Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PBE 5.25%
2 FORH 4.69%
3 IHE 4.57%
4 UTRN 3.90%
5 XPH 3.57%
6 VFLO 2.91%
7 FOVL 2.72%
8 SFLO 2.60%
9 PILL 2.35%
10 SMRI 1.97%
11 FMED 1.88%
12 GURU 1.70%
13 IBBQ 1.55%
14 QQQN 1.47%
15 FCPI 1.43%
16 SMOT 1.40%
17 VFMV 1.30%
18 FXH 1.30%
19 AUSF 1.30%
20 FPX 1.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Morgan Stanley - Brokerage Accounts 41.03M (10.80%) 1.50M
Increased by +3.65%
Mar 31, 25
2 FMR Inc 39.40M (10.37%) 13.02M
Increased by +33.05%
Mar 31, 25
3 Vanguard Group Inc 36.68M (9.66%) -676.56K
Decreased by -1.84%
Mar 31, 25
4 BlackRock Inc 24.56M (6.46%) -890.66K
Decreased by -3.63%
Mar 31, 25
5 Baillie Gifford & Co Limited. 18.02M (4.74%) 4.62M
Increased by +25.63%
Jun 30, 25
6 Swedbank AB 12.16M (3.20%) 0.00
Increased by 0.00%
Jun 30, 25
7 Viking Global Investors LP 10.56M (2.78%) -1.64M
Decreased by -15.56%
Mar 31, 25
8 State Street Corp 9.52M (2.51%) -244.03K
Decreased by -2.56%
Mar 31, 25
9 State Street Corporation 9.10M (2.40%) 226.60K
Increased by +2.49%
Mar 31, 24
10 Geode Capital Management, LLC 8.00M (2.11%) 686.92K
Increased by +8.59%
Mar 31, 25
11 Adage Capital Partners Gp LLC 6.25M (1.65%) -10.72M
Decreased by -171.49%
Mar 31, 25
12 Caledonia (Private) Investments Pty Ltd 5.11M (1.35%) 5.11M
Increased by +100.00%
Mar 31, 25
13 Unisphere Establishment 5.00M (1.32%) 0.00
Increased by 0.00%
Jun 30, 24
14 NORGES BANK 4.88M (1.28%) 71.00K
Increased by +1.45%
Dec 31, 24
15 Millennium Management LLC 4.34M (1.14%) 1.99M
Increased by +45.86%
Sep 30, 24
16 Bank of America Corp 4.03M (1.06%) 1.04M
Increased by +25.83%
Mar 31, 25
17 abrdn PLC 3.71M (0.98%) -169.48K
Decreased by -4.57%
Sep 30, 23
18 Amundi 3.69M (0.97%) 1.63M
Increased by +44.08%
Sep 30, 24
19 Victory Capital Management Inc. 3.62M (0.95%) 2.64M
Increased by +73.00%
Mar 31, 25
20 Siguler Guff Advisers, LLC 3.39M (0.89%) 0.00
Increased by 0.00%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 12.01M (3.16%) -167.60K
Decreased by -1.40%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 11.51M (3.03%) -291.00K
Decreased by -2.53%
Jun 30, 25
3 Vanguard Mid Cap Index Institutional 7.90M (2.08%) -181.67K
Decreased by -2.30%
Jun 30, 25
4 American Funds New Perspective A 7.08M (1.86%) 7.08M
Increased by +100.00%
Jun 30, 25
5 Capital Group New Perspective Comp 7.08M (1.86%) 7.08M
Increased by +100.00%
Jun 30, 25
6 Fidelity® Contrafund® 7.02M (1.85%) 0.00
Increased by 0.00%
Nov 30, 23
7 Morgan Stanley Growth 5.68M (1.50%) 331.29K
Increased by +5.83%
Mar 31, 25
8 Morgan Stanley Growth SMA 5.68M (1.50%) 331.29K
Increased by +5.83%
Mar 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 5.58M (1.47%) -230.25K
Decreased by -4.13%
Jun 30, 25
10 Morgan Stanley Inst Growth I 5.36M (1.41%) 12.55K
Increased by +0.23%
Mar 31, 25
11 MS INVF US Advantage I 5.10M (1.34%) -217.84K
Decreased by -4.27%
Apr 30, 25
12 MS INVF US Growth I 4.54M (1.19%) -82.12K
Decreased by -1.81%
Apr 30, 25
13 American Funds Growth Fund of Amer A 4.39M (1.15%) 4.39M
Increased by +100.00%
Jun 30, 25
14 Capital Group Growth Fnd of Amer Comp 4.39M (1.15%) 4.39M
Increased by +100.00%
Jun 30, 25
15 Swedbank Robur Aktiefond Pension 4.09M (1.08%) 0.00
Increased by 0.00%
Jul 31, 25
16 Fidelity Advisor Equity Growth I 4.09M (1.08%) 172.40K
Increased by +4.22%
Jun 30, 25
17 Swedbank Robur Transfer 70 3.70M (0.97%) 0.00
Increased by 0.00%
Jul 31, 25
18 Fidelity VIP Growth Initial 3.62M (0.95%) 87.10K
Increased by +2.40%
Jun 30, 25
19 VictoryShares Free Cash Flow ETF 3.59M (0.95%) 0.00
Increased by 0.00%
Jul 31, 25
20 Strategic Advisers Fidelity US TtlStk 3.18M (0.84%) 102.82K
Increased by +3.23%
Jun 30, 25