Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BBH 9.73%
2 IBBQ 8.37%
3 IBB 8.33%
4 BIS 7.21%
5 BIB 5.76%
6 HRTS 5.37%
7 PBE 5.10%
8 MNTL 4.68%
9 LSGR 4.52%
10 DIP 4.03%
11 UTRN 3.95%
12 FTXH 3.76%
13 FBT 3.51%
14 FMED 3.35%
15 PINK 3.22%
16 SXQG 3.18%
17 CACG 3.17%
18 IWFG 3.04%
19 KONG 2.83%
20 FTLS 2.70%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 22.28M (8.66%) 298.82K
Increased by +1.34%
Dec 31, 23
2 BlackRock Inc 21.88M (8.50%) -704.02K
Decreased by -3.22%
Dec 31, 23
3 Capital World Investors 21.81M (8.47%) 3.82M
Increased by +17.54%
Dec 31, 23
4 FMR Inc 12.98M (5.04%) -1.38M
Decreased by -10.64%
Dec 31, 23
5 State Street Corporation 12.08M (4.70%) 44.27K
Increased by +0.37%
Dec 31, 23
6 AllianceBernstein L.P. 7.04M (2.74%) -486.72K
Decreased by -6.91%
Dec 31, 23
7 T. Rowe Price Associates, Inc. 5.89M (2.29%) -962.65K
Decreased by -16.35%
Dec 31, 23
8 Geode Capital Management, LLC 5.67M (2.20%) 77.44K
Increased by +1.37%
Dec 31, 23
9 JPMorgan Chase & Co 5.62M (2.19%) -481.59K
Decreased by -8.56%
Dec 31, 23
10 Wellington Management Company LLP 5.23M (2.03%) -1.30M
Decreased by -24.81%
Dec 31, 23
11 Jennison Associates LLC 4.78M (1.86%) 837.46K
Increased by +17.51%
Mar 31, 24
12 Massachusetts Financial Services Company 3.63M (1.41%) -265.99K
Decreased by -7.34%
Dec 31, 23
13 Capital Research Global Investors 3.57M (1.39%) 195.08K
Increased by +5.47%
Dec 31, 23
14 Loomis, Sayles & Company LP 3.13M (1.22%) -28.62K
Decreased by -0.91%
Dec 31, 23
15 NORGES BANK 3.04M (1.18%) 590.77K
Increased by +19.42%
Dec 31, 23
16 Morgan Stanley - Brokerage Accounts 2.98M (1.16%) 110.35K
Increased by +3.70%
Dec 31, 23
17 Goldman Sachs Group Inc 2.97M (1.15%) 1.27M
Increased by +42.92%
Dec 31, 23
18 ClearBridge Advisors, LLC 2.94M (1.14%) -208.24K
Decreased by -7.08%
Sep 30, 23
19 Ameriprise Financial Inc 2.94M (1.14%) -86.03K
Decreased by -2.93%
Sep 30, 23
20 Amundi 2.72M (1.06%) 774.70K
Increased by +28.50%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 8.14M (3.16%) 720.61K
Increased by +8.85%
Mar 31, 24
2 Capital Group Growth Fnd of Amer Comp 8.14M (3.16%) 720.61K
Increased by +8.85%
Mar 31, 24
3 Vanguard Total Stock Mkt Idx Inv 8.13M (3.16%) 40.13K
Increased by +0.49%
Mar 31, 24
4 Vanguard Institutional 500 Index Trust 6.50M (2.52%) 61.27K
Increased by +0.94%
Mar 31, 24
5 Invesco QQQ Trust 4.85M (1.89%) 20.34K
Increased by +0.42%
Apr 30, 24
6 American Funds American Balanced A 4.18M (1.62%) 689.23K
Increased by +16.50%
Mar 31, 24
7 American Funds New Perspective A 3.76M (1.46%) 547.20K
Increased by +14.57%
Mar 31, 24
8 Fidelity® Contrafund® 3.57M (1.39%) 0.00
Increased by 0.00%
Nov 30, 23
9 Fidelity Contrafund 3.46M (1.34%) -3.18K
Decreased by -0.09%
Mar 31, 24
10 Capital Group New Perspective Comp 3.21M (1.25%) 160.47K
Increased by +5.00%
Dec 31, 23
11 Fidelity 500 Index 3.11M (1.21%) 23.97K
Increased by +0.77%
Mar 31, 24
12 SPDR® S&P 500 ETF Trust 3.05M (1.18%) 6.88K
Increased by +0.23%
Apr 30, 24
13 Fidelity® 500 Index 3.01M (1.17%) 19.14K
Increased by +0.64%
Nov 30, 23
14 American Funds Capital World Gr&Inc A 2.82M (1.10%) 263.63K
Increased by +9.35%
Mar 31, 24
15 Capital Group World Growth & Inc Cmp 2.82M (1.10%) 263.63K
Increased by +9.35%
Mar 31, 24
16 iShares Core S&P 500 ETF 2.65M (1.03%) 2.31K
Increased by +0.09%
Apr 30, 24
17 Vanguard Growth Index Investor 2.44M (0.95%) 49.31K
Increased by +2.02%
Mar 31, 24
18 American Funds Washington Mutual A 2.39M (0.93%) 479.17K
Increased by +20.06%
Mar 31, 24
19 Capital Group Wash Mutual Invtrs Comp 2.39M (0.93%) 479.17K
Increased by +20.06%
Mar 31, 24
20 Health Care Select Sector SPDR® ETF 1.88M (0.73%) -2.44K
Decreased by -0.13%
Apr 30, 24