Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PHO 6.64%
2 FCTE 5.01%
3 MJJ 4.89%
4 MJO 4.89%
5 THCX 4.25%
6 WBIL 3.99%
7 UTRN 3.91%
8 FIW 3.74%
9 STNC 3.70%
10 PIO 3.63%
11 FBT 3.57%
12 IVEG 3.35%
13 IBB 2.57%
14 POWA 2.20%
15 DEF 2.14%
16 RYJ 1.99%
17 UPGD 1.95%
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 7.10M (11.95%) 19.46K
Increased by +0.27%
Dec 31, 24
2 BlackRock Inc 6.48M (10.92%) 586.45K
Increased by +9.05%
Dec 31, 24
3 Fundsmith LLP 3.63M (6.12%) -11.48K
Decreased by -0.32%
Dec 31, 24
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 2.60M (4.38%) 24.27K
Increased by +0.93%
Dec 31, 24
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 1.88M (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 (2.44%) 34.76K
Increased by +2.39%
Dec 31, 24
12 FUNDSMITH INVESTMENT SERVICES LTD. 1.22M (2.06%) -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 (1.64%) -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 (1.37%) 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 (5.67%) 0.00
Increased by 0.00%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 1.88M (3.16%) 5.35K
Increased by +0.28%
Mar 31, 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 1.65M (2.78%) 4.11K
Increased by +0.25%
Mar 31, 25
5 Vanguard Mid Cap Index Institutional 1.28M (2.15%) -2.99K
Decreased by -0.23%
Mar 31, 25
6 AllianceBernstein US L/C Growth Eqty MF 840.36K (1.42%) 43.44K
Increased by +5.17%
Feb 28, 25
7 Fidelity 500 Index 744.93K (1.25%) 1.28K
Increased by +0.17%
Mar 31, 25
8 Vanguard Growth Index Investor 743.45K (1.25%) 78.92K
Increased by +10.62%
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 720.56K (1.21%) 595.00
Increased by +0.08%
Apr 30, 25
11 SPDR® S&P 500® ETF Trust 719.44K (1.21%) -3.78K
Decreased by -0.53%
Mar 31, 25
12 Impax Leaders Strategy Composite 716.23K (1.21%) 132.44K
Increased by +18.49%
Nov 30, 24
13 iShares Core S&P 500 ETF 704.41K (1.19%) -700.00
Decreased by -0.10%
Apr 29, 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%
Feb 28, 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