Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EKG 8.74%
2 LGHT 6.88%
3 LCG 4.99%
4 IHF 4.97%
5 HEAL 4.39%
6 UTRN 4.02%
7 EDOC 3.80%
8 CLDL 3.34%
9 NEWZ 3.25%
10 IMED 3.24%
11 RISN 3.18%
12 FMED 3.04%
13 SGLC 2.75%
14 EASI 2.73%
15 GDOC 2.63%
16 JMID 2.35%
17 JTEK 1.97%
18 GFGF 1.91%
19 USRD 1.90%
20 WCLD 1.62%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.45M (9.68%) 32.03K
Increased by +0.22%
Dec 31, 24
2 BlackRock Inc 10.16M (6.81%) 494.94K
Increased by +4.87%
Dec 31, 24
3 T. Rowe Price Investment Management,Inc. 5.17M (3.47%) 177.20K
Increased by +3.43%
Dec 31, 24
4 AllianceBernstein L.P. 4.97M (3.33%) -1.24M
Decreased by -24.94%
Dec 31, 24
5 State Street Corp 3.41M (2.29%) 117.36K
Increased by +3.44%
Dec 31, 24
6 T. Rowe Price Associates, Inc. 3.30M (2.21%) 4.54K
Increased by +0.14%
Dec 31, 24
7 FMR Inc 3.21M (2.15%) 232.12K
Increased by +7.22%
Dec 31, 24
8 State Street Corporation 3.21M (2.15%) 40.47K
Increased by +1.26%
Mar 31, 24
9 Massachusetts Financial Services Company 3.17M (2.12%) -53.60K
Decreased by -1.69%
Mar 31, 25
10 Principal Financial Group Inc 3.15M (2.11%) 188.33K
Increased by +5.97%
Mar 31, 25
11 JPMorgan Chase & Co 3.01M (2.01%) -2.11M
Decreased by -70.25%
Dec 31, 24
12 Geode Capital Management, LLC 2.80M (1.88%) 38.11K
Increased by +1.36%
Dec 31, 24
13 Goldman Sachs Group Inc 2.46M (1.65%) 1.56M
Increased by +63.56%
Dec 31, 23
14 Morgan Stanley - Brokerage Accounts 2.39M (1.61%) -1.08M
Decreased by -45.02%
Jun 30, 24
15 Van Eck Associates Corporation 2.13M (1.43%) 135.49K
Increased by +6.36%
Dec 31, 24
16 Wellington Management Company LLP 1.78M (1.19%) -4.35K
Decreased by -0.25%
Dec 31, 24
17 Franklin Resources Inc 1.75M (1.17%) 226.17K
Increased by +12.96%
Dec 31, 24
18 Nuveen Asset Management, LLC 1.67M (1.12%) -85.86K
Decreased by -5.13%
Dec 31, 24
19 Brown Capital Management, LLC 1.58M (1.06%) -18.65K
Decreased by -1.18%
Sep 30, 23
20 SEI Investments Co 1.50M (1.01%) -47.21K
Decreased by -3.15%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.62M (3.09%) 24.31K
Increased by +0.53%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 4.60M (3.08%) 3.28K
Increased by +0.07%
Sep 30, 24
3 Vanguard Mid Cap Index Institutional 3.15M (2.11%) -1.11K
Decreased by -0.04%
Mar 31, 25
4 T. Rowe Price Mid-Cap Growth 2.50M (1.67%) -3.10K
Decreased by -0.12%
Mar 31, 25
5 T. Rowe Price US Mid-Cap Growth Equity 2.50M (1.67%) -4.10K
Decreased by -0.16%
Mar 31, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 2.30M (1.54%) 33.65K
Increased by +1.46%
Mar 31, 25
7 T. Rowe Price New Horizons 2.29M (1.54%) 33.51K
Increased by +1.46%
Mar 31, 25
8 US Small-Cap Growth II Equity Comp 2.29M (1.54%) 201.68K
Increased by +8.80%
Mar 31, 25
9 Principal Aligned MidCap Equity 2.13M (1.43%) 101.78K
Increased by +4.78%
Mar 31, 25
10 Principal MidCap R5 2.12M (1.42%) 33.92K
Increased by +1.60%
Mar 31, 25
11 AllianceBernstein US L/C Growth Eqty MF 2.11M (1.41%) 0.00
Increased by 0.00%
Feb 28, 25
12 Vanguard Growth Index Investor 1.70M (1.14%) 132.53K
Increased by +7.77%
Mar 31, 25
13 VanEck Morningstar Wide Moat 1.50M (1.00%) -242.25K
Decreased by -16.17%
Mar 31, 25
14 VanEck Morningstar Wide Moat ETF 1.43M (0.96%) -1.47K
Decreased by -0.10%
Apr 30, 25
15 AB Large Cap Growth A 1.26M (0.85%) -101.51K
Decreased by -8.04%
Mar 31, 25
16 Pictet - Robotics I dy EUR 1.24M (0.83%) 77.45K
Increased by +6.23%
Jan 31, 25
17 American Funds Growth Fund of Amer A 1.20M (0.81%) -72.05K
Decreased by -5.99%
Sep 30, 24
18 Artisan Mid Cap Investor 1.18M (0.79%) -31.59K
Decreased by -2.68%
Sep 30, 23
19 Artisan U.S. Mid-Cap Growth 1.18M (0.79%) -31.59K
Decreased by -2.68%
Sep 30, 23
20 Vanguard Mid-Cap Growth ETF 1.14M (0.76%) 45.23K
Increased by +3.97%
Mar 31, 25