Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IHE 4.17%
2 UTRN 3.90%
3 XPH 3.32%
4 FORH 3.15%
5 PILL 2.23%
6 FOVL 2.18%
7 FMED 1.88%
8 GURU 1.70%
9 FXH 1.59%
10 QQQN 1.47%
11 IBBQ 1.25%
12 PINK 1.09%
13 DBLV 0.97%
14 BIB 0.94%
15 QQQJ 0.78%
16 INFL 0.72%
17 FLRG 0.63%
18 FVAL 0.61%
19 CVY 0.59%
20 QQJG 0.56%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Morgan Stanley - Brokerage Accounts 88.27M (22.99%) -168.88K
Decreased by -0.19%
Jun 30, 24
2 Vanguard Group Inc 37.59M (9.79%) -437.26K
Decreased by -1.16%
Sep 30, 24
3 FMR Inc 27.89M (7.27%) 3.44K
Increased by +0.01%
Sep 30, 24
4 BlackRock Inc 23.02M (6.00%) 1.81M
Increased by +7.87%
Jun 30, 24
5 Baillie Gifford & Co Limited. 16.12M (4.20%) -230.27K
Decreased by -1.43%
Sep 30, 24
6 Viking Global Investors LP 11.97M (3.12%) 484.51K
Increased by +4.05%
Jun 30, 24
7 Swedbank AB 11.03M (2.87%) 213.90K
Increased by +1.94%
Sep 30, 24
8 Adage Capital Partners Gp LLC 10.93M (2.85%) 115.00K
Increased by +1.05%
Jun 30, 24
9 State Street Corp 9.49M (2.47%) 386.66K
Increased by +4.08%
Jun 30, 24
10 State Street Corporation 9.10M (2.37%) 226.60K
Increased by +2.49%
Mar 31, 24
11 JPMorgan Chase & Co 7.74M (2.02%) -255.82K
Decreased by -3.31%
Jun 30, 24
12 Geode Capital Management, LLC 6.85M (1.78%) 300.24K
Increased by +4.38%
Jun 30, 24
13 Unisphere Establishment 5.00M (1.30%) 0.00
Increased by 0.00%
Jun 30, 24
14 NORGES BANK 4.81M (1.25%) 546.61K
Increased by +11.37%
Jun 30, 24
15 abrdn PLC 3.71M (0.97%) -169.48K
Decreased by -4.57%
Sep 30, 23
16 Siguler Guff Advisers, LLC 3.39M (0.88%) 0.00
Increased by 0.00%
Sep 30, 24
17 Manufacturers Life Insurance Co 3.21M (0.84%) 2.66M
Increased by +82.77%
Mar 31, 24
18 Legal & General Group PLC 3.08M (0.80%) 179.21K
Increased by +5.82%
Jun 30, 24
19 Charles Schwab Investment Management Inc 3.00M (0.78%) 1.10M
Increased by +36.76%
Sep 30, 24
20 UBS Asset Mgmt Americas Inc 2.97M (0.77%) 174.87K
Increased by +5.88%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 11.97M (3.12%) -46.29K
Decreased by -0.39%
Oct 31, 24
2 Vanguard Mid Cap Index Institutional 8.08M (2.10%) 12.89K
Increased by +0.16%
Oct 31, 24
3 Fidelity® Contrafund® 7.02M (1.83%) 0.00
Increased by 0.00%
Nov 30, 23
4 Morgan Stanley Growth 6.24M (1.62%) -1.19M
Decreased by -19.12%
Jun 30, 24
5 Morgan Stanley Growth SMA 6.24M (1.62%) -1.19M
Decreased by -19.12%
Jun 30, 24
6 Morgan Stanley Inst Growth I 6.24M (1.62%) -1.19M
Decreased by -19.12%
Jun 30, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 5.79M (1.51%) -137.78K
Decreased by -2.38%
Sep 30, 24
8 MS INVF US Advantage I 5.68M (1.48%) 0.00
Increased by 0.00%
Oct 31, 24
9 MS INVF US Growth I 4.62M (1.20%) 35.50K
Increased by +0.77%
Sep 30, 24
10 Fidelity Dividend Growth 4.04M (1.05%) 139.90K
Increased by +3.46%
Sep 30, 24
11 Swedbank Robur Aktiefond Pension 3.72M (0.97%) 0.00
Increased by 0.00%
Oct 31, 24
12 Swedbank Robur Transfer 70 3.70M (0.96%) 413.40K
Increased by +11.19%
Oct 31, 24
13 Vanguard Value Index Inv 3.24M (0.84%) 8.21K
Increased by +0.25%
Oct 31, 24
14 Fidelity Contrafund 2.84M (0.74%) 0.00
Increased by 0.00%
Jun 30, 24
15 Vanguard Mid-Cap Value ETF 2.62M (0.68%) 7.54K
Increased by +0.29%
Oct 31, 24
16 State St Russell Sm/Mid Cp® Indx NL Cl C 2.28M (0.60%) -80.70K
Decreased by -3.53%
Oct 31, 24
17 JPMorgan Growth Advantage A 2.28M (0.59%) -214.27K
Decreased by -9.41%
Jul 31, 24
18 Fidelity Balanced 2.27M (0.59%) 0.00
Increased by 0.00%
Jul 31, 24
19 Fidelity Extended Market Index 2.26M (0.59%) -63.86K
Decreased by -2.83%
Sep 30, 24
20 Fidelity Select Health Care 2.20M (0.57%) 0.00
Increased by 0.00%
Sep 30, 24