Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GDOC 6.06%
2 LGHT 5.27%
3 EKG 5.00%
4 FMED 4.63%
5 EDOC 4.09%
6 UTRN 3.96%
7 NEWZ 3.48%
8 CSMD 2.63%
9 FRTY 2.26%
10 MEDI 2.26%
11 SAGP 2.24%
12 IHI 2.10%
13 HRTS 1.92%
14 PINK 1.89%
15 XHE 1.85%
16 FXH 1.85%
17 BMED 1.80%
18 QMID 1.71%
19 RSPH 1.70%
20 AGNG 1.63%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 8.49M (12.15%) 16.09K
Increased by +0.19%
Dec 31, 24
2 FMR Inc 7.97M (11.40%) 2.01M
Increased by +25.28%
Sep 30, 24
3 Capital Research Global Investors 7.45M (10.66%) -326.10K
Decreased by -4.38%
Dec 31, 24
4 BlackRock Inc 5.99M (8.57%) -73.39K
Decreased by -1.23%
Sep 30, 24
5 State Street Corporation 2.92M (4.18%) 34.25K
Increased by +1.17%
Mar 31, 24
6 State Street Corp 2.91M (4.17%) 56.07K
Increased by +1.92%
Sep 30, 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 (3.17%) -161.60K
Decreased by -7.31%
Dec 31, 23
9 Geode Capital Management, LLC 1.74M (2.49%) 22.85K
Increased by +1.31%
Sep 30, 24
10 ClearBridge Advisors, LLC 1.47M (2.10%) 129.32K
Increased by +8.80%
Sep 30, 24
11 Fidelity International Ltd 1.44M (2.06%) 39.41K
Increased by +2.74%
Sep 30, 24
12 Ameriprise Financial Inc 1.36M (1.95%) -384.14K
Decreased by -28.24%
Sep 30, 24
13 Morgan Stanley - Brokerage Accounts 1.21M (1.73%) -1.33M
Decreased by -110.29%
Sep 30, 24
14 JPMorgan Chase & Co 1.07M (1.53%) 35.15K
Increased by +3.29%
Sep 30, 24
15 Groupama Asset Management 1.05M (1.50%) 1.05M
Increased by +99.68%
Sep 30, 24
16 Amvescap Plc. 1.04M (1.48%) 181.92K
Increased by +17.53%
Sep 30, 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 Citadel Advisors Llc 990.49K (1.42%) -517.32K
Decreased by -52.23%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds AMCAP A 3.23M (4.62%) 0.00
Increased by 0.00%
Dec 31, 24
2 Capital Group AMCAP Composite 3.23M (4.62%) 0.00
Increased by 0.00%
Dec 31, 24
3 VA CollegeAmerica Amcap 529A 3.23M (4.62%) 498.40K
Increased by +15.45%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 2.20M (3.15%) 1.96K
Increased by +0.09%
Dec 31, 24
5 Vanguard Institutional 500 Index Trust 1.90M (2.72%) 14.01K
Increased by +0.74%
Dec 31, 24
6 Fidelity OTC 1.37M (1.95%) -12.60K
Decreased by -0.92%
Dec 31, 24
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 Fidelity Select Medical Tech and Devcs 900.00K (1.29%) -60.00K
Decreased by -6.67%
Dec 31, 24
16 Vanguard Small Cap Index 893.14K (1.28%) 8.71K
Increased by +0.97%
Dec 31, 24
17 Fidelity Select Health Care 890.00K (1.27%) -60.00K
Decreased by -6.74%
Dec 31, 24
18 Fidelity 500 Index 870.75K (1.25%) 4.35K
Increased by +0.50%
Dec 31, 24
19 SPDR® S&P 500® ETF Trust 856.84K (1.23%) -8.36K
Decreased by -0.98%
Jan 31, 25
20 SPDR® S&P 500 ETF Trust 826.29K (1.18%) 1.84K
Increased by +0.22%
Apr 30, 24