Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RSBA 12.48%
2 EKG 7.25%
3 NIFE 5.61%
4 FMED 5.04%
5 PBE 4.90%
6 MDEV 3.85%
7 FBT 3.84%
8 MARB 3.11%
9 ARB 3.04%
10 CBSE 2.75%
11 FRTY 2.68%
12 CBLS 2.68%
13 HELX 2.61%
14 MNA 2.54%
15 BBH 2.38%
16 MRGR 2.38%
17 FFND 2.29%
18 GVIP 2.25%
19 HTEC 1.97%
20 SWIN_old 1.88%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 26.89M (14.27%) -831.23K
Decreased by -3.09%
Jun 30, 25
2 Vanguard Group Inc 17.42M (9.24%) -393.06K
Decreased by -2.26%
Dec 31, 25
3 Capital World Investors 16.14M (8.57%) -2.06M
Decreased by -12.76%
Sep 30, 25
4 Wellington Management Company LLP 12.00M (6.37%) -497.53K
Decreased by -4.14%
Jun 30, 25
5 BlackRock Inc 10.56M (5.60%) 29.56K
Increased by +0.28%
Sep 30, 25
6 Pentwater Capital Management LP 7.25M (3.85%) 7.25M
Increased by +100.00%
Dec 31, 25
7 State Street Corp 5.20M (2.76%) -183.75K
Decreased by -3.54%
Sep 30, 25
8 State Street Corporation 5.09M (2.70%) 72.91K
Increased by +1.43%
Mar 31, 24
9 Ameriprise Financial Inc 4.49M (2.38%) 2.27M
Increased by +50.52%
Sep 30, 25
10 Balyasny Asset Management LLC 4.09M (2.17%) 3.24M
Increased by +79.28%
Dec 31, 25
11 Citadel Advisors Llc 3.94M (2.09%) 3.51M
Increased by +88.95%
Sep 30, 25
12 Millennium Management LLC 3.44M (1.83%) 1.22M
Increased by +35.57%
Dec 31, 25
13 NORGES BANK 3.43M (1.82%) 2.52M
Increased by +73.47%
Dec 31, 25
14 Geode Capital Management, LLC 3.33M (1.77%) 19.75K
Increased by +0.59%
Dec 31, 25
15 T. Rowe Price Investment Management,Inc. 2.92M (1.55%) -1.35M
Decreased by -46.28%
Mar 31, 25
16 Mackenzie Investments 2.74M (1.46%) -111.98K
Decreased by -4.08%
Sep 30, 25
17 Massachusetts Financial Services Company 2.72M (1.45%) -1.19M
Decreased by -43.55%
Dec 31, 25
18 Canada Pension Plan Investment Board 2.60M (1.38%) 2.50M
Increased by +96.06%
Sep 30, 25
19 Beryl Capital Management LLC 2.50M (1.33%) 2.50M
Increased by +100.00%
Dec 31, 25
20 Champlain Investment Partners, LLC 2.37M (1.26%) -159.19K
Decreased by -6.71%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 9.63M (5.11%) 0.00
Increased by 0.00%
Jun 30, 25
2 Capital Group Growth Fnd of Amer Comp 9.63M (5.11%) 0.00
Increased by 0.00%
Jun 30, 25
3 JPM US Large Cap Growth-MA 8.66M (4.59%) 8.02M
Increased by +92.64%
Sep 30, 23
4 Vanguard Total Stock Mkt Idx Inv 6.00M (3.18%) 10.01K
Increased by +0.17%
Feb 28, 26
5 Vanguard US Total Market Shares ETF 5.88M (3.12%) 4.46K
Increased by +0.08%
Sep 30, 24
6 Vanguard Health Care Inv 5.76M (3.06%) -303.21K
Decreased by -5.27%
Jun 30, 25
7 JPMorgan Large Cap Growth I 4.35M (2.31%) 0.00
Increased by 0.00%
Mar 31, 24
8 Vanguard Small Cap Index 4.30M (2.28%) 11.22K
Increased by +0.26%
Feb 28, 26
9 BlackRock Event Driven Equity Instl 3.30M (1.75%) 0.00
Increased by 0.00%
Feb 28, 26
10 American Funds New Economy A 3.08M (1.63%) 256.13K
Increased by +8.33%
Jun 30, 25
11 Capital Group New Economy Comp 3.08M (1.63%) 256.13K
Increased by +8.33%
Jun 30, 25
12 ARK Genomic Revolution 2.69M (1.43%) 165.81K
Increased by +6.16%
Dec 31, 23
13 American Funds Fundamental Invs A 2.49M (1.32%) 0.00
Increased by 0.00%
Jun 30, 25
14 Capital Group Fundamental Invtrs Comp 2.49M (1.32%) 0.00
Increased by 0.00%
Jun 30, 25
15 Fidelity Select Health Care 2.45M (1.30%) -550.00K
Decreased by -22.45%
Jul 31, 25
16 Vanguard Small Cap Growth Index Inv 2.39M (1.27%) 4.24K
Increased by +0.18%
Feb 28, 26
17 T. Rowe Price Mid-Cap Value 2.37M (1.26%) 100.02K
Increased by +4.22%
Mar 31, 25
18 T. Rowe Price US Mid-Cap Value Equity 2.37M (1.26%) 493.51K
Increased by +20.84%
Mar 31, 25
19 Strategic Advisers Fidelity US TtlStk 2.19M (1.16%) -243.20K
Decreased by -11.13%
Jul 31, 25
20 SPDR® S&P Biotech ETF 2.11M (1.12%) 4.70K
Increased by +0.22%
Aug 31, 25