Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PBE 4.95%
2 IHE 4.41%
3 UTRN 3.90%
4 ELCV 3.44%
5 FOVL 2.72%
6 SFLO 2.60%
7 MVFD 2.44%
8 GFLW 2.11%
9 OUSM 2.03%
10 SMRI 2.00%
11 FMED 1.88%
12 IBBQ 1.86%
13 WBIF 1.76%
14 GDOC 1.76%
15 AUSF 1.74%
16 VFLO 1.74%
17 GURU 1.70%
18 XPH 1.64%
19 OASC 1.64%
20 CZA 1.63%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Morgan Stanley - Brokerage Accounts 43.57M (10.54%) -11.70M
Decreased by -26.86%
Mar 31, 26
2 Capital Research & Mgmt Co - Division 3 35.01M (8.47%) 3.90M
Increased by +11.15%
Mar 31, 26
3 BlackRock Inc 25.91M (6.27%) -280.95K
Decreased by -1.08%
Mar 31, 26
4 FMR Inc 25.15M (6.08%) -1.12M
Decreased by -4.45%
Mar 31, 26
5 Baillie Gifford & Co Limited. 16.16M (3.91%) -853.09K
Decreased by -5.28%
Mar 31, 26
6 Swedbank AB 11.59M (2.80%) -355.45K
Decreased by -3.07%
Mar 31, 26
7 State Street Corp 10.99M (2.66%) 340.21K
Increased by +3.10%
Mar 31, 26
8 Viking Global Investors LP 10.56M (2.55%) -1.64M
Decreased by -15.56%
Mar 31, 25
9 Vanguard Group Inc 9.93M (2.40%) -1.00M
Decreased by -10.09%
Dec 31, 25
10 State Street Corporation 9.10M (2.20%) 226.60K
Increased by +2.49%
Mar 31, 24
11 Capital World Investors 8.04M (1.94%) 8.04M
Increased by +100.00%
Mar 31, 26
12 Geode Capital Management, LLC 7.87M (1.90%) 149.79K
Increased by +1.90%
Mar 31, 26
13 Adage Capital Partners Gp LLC 7.48M (1.81%) -4.26M
Decreased by -56.95%
Mar 31, 26
14 Caledonia (Private) Investments Pty Ltd 7.17M (1.73%) -208.64K
Decreased by -2.91%
Mar 31, 26
15 Citadel Advisors Llc 5.27M (1.28%) 4.88M
Increased by +92.52%
Dec 31, 25
16 Unisphere Establishment 5.00M (1.21%) 0.00
Increased by 0.00%
Jun 30, 24
17 Jane Street Group LLC 4.95M (1.20%) 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 (1.05%) 1.99M
Increased by +45.86%
Sep 30, 24
20 Victory Capital Management Inc. 3.85M (0.93%) -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 (4.75%) 0.00
Increased by 0.00%
Jun 30, 26
2 Capital Group New Perspective Comp 19.65M (4.75%) 9.56M
Increased by +48.64%
Mar 31, 26
3 Vanguard US Total Market Shares ETF 12.01M (2.91%) -167.60K
Decreased by -1.40%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 11.25M (2.72%) -258.49K
Decreased by -2.30%
Jul 31, 25
5 American Funds Capital Inc Bldr A 8.58M (2.08%) 6.87M
Increased by +80.05%
Mar 31, 26
6 American Funds Capital Income Bldr A 8.58M (2.08%) 6.87M
Increased by +80.05%
Mar 31, 26
7 American Funds American Balanced A 8.02M (1.94%) 0.00
Increased by 0.00%
Dec 31, 25
8 Vanguard Mid Cap Index Institutional 7.99M (1.93%) 86.30K
Increased by +1.08%
Jul 31, 25
9 American Funds Growth Fd of Amer A 7.58M (1.83%) 1.16M
Increased by +15.37%
Jun 30, 26
10 Fidelity® Contrafund® 7.02M (1.70%) 0.00
Increased by 0.00%
Nov 30, 23
11 American Funds Growth Fund of Amer A 6.41M (1.55%) 2.03M
Increased by +31.60%
Mar 31, 26
12 Capital Group Growth Fnd of Amer Comp 6.41M (1.55%) 2.03M
Increased by +31.60%
Mar 31, 26
13 Morgan Stanley Growth 5.21M (1.26%) -294.19K
Decreased by -5.65%
Mar 31, 26
14 Morgan Stanley Growth SMA 5.21M (1.26%) -294.19K
Decreased by -5.65%
Mar 31, 26
15 Morgan Stanley Inst Growth I 5.21M (1.26%) -294.19K
Decreased by -5.65%
Mar 31, 26
16 MS INVF US Advantage I 5.16M (1.25%) -408.68K
Decreased by -7.92%
Jun 30, 26
17 Vanguard Institutional Extnd Mkt Idx Tr 4.48M (1.08%) 212.95K
Increased by +4.76%
Jun 30, 26
18 T. Rowe Price U.S. Value Equity Tr-D 4.23M (1.02%) 4.23M
Increased by +100.00%
Jun 30, 26
19 Fidelity Advisor Equity Growth I 4.09M (0.99%) 0.00
Increased by 0.00%
Jul 31, 25
20 MS INVF US Growth I 4.04M (0.98%) -61.76K
Decreased by -1.53%
Jun 30, 26