Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BBH 8.57%
2 IBBQ 7.27%
3 IBB 7.22%
4 FPX 6.59%
5 CANC 6.07%
6 MNTL 5.73%
7 BIB 5.00%
8 BIOT_old 4.91%
9 PJP 4.89%
10 PINK 4.70%
11 PBE 4.48%
12 MEDX 4.47%
13 SYNB 4.33%
14 JDOC 4.26%
15 IDNA 4.16%
16 ZBIO 4.14%
17 BIS 4.13%
18 UTRN 4.09%
19 STNC 4.01%
20 FMED 3.95%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 10.79M (10.43%) 476.66K
Increased by +4.42%
Mar 31, 24
2 Vanguard Group Inc 8.93M (8.63%) 91.96K
Increased by +1.03%
Mar 31, 24
3 BlackRock Inc 8.57M (8.28%) -61.05K
Decreased by -0.71%
Mar 31, 24
4 JPMorgan Chase & Co 7.73M (7.47%) 500.40K
Increased by +6.48%
Mar 31, 24
5 State Street Corporation 4.84M (4.68%) -59.70K
Decreased by -1.23%
Mar 31, 24
6 Capital World Investors 4.65M (4.50%) -475.63K
Decreased by -10.22%
Mar 31, 24
7 Capital Research & Mgmt Co - Division 3 3.13M (3.02%) 213.04K
Increased by +6.81%
Mar 31, 24
8 Geode Capital Management, LLC 2.38M (2.30%) 22.37K
Increased by +0.94%
Mar 31, 24
9 Dodge & Cox 2.36M (2.28%) -7.82K
Decreased by -0.33%
Mar 31, 24
10 Franklin Resources Inc 1.69M (1.64%) 1.21M
Increased by +71.43%
Mar 31, 24
11 Morgan Stanley - Brokerage Accounts 1.34M (1.29%) 199.98K
Increased by +14.93%
Mar 31, 24
12 Putnam Investments LLC 1.21M (1.17%) 24.33K
Increased by +2.01%
Dec 31, 23
13 Putnam Investments, LLC., a Franklin Templeton company 1.21M (1.17%) 24.33K
Increased by +2.01%
Dec 31, 23
14 Loomis, Sayles & Company LP 1.21M (1.17%) -11.87K
Decreased by -0.98%
Mar 31, 24
15 Wellington Management Company LLP 1.09M (1.06%) -9.12K
Decreased by -0.83%
Mar 31, 24
16 NORGES BANK 1.06M (1.03%) 95.34K
Increased by +8.98%
Dec 31, 23
17 Amundi 1.06M (1.02%) 142.33K
Increased by +13.47%
Mar 31, 24
18 Northern Trust Corp 991.47K (0.96%) -54.94K
Decreased by -5.54%
Mar 31, 24
19 Amvescap Plc. 986.07K (0.95%) 221.06K
Increased by +22.42%
Mar 31, 24
20 Legal & General Group PLC 977.94K (0.95%) -7.60K
Decreased by -0.78%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.25M (3.15%) 18.16K
Increased by +0.56%
Jun 30, 24
2 American Funds Growth Fund of Amer A 3.23M (3.12%) 169.22K
Increased by +5.24%
Jun 30, 24
3 Capital Group Growth Fnd of Amer Comp 3.06M (2.96%) -142.43K
Decreased by -4.66%
Mar 31, 24
4 Vanguard Institutional 500 Index Trust 2.73M (2.64%) 14.73K
Increased by +0.54%
Jun 30, 24
5 Fidelity Contrafund 2.66M (2.57%) 0.00
Increased by 0.00%
May 31, 24
6 Fidelity® Contrafund® 2.65M (2.56%) 0.00
Increased by 0.00%
Nov 30, 23
7 Invesco QQQ Trust 2.10M (2.03%) 10.09K
Increased by +0.48%
Jun 30, 24
8 JPM US Large Cap Growth-MA 1.81M (1.75%) 1.68M
Increased by +92.52%
Sep 30, 23
9 JPMorgan Large Cap Growth I 1.64M (1.59%) 0.00
Increased by 0.00%
May 31, 24
10 Dodge & Cox Stock I 1.56M (1.50%) 0.00
Increased by 0.00%
Jun 30, 24
11 American Funds New Perspective A 1.30M (1.25%) 141.31K
Increased by +10.89%
Jun 30, 24
12 Fidelity 500 Index 1.29M (1.24%) 6.52K
Increased by +0.51%
May 31, 24
13 SPDR® S&P 500® ETF Trust 1.26M (1.22%) 11.91K
Increased by +0.95%
Jun 30, 24
14 SPDR® S&P 500 ETF Trust 1.24M (1.20%) -2.71K
Decreased by -0.22%
Apr 30, 24
15 Fidelity® 500 Index 1.24M (1.20%) 7.92K
Increased by +0.64%
Nov 30, 23
16 Capital Group New Perspective Comp 1.16M (1.12%) 264.12K
Increased by +22.84%
Mar 31, 24
17 iShares Core S&P 500 ETF 1.13M (1.09%) 5.73K
Increased by +0.51%
Jun 28, 24
18 Fidelity Contrafund Commingled Pl O 1.13M (1.09%) 0.00
Increased by 0.00%
May 31, 24
19 Capital Group Growth Composite 983.94K (0.95%) -35.00K
Decreased by -3.56%
Mar 31, 24
20 American Funds IS® Growth 1 895.03K (0.87%) -88.91K
Decreased by -9.93%
Jun 30, 24