Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BBH 11.61%
2 MNTL 9.59%
3 MSGR 8.22%
4 IBB 8.19%
5 IBBQ 8.13%
6 ZBIO 7.22%
7 BIS 7.21%
8 BIB 6.02%
9 PBE 4.85%
10 BRIF 4.65%
11 LSGR 4.47%
12 DIP 4.03%
13 UTRN 4.00%
14 AIEQ 3.76%
15 FBT 3.66%
16 HRTS 3.53%
17 SXQG 3.32%
18 RILA 3.15%
19 JDOC 3.12%
20 IWFG 3.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital World Investors 26.81M (10.48%) 102.74K
Increased by +0.38%
Sep 30, 24
2 Vanguard Group Inc 23.16M (9.05%) 184.11K
Increased by +0.79%
Sep 30, 24
3 BlackRock Inc 21.79M (8.52%) 475.30K
Increased by +2.18%
Sep 30, 24
4 JPMorgan Chase & Co 13.86M (5.42%) 657.60K
Increased by +4.75%
Sep 30, 24
5 State Street Corporation 12.01M (4.69%) -77.33K
Decreased by -0.64%
Mar 31, 24
6 State Street Corp 11.82M (4.62%) 90.17K
Increased by +0.76%
Sep 30, 24
7 FMR Inc 10.53M (4.11%) -204.41K
Decreased by -1.94%
Sep 30, 24
8 Capital Research Global Investors 9.00M (3.52%) 462.87K
Increased by +5.14%
Sep 30, 24
9 AllianceBernstein L.P. 7.37M (2.88%) 151.69K
Increased by +2.06%
Sep 30, 24
10 Geode Capital Management, LLC 5.94M (2.32%) -389.42K
Decreased by -6.56%
Sep 30, 24
11 Wellington Management Company LLP 4.80M (1.88%) 704.42K
Increased by +14.68%
Sep 30, 24
12 T. Rowe Price Associates, Inc. 4.49M (1.76%) -1.39M
Decreased by -31.02%
Mar 31, 24
13 Jennison Associates LLC 4.32M (1.69%) -1.23M
Decreased by -28.55%
Dec 31, 24
14 Amundi 3.76M (1.47%) 255.18K
Increased by +6.79%
Sep 30, 24
15 NORGES BANK 3.43M (1.34%) 386.80K
Increased by +11.28%
Jun 30, 24
16 Loomis, Sayles & Company LP 3.07M (1.20%) -73.96K
Decreased by -2.41%
Sep 30, 24
17 Morgan Stanley - Brokerage Accounts 3.04M (1.19%) -3.48M
Decreased by -114.49%
Sep 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 (1.15%) -86.03K
Decreased by -2.93%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 9.40M (3.67%) 1.30M
Increased by +13.83%
Dec 31, 24
2 Capital Group Growth Fnd of Amer Comp 9.40M (3.67%) 1.30M
Increased by +13.83%
Dec 31, 24
3 Vanguard Total Stock Mkt Idx Inv 8.07M (3.16%) -42.24K
Decreased by -0.52%
Dec 31, 24
4 Vanguard Institutional 500 Index Trust 6.97M (2.73%) 34.91K
Increased by +0.50%
Dec 31, 24
5 Invesco QQQ Trust 5.25M (2.05%) 7.11K
Increased by +0.14%
Jan 31, 25
6 American Funds American Balanced A 4.93M (1.93%) -55.00K
Decreased by -1.12%
Dec 31, 24
7 American Funds New Perspective A 4.03M (1.58%) 345.03K
Increased by +8.56%
Dec 31, 24
8 Capital Group New Perspective Comp 4.03M (1.58%) 345.03K
Increased by +8.56%
Dec 31, 24
9 Fidelity® Contrafund® 3.57M (1.39%) 0.00
Increased by 0.00%
Nov 30, 23
10 Fidelity Contrafund 3.25M (1.27%) -183.00K
Decreased by -5.63%
Dec 31, 24
11 Fidelity 500 Index 3.20M (1.25%) 7.53K
Increased by +0.24%
Dec 31, 24
12 Vanguard Health Care Inv 3.18M (1.24%) 868.12K
Increased by +27.28%
Dec 31, 24
13 SPDR® S&P 500® ETF Trust 3.16M (1.23%) -14.04K
Decreased by -0.44%
Jan 31, 25
14 SPDR® S&P 500 ETF Trust 3.08M (1.20%) 21.42K
Increased by +0.70%
May 30, 24
15 iShares Core S&P 500 ETF 3.02M (1.18%) 4.42K
Increased by +0.15%
Jan 31, 25
16 Fidelity® 500 Index 3.01M (1.18%) 19.14K
Increased by +0.64%
Nov 30, 23
17 American Funds Washington Mutual A 2.94M (1.15%) 0.00
Increased by 0.00%
Dec 31, 24
18 Capital Group Wash Mutual Invtrs Comp 2.94M (1.15%) 0.00
Increased by 0.00%
Dec 31, 24
19 American Funds Capital World Gr&Inc A 2.93M (1.14%) -104.74K
Decreased by -3.58%
Dec 31, 24
20 Capital Group World Growth & Inc Cmp 2.93M (1.14%) -104.74K
Decreased by -3.58%
Dec 31, 24