Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PHO 6.30%
2 FCTE 4.90%
3 MJO 4.89%
4 MJJ 4.89%
5 THCX 4.25%
6 WBIL 3.99%
7 UTRN 3.91%
8 STNC 3.70%
9 FIW 3.62%
10 PIO 3.45%
11 FBT 3.29%
12 IVEG 3.22%
13 IBB 2.39%
14 POWA 2.20%
15 DEF 2.14%
16 UPGD 1.89%
17 RYJ 1.89%
18 AHOY 1.86%
19 CAMX 1.85%
20 IMED 1.72%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 7.27M (12.24%) 173.58K
Increased by +2.39%
Mar 31, 25
2 BlackRock Inc 6.94M (11.69%) 457.15K
Increased by +6.59%
Mar 31, 25
3 Fundsmith LLP 3.61M (6.08%) -21.32K
Decreased by -0.59%
Mar 31, 25
4 Wealthfront Advisers LLC 3.09M (5.20%) 3.08M
Increased by +99.91%
Dec 31, 24
5 AllianceBernstein L.P. 2.65M (4.47%) 212.36K
Increased by +8.00%
Dec 31, 24
6 State Street Corp 2.64M (4.44%) 36.43K
Increased by +1.38%
Mar 31, 25
7 State Street Corporation 2.54M (4.27%) 22.79K
Increased by +0.90%
Mar 31, 24
8 Massachusetts Financial Services Company 2.07M (3.48%) 123.22K
Increased by +5.96%
Mar 31, 25
9 Bank of New York Mellon Corp 1.81M (3.05%) -69.42K
Decreased by -3.83%
Mar 31, 25
10 Geode Capital Management, LLC 1.51M (2.54%) 58.75K
Increased by +3.89%
Mar 31, 25
11 FUNDSMITH INVESTMENT SERVICES LTD. 1.22M (2.05%) -9.10K
Decreased by -0.75%
Mar 31, 25
12 Wellington Management Company LLP 1.01M (1.71%) 200.73K
Increased by +19.82%
Mar 31, 24
13 Amvescap Plc. 975.73K (1.64%) -35.45K
Decreased by -3.63%
Dec 31, 24
14 HHG PLC 901.48K (1.52%) 12.17K
Increased by +1.35%
Mar 31, 25
15 Ako Capital Llp 887.22K (1.49%) 71.84K
Increased by +8.10%
Mar 31, 25
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 NORGES BANK 766.66K (1.29%) 91.83K
Increased by +11.98%
Dec 31, 24
19 Generation Investment Management LLP 755.33K (1.27%) -774.79K
Decreased by -102.58%
Mar 31, 25
20 Champlain Investment Partners, LLC 744.23K (1.25%) -12.89K
Decreased by -1.73%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fundsmith Equity I Acc 3.37M (5.67%) 0.00
Increased by 0.00%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 1.91M (3.21%) 31.66K
Increased by +1.66%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 1.88M (3.16%) 1.36K
Increased by +0.07%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 1.68M (2.82%) 26.71K
Increased by +1.59%
Apr 30, 25
5 Vanguard Mid Cap Index Institutional 1.29M (2.17%) 12.35K
Increased by +0.96%
Apr 30, 25
6 AllianceBernstein US L/C Growth Eqty MF 860.63K (1.45%) 20.27K
Increased by +2.36%
Mar 31, 25
7 Vanguard Growth Index Investor 750.45K (1.26%) 6.99K
Increased by +0.93%
Apr 30, 25
8 Fidelity 500 Index 744.93K (1.25%) 1.28K
Increased by +0.17%
Mar 31, 25
9 SPDR® S&P 500 ETF 739.07K (1.24%) -10.85K
Decreased by -1.47%
Mar 31, 25
10 SPDR® S&P 500® ETF Trust 719.44K (1.21%) -3.78K
Decreased by -0.53%
Mar 31, 25
11 Impax Leaders Strategy Composite 716.23K (1.21%) 132.44K
Increased by +18.49%
Nov 30, 24
12 SPDR® S&P 500® ETF 715.66K (1.20%) -4.30K
Decreased by -0.60%
Apr 30, 25
13 iShares Core S&P 500 ETF 703.67K (1.18%) -735.00
Decreased by -0.10%
Apr 30, 25
14 SPDR® S&P 500 ETF Trust 700.07K (1.18%) 1.57K
Increased by +0.22%
Apr 30, 24
15 Fidelity® 500 Index 688.72K (1.16%) 4.38K
Increased by +0.64%
Nov 30, 23
16 Vanguard Health Care Inv 666.88K (1.12%) 0.00
Increased by 0.00%
Mar 31, 24
17 Janus Henderson Enterprise D 666.46K (1.12%) 0.00
Increased by 0.00%
Mar 31, 25
18 Janus Inst Mid Cap Growth CF 666.46K (1.12%) 0.00
Increased by 0.00%
Dec 31, 24
19 American Century US Premier Lg Cp Gr 659.00K (1.11%) 145.00K
Increased by +22.00%
Sep 30, 23
20 American Century Ultra® Inv 659.00K (1.11%) 145.00K
Increased by +22.00%
Sep 30, 23