Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IHE 4.70%
2 FORH 4.51%
3 UTRN 3.90%
4 GFLW 3.35%
5 PBE 3.05%
6 OUSM 2.72%
7 FOVL 2.72%
8 SFLO 2.60%
9 AUSF 2.35%
10 VFLO 2.31%
11 SMRI 2.05%
12 XPH 1.98%
13 FMED 1.88%
14 WBIF 1.76%
15 GURU 1.70%
16 IBBQ 1.68%
17 PILL 1.62%
18 COWG 1.56%
19 GDOC 1.55%
20 OASC 1.52%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Morgan Stanley - Brokerage Accounts 44.16M (11.25%) -2.44M
Decreased by -5.53%
Sep 30, 25
2 Capital Research & Mgmt Co - Division 3 31.10M (7.92%) 3.89M
Increased by +12.51%
Dec 31, 25
3 FMR Inc 26.27M (6.69%) -1.71M
Decreased by -6.53%
Dec 31, 25
4 BlackRock Inc 26.20M (6.67%) 771.65K
Increased by +2.95%
Sep 30, 25
5 Baillie Gifford & Co Limited. 17.01M (4.33%) -363.73K
Decreased by -2.14%
Dec 31, 25
6 Swedbank AB 11.94M (3.04%) -258.13K
Decreased by -2.16%
Dec 31, 25
7 Adage Capital Partners Gp LLC 11.74M (2.99%) -225.04K
Decreased by -1.92%
Dec 31, 25
8 Viking Global Investors LP 10.56M (2.69%) -1.64M
Decreased by -15.56%
Mar 31, 25
9 State Street Corp 10.27M (2.62%) 77.81K
Increased by +0.76%
Sep 30, 25
10 Vanguard Group Inc 9.93M (2.53%) -1.00M
Decreased by -10.09%
Dec 31, 25
11 State Street Corporation 9.10M (2.32%) 226.60K
Increased by +2.49%
Mar 31, 24
12 Geode Capital Management, LLC 7.72M (1.97%) 102.43K
Increased by +1.33%
Dec 31, 25
13 Caledonia (Private) Investments Pty Ltd 7.38M (1.88%) -170.57K
Decreased by -2.31%
Dec 31, 25
14 Citadel Advisors Llc 5.27M (1.34%) 4.88M
Increased by +92.52%
Dec 31, 25
15 Victory Capital Management Inc. 5.11M (1.30%) 449.50K
Increased by +8.80%
Dec 31, 25
16 Unisphere Establishment 5.00M (1.27%) 0.00
Increased by 0.00%
Jun 30, 24
17 Jane Street Group LLC 4.95M (1.26%) 1.80M
Increased by +36.30%
Dec 31, 25
18 Millennium Management LLC 4.34M (1.11%) 1.99M
Increased by +45.86%
Sep 30, 24
19 Northern Trust Corp 4.08M (1.04%) 53.39K
Increased by +1.31%
Sep 30, 25
20 Bank of America Corp 4.03M (1.03%) 1.04M
Increased by +25.83%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 12.01M (3.06%) -167.60K
Decreased by -1.40%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 11.25M (2.87%) -258.49K
Decreased by -2.30%
Jul 31, 25
3 American Funds New Perspective A 10.09M (2.57%) 3.01M
Increased by +29.87%
Dec 31, 25
4 Capital Group New Perspective Comp 10.09M (2.57%) 3.01M
Increased by +29.87%
Dec 31, 25
5 American Funds American Balanced A 8.02M (2.04%) 0.00
Increased by 0.00%
Dec 31, 25
6 Vanguard Mid Cap Index Institutional 7.99M (2.04%) 86.30K
Increased by +1.08%
Jul 31, 25
7 Fidelity® Contrafund® 7.02M (1.79%) 0.00
Increased by 0.00%
Nov 30, 23
8 MS INVF US Advantage I 5.66M (1.44%) -50.99K
Decreased by -0.90%
Feb 28, 26
9 Morgan Stanley Growth 5.50M (1.40%) -440.57K
Decreased by -8.00%
Dec 31, 25
10 Morgan Stanley Growth SMA 5.50M (1.40%) -440.57K
Decreased by -8.00%
Dec 31, 25
11 Morgan Stanley Inst Growth I 5.50M (1.40%) -440.57K
Decreased by -8.00%
Dec 31, 25
12 American Funds Growth Fund of Amer A 4.39M (1.12%) 0.00
Increased by 0.00%
Dec 31, 25
13 Capital Group Growth Fnd of Amer Comp 4.39M (1.12%) 0.00
Increased by 0.00%
Dec 31, 25
14 VictoryShares Free Cash Flow ETF 4.25M (1.08%) -816.00
Decreased by -0.02%
Feb 27, 26
15 Vanguard Institutional Extnd Mkt Idx Tr 4.10M (1.04%) 39.58K
Increased by +0.97%
Feb 28, 26
16 Fidelity Advisor Equity Growth I 4.09M (1.04%) 0.00
Increased by 0.00%
Jul 31, 25
17 Swedbank Robur Transfer 70 3.70M (0.94%) 3.70M
Increased by +100.00%
Feb 28, 26
18 Swedbank Robur Aktiefond Pension 3.70M (0.94%) 3.70M
Increased by +100.00%
Feb 28, 26
19 Fidelity VIP Growth Initial 3.62M (0.92%) 0.00
Increased by 0.00%
Jul 31, 25
20 MS INVF US Growth I 3.40M (0.87%) -166.19K
Decreased by -4.88%
Feb 28, 26