Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BBH 6.99%
2 IBBQ 5.72%
3 IBB 5.57%
4 CANC 5.38%
5 BIOT_old 4.91%
6 MNTL 4.57%
7 FPX 4.34%
8 BIB 4.32%
9 ZBIO 4.14%
10 BIS 4.13%
11 UTRN 4.09%
12 STNC 4.01%
13 PJP 3.69%
14 LNGR 3.54%
15 PINK 3.44%
16 PBE 3.44%
17 MEDX 3.42%
18 FMED 3.25%
19 IDNA 3.13%
20 FDG 3.09%

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 8.28M (8.03%) 550.14K
Increased by +6.65%
Jun 30, 24
5 State Street Corporation 4.84M (4.70%) -59.70K
Decreased by -1.23%
Mar 31, 24
6 State Street Corp 4.84M (4.70%) -421.00
Decreased by -0.01%
Jun 30, 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 Morgan Stanley - Brokerage Accounts 2.68M (2.60%) 3.60K
Increased by +0.13%
Jun 30, 24
10 Geode Capital Management, LLC 2.42M (2.34%) 38.76K
Increased by +1.60%
Jun 30, 24
11 Dodge & Cox 2.31M (2.24%) -3.75K
Decreased by -0.16%
Sep 30, 24
12 Franklin Resources Inc 1.92M (1.87%) 228.80K
Increased by +11.90%
Jun 30, 24
13 Loomis, Sayles & Company LP 1.22M (1.18%) 9.66K
Increased by +0.79%
Jun 30, 24
14 Putnam Investments LLC 1.21M (1.17%) 24.33K
Increased by +2.01%
Dec 31, 23
15 Putnam Investments, LLC., a Franklin Templeton company 1.21M (1.17%) 24.33K
Increased by +2.01%
Dec 31, 23
16 NORGES BANK 1.13M (1.09%) 65.14K
Increased by +5.78%
Jun 30, 24
17 Amundi 1.06M (1.03%) 7.86K
Increased by +0.74%
Jun 30, 24
18 Wellington Management Company LLP 1.06M (1.03%) -31.18K
Decreased by -2.94%
Jun 30, 24
19 Legal & General Group PLC 978.11K (0.95%) 168.00
Increased by +0.02%
Jun 30, 24
20 Bank of America Corp 968.10K (0.94%) 84.04K
Increased by +8.68%
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 2.67M (2.59%) 9.44K
Increased by +0.35%
Sep 30, 24
6 Fidelity® Contrafund® 2.65M (2.57%) 0.00
Increased by 0.00%
Nov 30, 23
7 Invesco QQQ Trust 2.10M (2.04%) -9.74K
Decreased by -0.46%
Oct 31, 24
8 JPM US Large Cap Growth-MA 1.81M (1.76%) 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%
Sep 30, 24
10 Dodge & Cox Stock I 1.56M (1.51%) 0.00
Increased by 0.00%
Sep 30, 24
11 Fidelity 500 Index 1.30M (1.27%) -2.23K
Decreased by -0.17%
Sep 30, 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 SPDR® S&P 500® ETF Trust 1.29M (1.25%) 4.30K
Increased by +0.33%
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 1.18M (1.15%) 1.83K
Increased by +0.15%
Oct 31, 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 1.14M (1.11%) -6.79K
Decreased by -0.59%
Sep 30, 24
20 Vanguard Value Index Inv 919.91K (0.89%) 2.86K
Increased by +0.31%
Oct 31, 24