Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MNTL 10.37%
2 BBH 8.55%
3 MSGR 8.22%
4 ZBIO 7.22%
5 BIS 7.21%
6 IBB 6.32%
7 IBBQ 6.25%
8 AIEQ 4.22%
9 PBE 4.18%
10 BIB 4.12%
11 DIP 4.03%
12 UTRN 4.00%
13 LSGR 3.77%
14 HELX 3.42%
15 SXQG 3.32%
16 IWFG 3.04%
17 GNOM 2.86%
18 CGVV 2.83%
19 FBT 2.68%
20 HRTS 2.59%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital World Investors 28.73M (11.24%) 198.84K
Increased by +0.69%
Jun 30, 25
2 Vanguard Group Inc 23.97M (9.38%) 482.62K
Increased by +2.01%
Jun 30, 25
3 BlackRock Inc 21.78M (8.52%) -42.54K
Decreased by -0.20%
Mar 31, 25
4 Capital Research Global Investors 16.11M (6.30%) 1.57M
Increased by +9.76%
Jun 30, 25
5 State Street Corporation 12.01M (4.70%) -77.33K
Decreased by -0.64%
Mar 31, 24
6 State Street Corp 11.79M (4.61%) -190.75K
Decreased by -1.62%
Mar 31, 25
7 JPMorgan Chase & Co 7.76M (3.03%) 1.44M
Increased by +18.60%
Mar 31, 25
8 FMR Inc 7.73M (3.02%) -1.49M
Decreased by -19.31%
Mar 31, 25
9 Jennison Associates LLC 6.15M (2.41%) 1.09M
Increased by +17.70%
Jun 30, 25
10 Geode Capital Management, LLC 5.76M (2.25%) 113.52K
Increased by +1.97%
Mar 31, 25
11 Wellington Management Company LLP 4.81M (1.88%) -641.36K
Decreased by -13.32%
Jun 30, 25
12 AllianceBernstein L.P. 3.95M (1.55%) 33.49K
Increased by +0.85%
Mar 31, 25
13 Loomis, Sayles & Company LP 3.81M (1.49%) 65.05K
Increased by +1.71%
Jun 30, 25
14 NORGES BANK 3.58M (1.40%) 166.03K
Increased by +4.64%
Jun 30, 25
15 Morgan Stanley - Brokerage Accounts 3.41M (1.33%) 237.13K
Increased by +6.96%
Mar 31, 25
16 T. Rowe Price Associates, Inc. 3.16M (1.24%) 242.64K
Increased by +7.68%
Jun 30, 25
17 Amundi 3.10M (1.21%) -182.34K
Decreased by -5.88%
Mar 31, 25
18 UBS Asset Mgmt Americas Inc 3.07M (1.20%) 508.00K
Increased by +16.56%
Jun 30, 25
19 Goldman Sachs Group Inc 2.97M (1.16%) 1.27M
Increased by +42.92%
Dec 31, 23
20 ClearBridge Advisors, LLC 2.94M (1.15%) -208.24K
Decreased by -7.08%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 12.13M (4.75%) 790.12K
Increased by +6.51%
Jun 30, 25
2 Capital Group Growth Fnd of Amer Comp 12.13M (4.75%) 790.12K
Increased by +6.51%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 8.18M (3.20%) 16.09K
Increased by +0.20%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 8.07M (3.16%) -186.29K
Decreased by -2.31%
Jul 31, 25
5 Vanguard Institutional 500 Index Trust 7.30M (2.86%) 51.91K
Increased by +0.71%
May 31, 25
6 Vanguard 500 Index Investor 6.36M (2.49%) -931.08K
Decreased by -14.65%
Jul 31, 25
7 Invesco QQQ Trust 5.27M (2.06%) -3.30K
Decreased by -0.06%
Jul 31, 25
8 American Funds American Balanced A 4.93M (1.93%) 0.00
Increased by 0.00%
Jun 30, 25
9 American Funds New Perspective A 4.56M (1.79%) 538.65K
Increased by +11.80%
Jun 30, 25
10 Capital Group New Perspective Comp 4.56M (1.79%) 538.65K
Increased by +11.80%
Jun 30, 25
11 American Funds Invmt Co of Amer A 4.32M (1.69%) 412.74K
Increased by +9.56%
Jun 30, 25
12 Capital Group Investment Co of Amer Comp 4.32M (1.69%) 412.74K
Increased by +9.56%
Jun 30, 25
13 Fidelity® Contrafund® 3.57M (1.39%) 0.00
Increased by 0.00%
Nov 30, 23
14 American Funds AMCAP A 3.55M (1.39%) 678.29K
Increased by +19.12%
Jun 30, 25
15 Capital Group AMCAP Composite 3.55M (1.39%) 678.29K
Increased by +19.12%
Jun 30, 25
16 Fidelity 500 Index 3.25M (1.27%) 14.06K
Increased by +0.43%
Jun 30, 25
17 SPDR® S&P 500 ETF 3.19M (1.25%) -58.11K
Decreased by -1.82%
Mar 31, 25
18 SPDR® S&P 500® ETF 3.14M (1.23%) 13.44K
Increased by +0.43%
Jul 31, 25
19 American Funds Capital World Gr&Inc A 3.12M (1.22%) 14.57K
Increased by +0.47%
Jun 30, 25
20 Capital Group World Growth & Inc Cmp 3.12M (1.22%) 14.57K
Increased by +0.47%
Jun 30, 25