Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BBH 6.41%
2 IBBQ 5.42%
3 IBB 5.35%
4 BIOT_old 4.91%
5 CANC 4.88%
6 PBE 4.87%
7 MNTL 4.30%
8 ZBIO 4.14%
9 BIS 4.13%
10 FPX 4.09%
11 UTRN 4.09%
12 STNC 4.01%
13 BIB 3.98%
14 LNGR 3.54%
15 MEDX 3.27%
16 FDG 3.09%
17 FMED 3.06%
18 PINK 3.06%
19 IDNA 3.05%
20 SYNB 3.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 10.36M (10.05%) -286.77K
Decreased by -2.77%
Sep 30, 24
2 Vanguard Group Inc 9.32M (9.04%) 326.32K
Increased by +3.50%
Sep 30, 24
3 BlackRock Inc 8.45M (8.19%) -122.29K
Decreased by -1.45%
Jun 30, 24
4 JPMorgan Chase & Co 7.49M (7.26%) -787.82K
Decreased by -10.52%
Sep 30, 24
5 State Street Corp 4.90M (4.75%) 61.28K
Increased by +1.25%
Sep 30, 24
6 State Street Corporation 4.84M (4.70%) -59.70K
Decreased by -1.23%
Mar 31, 24
7 Capital World Investors 4.30M (4.17%) -340.28K
Decreased by -7.92%
Sep 30, 24
8 Capital Research & Mgmt Co - Division 3 3.35M (3.25%) 212.27K
Increased by +6.34%
Sep 30, 24
9 Dodge & Cox 2.31M (2.24%) -3.75K
Decreased by -0.16%
Sep 30, 24
10 Geode Capital Management, LLC 2.27M (2.20%) -143.09K
Decreased by -6.30%
Sep 30, 24
11 Franklin Resources Inc 1.90M (1.84%) -27.02K
Decreased by -1.42%
Sep 30, 24
12 T. Rowe Price Associates, Inc. 1.28M (1.24%) 342.43K
Increased by +26.85%
Sep 30, 24
13 Putnam Investments LLC 1.21M (1.17%) 24.33K
Increased by +2.01%
Dec 31, 23
14 Putnam Investments, LLC., a Franklin Templeton company 1.21M (1.17%) 24.33K
Increased by +2.01%
Dec 31, 23
15 Morgan Stanley - Brokerage Accounts 1.19M (1.15%) -1.50M
Decreased by -126.29%
Sep 30, 24
16 Loomis, Sayles & Company LP 1.18M (1.15%) -35.50K
Decreased by -3.01%
Sep 30, 24
17 Amvescap Plc. 1.16M (1.13%) 244.75K
Increased by +21.08%
Sep 30, 24
18 NORGES BANK 1.13M (1.09%) 65.14K
Increased by +5.78%
Jun 30, 24
19 Amundi 1.06M (1.03%) -72.00
Decreased by -0.01%
Sep 30, 24
20 Wellington Management Company LLP 1.06M (1.03%) -31.18K
Decreased by -2.94%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.42M (3.32%) -12.23K
Decreased by -0.36%
Oct 31, 24
2 American Funds Growth Fund of Amer A 3.14M (3.04%) -92.79K
Decreased by -2.96%
Sep 30, 24
3 Capital Group Growth Fnd of Amer Comp 3.14M (3.04%) -92.79K
Decreased by -2.96%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 2.81M (2.73%) 33.23K
Increased by +1.18%
Oct 31, 24
5 Fidelity® Contrafund® 2.65M (2.57%) 0.00
Increased by 0.00%
Nov 30, 23
6 Fidelity Contrafund 2.49M (2.42%) -175.44K
Decreased by -7.04%
Oct 31, 24
7 Invesco QQQ Trust 2.15M (2.09%) 1.90K
Increased by +0.09%
Nov 29, 24
8 JPM US Large Cap Growth-MA 1.81M (1.76%) 1.68M
Increased by +92.52%
Sep 30, 23
9 Dodge & Cox Stock I 1.56M (1.51%) 0.00
Increased by 0.00%
Sep 30, 24
10 SPDR® S&P 500® ETF Trust 1.31M (1.27%) 7.69K
Increased by +0.59%
Nov 30, 24
11 Fidelity 500 Index 1.30M (1.26%) -2.14K
Decreased by -0.16%
Oct 31, 24
12 American Funds New Perspective A 1.30M (1.26%) 0.00
Increased by 0.00%
Sep 30, 24
13 Capital Group New Perspective Comp 1.30M (1.26%) 0.00
Increased by 0.00%
Sep 30, 24
14 JPMorgan Large Cap Growth I 1.25M (1.21%) -395.87K
Decreased by -31.75%
Oct 31, 24
15 SPDR® S&P 500 ETF Trust 1.24M (1.21%) -2.71K
Decreased by -0.22%
Apr 30, 24
16 Fidelity® 500 Index 1.24M (1.21%) 7.92K
Increased by +0.64%
Nov 30, 23
17 iShares Core S&P 500 ETF 1.20M (1.16%) 0.00
Increased by 0.00%
Nov 30, 24
18 Fidelity Contrafund Commingled Pl O 1.15M (1.11%) 5.43K
Increased by +0.47%
Aug 31, 24
19 Fidelity Contrafund Commingled Pl S 1.04M (1.01%) -98.51K
Decreased by -9.44%
Oct 31, 24
20 Vanguard Value Index Inv 919.91K (0.89%) 2.86K
Increased by +0.31%
Oct 31, 24