Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PHO 7.06%
2 FCTE 5.02%
3 MJJ 4.89%
4 MJO 4.89%
5 THCX 4.25%
6 FIW 4.04%
7 WBIL 3.99%
8 UTRN 3.91%
9 PIO 3.85%
10 STNC 3.70%
11 IVEG 3.50%
12 FBT 3.25%
13 IBB 2.41%
14 POWA 2.20%
15 DEF 2.14%
16 BMED 1.98%
17 RYJ 1.94%
18 UPGD 1.94%
19 AHOY 1.86%
20 CAMX 1.85%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 7.10M (11.97%) 19.46K
Increased by +0.27%
Dec 31, 24
2 BlackRock Inc 6.48M (10.94%) 586.45K
Increased by +9.05%
Dec 31, 24
3 Fundsmith LLP 3.63M (6.13%) -11.48K
Decreased by -0.32%
Dec 31, 24
4 Wealthfront Advisers LLC 3.09M (5.21%) 3.08M
Increased by +99.91%
Dec 31, 24
5 AllianceBernstein L.P. 2.65M (4.48%) 212.36K
Increased by +8.00%
Dec 31, 24
6 State Street Corp 2.60M (4.39%) 24.27K
Increased by +0.93%
Dec 31, 24
7 State Street Corporation 2.54M (4.28%) 22.79K
Increased by +0.90%
Mar 31, 24
8 Massachusetts Financial Services Company 1.94M (3.28%) -195.63K
Decreased by -10.07%
Dec 31, 24
9 Bank of New York Mellon Corp 1.88M (3.17%) -135.81K
Decreased by -7.22%
Dec 31, 24
10 Generation Investment Management LLP 1.53M (2.58%) -275.76K
Decreased by -18.02%
Dec 31, 24
11 Geode Capital Management, LLC 1.45M (2.45%) 34.76K
Increased by +2.39%
Dec 31, 24
12 FUNDSMITH INVESTMENT SERVICES LTD. 1.22M (2.07%) -3.44K
Decreased by -0.28%
Dec 31, 24
13 Wellington Management Company LLP 1.01M (1.71%) 200.73K
Increased by +19.82%
Mar 31, 24
14 Amvescap Plc. 975.73K (1.65%) -35.45K
Decreased by -3.63%
Dec 31, 24
15 HHG PLC 889.31K (1.50%) 3.71K
Increased by +0.42%
Dec 31, 24
16 Nordea Investment Mgmt Bank Demark A/s 871.08K (1.47%) -52.14K
Decreased by -5.99%
Jun 30, 24
17 American Century Companies Inc 832.89K (1.40%) 212.75K
Increased by +25.54%
Sep 30, 23
18 Ako Capital Llp 815.38K (1.38%) 25.17K
Increased by +3.09%
Dec 31, 24
19 GuardCap Asset Management Limited 808.92K (1.36%) -108.61K
Decreased by -13.43%
Dec 31, 24
20 NORGES BANK 766.66K (1.29%) 91.83K
Increased by +11.98%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fundsmith Equity I Acc 3.37M (5.68%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.87M (3.16%) 2.75K
Increased by +0.15%
Feb 28, 25
3 Vanguard Institutional 500 Index Trust 1.65M (2.78%) 11.31K
Increased by +0.69%
Feb 28, 25
4 Vanguard Mid Cap Index Institutional 1.28M (2.16%) 5.50K
Increased by +0.43%
Feb 28, 25
5 AllianceBernstein US L/C Growth Eqty MF 796.92K (1.34%) 121.11K
Increased by +15.20%
Jan 31, 25
6 Fidelity 500 Index 740.34K (1.25%) 3.27K
Increased by +0.44%
Jan 31, 25
7 SPDR® S&P 500® ETF Trust 734.31K (1.24%) -5.46K
Decreased by -0.74%
Feb 28, 25
8 Impax Leaders Strategy Composite 716.23K (1.21%) 132.44K
Increased by +18.49%
Nov 30, 24
9 SPDR® S&P 500 ETF Trust 700.07K (1.18%) 1.57K
Increased by +0.22%
Apr 30, 24
10 iShares Core S&P 500 ETF 697.07K (1.18%) -35.00
Decreased by -0.01%
Feb 28, 25
11 Fidelity® 500 Index 688.72K (1.16%) 4.38K
Increased by +0.64%
Nov 30, 23
12 Vanguard Health Care Inv 666.88K (1.12%) 0.00
Increased by 0.00%
Mar 31, 24
13 Janus Henderson Enterprise D 666.46K (1.12%) 0.00
Increased by 0.00%
Jan 31, 25
14 Janus Inst Mid Cap Growth CF 666.46K (1.12%) 0.00
Increased by 0.00%
Dec 31, 24
15 Vanguard Growth Index Investor 664.53K (1.12%) 211.00
Increased by +0.03%
Feb 28, 25
16 American Century US Premier Lg Cp Gr 659.00K (1.11%) 145.00K
Increased by +22.00%
Sep 30, 23
17 American Century Ultra® Inv 659.00K (1.11%) 145.00K
Increased by +22.00%
Sep 30, 23
18 AB Large Cap Growth A 614.70K (1.04%) 61.31K
Increased by +9.97%
Jan 31, 25
19 VanEck Morningstar Wide Moat 598.18K (1.01%) 4.05K
Increased by +0.68%
Sep 30, 24
20 VanEck Morningstar Wide Moat ETF 593.61K (1.00%) 0.00
Increased by 0.00%
Nov 30, 24