Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JKJ 1000.00%
2 ITOT 1000.00%
3 ISCV 1000.00%
4 ISCB 1000.00%
5 IWM 1000.00%
6 IHF 1000.00%
7 IYY 1000.00%
8 IWO 1000.00%
9 IWV 1000.00%
10 XHS 1.32%
11 FPA 0.79%
12 AIEQ 0.70%
13 HAPY 0.70%
14 IPO 0.65%
15 FXH 0.45%
16 JPIN 0.39%
17 FYC 0.37%
18 VIDI 0.36%
19 BTAL 0.30%
20 FLAU 0.29%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Clayton Dubilier & Rice LLC 100.00M (33.28%) 0.00
Increased by 0.00%
Sep 30, 23
2 FMR Inc 60.78M (20.23%) 639.00
Increased by +0.00%
Sep 30, 23
3 Capital World Investors 51.41M (17.11%) 57.68K
Increased by +0.11%
Sep 30, 23
4 Morgan Stanley - Brokerage Accounts 44.82M (14.92%) 3.67M
Increased by +8.20%
Sep 30, 23
5 Wellington Management Company LLP 41.32M (13.75%) 3.16M
Increased by +7.65%
Sep 30, 23
6 Vanguard Group Inc 28.36M (9.44%) 111.49K
Increased by +0.39%
Sep 30, 23
7 Capital Research Global Investors 19.60M (6.52%) 4.39M
Increased by +22.41%
Sep 30, 23
8 T. Rowe Price Investment Management,Inc. 14.67M (4.88%) 78.81K
Increased by +0.54%
Sep 30, 23
9 BlackRock Inc 13.45M (4.48%) 530.06K
Increased by +3.94%
Sep 30, 23
10 Capital Research & Mgmt Co - Division 3 9.41M (3.13%) 5.73K
Increased by +0.06%
Sep 30, 23
11 Rock Springs Capital Management LP 8.29M (2.76%) 10.00K
Increased by +0.12%
Sep 30, 23
12 T. Rowe Price Associates, Inc. 6.94M (2.31%) 3.05M
Increased by +43.96%
Sep 30, 23
13 Artisan Partners Limited Partnership 6.80M (2.26%) -39.21K
Decreased by -0.58%
Sep 30, 23
14 Durable Capital Partners LP 5.81M (1.93%) -222.12K
Decreased by -3.82%
Sep 30, 23
15 State Street Corporation 4.66M (1.55%) 396.80K
Increased by +8.51%
Sep 30, 23
16 Geode Capital Management, LLC 4.30M (1.43%) 288.81K
Increased by +6.72%
Sep 30, 23
17 Brown Advisory Holdings Inc 3.97M (1.32%) 70.33K
Increased by +1.77%
Sep 30, 23
18 Charles Schwab Investment Management Inc 1.80M (0.60%) 70.44K
Increased by +3.92%
Sep 30, 23
19 Bank of America Corp 1.55M (0.52%) -205.24K
Decreased by -13.23%
Sep 30, 23
20 TD Asset Management Inc 1.52M (0.51%) 362.56K
Increased by +23.85%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds New Economy A 19.87M (6.61%) 101.46K
Increased by +0.51%
Sep 30, 23
2 Capital Group New Economy Comp 19.87M (6.61%) 101.46K
Increased by +0.51%
Sep 30, 23
3 Vanguard Health Care Inv 19.04M (6.34%) 0.00
Increased by 0.00%
Sep 30, 23
4 Capital Group AMCAP Composite 17.05M (5.67%) 3.70M
Increased by +21.71%
Sep 30, 23
5 VA CollegeAmerica Amcap 529A 17.05M (5.67%) 3.70M
Increased by +21.71%
Sep 30, 23
6 American Funds SMALLCAP World A 13.11M (4.36%) 0.00
Increased by 0.00%
Sep 30, 23
7 American Funds Fundamental Invs A 13.02M (4.33%) -8.02K
Decreased by -0.06%
Sep 30, 23
8 Capital Group Fundamental Invtrs Comp 13.02M (4.33%) -8.02K
Decreased by -0.06%
Sep 30, 23
9 Fidelity Select Health Care 11.52M (3.83%) 335.30K
Increased by +2.91%
Nov 30, 23
10 Select Health Care 11.18M (3.72%) 271.57K
Increased by +2.43%
Oct 31, 23
11 Morgan Stanley Growth 10.21M (3.40%) -80.13K
Decreased by -0.79%
Sep 30, 23
12 Morgan Stanley Growth SMA 10.21M (3.40%) 1.83M
Increased by +17.97%
Sep 30, 23
13 Morgan Stanley Inst Growth I 10.21M (3.40%) -80.13K
Decreased by -0.79%
Sep 30, 23
14 Vanguard Total Stock Mkt Idx Inv 9.54M (3.18%) 12.98K
Increased by +0.14%
Nov 30, 23
15 Vanguard Small Cap Index 7.88M (2.62%) 34.69K
Increased by +0.44%
Nov 30, 23
16 Fidelity Advisor® Health Care I 7.51M (2.50%) 134.72K
Increased by +1.79%
Nov 30, 23
17 Fidelity Advisor® Growth Opps M 7.25M (2.41%) 253.60K
Increased by +3.50%
Nov 30, 23
18 T. Rowe Price Mid-Cap Growth 7.17M (2.39%) -31.60K
Decreased by -0.44%
Sep 30, 23
19 T. Rowe Price US Mid-Cap Growth Equity 7.17M (2.39%) -31.60K
Decreased by -0.44%
Sep 30, 23
20 MS INVF US Growth I 6.06M (2.02%) 0.00
Increased by 0.00%
Sep 30, 23