Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MNTL 10.37%
2 BBH 10.27%
3 MSGR 8.22%
4 IBB 7.67%
5 IBBQ 7.63%
6 ZBIO 7.22%
7 BIS 7.21%
8 BIB 5.16%
9 PBE 5.07%
10 HELX 4.26%
11 AIEQ 4.22%
12 LSGR 4.19%
13 DIP 4.03%
14 UTRN 4.00%
15 RILA 3.62%
16 GNOM 3.56%
17 BRIF 3.46%
18 SXQG 3.32%
19 FBT 3.31%
20 IWFG 3.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital World Investors 28.53M (11.14%) 207.61K
Increased by +0.73%
Mar 31, 25
2 Vanguard Group Inc 23.49M (9.17%) 232.87K
Increased by +0.99%
Mar 31, 25
3 BlackRock Inc 21.78M (8.51%) -42.54K
Decreased by -0.20%
Mar 31, 25
4 Capital Research Global Investors 14.54M (5.68%) 4.11M
Increased by +28.26%
Mar 31, 25
5 State Street Corporation 12.01M (4.69%) -77.33K
Decreased by -0.64%
Mar 31, 24
6 State Street Corp 11.79M (4.60%) -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 Geode Capital Management, LLC 5.76M (2.25%) 113.52K
Increased by +1.97%
Mar 31, 25
10 Wellington Management Company LLP 5.45M (2.13%) -461.34K
Decreased by -8.46%
Mar 31, 25
11 Jennison Associates LLC 5.06M (1.98%) 744.68K
Increased by +14.71%
Mar 31, 25
12 AllianceBernstein L.P. 3.95M (1.54%) 33.49K
Increased by +0.85%
Mar 31, 25
13 Loomis, Sayles & Company LP 3.75M (1.46%) -24.46K
Decreased by -0.65%
Mar 31, 25
14 NORGES BANK 3.41M (1.33%) -14.76K
Decreased by -0.43%
Dec 31, 24
15 Morgan Stanley - Brokerage Accounts 3.41M (1.33%) 237.13K
Increased by +6.96%
Mar 31, 25
16 Amundi 3.10M (1.21%) -182.34K
Decreased by -5.88%
Mar 31, 25
17 Goldman Sachs Group Inc 2.97M (1.16%) 1.27M
Increased by +42.92%
Dec 31, 23
18 ClearBridge Advisors, LLC 2.94M (1.15%) -208.24K
Decreased by -7.08%
Sep 30, 23
19 Ameriprise Financial Inc 2.94M (1.15%) -86.03K
Decreased by -2.93%
Sep 30, 23
20 T. Rowe Price Associates, Inc. 2.92M (1.14%) 1.23M
Increased by +42.04%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 12.13M (4.74%) 790.12K
Increased by +6.51%
Jun 30, 25
2 Capital Group Growth Fnd of Amer Comp 12.13M (4.74%) 790.12K
Increased by +6.51%
Jun 30, 25
3 Vanguard Total Stock Mkt Idx Inv 8.25M (3.22%) 8.02K
Increased by +0.10%
May 31, 25
4 Vanguard US Total Market Shares ETF 8.18M (3.19%) 16.09K
Increased by +0.20%
Sep 30, 24
5 Vanguard Institutional 500 Index Trust 7.30M (2.85%) 51.91K
Increased by +0.71%
May 31, 25
6 Invesco QQQ Trust 5.30M (2.07%) -25.67K
Decreased by -0.48%
Jun 30, 25
7 American Funds American Balanced A 4.93M (1.92%) 0.00
Increased by 0.00%
Jun 30, 25
8 American Funds New Perspective A 4.56M (1.78%) 538.65K
Increased by +11.80%
Jun 30, 25
9 Capital Group New Perspective Comp 4.56M (1.78%) 538.65K
Increased by +11.80%
Jun 30, 25
10 American Funds Invmt Co of Amer A 4.32M (1.69%) 412.74K
Increased by +9.56%
Jun 30, 25
11 Capital Group Investment Co of Amer Comp 4.32M (1.69%) 412.74K
Increased by +9.56%
Jun 30, 25
12 Fidelity® Contrafund® 3.57M (1.39%) 0.00
Increased by 0.00%
Nov 30, 23
13 American Funds AMCAP A 3.55M (1.39%) 678.29K
Increased by +19.12%
Jun 30, 25
14 Capital Group AMCAP Composite 3.55M (1.39%) 678.29K
Increased by +19.12%
Jun 30, 25
15 Fidelity 500 Index 3.24M (1.27%) 14.03K
Increased by +0.43%
May 31, 25
16 SPDR® S&P 500 ETF 3.19M (1.25%) -58.11K
Decreased by -1.82%
Mar 31, 25
17 American Funds Capital World Gr&Inc A 3.12M (1.22%) 14.57K
Increased by +0.47%
Jun 30, 25
18 Capital Group World Growth & Inc Cmp 3.12M (1.22%) 14.57K
Increased by +0.47%
Jun 30, 25
19 SPDR® S&P 500® ETF Trust 3.11M (1.21%) -16.31K
Decreased by -0.52%
Mar 31, 25
20 SPDR® S&P 500® ETF 3.10M (1.21%) -10.87K
Decreased by -0.35%
Jun 30, 25