Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BBH 11.24%
2 MNTL 8.82%
3 IBBQ 8.39%
4 MSGR 8.22%
5 IBB 8.00%
6 ZBIO 7.22%
7 BIS 7.21%
8 BIB 6.33%
9 HRTS 5.78%
10 PBE 4.85%
11 PINK 4.43%
12 LSGR 4.24%
13 DIP 4.03%
14 UTRN 4.00%
15 SAMM 3.57%
16 FBT 3.44%
17 SXQG 3.32%
18 IWFG 3.04%
19 JDOC 2.69%
20 KONG 2.62%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital World Investors 26.81M (10.44%) 102.74K
Increased by +0.38%
Sep 30, 24
2 Vanguard Group Inc 23.16M (9.02%) 184.11K
Increased by +0.79%
Sep 30, 24
3 BlackRock Inc 21.31M (8.30%) -648.44K
Decreased by -3.04%
Jun 30, 24
4 State Street Corporation 12.01M (4.68%) -77.33K
Decreased by -0.64%
Mar 31, 24
5 State Street Corp 11.73M (4.57%) -280.41K
Decreased by -2.39%
Jun 30, 24
6 FMR Inc 10.53M (4.10%) -204.41K
Decreased by -1.94%
Sep 30, 24
7 Capital Research Global Investors 9.00M (3.51%) 462.87K
Increased by +5.14%
Sep 30, 24
8 AllianceBernstein L.P. 7.22M (2.81%) 123.79K
Increased by +1.71%
Jun 30, 24
9 JPMorgan Chase & Co 6.60M (2.57%) 581.66K
Increased by +8.81%
Jun 30, 24
10 Morgan Stanley - Brokerage Accounts 6.52M (2.54%) 148.32K
Increased by +2.28%
Jun 30, 24
11 Geode Capital Management, LLC 6.33M (2.46%) 512.27K
Increased by +8.10%
Jun 30, 24
12 Jennison Associates LLC 5.55M (2.16%) 851.05K
Increased by +15.33%
Sep 30, 24
13 T. Rowe Price Associates, Inc. 4.49M (1.75%) -1.39M
Decreased by -31.02%
Mar 31, 24
14 Wellington Management Company LLP 4.09M (1.59%) -463.78K
Decreased by -11.33%
Jun 30, 24
15 Amundi 3.50M (1.36%) -79.02K
Decreased by -2.26%
Jun 30, 24
16 NORGES BANK 3.43M (1.34%) 386.80K
Increased by +11.28%
Jun 30, 24
17 Loomis, Sayles & Company LP 3.14M (1.22%) 31.74K
Increased by +1.01%
Jun 30, 24
18 Goldman Sachs Group Inc 2.97M (1.16%) 1.27M
Increased by +42.92%
Dec 31, 23
19 ClearBridge Advisors, LLC 2.94M (1.15%) -208.24K
Decreased by -7.08%
Sep 30, 23
20 Ameriprise Financial Inc 2.94M (1.14%) -86.03K
Decreased by -2.93%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 8.15M (3.18%) -28.94K
Decreased by -0.35%
Oct 31, 24
2 American Funds Growth Fund of Amer A 8.10M (3.15%) -319.66K
Decreased by -3.95%
Sep 30, 24
3 Capital Group Growth Fnd of Amer Comp 8.10M (3.15%) -319.66K
Decreased by -3.95%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 6.84M (2.66%) 80.12K
Increased by +1.17%
Oct 31, 24
5 Invesco QQQ Trust 5.00M (1.95%) -23.18K
Decreased by -0.46%
Oct 31, 24
6 American Funds American Balanced A 4.98M (1.94%) 0.00
Increased by 0.00%
Sep 30, 24
7 American Funds New Perspective A 3.69M (1.44%) -64.65K
Decreased by -1.75%
Sep 30, 24
8 Capital Group New Perspective Comp 3.69M (1.44%) -64.65K
Decreased by -1.75%
Sep 30, 24
9 Fidelity® Contrafund® 3.57M (1.39%) 0.00
Increased by 0.00%
Nov 30, 23
10 Fidelity Contrafund 3.42M (1.33%) 12.24K
Increased by +0.36%
Sep 30, 24
11 Fidelity 500 Index 3.17M (1.24%) -6.31K
Decreased by -0.20%
Sep 30, 24
12 SPDR® S&P 500® ETF Trust 3.14M (1.22%) 12.32K
Increased by +0.39%
Oct 31, 24
13 SPDR® S&P 500 ETF Trust 3.08M (1.20%) 21.42K
Increased by +0.70%
May 30, 24
14 American Funds Capital World Gr&Inc A 3.03M (1.18%) 157.23K
Increased by +5.18%
Sep 30, 24
15 Capital Group World Growth & Inc Cmp 3.03M (1.18%) 157.23K
Increased by +5.18%
Sep 30, 24
16 Fidelity® 500 Index 3.01M (1.17%) 19.14K
Increased by +0.64%
Nov 30, 23
17 American Funds Washington Mutual A 2.94M (1.14%) 313.37K
Increased by +10.67%
Sep 30, 24
18 Capital Group Wash Mutual Invtrs Comp 2.94M (1.14%) 313.37K
Increased by +10.67%
Sep 30, 24
19 iShares Core S&P 500 ETF 2.87M (1.12%) 4.44K
Increased by +0.15%
Oct 31, 24
20 Vanguard Growth Index Investor 2.66M (1.03%) 16.47K
Increased by +0.62%
Oct 31, 24