Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MJO 4.89%
2 MJJ 4.89%
3 FCTE 4.88%
4 THCX 4.25%
5 WBIL 3.99%
6 UTRN 3.91%
7 STNC 3.70%
8 PHO 3.14%
9 FIW 2.85%
10 PIO 2.76%
11 FBT 2.72%
12 IVEG 2.58%
13 TMFM 2.33%
14 POWA 2.20%
15 DEF 2.14%
16 IBB 1.95%
17 AHOY 1.86%
18 CAMX 1.85%
19 IMED 1.72%
20 MDEV 1.66%

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 (11.68%) 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. 3.07M (5.17%) 416.67K
Increased by +13.57%
Mar 31, 25
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 Amvescap Plc. 1.11M (1.87%) 136.40K
Increased by +12.26%
Mar 31, 25
13 HHG PLC 901.48K (1.52%) 12.17K
Increased by +1.35%
Mar 31, 25
14 Ako Capital Llp 887.22K (1.49%) 71.84K
Increased by +8.10%
Mar 31, 25
15 Nordea Investment Mgmt Bank Demark A/s 871.08K (1.47%) -52.14K
Decreased by -5.99%
Jun 30, 24
16 American Century Companies Inc 832.89K (1.40%) 212.75K
Increased by +25.54%
Sep 30, 23
17 NORGES BANK 766.66K (1.29%) 91.83K
Increased by +11.98%
Dec 31, 24
18 Generation Investment Management LLP 755.33K (1.27%) -774.79K
Decreased by -102.58%
Mar 31, 25
19 Champlain Investment Partners, LLC 744.23K (1.25%) -12.89K
Decreased by -1.73%
Sep 30, 24
20 Northern Trust Corp 739.63K (1.25%) 15.56K
Increased by +2.10%
Mar 31, 25

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%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 1.92M (3.22%) 4.76K
Increased by +0.25%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 1.88M (3.16%) 1.36K
Increased by +0.07%
Sep 30, 24
4 Vanguard 500 Index Investor 1.69M (2.84%) 1.20K
Increased by +0.07%
Jun 30, 25
5 Vanguard Institutional 500 Index Trust 1.69M (2.84%) 10.60K
Increased by +0.63%
May 31, 25
6 Vanguard Mid Cap Index Institutional 1.31M (2.21%) 9.06K
Increased by +0.69%
Jun 30, 25
7 AllianceBernstein US L/C Growth Eqty MF 1.18M (1.98%) 306.70K
Increased by +26.07%
May 30, 25
8 AB Large Cap Growth A 870.85K (1.47%) 68.27K
Increased by +7.84%
Jun 30, 25
9 Fidelity 500 Index 754.01K (1.27%) 4.96K
Increased by +0.66%
Jun 30, 25
10 Vanguard Growth Index Investor 740.75K (1.25%) -11.37K
Decreased by -1.53%
Jun 30, 25
11 SPDR® S&P 500 ETF 739.07K (1.24%) -10.85K
Decreased by -1.47%
Mar 31, 25
12 SPDR® S&P 500® ETF 721.05K (1.21%) -3.01K
Decreased by -0.42%
Jul 31, 25
13 SPDR® S&P 500® ETF Trust 719.44K (1.21%) -3.78K
Decreased by -0.53%
Mar 31, 25
14 Impax Leaders Strategy Composite 716.23K (1.21%) 132.44K
Increased by +18.49%
Nov 30, 24
15 iShares Core S&P 500 ETF 707.47K (1.19%) -70.00
Decreased by -0.01%
Jul 30, 25
16 SPDR® S&P 500 ETF Trust 700.07K (1.18%) 1.57K
Increased by +0.22%
Apr 30, 24
17 Fidelity® 500 Index 688.72K (1.16%) 4.38K
Increased by +0.64%
Nov 30, 23
18 Vanguard Health Care Inv 666.88K (1.12%) 0.00
Increased by 0.00%
Mar 31, 24
19 Janus Henderson Enterprise D 666.46K (1.12%) 0.00
Increased by 0.00%
May 31, 25
20 Janus Inst Mid Cap Growth CF 666.46K (1.12%) 0.00
Increased by 0.00%
Jun 30, 25