Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MNTL 10.37%
2 MSGR 8.22%
3 TBXU 8.09%
4 BBH 7.85%
5 ZBIO 7.22%
6 BIS 7.21%
7 IBB 7.07%
8 IBBQ 7.06%
9 BIB 4.63%
10 PBE 4.58%
11 DIP 4.03%
12 GNOM 4.01%
13 UTRN 4.00%
14 LSGR 3.99%
15 WCAP 3.88%
16 IDNA 3.51%
17 FTXH 3.32%
18 HRTS 3.13%
19 FBT 3.12%
20 IWFG 3.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital World Investors 25.51M (10.08%) -400.40K
Decreased by -1.57%
Dec 31, 25
2 Vanguard Group Inc 24.11M (9.53%) -111.04K
Decreased by -0.46%
Dec 31, 25
3 BlackRock Inc 23.75M (9.39%) 1.50M
Increased by +6.31%
Dec 31, 25
4 Capital Research Global Investors 17.32M (6.84%) 763.06K
Increased by +4.41%
Dec 31, 25
5 State Street Corporation 12.01M (4.75%) -77.33K
Decreased by -0.64%
Mar 31, 24
6 State Street Corp 11.69M (4.62%) 83.54K
Increased by +0.71%
Dec 31, 25
7 FMR Inc 6.41M (2.53%) -1.32M
Decreased by -20.62%
Jun 30, 25
8 JPMorgan Chase & Co 6.04M (2.39%) -6.83M
Decreased by -113.09%
Dec 31, 25
9 Geode Capital Management, LLC 5.98M (2.36%) 8.16K
Increased by +0.14%
Dec 31, 25
10 Capital Research & Mgmt Co - Division 3 4.73M (1.87%) 44.54K
Increased by +0.94%
Dec 31, 25
11 AllianceBernstein L.P. 4.50M (1.78%) -26.10K
Decreased by -0.58%
Dec 31, 25
12 Loomis, Sayles & Company LP 4.03M (1.59%) -88.60K
Decreased by -2.20%
Dec 31, 25
13 Wellington Management Company LLP 3.82M (1.51%) -950.31K
Decreased by -24.87%
Dec 31, 25
14 Victory Capital Management Inc. 3.36M (1.33%) 1.11M
Increased by +33.04%
Dec 31, 25
15 Jennison Associates LLC 3.25M (1.28%) -205.41K
Decreased by -6.32%
Dec 31, 25
16 NORGES BANK 3.18M (1.26%) -403.74K
Decreased by -12.71%
Dec 31, 25
17 Morgan Stanley - Brokerage Accounts 3.12M (1.23%) 11.90K
Increased by +0.38%
Dec 31, 25
18 Amundi 3.10M (1.22%) -182.34K
Decreased by -5.88%
Mar 31, 25
19 Goldman Sachs Group Inc 2.97M (1.17%) 1.27M
Increased by +42.92%
Dec 31, 23
20 Bank of America Corp 2.94M (1.16%) 96.61K
Increased by +3.29%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 13.93M (5.51%) 950.21K
Increased by +6.82%
Mar 31, 26
2 Capital Group Growth Fnd of Amer Comp 13.93M (5.51%) 950.21K
Increased by +6.82%
Mar 31, 26
3 Vanguard US Total Market Shares ETF 8.18M (3.23%) 16.09K
Increased by +0.20%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 8.07M (3.19%) 48.91K
Increased by +0.61%
Mar 31, 26
5 Vanguard Institutional 500 Index Trust 7.30M (2.89%) 51.91K
Increased by +0.71%
May 31, 25
6 Vanguard 500 Index Investor 6.47M (2.56%) -57.29K
Decreased by -0.89%
Mar 31, 26
7 American Funds Invmt Co of Amer A 6.27M (2.48%) 832.14K
Increased by +13.27%
Mar 31, 26
8 Capital Group Investment Co of Amer Comp 6.27M (2.48%) 832.14K
Increased by +13.27%
Mar 31, 26
9 American Funds American Balanced A 5.93M (2.34%) 1.31M
Increased by +22.10%
Mar 31, 26
10 Invesco QQQ Trust 5.44M (2.15%) 39.96K
Increased by +0.74%
Apr 30, 26
11 American Funds AMCAP A 4.62M (1.83%) 918.20K
Increased by +19.87%
Mar 31, 26
12 Capital Group AMCAP Composite 4.62M (1.83%) 918.20K
Increased by +19.87%
Mar 31, 26
13 Fidelity® Contrafund® 3.57M (1.41%) 0.00
Increased by 0.00%
Nov 30, 23
14 American Funds New Perspective A 3.37M (1.33%) 0.00
Increased by 0.00%
Mar 31, 26
15 Capital Group New Perspective Comp 3.37M (1.33%) 0.00
Increased by 0.00%
Mar 31, 26
16 iShares Core S&P 500 ETF 3.28M (1.29%) 4.99K
Increased by +0.15%
Apr 29, 26
17 Fidelity 500 Index 3.24M (1.28%) 14.88K
Increased by +0.46%
Mar 31, 26
18 SPDR® S&P 500 ETF 3.19M (1.26%) -58.11K
Decreased by -1.82%
Mar 31, 25
19 SPDR® S&P 500® ETF Trust 3.11M (1.23%) -16.31K
Decreased by -0.52%
Mar 31, 25
20 SPDR® S&P 500® ETF 3.10M (1.23%) 38.20K
Increased by +1.23%
Aug 31, 25