Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LGHT 5.27%
2 EKG 5.12%
3 GDOC 4.90%
4 FMED 4.53%
5 EDOC 4.41%
6 UTRN 3.96%
7 MEDI 2.90%
8 FXH 2.60%
9 CSMD 2.49%
10 FRTY 2.26%
11 SAGP 2.24%
12 IHI 2.15%
13 HRTS 1.99%
14 XHE 1.99%
15 RSPH 1.91%
16 PINK 1.89%
17 BMED 1.76%
18 QMID 1.67%
19 AGNG 1.58%
20 RYH 1.55%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 8.47M (12.14%) 73.86K
Increased by +0.87%
Sep 30, 24
2 FMR Inc 7.97M (11.42%) 2.01M
Increased by +25.28%
Sep 30, 24
3 Capital Research Global Investors 7.77M (11.14%) 621.38K
Increased by +7.99%
Sep 30, 24
4 BlackRock Inc 6.06M (8.68%) 33.95K
Increased by +0.56%
Jun 30, 24
5 State Street Corporation 2.92M (4.18%) 34.25K
Increased by +1.17%
Mar 31, 24
6 State Street Corp 2.86M (4.10%) -60.33K
Decreased by -2.11%
Jun 30, 24
7 Morgan Stanley - Brokerage Accounts 2.54M (3.64%) -234.24K
Decreased by -9.21%
Jun 30, 24
8 Baillie Gifford & Co Limited. 2.28M (3.26%) 389.64K
Increased by +17.12%
Sep 30, 24
9 Capital World Investors 2.21M (3.17%) -161.60K
Decreased by -7.31%
Dec 31, 23
10 Ameriprise Financial Inc 1.74M (2.50%) 403.42K
Increased by +23.13%
Jun 30, 24
11 Geode Capital Management, LLC 1.72M (2.46%) 56.42K
Increased by +3.29%
Jun 30, 24
12 Citadel Advisors Llc 1.51M (2.16%) 107.98K
Increased by +7.16%
Jun 30, 24
13 Fidelity International Ltd 1.40M (2.01%) 681.36K
Increased by +48.61%
Jun 30, 24
14 ClearBridge Advisors, LLC 1.34M (1.92%) 75.53K
Increased by +5.64%
Jun 30, 24
15 T. Rowe Price Associates, Inc. 1.03M (1.48%) -50.97K
Decreased by -4.93%
Sep 30, 23
16 Wellington Management Company LLP 1.03M (1.48%) -957.85K
Decreased by -92.78%
Jun 30, 24
17 D1 Capital Partners L.P. 997.17K (1.43%) -7.78K
Decreased by -0.78%
Mar 31, 24
18 NORGES BANK 953.93K (1.37%) -95.27K
Decreased by -9.99%
Jun 30, 24
19 Goldman Sachs Group Inc 925.84K (1.33%) 119.97K
Increased by +12.96%
Jun 30, 24
20 American Century Companies Inc 858.47K (1.23%) -27.20K
Decreased by -3.17%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Capital Group AMCAP Composite 3.23M (4.62%) 498.40K
Increased by +15.45%
Sep 30, 24
2 VA CollegeAmerica Amcap 529A 3.23M (4.62%) 498.40K
Increased by +15.45%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 2.21M (3.16%) -8.22K
Decreased by -0.37%
Oct 31, 24
4 Vanguard Institutional 500 Index Trust 1.86M (2.66%) 21.45K
Increased by +1.15%
Oct 31, 24
5 American Funds Growth Fund of Amer A 1.42M (2.04%) 52.75K
Increased by +3.71%
Sep 30, 24
6 Capital Group Growth Fnd of Amer Comp 1.42M (2.04%) 52.75K
Increased by +3.71%
Sep 30, 24
7 Fidelity OTC 1.39M (2.00%) -26.14K
Decreased by -1.88%
Sep 30, 24
8 Fidelity® OTC 1.31M (1.88%) 226.10K
Increased by +17.24%
Nov 30, 23
9 American Funds New Perspective A 1.23M (1.77%) 0.00
Increased by 0.00%
Dec 31, 23
10 Capital Group New Perspective Comp 1.23M (1.77%) 0.00
Increased by 0.00%
Dec 31, 23
11 American Funds New Economy A 1.23M (1.76%) 43.84K
Increased by +3.58%
Sep 30, 24
12 Capital Group New Economy Comp 1.23M (1.76%) 43.84K
Increased by +3.58%
Sep 30, 24
13 Fidelity Select Medical Tech and Devcs 1.08M (1.55%) -40.00K
Decreased by -3.70%
Sep 30, 24
14 American Funds Capital World Gr&Inc A 1.01M (1.45%) -39.57K
Decreased by -3.91%
Mar 31, 24
15 Capital Group World Growth & Inc Cmp 1.01M (1.45%) -39.57K
Decreased by -3.91%
Mar 31, 24
16 Fidelity Select Health Care 980.00K (1.40%) 11.00K
Increased by +1.12%
Sep 30, 24
17 American Funds SMALLCAP World A 963.53K (1.38%) 0.00
Increased by 0.00%
Sep 30, 24
18 Vanguard Small Cap Index 879.28K (1.26%) 1.70K
Increased by +0.19%
Oct 31, 24
19 Fidelity 500 Index 861.93K (1.24%) -952.00
Decreased by -0.11%
Sep 30, 24
20 SPDR® S&P 500® ETF Trust 854.59K (1.22%) 4.43K
Increased by +0.52%
Oct 31, 24