Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IHE 4.90%
2 FORH 4.62%
3 UTRN 3.90%
4 GFLW 3.35%
5 PBE 3.09%
6 FOVL 2.72%
7 OUSM 2.69%
8 SFLO 2.60%
9 AUSF 2.48%
10 VFLO 2.33%
11 SMRI 2.06%
12 XPH 1.92%
13 FMED 1.88%
14 WBIF 1.76%
15 IBBQ 1.72%
16 GURU 1.70%
17 GDOC 1.66%
18 COWG 1.52%
19 SMOT 1.51%
20 QQQN 1.47%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Morgan Stanley - Brokerage Accounts 44.16M (10.51%) -2.44M
Decreased by -5.53%
Sep 30, 25
2 Capital Research & Mgmt Co - Division 3 31.10M (7.40%) 3.89M
Increased by +12.51%
Dec 31, 25
3 FMR Inc 26.27M (6.25%) -1.71M
Decreased by -6.53%
Dec 31, 25
4 BlackRock Inc 26.20M (6.23%) 771.65K
Increased by +2.95%
Sep 30, 25
5 Baillie Gifford & Co Limited. 17.01M (4.05%) -363.73K
Decreased by -2.14%
Dec 31, 25
6 Swedbank AB 11.94M (2.84%) -258.13K
Decreased by -2.16%
Dec 31, 25
7 Adage Capital Partners Gp LLC 11.74M (2.79%) -225.04K
Decreased by -1.92%
Dec 31, 25
8 Viking Global Investors LP 10.56M (2.51%) -1.64M
Decreased by -15.56%
Mar 31, 25
9 State Street Corp 10.27M (2.44%) 77.81K
Increased by +0.76%
Sep 30, 25
10 Vanguard Group Inc 9.93M (2.36%) -1.00M
Decreased by -10.09%
Dec 31, 25
11 State Street Corporation 9.10M (2.17%) 226.60K
Increased by +2.49%
Mar 31, 24
12 Geode Capital Management, LLC 7.72M (1.84%) 102.43K
Increased by +1.33%
Dec 31, 25
13 Caledonia (Private) Investments Pty Ltd 7.38M (1.76%) -170.57K
Decreased by -2.31%
Dec 31, 25
14 Citadel Advisors Llc 5.27M (1.26%) 4.88M
Increased by +92.52%
Dec 31, 25
15 Victory Capital Management Inc. 5.11M (1.22%) 449.50K
Increased by +8.80%
Dec 31, 25
16 Unisphere Establishment 5.00M (1.19%) 0.00
Increased by 0.00%
Jun 30, 24
17 Jane Street Group LLC 4.95M (1.18%) 1.80M
Increased by +36.30%
Dec 31, 25
18 Millennium Management LLC 4.34M (1.03%) 1.99M
Increased by +45.86%
Sep 30, 24
19 Northern Trust Corp 4.08M (0.97%) 53.39K
Increased by +1.31%
Sep 30, 25
20 Bank of America Corp 4.03M (0.96%) 1.04M
Increased by +25.83%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds New Perspective A 19.65M (4.68%) 9.56M
Increased by +48.64%
Mar 31, 26
2 Vanguard US Total Market Shares ETF 12.01M (2.86%) -167.60K
Decreased by -1.40%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 11.25M (2.68%) -258.49K
Decreased by -2.30%
Jul 31, 25
4 Capital Group New Perspective Comp 10.09M (2.40%) 3.01M
Increased by +29.87%
Dec 31, 25
5 American Funds Capital Income Bldr A 8.58M (2.04%) 6.87M
Increased by +80.05%
Mar 31, 26
6 American Funds American Balanced A 8.02M (1.91%) 0.00
Increased by 0.00%
Dec 31, 25
7 Vanguard Mid Cap Index Institutional 7.99M (1.90%) 86.30K
Increased by +1.08%
Jul 31, 25
8 Fidelity® Contrafund® 7.02M (1.67%) 0.00
Increased by 0.00%
Nov 30, 23
9 American Funds Growth Fund of Amer A 6.41M (1.53%) 2.03M
Increased by +31.60%
Mar 31, 26
10 MS INVF US Advantage I 5.57M (1.33%) -93.82K
Decreased by -1.68%
Mar 31, 26
11 Morgan Stanley Growth 5.50M (1.31%) -440.57K
Decreased by -8.00%
Dec 31, 25
12 Morgan Stanley Growth SMA 5.50M (1.31%) -440.57K
Decreased by -8.00%
Dec 31, 25
13 Morgan Stanley Inst Growth I 5.50M (1.31%) -440.57K
Decreased by -8.00%
Dec 31, 25
14 Capital Group Growth Fnd of Amer Comp 4.39M (1.04%) 0.00
Increased by 0.00%
Dec 31, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 4.21M (1.00%) 117.25K
Increased by +2.78%
Mar 31, 26
16 Fidelity Advisor Equity Growth I 4.09M (0.97%) 0.00
Increased by 0.00%
Jul 31, 25
17 Swedbank Robur Aktiefond Pension 3.70M (0.88%) 0.00
Increased by 0.00%
Mar 31, 26
18 Fidelity VIP Growth Initial 3.62M (0.86%) 0.00
Increased by 0.00%
Jul 31, 25
19 Strategic Advisers Fidelity US TtlStk 3.54M (0.84%) 428.29K
Increased by +12.09%
Feb 28, 26
20 Swedbank Robur Transfer 70 3.42M (0.81%) -272.00K
Decreased by -7.94%
Mar 31, 26