Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LGHT 6.11%
2 EDOC 4.56%
3 HEAL 4.51%
4 GDOC 4.05%
5 FDHT 4.01%
6 UTRN 3.85%
7 EKG 3.61%
8 FMED 3.34%
9 PTH 2.96%
10 NEWZ 2.94%
11 IHI 2.67%
12 CSMD 2.67%
13 BMED 2.28%
14 RJMG 2.27%
15 MDEV 2.26%
16 FRTY 2.26%
17 SAGP 2.24%
18 QMOM 1.83%
19 QMID 1.71%
20 SEIM 1.69%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 8.71M (12.43%) 39.40K
Increased by +0.45%
Jun 30, 25
2 FMR Inc 7.51M (10.71%) -408.98K
Decreased by -5.45%
Jun 30, 25
3 BlackRock Inc 6.41M (9.15%) 5.31K
Increased by +0.08%
Jun 30, 25
4 Capital Research Global Investors 4.74M (6.76%) -1.34M
Decreased by -28.30%
Jun 30, 25
5 State Street Corp 3.06M (4.36%) 32.74K
Increased by +1.07%
Jun 30, 25
6 State Street Corporation 2.92M (4.17%) 34.25K
Increased by +1.17%
Mar 31, 24
7 Capital World Investors 2.21M (3.16%) -161.60K
Decreased by -7.31%
Dec 31, 23
8 Baillie Gifford & Co Limited. 2.14M (3.05%) -115.69K
Decreased by -5.42%
Jun 30, 25
9 Geode Capital Management, LLC 1.93M (2.75%) 58.31K
Increased by +3.03%
Jun 30, 25
10 ClearBridge Advisors, LLC 1.54M (2.19%) 56.63K
Increased by +3.69%
Jun 30, 25
11 American Century Companies Inc 1.31M (1.87%) 157.07K
Increased by +11.99%
Jun 30, 25
12 Amvescap Plc. 1.30M (1.86%) -108.94K
Decreased by -8.37%
Jun 30, 25
13 Ameriprise Financial Inc 1.27M (1.82%) -86.77K
Decreased by -6.81%
Dec 31, 24
14 Morgan Stanley - Brokerage Accounts 1.26M (1.80%) 50.46K
Increased by +4.01%
Jun 30, 25
15 Fidelity International Ltd 1.13M (1.61%) -155.51K
Decreased by -13.76%
Jun 30, 25
16 Macquarie Group Ltd 1.10M (1.57%) 406.04K
Increased by +37.01%
Mar 31, 25
17 JPMorgan Chase & Co 1.07M (1.53%) 35.15K
Increased by +3.29%
Sep 30, 24
18 Groupama Asset Management 1.05M (1.50%) 3.76K
Increased by +0.36%
Mar 31, 25
19 T. Rowe Price Associates, Inc. 1.03M (1.48%) -50.97K
Decreased by -4.93%
Sep 30, 23
20 NORGES BANK 1.03M (1.47%) 80.43K
Increased by +7.78%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 VA CollegeAmerica Amcap 529A 3.23M (4.60%) 498.40K
Increased by +15.45%
Sep 30, 24
2 Vanguard US Total Market Shares ETF 2.22M (3.16%) 1.63K
Increased by +0.07%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 2.21M (3.16%) -50.41K
Decreased by -2.28%
Jul 31, 25
4 Vanguard Institutional 500 Index Trust 1.99M (2.85%) 12.58K
Increased by +0.63%
May 31, 25
5 Vanguard 500 Index Investor 1.74M (2.49%) -255.30K
Decreased by -14.65%
Jul 31, 25
6 Fidelity OTC 1.42M (2.02%) -10.60K
Decreased by -0.75%
Jul 31, 25
7 Fidelity® OTC 1.31M (1.87%) 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 Invmt Co of Amer A 1.11M (1.58%) 733.25K
Increased by +66.07%
Mar 31, 25
11 Capital Group Investment Co of Amer Comp 1.11M (1.58%) 733.25K
Increased by +66.07%
Mar 31, 25
12 Fidelity 500 Index 892.08K (1.27%) 382.00
Increased by +0.04%
Jul 31, 25
13 American Funds SMALLCAP World A 872.27K (1.24%) -84.27K
Decreased by -9.66%
Jun 30, 25
14 SPDR® S&P 500 ETF 870.29K (1.24%) -12.71K
Decreased by -1.46%
Mar 31, 25
15 Vanguard Small Cap Index 854.08K (1.22%) -5.68K
Decreased by -0.67%
Jul 31, 25
16 SPDR® S&P 500® ETF 851.87K (1.22%) 10.37K
Increased by +1.22%
Aug 31, 25
17 iShares Core S&P 500 ETF 847.36K (1.21%) 0.00
Increased by 0.00%
Aug 31, 25
18 SPDR® S&P 500® ETF Trust 847.29K (1.21%) -4.43K
Decreased by -0.52%
Mar 31, 25
19 American Funds AMCAP A 843.11K (1.20%) -186.07K
Decreased by -22.07%
Jun 30, 25
20 Capital Group AMCAP Composite 843.11K (1.20%) -186.07K
Decreased by -22.07%
Jun 30, 25