 1.16M (0.89%) 0.00
Increased by 0.00%
Dec 31, 24
13 T. Rowe Price US Growth Stock Composite 1.16M (0.89%) 1.16M
Increased by +100.00%
Dec 31, 24
14 JPM US Mid Cap Growth-Composite 1.15M (0.88%) -6.26K
Decreased by -0.54%
Dec 31, 24
15 JPMorgan Mid Cap Growth I 1.15M (0.88%) -6.26K
Decreased by -0.54%
Dec 31, 24
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%
Dec 31, 24
20 CS (Lux) Digital Health Equity SB USD 950.00K (0.73%) 0.00
Increased by 0.00%
Nov 30, 23