Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BBH 14.64%
2 TBXU 8.39%
3 ZBIO 8.15%
4 BIS 8.14%
5 IBB 7.95%
6 IBBQ 7.56%
7 THNR 6.21%
8 NDJI 5.45%
9 DOGG 5.44%
10 MFVL 5.29%
11 PJP 5.23%
12 PBE 5.11%
13 PKW 4.87%
14 BIB 4.84%
15 PBPH 4.33%
16 DJD 4.29%
17 DIA 4.28%
18 DJIA 4.20%
19 DYLG 4.18%
20 EGGS 4.13%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 54.84M (10.19%) 961.98K
Increased by +1.75%
Dec 31, 25
2 BlackRock Inc 47.10M (8.75%) -295.67K
Decreased by -0.63%
Mar 31, 26
3 Vanguard Capital Management, LLC 35.01M (6.51%) 35.01M
Increased by +100.00%
Mar 31, 26
4 State Street Corp 30.55M (5.68%) -42.91K
Decreased by -0.14%
Mar 31, 26
5 Capital World Investors 29.29M (5.44%) 6.19M
Increased by +21.14%
Mar 31, 26
6 State Street Corporation 29.13M (5.41%) -331.66K
Decreased by -1.14%
Mar 31, 24
7 Morgan Stanley - Brokerage Accounts 15.84M (2.94%) 91.53K
Increased by +0.58%
Mar 31, 26
8 Geode Capital Management, LLC 15.43M (2.87%) 1.13M
Increased by +7.31%
Mar 31, 26
9 Vanguard Portfolio Management, LLC 14.62M (2.72%) 14.62M
Increased by +100.00%
Mar 31, 26
10 Charles Schwab Investment Management Inc 12.77M (2.37%) 962.34K
Increased by +7.53%
Mar 31, 26
11 PRIMECAP Management Company 8.87M (1.65%) -30.85K
Decreased by -0.35%
Mar 31, 26
12 JPMorgan Chase & Co 7.28M (1.35%) 4.98M
Increased by +68.48%
Mar 31, 26
13 Capital Research & Mgmt Co - Division 3 7.12M (1.32%) -11.06M
Decreased by -155.34%
Mar 31, 26
14 Wells Fargo & Co 7.09M (1.32%) -22.68K
Decreased by -0.32%
Mar 31, 26
15 Capital Research Global Investors 6.96M (1.29%) 2.31M
Increased by +33.17%
Mar 31, 26
16 Laurel Wealth Advisors, LLC 6.70M (1.24%) 6.68M
Increased by +99.64%
Jun 30, 25
17 NORGES BANK 6.61M (1.23%) 653.28K
Increased by +9.88%
Dec 31, 25
18 Northern Trust Corp 6.22M (1.16%) 36.18K
Increased by +0.58%
Mar 31, 26
19 HHG PLC 5.14M (0.96%) 538.54K
Increased by +10.47%
Sep 30, 24
20 Bank of America Corp 5.12M (0.95%) -416.33K
Decreased by -8.13%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 17.18M (3.19%) 50.98K
Increased by +0.30%
Apr 30, 26
2 Vanguard US Total Market Shares ETF 17.03M (3.16%) 56.62K
Increased by +0.33%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 15.28M (2.84%) 107.03K
Increased by +0.70%
May 31, 25
4 Vanguard 500 Index Investor 13.96M (2.59%) 250.60K
Increased by +1.79%
Apr 30, 26
5 Invesco QQQ Trust 11.68M (2.17%) 55.00K
Increased by +0.47%
May 29, 26
6 Schwab US Dividend Equity ETF™ 9.79M (1.82%) 19.04K
Increased by +0.19%
May 30, 26
7 American Funds Washington Mutual A 8.63M (1.60%) -1.77M
Decreased by -20.56%
Mar 31, 26
8 Capital Group Wash Mutual Invtrs Comp 8.63M (1.60%) -1.77M
Decreased by -20.56%
Mar 31, 26
9 American Funds Income Fund of Amer A 7.61M (1.41%) 3.11M
Increased by +40.83%
Mar 31, 26
10 iShares Core S&P 500 ETF 7.09M (1.32%) 21.67K
Increased by +0.31%
May 29, 26
11 American Funds American Balanced A 6.94M (1.29%) 1.00M
Increased by +14.46%
Mar 31, 26
12 Fidelity 500 Index 6.90M (1.28%) 23.74K
Increased by +0.34%
Apr 30, 26
13 SPDR® S&P 500 ETF 6.68M (1.24%) -97.96K
Decreased by -1.47%
Mar 31, 25
14 SPDR® S&P 500® ETF Trust 6.51M (1.21%) -34.13K
Decreased by -0.52%
Mar 31, 25
15 SPDR® S&P 500® ETF 6.50M (1.21%) 79.95K
Increased by +1.23%
Aug 31, 25
16 State Street® SPDR® S&P 500® ETF 6.49M (1.21%) 6.89K
Increased by +0.11%
May 31, 26
17 SPDR® S&P 500 ETF Trust 6.33M (1.18%) 14.31K
Increased by +0.23%
Apr 30, 24
18 Fidelity® 500 Index 6.23M (1.16%) 39.67K
Increased by +0.64%
Nov 30, 23
19 State Street® Dow Jones Indstr AvrgETFTr 5.56M (1.03%) 18.46K
Increased by +0.33%
Feb 27, 26
20 Vanguard PRIMECAP Inv 5.52M (1.03%) -12.68K
Decreased by -0.23%
Mar 31, 26