Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MNTL 10.37%
2 TBXU 9.99%
3 MSGR 8.22%
4 BBH 8.16%
5 IBB 7.60%
6 IBBQ 7.59%
7 ZBIO 7.22%
8 BIS 7.21%
9 BIB 5.49%
10 LSGR 4.77%
11 PBE 4.58%
12 GNOM 4.51%
13 AIEQ 4.22%
14 DIP 4.03%
15 UTRN 4.00%
16 IDNA 3.59%
17 FBT 3.54%
18 FTXH 3.42%
19 HRTS 3.25%
20 HELX 3.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital World Investors 25.51M (10.07%) -400.40K
Decreased by -1.57%
Dec 31, 25
2 Vanguard Group Inc 24.11M (9.52%) -111.04K
Decreased by -0.46%
Dec 31, 25
3 BlackRock Inc 22.25M (8.79%) 381.10K
Increased by +1.71%
Sep 30, 25
4 Capital Research Global Investors 17.32M (6.84%) 763.06K
Increased by +4.41%
Dec 31, 25
5 JPMorgan Chase & Co 12.87M (5.08%) 7.00M
Increased by +54.39%
Sep 30, 25
6 State Street Corporation 12.01M (4.74%) -77.33K
Decreased by -0.64%
Mar 31, 24
7 State Street Corp 11.61M (4.58%) -169.23K
Decreased by -1.46%
Sep 30, 25
8 FMR Inc 6.41M (2.53%) -1.32M
Decreased by -20.62%
Jun 30, 25
9 Geode Capital Management, LLC 5.98M (2.36%) 8.16K
Increased by +0.14%
Dec 31, 25
10 Capital Research & Mgmt Co - Division 3 4.73M (1.87%) 44.54K
Increased by +0.94%
Dec 31, 25
11 AllianceBernstein L.P. 4.52M (1.79%) 144.27K
Increased by +3.19%
Sep 30, 25
12 Loomis, Sayles & Company LP 4.03M (1.59%) -88.60K
Decreased by -2.20%
Dec 31, 25
13 Wellington Management Company LLP 3.82M (1.51%) -950.31K
Decreased by -24.87%
Dec 31, 25
14 Victory Capital Management Inc. 3.36M (1.33%) 1.11M
Increased by +33.04%
Dec 31, 25
15 Jennison Associates LLC 3.25M (1.28%) -205.41K
Decreased by -6.32%
Dec 31, 25
16 NORGES BANK 3.18M (1.25%) -403.74K
Decreased by -12.71%
Dec 31, 25
17 Morgan Stanley - Brokerage Accounts 3.11M (1.23%) -223.03K
Decreased by -7.18%
Sep 30, 25
18 Amundi 3.10M (1.22%) -182.34K
Decreased by -5.88%
Mar 31, 25
19 T. Rowe Price Associates, Inc. 3.04M (1.20%) -116.06K
Decreased by -3.81%
Sep 30, 25
20 Goldman Sachs Group Inc 2.97M (1.17%) 1.27M
Increased by +42.92%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Growth Fund of Amer A 12.98M (5.13%) 487.71K
Increased by +3.76%
Dec 31, 25
2 Capital Group Growth Fnd of Amer Comp 12.98M (5.13%) 487.71K
Increased by +3.76%
Dec 31, 25
3 Vanguard US Total Market Shares ETF 8.18M (3.23%) 16.09K
Increased by +0.20%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 8.02M (3.17%) 27.92K
Increased by +0.35%
Feb 28, 26
5 Vanguard Institutional 500 Index Trust 7.30M (2.88%) 51.91K
Increased by +0.71%
May 31, 25
6 Vanguard 500 Index Investor 6.53M (2.58%) 61.95K
Increased by +0.95%
Feb 28, 26
7 American Funds Invmt Co of Amer A 5.44M (2.15%) 0.00
Increased by 0.00%
Dec 31, 25
8 Capital Group Investment Co of Amer Comp 5.44M (2.15%) 0.00
Increased by 0.00%
Dec 31, 25
9 Invesco QQQ Trust 5.40M (2.13%) 0.00
Increased by 0.00%
Feb 28, 26
10 American Funds American Balanced A 4.62M (1.82%) 129.23K
Increased by +2.80%
Dec 31, 25
11 American Funds AMCAP A 3.70M (1.46%) 0.00
Increased by 0.00%
Dec 31, 25
12 Capital Group AMCAP Composite 3.70M (1.46%) 0.00
Increased by 0.00%
Dec 31, 25
13 Fidelity® Contrafund® 3.57M (1.41%) 0.00
Increased by 0.00%
Nov 30, 23
14 American Funds New Perspective A 3.37M (1.33%) -957.85K
Decreased by -28.46%
Dec 31, 25
15 Capital Group New Perspective Comp 3.37M (1.33%) -957.85K
Decreased by -28.46%
Dec 31, 25
16 iShares Core S&P 500 ETF 3.23M (1.28%) 0.00
Increased by 0.00%
Feb 28, 26
17 Fidelity 500 Index 3.22M (1.27%) 14.94K
Increased by +0.46%
Jan 31, 26
18 SPDR® S&P 500 ETF 3.19M (1.26%) -58.11K
Decreased by -1.82%
Mar 31, 25
19 SPDR® S&P 500® ETF Trust 3.11M (1.23%) -16.31K
Decreased by -0.52%
Mar 31, 25
20 SPDR® S&P 500® ETF 3.10M (1.23%) 38.20K
Increased by +1.23%
Aug 31, 25