Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FORH 6.31%
2 PBE 4.52%
3 IHE 4.05%
4 UTRN 3.90%
5 VFLO 3.04%
6 FOVL 2.72%
7 SFLO 2.60%
8 XPH 2.49%
9 SMRI 2.40%
10 OUSM 2.25%
11 AUSF 2.17%
12 FMED 1.88%
13 WBIF 1.76%
14 GURU 1.70%
15 PILL 1.65%
16 SMOT 1.58%
17 FCPI 1.49%
18 QQQN 1.47%
19 FXH 1.38%
20 IBBQ 1.35%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Morgan Stanley - Brokerage Accounts 46.60M (12.43%) 5.57M
Increased by +11.96%
Jun 30, 25
2 FMR Inc 40.36M (10.77%) 953.73K
Increased by +2.36%
Jun 30, 25
3 Vanguard Group Inc 36.38M (9.70%) -299.77K
Decreased by -0.82%
Jun 30, 25
4 BlackRock Inc 25.43M (6.78%) 872.99K
Increased by +3.43%
Jun 30, 25
5 Capital Research & Mgmt Co - Division 3 21.88M (5.84%) 21.88M
Increased by +100.00%
Jun 30, 25
6 Baillie Gifford & Co Limited. 18.02M (4.81%) 4.62M
Increased by +25.63%
Jun 30, 25
7 Swedbank AB 12.16M (3.24%) 0.00
Increased by 0.00%
Jun 30, 25
8 Viking Global Investors LP 10.56M (2.82%) -1.64M
Decreased by -15.56%
Mar 31, 25
9 State Street Corp 10.19M (2.72%) 678.81K
Increased by +6.66%
Jun 30, 25
10 State Street Corporation 9.10M (2.43%) 226.60K
Increased by +2.49%
Mar 31, 24
11 Geode Capital Management, LLC 8.18M (2.18%) 177.04K
Increased by +2.17%
Jun 30, 25
12 Caledonia (Private) Investments Pty Ltd 6.44M (1.72%) 1.33M
Increased by +20.64%
Jun 30, 25
13 Adage Capital Partners Gp LLC 6.00M (1.60%) -250.00K
Decreased by -4.17%
Jun 30, 25
14 NORGES BANK 5.03M (1.34%) 154.02K
Increased by +3.06%
Jun 30, 25
15 Unisphere Establishment 5.00M (1.33%) 0.00
Increased by 0.00%
Jun 30, 24
16 Victory Capital Management Inc. 4.49M (1.20%) 868.55K
Increased by +19.34%
Jun 30, 25
17 Millennium Management LLC 4.34M (1.16%) 1.99M
Increased by +45.86%
Sep 30, 24
18 UBS Asset Mgmt Americas Inc 4.08M (1.09%) 1.23M
Increased by +30.15%
Jun 30, 25
19 Bank of America Corp 4.03M (1.07%) 1.04M
Increased by +25.83%
Mar 31, 25
20 Northern Trust Corp 4.02M (1.07%) 1.05M
Increased by +26.00%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 12.01M (3.20%) -167.60K
Decreased by -1.40%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 11.25M (3.00%) -258.49K
Decreased by -2.30%
Jul 31, 25
3 Vanguard Mid Cap Index Institutional 7.99M (2.13%) 86.30K
Increased by +1.08%
Jul 31, 25
4 American Funds New Perspective A 7.08M (1.89%) 7.08M
Increased by +100.00%
Jun 30, 25
5 Capital Group New Perspective Comp 7.08M (1.89%) 7.08M
Increased by +100.00%
Jun 30, 25
6 Fidelity® Contrafund® 7.02M (1.87%) 0.00
Increased by 0.00%
Nov 30, 23
7 Morgan Stanley Growth 5.94M (1.59%) 261.46K
Increased by +4.40%
Jun 30, 25
8 Morgan Stanley Growth SMA 5.94M (1.59%) 261.46K
Increased by +4.40%
Jun 30, 25
9 Morgan Stanley Inst Growth I 5.94M (1.59%) 580.21K
Increased by +9.76%
Jun 30, 25
10 MS INVF US Advantage I 5.41M (1.44%) 0.00
Increased by 0.00%
Jul 31, 25
11 MS INVF US Growth I 4.59M (1.22%) -45.55K
Decreased by -0.99%
Jul 31, 25
12 American Funds Growth Fund of Amer A 4.39M (1.17%) 4.39M
Increased by +100.00%
Jun 30, 25
13 Capital Group Growth Fnd of Amer Comp 4.39M (1.17%) 4.39M
Increased by +100.00%
Jun 30, 25
14 Swedbank Robur Aktiefond Pension 4.09M (1.09%) 0.00
Increased by 0.00%
Jul 31, 25
15 Fidelity Advisor Equity Growth I 4.09M (1.09%) 0.00
Increased by 0.00%
Jul 31, 25
16 Vanguard Institutional Extnd Mkt Idx Tr 3.90M (1.04%) -1.69M
Decreased by -43.25%
Jul 31, 25
17 Swedbank Robur Transfer 70 3.70M (0.99%) 0.00
Increased by 0.00%
Jul 31, 25
18 Fidelity VIP Growth Initial 3.62M (0.97%) 0.00
Increased by 0.00%
Jul 31, 25
19 VictoryShares Free Cash Flow ETF 3.60M (0.96%) 2.34K
Increased by +0.06%
Aug 29, 25
20 Strategic Advisers Fidelity US TtlStk 3.60M (0.96%) 417.77K
Increased by +11.61%
Jul 31, 25