Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LGHT 5.75%
2 HEAL 4.71%
3 GDOC 4.21%
4 EKG 4.05%
5 EDOC 4.04%
6 UTRN 3.85%
7 FMED 3.30%
8 NEWZ 3.18%
9 CSMD 2.59%
10 RJMG 2.49%
11 FRTY 2.26%
12 SAGP 2.24%
13 FXH 2.24%
14 IHI 2.18%
15 BMED 2.17%
16 MEDI 2.07%
17 XHE 1.90%
18 PINK 1.89%
19 HRTS 1.87%
20 RSPH 1.83%

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 VA CollegeAmerica Amcap 529A 3.23M (4.61%) 498.40K
Increased by +15.45%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 2.22M (3.18%) 9.93K
Increased by +0.45%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 2.22M (3.17%) 1.63K
Increased by +0.07%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 1.95M (2.79%) 5.29K
Increased by +0.27%
Mar 31, 25
5 Fidelity OTC 1.35M (1.93%) 0.00
Increased by 0.00%
Mar 31, 25
6 Fidelity® OTC 1.31M (1.88%) 226.10K
Increased by +17.24%
Nov 30, 23
7 American Funds New Perspective A 1.23M (1.76%) 0.00
Increased by 0.00%
Dec 31, 23
8 Capital Group New Perspective Comp 1.23M (1.76%) 0.00
Increased by 0.00%
Dec 31, 23
9 American Funds Invmt Co of Amer A 1.11M (1.59%) 733.25K
Increased by +66.07%
Mar 31, 25
10 Capital Group Investment Co of Amer Comp 1.11M (1.59%) 733.25K
Increased by +66.07%
Mar 31, 25
11 American Funds New Economy A 1.09M (1.56%) -136.85K
Decreased by -12.57%
Mar 31, 25
12 Capital Group New Economy Comp 1.09M (1.56%) -136.85K
Decreased by -12.57%
Mar 31, 25
13 American Funds AMCAP A 1.03M (1.47%) -2.20M
Decreased by -213.38%
Mar 31, 25
14 Capital Group AMCAP Composite 1.03M (1.47%) -2.20M
Decreased by -213.38%
Mar 31, 25
15 American Funds SMALLCAP World A 956.54K (1.37%) -6.99K
Decreased by -0.73%
Mar 31, 25
16 Fidelity 500 Index 880.04K (1.26%) 1.52K
Increased by +0.17%
Mar 31, 25
17 Vanguard Small Cap Index 876.19K (1.25%) -19.29K
Decreased by -2.20%
Mar 31, 25
18 SPDR® S&P 500 ETF 870.29K (1.24%) -12.71K
Decreased by -1.46%
Mar 31, 25
19 SPDR® S&P 500® ETF 848.60K (1.21%) 697.00
Increased by +0.08%
Apr 30, 25
20 SPDR® S&P 500® ETF Trust 847.29K (1.21%) -4.43K
Decreased by -0.52%
Mar 31, 25