Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IBB 1000.00%
2 ITOT 1000.00%
3 IMCG 1000.00%
4 IMCB 1000.00%
5 ILCG 1000.00%
6 ILCB 1000.00%
7 JKG 1000.00%
8 JKE 1000.00%
9 JKD 1000.00%
10 IYY 1000.00%
11 IYH 1000.00%
12 IWV 1000.00%
13 IWS 1000.00%
14 IWR 1000.00%
15 IWD 1000.00%
16 IWB 1000.00%
17 IUSV 1000.00%
18 PBE 6.01%
19 ZBIO 5.68%
20 BIS 5.67%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 17.97M (11.34%) 2.34M
Increased by +13.01%
Sep 30, 23
2 BlackRock Inc 13.33M (8.41%) -137.96K
Decreased by -1.04%
Sep 30, 23
3 Baillie Gifford & Co Limited. 10.47M (6.61%) -3.50M
Decreased by -33.46%
Sep 30, 23
4 Edgewood Management LLC 6.58M (4.15%) 1.00M
Increased by +15.26%
Sep 30, 23
5 State Street Corporation 6.52M (4.11%) -198.30K
Decreased by -3.04%
Sep 30, 23
6 Polen Capital 5.13M (3.24%) 29.15K
Increased by +0.57%
Sep 30, 23
7 Wellington Management Company LLP 4.97M (3.13%) -310.41K
Decreased by -6.25%
Sep 30, 23
8 HHG PLC 4.75M (3.00%) -35.87K
Decreased by -0.76%
Sep 30, 23
9 Loomis, Sayles & Company LP 4.01M (2.53%) 208.27K
Increased by +5.20%
Sep 30, 23
10 Bank of New York Mellon Corp 3.65M (2.30%) 225.07K
Increased by +6.17%
Sep 30, 23
11 Morgan Stanley - Brokerage Accounts 3.55M (2.24%) -3.99M
Decreased by -112.24%
Sep 30, 23
12 Geode Capital Management, LLC 3.54M (2.24%) 69.36K
Increased by +1.96%
Sep 30, 23
13 AllianceBernstein L.P. 3.06M (1.93%) -71.16K
Decreased by -2.33%
Sep 30, 23
14 Amvescap Plc. 2.21M (1.39%) 159.75K
Increased by +7.23%
Sep 30, 23
15 GuardCap Asset Management Limited 2.08M (1.32%) 669.17K
Increased by +32.10%
Sep 30, 23
16 Bank of America Corp 1.84M (1.16%) -93.07K
Decreased by -5.05%
Sep 30, 23
17 Barclays PLC 1.77M (1.12%) 964.71K
Increased by +54.55%
Sep 30, 23
18 Goldman Sachs Group Inc 1.69M (1.07%) 871.88K
Increased by +51.45%
Sep 30, 23
19 Northern Trust Corp 1.69M (1.07%) -18.96K
Decreased by -1.12%
Sep 30, 23
20 Select Equity Group LP 1.67M (1.05%) 176.50K
Increased by +10.57%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.97M (3.14%) 6.26K
Increased by +0.13%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 3.86M (2.43%) 35.01K
Increased by +0.91%
Nov 30, 23
3 Vanguard Mid Cap Index Institutional 3.60M (2.27%) 2.08K
Increased by +0.06%
Nov 30, 23
4 Edgewood Growth Instl 3.36M (2.12%) 444.65K
Increased by +13.23%
Sep 30, 23
5 Vanguard International Growth Inv 3.22M (2.03%) 0.00
Increased by 0.00%
Sep 30, 23
6 Invesco QQQ Trust 2.90M (1.83%) 6.45K
Increased by +0.22%
Dec 29, 23
7 SPDR® S&P 500 ETF Trust 1.95M (1.23%) -13.72K
Decreased by -0.71%
Dec 31, 23
8 Janus Concentrated Growth CF 1.94M (1.22%) 139.83K
Increased by +7.21%
Sep 30, 23
9 Janus Henderson Forty S 1.94M (1.22%) 139.83K
Increased by +7.21%
Sep 30, 23
10 Fidelity® 500 Index 1.84M (1.16%) 11.74K
Increased by +0.64%
Nov 30, 23
11 Vanguard Health Care Inv 1.74M (1.10%) 0.00
Increased by 0.00%
Sep 30, 23
12 iShares Core S&P 500 ETF 1.58M (1.00%) 940.00
Increased by +0.06%
Dec 29, 23
13 Vanguard Growth Index Investor 1.39M (0.88%) 7.27K
Increased by +0.52%
Nov 30, 23
14 Health Care Select Sector SPDR® ETF 1.18M (0.75%) -856.00
Decreased by -0.07%
Dec 31, 23
15 iShares Biotechnology ETF 1.18M (0.74%) -1.07K
Decreased by -0.09%
Dec 29, 23
16 Loomis Sayles Growth Y 1.16M (0.73%) 0.00
Increased by 0.00%
Nov 30, 23
17 Vanguard Mid-Cap Growth ETF 1.10M (0.70%) 3.46K
Increased by +0.31%
Nov 30, 23
18 Vanguard Institutional Index I 1.06M (0.67%) -399.00
Decreased by -0.04%
Nov 30, 23
19 Polen Growth Institutional 970.19K (0.61%) -16.30K
Decreased by -1.68%
Sep 30, 23
20 Janus Henderson Enterprise D 899.12K (0.57%) -3.05K
Decreased by -0.34%
Sep 30, 23