Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IHE 5.17%
2 FORH 4.50%
3 XPH 4.10%
4 UTRN 3.90%
5 PILL 3.17%
6 PBE 2.95%
7 FOVL 2.91%
8 SFLO 2.60%
9 VFLO 2.58%
10 SMRI 2.03%
11 FMED 1.88%
12 GURU 1.70%
13 IBBQ 1.68%
14 QQQN 1.47%
15 FXH 1.45%
16 BIB 1.30%
17 PINK 1.07%
18 CVY 1.03%
19 SURE 0.98%
20 LSEQ 0.98%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Morgan Stanley - Brokerage Accounts 39.53M (10.62%) -1.55M
Decreased by -3.91%
Dec 31, 24
2 Vanguard Group Inc 37.35M (10.03%) -231.11K
Decreased by -0.62%
Dec 31, 24
3 FMR Inc 26.38M (7.08%) -1.51M
Decreased by -5.73%
Dec 31, 24
4 BlackRock Inc 25.45M (6.83%) 3.15M
Increased by +12.36%
Dec 31, 24
5 Adage Capital Partners Gp LLC 16.97M (4.56%) 5.07M
Increased by +29.87%
Dec 31, 24
6 Baillie Gifford & Co Limited. 14.13M (3.80%) -1.99M
Decreased by -14.06%
Dec 31, 24
7 Viking Global Investors LP 12.21M (3.28%) 113.86K
Increased by +0.93%
Dec 31, 24
8 Swedbank AB 12.16M (3.27%) 1.14M
Increased by +9.35%
Dec 31, 24
9 State Street Corp 9.76M (2.62%) 243.90K
Increased by +2.50%
Dec 31, 24
10 State Street Corporation 9.10M (2.44%) 226.60K
Increased by +2.49%
Mar 31, 24
11 Geode Capital Management, LLC 7.31M (1.96%) 46.77K
Increased by +0.64%
Dec 31, 24
12 Unisphere Establishment 5.00M (1.34%) 0.00
Increased by 0.00%
Jun 30, 24
13 NORGES BANK 4.88M (1.31%) 71.00K
Increased by +1.45%
Dec 31, 24
14 Millennium Management LLC 4.34M (1.17%) 1.99M
Increased by +45.86%
Sep 30, 24
15 abrdn PLC 3.71M (1.00%) -169.48K
Decreased by -4.57%
Sep 30, 23
16 Amundi 3.69M (0.99%) 1.63M
Increased by +44.08%
Sep 30, 24
17 Two Sigma Advisers, LLC 3.67M (0.99%) 640.00K
Increased by +17.42%
Dec 31, 24
18 Siguler Guff Advisers, LLC 3.39M (0.91%) 0.00
Increased by 0.00%
Sep 30, 24
19 Northern Trust Corp 3.33M (0.89%) 376.62K
Increased by +11.31%
Dec 31, 24
20 GMT Capital Corp 3.27M (0.88%) 170.20K
Increased by +5.21%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 12.01M (3.23%) -167.60K
Decreased by -1.40%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 11.61M (3.12%) -278.48K
Decreased by -2.40%
Mar 31, 25
3 Vanguard Mid Cap Index Institutional 7.93M (2.13%) -226.10K
Decreased by -2.85%
Mar 31, 25
4 Fidelity® Contrafund® 7.02M (1.89%) 0.00
Increased by 0.00%
Nov 30, 23
5 Vanguard Institutional Extnd Mkt Idx Tr 5.73M (1.54%) -85.84K
Decreased by -1.50%
Mar 31, 25
6 Morgan Stanley Growth 5.35M (1.44%) -350.63K
Decreased by -6.55%
Dec 31, 24
7 Morgan Stanley Growth SMA 5.35M (1.44%) -350.63K
Decreased by -6.55%
Dec 31, 24
8 MS INVF US Advantage I 5.32M (1.43%) -272.66K
Decreased by -5.12%
Mar 31, 25
9 Morgan Stanley Inst Growth I 5.05M (1.36%) -655.52K
Decreased by -12.99%
Jan 31, 25
10 MS INVF US Growth I 4.62M (1.24%) 142.09K
Increased by +3.08%
Mar 31, 25
11 Swedbank Robur Aktiefond Pension 4.09M (1.10%) 0.00
Increased by 0.00%
Feb 28, 25
12 Fidelity Advisor Equity Growth I 3.91M (1.05%) 188.30K
Increased by +4.81%
Mar 31, 25
13 Swedbank Robur Transfer 70 3.70M (0.99%) 0.00
Increased by 0.00%
Feb 28, 25
14 Fidelity VIP Growth Initial 3.53M (0.95%) 104.20K
Increased by +2.95%
Mar 31, 25
15 Vanguard Value Index Inv 3.24M (0.87%) -17.64K
Decreased by -0.54%
Mar 31, 25
16 Fidelity Dividend Growth 3.17M (0.85%) -93.50K
Decreased by -2.95%
Mar 31, 25
17 Strategic Advisers Fidelity US TtlStk 2.86M (0.77%) 445.11K
Increased by +15.55%
Mar 31, 25
18 VictoryShares Free Cash Flow ETF 2.86M (0.77%) 19.57K
Increased by +0.68%
Apr 30, 25
19 Fidelity Contrafund 2.84M (0.76%) 0.00
Increased by 0.00%
Jun 30, 24
20 Fidelity Select Health Care 2.41M (0.65%) -90.70K
Decreased by -3.76%
Mar 31, 25