Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LGHT 5.86%
2 HEAL 4.71%
3 GDOC 4.35%
4 EDOC 4.30%
5 EKG 4.27%
6 UTRN 3.85%
7 FMED 3.36%
8 NEWZ 3.18%
9 CSMD 2.72%
10 RJMG 2.63%
11 IHI 2.28%
12 BMED 2.27%
13 FRTY 2.26%
14 FXH 2.25%
15 SAGP 2.24%
16 MEDI 2.04%
17 XHE 1.92%
18 PINK 1.89%
19 HRTS 1.85%
20 RSPH 1.80%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 8.49M (12.14%) 16.09K
Increased by +0.19%
Dec 31, 24
2 FMR Inc 7.78M (11.12%) -192.42K
Decreased by -2.47%
Dec 31, 24
3 Capital Research Global Investors 7.45M (10.65%) -326.10K
Decreased by -4.38%
Dec 31, 24
4 BlackRock Inc 6.27M (8.96%) 279.08K
Increased by +4.45%
Dec 31, 24
5 State Street Corp 2.97M (4.25%) 59.55K
Increased by +2.00%
Dec 31, 24
6 State Street Corporation 2.92M (4.18%) 34.25K
Increased by +1.17%
Mar 31, 24
7 Baillie Gifford & Co Limited. 2.36M (3.37%) 79.98K
Increased by +3.40%
Dec 31, 24
8 Capital World Investors 2.21M (3.16%) -161.60K
Decreased by -7.31%
Dec 31, 23
9 Geode Capital Management, LLC 1.78M (2.54%) 40.57K
Increased by +2.28%
Dec 31, 24
10 Fidelity International Ltd 1.43M (2.05%) -9.81K
Decreased by -0.69%
Dec 31, 24
11 ClearBridge Advisors, LLC 1.41M (2.01%) -62.73K
Decreased by -4.46%
Dec 31, 24
12 Morgan Stanley - Brokerage Accounts 1.30M (1.86%) 88.56K
Increased by +6.82%
Dec 31, 24
13 Ameriprise Financial Inc 1.27M (1.82%) -86.77K
Decreased by -6.81%
Dec 31, 24
14 Amvescap Plc. 1.24M (1.78%) 207.40K
Increased by +16.66%
Dec 31, 24
15 JPMorgan Chase & Co 1.07M (1.53%) 35.15K
Increased by +3.29%
Sep 30, 24
16 Groupama Asset Management 1.05M (1.50%) -517.00
Decreased by -0.05%
Dec 31, 24
17 T. Rowe Price Associates, Inc. 1.03M (1.48%) -50.97K
Decreased by -4.93%
Sep 30, 23
18 Wellington Management Company LLP 1.03M (1.48%) -957.85K
Decreased by -92.78%
Jun 30, 24
19 D1 Capital Partners L.P. 997.17K (1.43%) -7.78K
Decreased by -0.78%
Mar 31, 24
20 NORGES BANK 953.02K (1.36%) -911.00
Decreased by -0.10%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds AMCAP A 3.23M (4.61%) 0.00
Increased by 0.00%
Dec 31, 24
2 Capital Group AMCAP Composite 3.23M (4.61%) 0.00
Increased by 0.00%
Dec 31, 24
3 VA CollegeAmerica Amcap 529A 3.23M (4.61%) 498.40K
Increased by +15.45%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 2.21M (3.17%) 5.05K
Increased by +0.23%
Feb 28, 25
5 Vanguard Institutional 500 Index Trust 1.95M (2.78%) 13.57K
Increased by +0.70%
Feb 28, 25
6 Fidelity OTC 1.35M (1.93%) 0.00
Increased by 0.00%
Feb 28, 25
7 Fidelity® OTC 1.31M (1.88%) 226.10K
Increased by +17.24%
Nov 30, 23
8 American Funds New Perspective A 1.23M (1.76%) 0.00
Increased by 0.00%
Dec 31, 23
9 Capital Group New Perspective Comp 1.23M (1.76%) 0.00
Increased by 0.00%
Dec 31, 23
10 American Funds New Economy A 1.23M (1.75%) 0.00
Increased by 0.00%
Dec 31, 24
11 Capital Group New Economy Comp 1.23M (1.75%) 0.00
Increased by 0.00%
Dec 31, 24
12 American Funds Capital World Gr&Inc A 1.01M (1.45%) -39.57K
Decreased by -3.91%
Mar 31, 24
13 Capital Group World Growth & Inc Cmp 1.01M (1.45%) -39.57K
Decreased by -3.91%
Mar 31, 24
14 American Funds SMALLCAP World A 963.53K (1.38%) 0.00
Increased by 0.00%
Dec 31, 24
15 Vanguard Small Cap Index 895.48K (1.28%) 735.00
Increased by +0.08%
Feb 28, 25
16 Fidelity 500 Index 878.52K (1.26%) 3.91K
Increased by +0.45%
Feb 28, 25
17 iShares Core S&P 500 ETF 855.67K (1.22%) 2.46K
Increased by +0.29%
Mar 31, 25
18 SPDR® S&P 500® ETF Trust 847.29K (1.21%) -4.43K
Decreased by -0.52%
Mar 31, 25
19 SPDR® S&P 500 ETF Trust 826.29K (1.18%) 1.84K
Increased by +0.22%
Apr 30, 24
20 Fidelity Select Medical Tech and Devcs 815.00K (1.17%) -35.00K
Decreased by -4.29%
Feb 28, 25