Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IHE 4.98%
2 PBE 4.98%
3 UTRN 3.90%
4 FORH 3.75%
5 ELCV 3.53%
6 GFLW 3.35%
7 OUSM 2.97%
8 FOVL 2.72%
9 SFLO 2.60%
10 VFLO 2.38%
11 XPH 2.09%
12 SMRI 2.07%
13 IBBQ 1.91%
14 FMED 1.88%
15 WBIF 1.76%
16 GDOC 1.73%
17 NELS 1.71%
18 GURU 1.70%
19 AUSF 1.63%
20 SMOT 1.63%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Morgan Stanley - Brokerage Accounts 43.57M (10.62%) -11.70M
Decreased by -26.86%
Mar 31, 26
2 Capital Research & Mgmt Co - Division 3 35.01M (8.53%) 3.90M
Increased by +11.15%
Mar 31, 26
3 BlackRock Inc 25.91M (6.31%) -280.95K
Decreased by -1.08%
Mar 31, 26
4 FMR Inc 25.15M (6.13%) -1.12M
Decreased by -4.45%
Mar 31, 26
5 Baillie Gifford & Co Limited. 16.16M (3.94%) -853.09K
Decreased by -5.28%
Mar 31, 26
6 Swedbank AB 11.59M (2.82%) -355.45K
Decreased by -3.07%
Mar 31, 26
7 State Street Corp 10.99M (2.68%) 340.21K
Increased by +3.10%
Mar 31, 26
8 Viking Global Investors LP 10.56M (2.57%) -1.64M
Decreased by -15.56%
Mar 31, 25
9 Vanguard Group Inc 9.93M (2.42%) -1.00M
Decreased by -10.09%
Dec 31, 25
10 State Street Corporation 9.10M (2.22%) 226.60K
Increased by +2.49%
Mar 31, 24
11 Capital World Investors 8.04M (1.96%) 8.04M
Increased by +100.00%
Mar 31, 26
12 Geode Capital Management, LLC 7.87M (1.92%) 149.79K
Increased by +1.90%
Mar 31, 26
13 Adage Capital Partners Gp LLC 7.48M (1.82%) -4.26M
Decreased by -56.95%
Mar 31, 26
14 Caledonia (Private) Investments Pty Ltd 7.17M (1.75%) -208.64K
Decreased by -2.91%
Mar 31, 26
15 Citadel Advisors Llc 5.27M (1.29%) 4.88M
Increased by +92.52%
Dec 31, 25
16 Unisphere Establishment 5.00M (1.22%) 0.00
Increased by 0.00%
Jun 30, 24
17 Jane Street Group LLC 4.95M (1.21%) 1.80M
Increased by +36.30%
Dec 31, 25
18 Vanguard Capital Management, LLC 4.53M (1.10%) 4.53M
Increased by +100.00%
Mar 31, 26
19 Millennium Management LLC 4.34M (1.06%) 1.99M
Increased by +45.86%
Sep 30, 24
20 Victory Capital Management Inc. 3.85M (0.94%) -1.25M
Decreased by -32.52%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds New Perspective A 19.65M (4.79%) 9.56M
Increased by +48.64%
Mar 31, 26
2 Capital Group New Perspective Comp 19.65M (4.79%) 9.56M
Increased by +48.64%
Mar 31, 26
3 Vanguard US Total Market Shares ETF 12.01M (2.93%) -167.60K
Decreased by -1.40%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 11.25M (2.74%) -258.49K
Decreased by -2.30%
Jul 31, 25
5 American Funds Capital Income Bldr A 8.58M (2.09%) 6.87M
Increased by +80.05%
Mar 31, 26
6 American Funds American Balanced A 8.02M (1.95%) 0.00
Increased by 0.00%
Dec 31, 25
7 Vanguard Mid Cap Index Institutional 7.99M (1.95%) 86.30K
Increased by +1.08%
Jul 31, 25
8 Fidelity® Contrafund® 7.02M (1.71%) 0.00
Increased by 0.00%
Nov 30, 23
9 American Funds Growth Fund of Amer A 6.41M (1.56%) 2.03M
Increased by +31.60%
Mar 31, 26
10 Capital Group Growth Fnd of Amer Comp 6.41M (1.56%) 2.03M
Increased by +31.60%
Mar 31, 26
11 MS INVF US Advantage I 5.57M (1.36%) 0.00
Increased by 0.00%
Apr 30, 26
12 Morgan Stanley Growth 5.21M (1.27%) -294.19K
Decreased by -5.65%
Mar 31, 26
13 Morgan Stanley Growth SMA 5.21M (1.27%) -294.19K
Decreased by -5.65%
Mar 31, 26
14 Morgan Stanley Inst Growth I 5.21M (1.27%) -294.19K
Decreased by -5.65%
Mar 31, 26
15 Vanguard Institutional Extnd Mkt Idx Tr 4.25M (1.04%) 41.96K
Increased by +0.99%
Apr 30, 26
16 MS INVF US Growth I 4.10M (1.00%) 693.43K
Increased by +16.92%
Apr 30, 26
17 Fidelity Advisor Equity Growth I 4.09M (1.00%) 0.00
Increased by 0.00%
Jul 31, 25
18 Swedbank Robur Aktiefond Pension 3.70M (0.90%) 0.00
Increased by 0.00%
May 31, 26
19 Fidelity VIP Growth Initial 3.62M (0.88%) 0.00
Increased by 0.00%
Jul 31, 25
20 Swedbank Robur Transfer 70 3.42M (0.83%) 0.00
Increased by 0.00%
Apr 30, 26