Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XPH 4.57%
2 FORH 4.51%
3 IHE 4.45%
4 UTRN 3.90%
5 PBE 3.46%
6 PILL 3.36%
7 FXH 2.72%
8 FOVL 2.69%
9 SFLO 2.30%
10 FMED 1.88%
11 GURU 1.70%
12 QQQN 1.47%
13 IBBQ 1.39%
14 LSEQ 1.36%
15 PINK 1.07%
16 SURE 1.04%
17 BIB 1.02%
18 DBLV 0.97%
19 INFL 0.92%
20 CVY 0.85%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Morgan Stanley - Brokerage Accounts 41.08M (11.01%) -47.19M
Decreased by -114.88%
Sep 30, 24
2 Vanguard Group Inc 37.59M (10.08%) -437.26K
Decreased by -1.16%
Sep 30, 24
3 FMR Inc 27.89M (7.48%) 3.44K
Increased by +0.01%
Sep 30, 24
4 BlackRock Inc 22.30M (5.98%) -716.40K
Decreased by -3.21%
Sep 30, 24
5 Baillie Gifford & Co Limited. 14.13M (3.79%) -1.99M
Decreased by -14.06%
Dec 31, 24
6 Swedbank AB 12.16M (3.26%) 1.14M
Increased by +9.35%
Dec 31, 24
7 Viking Global Investors LP 12.09M (3.24%) 123.96K
Increased by +1.02%
Sep 30, 24
8 Adage Capital Partners Gp LLC 11.90M (3.19%) 967.26K
Increased by +8.13%
Sep 30, 24
9 State Street Corp 9.52M (2.55%) 29.45K
Increased by +0.31%
Sep 30, 24
10 State Street Corporation 9.10M (2.44%) 226.60K
Increased by +2.49%
Mar 31, 24
11 Geode Capital Management, LLC 7.27M (1.95%) 417.49K
Increased by +5.75%
Sep 30, 24
12 Unisphere Establishment 5.00M (1.34%) 0.00
Increased by 0.00%
Jun 30, 24
13 NORGES BANK 4.81M (1.29%) 546.61K
Increased by +11.37%
Jun 30, 24
14 Millennium Management LLC 4.34M (1.16%) 1.99M
Increased by +45.86%
Sep 30, 24
15 abrdn PLC 3.71M (0.99%) -169.48K
Decreased by -4.57%
Sep 30, 23
16 Amundi 3.69M (0.99%) 1.63M
Increased by +44.08%
Sep 30, 24
17 Siguler Guff Advisers, LLC 3.39M (0.91%) 0.00
Increased by 0.00%
Sep 30, 24
18 Manufacturers Life Insurance Co 3.21M (0.86%) 2.66M
Increased by +82.77%
Mar 31, 24
19 Charles Schwab Investment Management Inc 3.13M (0.84%) 130.03K
Increased by +4.15%
Dec 31, 24
20 Legal & General Group PLC 3.11M (0.83%) 32.59K
Increased by +1.05%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 11.80M (3.16%) -126.86K
Decreased by -1.07%
Dec 31, 24
2 Vanguard Mid Cap Index Institutional 8.13M (2.18%) 1.47K
Increased by +0.02%
Dec 31, 24
3 Fidelity® Contrafund® 7.02M (1.88%) 0.00
Increased by 0.00%
Nov 30, 23
4 Vanguard Institutional Extnd Mkt Idx Tr 5.79M (1.55%) -13.62K
Decreased by -0.24%
Dec 31, 24
5 Morgan Stanley Growth 5.70M (1.53%) -532.45K
Decreased by -9.34%
Sep 30, 24
6 Morgan Stanley Growth SMA 5.70M (1.53%) -532.45K
Decreased by -9.34%
Sep 30, 24
7 Morgan Stanley Inst Growth I 5.70M (1.53%) -532.45K
Decreased by -9.34%
Sep 30, 24
8 MS INVF US Advantage I 5.68M (1.52%) 0.00
Increased by 0.00%
Oct 31, 24
9 MS INVF US Growth I 4.62M (1.24%) 35.50K
Increased by +0.77%
Sep 30, 24
10 Swedbank Robur Aktiefond Pension 4.09M (1.10%) 0.00
Increased by 0.00%
Jan 31, 25
11 Swedbank Robur Transfer 70 3.70M (0.99%) 0.00
Increased by 0.00%
Jan 31, 25
12 Fidelity Dividend Growth 3.67M (0.99%) -83.50K
Decreased by -2.27%
Dec 31, 24
13 Vanguard Value Index Inv 3.22M (0.86%) -33.35K
Decreased by -1.03%
Dec 31, 24
14 Fidelity Contrafund 2.84M (0.76%) 0.00
Increased by 0.00%
Jun 30, 24
15 Vanguard Mid-Cap Value ETF 2.53M (0.68%) -98.69K
Decreased by -3.90%
Dec 31, 24
16 State St Russell Sm/Mid Cp® Indx NL Cl C 2.32M (0.62%) 30.77K
Increased by +1.33%
Dec 31, 24
17 JPMorgan Growth Advantage A 2.28M (0.61%) -214.27K
Decreased by -9.41%
Jul 31, 24
18 Fidelity Balanced 2.27M (0.61%) 0.00
Increased by 0.00%
Jul 31, 24
19 Fidelity Select Health Care 2.20M (0.59%) 0.00
Increased by 0.00%
Sep 30, 24
20 Patient Opportunity C 2.20M (0.59%) 600.00K
Increased by +27.27%
Dec 31, 24