Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LGHT 6.41%
2 HEAL 4.94%
3 FDHT 4.61%
4 EDOC 4.58%
5 EKG 4.42%
6 GDOC 4.42%
7 UTRN 3.85%
8 FMED 3.50%
9 NEWZ 2.99%
10 CSMD 2.85%
11 FXH 2.57%
12 BMED 2.54%
13 IHI 2.53%
14 RJMG 2.44%
15 PINK 2.33%
16 FRTY 2.26%
17 SAGP 2.24%
18 MDEV 2.23%
19 XHE 2.22%
20 HRTS 2.16%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 8.67M (12.37%) 178.98K
Increased by +2.06%
Mar 31, 25
2 FMR Inc 7.92M (11.30%) 139.93K
Increased by +1.77%
Mar 31, 25
3 BlackRock Inc 6.41M (9.15%) 143.73K
Increased by +2.24%
Mar 31, 25
4 Capital Research Global Investors 6.08M (8.67%) -1.37M
Decreased by -22.54%
Mar 31, 25
5 State Street Corp 3.02M (4.32%) 49.05K
Increased by +1.62%
Mar 31, 25
6 State Street Corporation 2.92M (4.17%) 34.25K
Increased by +1.17%
Mar 31, 24
7 Baillie Gifford & Co Limited. 2.25M (3.21%) -104.93K
Decreased by -4.66%
Mar 31, 25
8 Capital World Investors 2.21M (3.16%) -161.60K
Decreased by -7.31%
Dec 31, 23
9 Geode Capital Management, LLC 1.87M (2.67%) 90.07K
Increased by +4.82%
Mar 31, 25
10 ClearBridge Advisors, LLC 1.48M (2.11%) 73.68K
Increased by +4.98%
Mar 31, 25
11 Amvescap Plc. 1.41M (2.01%) 164.82K
Increased by +11.69%
Mar 31, 25
12 Fidelity International Ltd 1.29M (1.83%) -145.94K
Decreased by -11.35%
Mar 31, 25
13 Ameriprise Financial Inc 1.27M (1.82%) -86.77K
Decreased by -6.81%
Dec 31, 24
14 Morgan Stanley - Brokerage Accounts 1.21M (1.72%) -90.19K
Decreased by -7.47%
Mar 31, 25
15 American Century Companies Inc 1.15M (1.65%) 297.73K
Increased by +25.83%
Mar 31, 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 Wellington Management Company LLP 1.03M (1.47%) -957.85K
Decreased by -92.78%
Jun 30, 24

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 Total Stock Mkt Idx Inv 2.25M (3.22%) 31.31K
Increased by +1.39%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 2.22M (3.16%) 1.63K
Increased by +0.07%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 1.98M (2.83%) 31.71K
Increased by +1.60%
Apr 30, 25
5 Fidelity OTC 1.46M (2.09%) 109.60K
Increased by +7.50%
Apr 30, 25
6 Fidelity® OTC 1.31M (1.87%) 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 (1.58%) 733.25K
Increased by +66.07%
Mar 31, 25
10 Capital Group Investment Co of Amer Comp 1.11M (1.58%) 733.25K
Increased by +66.07%
Mar 31, 25
11 American Funds New Economy A 1.09M (1.55%) -136.85K
Decreased by -12.57%
Mar 31, 25
12 Capital Group New Economy Comp 1.09M (1.55%) -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 Vanguard Small Cap Index 881.51K (1.26%) 5.32K
Increased by +0.60%
Apr 30, 25
17 Fidelity 500 Index 881.13K (1.26%) 1.09K
Increased by +0.12%
Apr 30, 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 Trust 847.29K (1.21%) -4.43K
Decreased by -0.52%
Mar 31, 25
20 SPDR® S&P 500® ETF 837.37K (1.20%) -3.73K
Decreased by -0.45%
May 31, 25