Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ZBIO 5.68%
2 BIS 5.67%
3 GNOM 5.38%
4 PBE 5.24%
5 ARKG 4.49%
6 QQQA 4.14%
7 EKG 3.99%
8 XMHQ 3.65%
9 EQWM 3.65%
10 FBT 3.19%
11 BEEX 3.12%
12 VNSE 2.78%
13 FMTM 2.75%
14 BTEC 2.66%
15 BBH 2.49%
16 EDOC 2.34%
17 AGIQ 2.31%
18 QVAL 2.13%
19 DFNV 2.13%
20 INVN 1.96%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital World Investors 20.10M (13.53%) 124.32K
Increased by +0.62%
Dec 31, 25
2 BlackRock Inc 18.69M (12.57%) -671.29K
Decreased by -3.59%
Sep 30, 25
3 Vanguard Group Inc 14.36M (9.66%) -272.50K
Decreased by -1.90%
Dec 31, 25
4 State Street Corporation 6.81M (4.58%) 88.67K
Increased by +1.30%
Mar 31, 24
5 Edgewood Management LLC 6.66M (4.48%) -222.75K
Decreased by -3.35%
Mar 31, 24
6 State Street Corp 6.00M (4.04%) 382.52K
Increased by +6.38%
Sep 30, 25
7 Polen Capital 5.13M (3.45%) 29.15K
Increased by +0.57%
Sep 30, 23
8 Sessa Capital IM LP 4.72M (3.18%) 4.72M
Increased by +100.00%
Jun 30, 25
9 AQR Capital Management LLC 4.43M (2.98%) 1.03M
Increased by +23.23%
Dec 31, 25
10 Loomis, Sayles & Company LP 4.17M (2.81%) -115.71K
Decreased by -2.77%
Dec 31, 25
11 WCM Investment Management 4.07M (2.74%) -110.36K
Decreased by -2.71%
Dec 31, 25
12 Corvex Management LP 3.83M (2.58%) 0.00
Increased by 0.00%
Dec 31, 25
13 Sessa Capital, L.P 3.40M (2.29%) -1.28M
Decreased by -37.68%
Dec 31, 25
14 PointState Capital LP 2.95M (1.99%) 433.53K
Increased by +14.69%
Jun 30, 25
15 Brown Advisory Holdings Inc 2.91M (1.96%) 996.59K
Increased by +34.26%
Mar 31, 25
16 Geode Capital Management, LLC 2.87M (1.93%) 130.14K
Increased by +4.54%
Dec 31, 25
17 Wellington Management Company LLP 2.63M (1.77%) -604.05K
Decreased by -22.92%
Mar 31, 24
18 Amvescap Plc. 2.48M (1.67%) -131.08K
Decreased by -5.29%
Mar 31, 24
19 Nuveen Asset Management, LLC 2.08M (1.40%) 181.92K
Increased by +8.76%
Sep 30, 24
20 GuardCap Asset Management Limited 2.04M (1.37%) -33.66K
Decreased by -1.65%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 6.21M (4.18%) 569.88K
Increased by +9.17%
Dec 31, 25
2 Capital Group Growth Fnd of Amer Comp 6.21M (4.18%) 569.88K
Increased by +9.17%
Dec 31, 25
3 Vanguard US Total Market Shares ETF 5.04M (3.39%) 3.78K
Increased by +0.08%
Sep 30, 24
4 iShares Core S&P Mid-Cap ETF 4.94M (3.32%) -114.42K
Decreased by -2.32%
Feb 28, 26
5 Vanguard Total Stock Mkt Idx Inv 4.59M (3.09%) 20.48K
Increased by +0.45%
Feb 28, 26
6 Vanguard Institutional 500 Index Trust 4.00M (2.69%) 37.09K
Increased by +0.93%
Mar 31, 24
7 Edgewood Growth Instl 3.51M (2.36%) -150.34K
Decreased by -4.28%
Mar 31, 24
8 Vanguard Small Cap Index 3.30M (2.22%) 8.49K
Increased by +0.26%
Feb 28, 26
9 Invesco QQQ Trust 3.16M (2.13%) 7.39K
Increased by +0.23%
Nov 27, 24
10 AF High Growth (AFRIS) 2.78M (1.87%) 2.78M
Increased by +100.00%
Feb 29, 24
11 American Funds New Economy A 2.67M (1.80%) 0.00
Increased by 0.00%
Dec 31, 25
12 Capital Group New Economy Comp 2.67M (1.80%) 0.00
Increased by 0.00%
Dec 31, 25
13 American Funds American Balanced A 2.59M (1.74%) 0.00
Increased by 0.00%
Dec 31, 25
14 Vanguard Small Cap Value Index Inv 2.12M (1.42%) 6.03K
Increased by +0.28%
Feb 28, 26
15 Fidelity 500 Index 1.92M (1.29%) 14.64K
Increased by +0.76%
Mar 31, 24
16 American Funds New Perspective A 1.92M (1.29%) -477.46K
Decreased by -24.88%
Dec 31, 25
17 Capital Group New Perspective Comp 1.92M (1.29%) -477.46K
Decreased by -24.88%
Dec 31, 25
18 American Funds Washington Mutual A 1.90M (1.28%) 0.00
Increased by 0.00%
Dec 31, 25
19 Capital Group Wash Mutual Invtrs Comp 1.90M (1.28%) 0.00
Increased by 0.00%
Dec 31, 25
20 SPDR® S&P 500 ETF Trust 1.87M (1.26%) 4.23K
Increased by +0.23%
Apr 30, 24