Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BBH 11.11%
2 MNTL 10.98%
3 IBB 8.87%
4 IBBQ 8.84%
5 MSGR 8.22%
6 ZBIO 7.22%
7 BIS 7.21%
8 BIB 6.76%
9 LSGR 5.40%
10 BRIF 4.89%
11 PBE 4.85%
12 AIEQ 4.22%
13 DIP 4.03%
14 UTRN 4.00%
15 FBT 3.98%
16 HRTS 3.36%
17 QNXT 3.33%
18 SXQG 3.32%
19 RILA 3.30%
20 JDOC 3.17%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital World Investors 28.33M (11.07%) 1.51M
Increased by +5.35%
Dec 31, 24
2 Vanguard Group Inc 23.26M (9.09%) 98.65K
Increased by +0.42%
Dec 31, 24
3 BlackRock Inc 21.83M (8.53%) 37.92K
Increased by +0.17%
Dec 31, 24
4 State Street Corporation 12.01M (4.69%) -77.33K
Decreased by -0.64%
Mar 31, 24
5 State Street Corp 11.98M (4.68%) 163.16K
Increased by +1.36%
Dec 31, 24
6 Capital Research Global Investors 10.43M (4.07%) 1.43M
Increased by +13.68%
Dec 31, 24
7 FMR Inc 9.22M (3.60%) -1.31M
Decreased by -14.17%
Dec 31, 24
8 JPMorgan Chase & Co 6.31M (2.47%) -7.54M
Decreased by -119.50%
Dec 31, 24
9 Wellington Management Company LLP 5.92M (2.31%) 1.12M
Increased by +18.88%
Dec 31, 24
10 Geode Capital Management, LLC 5.65M (2.21%) -287.65K
Decreased by -5.09%
Dec 31, 24
11 T. Rowe Price Associates, Inc. 4.49M (1.76%) -1.39M
Decreased by -31.02%
Mar 31, 24
12 Jennison Associates LLC 4.32M (1.69%) -1.23M
Decreased by -28.55%
Dec 31, 24
13 AllianceBernstein L.P. 3.92M (1.53%) -3.45M
Decreased by -88.08%
Dec 31, 24
14 Loomis, Sayles & Company LP 3.77M (1.47%) 704.58K
Increased by +18.68%
Dec 31, 24
15 NORGES BANK 3.41M (1.33%) -14.76K
Decreased by -0.43%
Dec 31, 24
16 Amundi 3.28M (1.28%) -478.03K
Decreased by -14.57%
Dec 31, 24
17 Morgan Stanley - Brokerage Accounts 3.17M (1.24%) 132.95K
Increased by +4.19%
Dec 31, 24
18 Goldman Sachs Group Inc 2.97M (1.16%) 1.27M
Increased by +42.92%
Dec 31, 23
19 Edgewood Management LLC 2.96M (1.15%) 1.41M
Increased by +47.70%
Dec 31, 24
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 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 8.12M (3.17%) 26.29K
Increased by +0.32%
Feb 28, 25
4 Vanguard Institutional 500 Index Trust 7.14M (2.79%) 49.41K
Increased by +0.69%
Feb 28, 25
5 Invesco QQQ Trust 5.33M (2.08%) -418.00
Decreased by -0.01%
Feb 28, 25
6 American Funds American Balanced A 4.93M (1.92%) -55.00K
Decreased by -1.12%
Dec 31, 24
7 American Funds New Perspective A 4.03M (1.57%) 345.03K
Increased by +8.56%
Dec 31, 24
8 Capital Group New Perspective Comp 4.03M (1.57%) 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 500 Index 3.21M (1.25%) 14.17K
Increased by +0.44%
Jan 31, 25
11 SPDR® S&P 500® ETF Trust 3.18M (1.24%) -20.26K
Decreased by -0.64%
Feb 28, 25
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 3.08M (1.20%) 21.42K
Increased by +0.70%
May 30, 24
14 iShares Core S&P 500 ETF 3.02M (1.18%) -152.00
Decreased by -0.01%
Feb 28, 25
15 Fidelity® 500 Index 3.01M (1.17%) 19.14K
Increased by +0.64%
Nov 30, 23
16 Fidelity Contrafund 2.99M (1.17%) -263.90K
Decreased by -8.83%
Jan 31, 25
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