Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BBH 16.09%
2 ZBIO 8.15%
3 IBB 8.14%
4 BIS 8.14%
5 IBBQ 8.08%
6 MEDX 6.00%
7 BIB 5.96%
8 NDJI 5.45%
9 DJD 4.89%
10 PKW 4.87%
11 PJP 4.72%
12 PBE 4.72%
13 THNR 4.40%
14 DJIA 4.18%
15 DYLG 4.11%
16 UTRN 4.01%
17 DIA 3.98%
18 VSL 3.95%
19 SCHD 3.64%
20 FTXH 3.61%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 52.72M (9.83%) 339.52K
Increased by +0.64%
Dec 31, 24
2 BlackRock Inc 45.65M (8.51%) -599.82K
Decreased by -1.31%
Dec 31, 24
3 State Street Corp 29.43M (5.49%) 117.40K
Increased by +0.40%
Dec 31, 24
4 State Street Corporation 29.13M (5.43%) -331.66K
Decreased by -1.14%
Mar 31, 24
5 Morgan Stanley - Brokerage Accounts 14.56M (2.71%) -134.60K
Decreased by -0.92%
Dec 31, 24
6 Charles Schwab Investment Management Inc 13.21M (2.46%) 2.67M
Increased by +20.24%
Dec 31, 24
7 PRIMECAP Management Company 13.00M (2.42%) -1.25M
Decreased by -9.64%
Dec 31, 24
8 Geode Capital Management, LLC 12.48M (2.33%) 352.14K
Increased by +2.82%
Dec 31, 24
9 Capital Research & Mgmt Co - Division 3 12.21M (2.28%) 3.50M
Increased by +28.62%
Dec 31, 24
10 Wells Fargo & Co 7.13M (1.33%) -355.57K
Decreased by -4.98%
Dec 31, 24
11 Capital World Investors 6.50M (1.21%) 6.03M
Increased by +92.82%
Dec 31, 24
12 Northern Trust Corp 6.43M (1.20%) 875.25K
Increased by +13.61%
Dec 31, 24
13 Bank of America Corp 6.04M (1.13%) 2.71M
Increased by +44.88%
Jun 30, 24
14 NORGES BANK 5.92M (1.10%) 108.55K
Increased by +1.83%
Dec 31, 24
15 HHG PLC 5.14M (0.96%) 538.54K
Increased by +10.47%
Sep 30, 24
16 UBS Asset Mgmt Americas Inc 5.13M (0.96%) 685.78K
Increased by +13.37%
Dec 31, 24
17 Royal Bank of Canada 5.08M (0.95%) 281.78K
Increased by +5.55%
Dec 31, 24
18 Capital Research Global Investors 4.89M (0.91%) 839.69K
Increased by +17.17%
Dec 31, 24
19 Legal & General Group PLC 4.79M (0.89%) -51.57K
Decreased by -1.08%
Sep 30, 24
20 Bank of New York Mellon Corp 4.58M (0.85%) -599.61K
Decreased by -13.09%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 17.03M (3.18%) 56.62K
Increased by +0.33%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 16.98M (3.17%) 25.31K
Increased by +0.15%
Mar 31, 25
3 Vanguard Institutional 500 Index Trust 14.93M (2.78%) 21.96K
Increased by +0.15%
Mar 31, 25
4 Invesco QQQ Trust 10.97M (2.04%) -11.35K
Decreased by -0.10%
Apr 30, 25
5 Schwab US Dividend Equity ETF™ 9.05M (1.69%) 1.57K
Increased by +0.02%
Apr 30, 25
6 American Funds Washington Mutual A 8.19M (1.53%) 2.91M
Increased by +35.56%
Mar 31, 25
7 Capital Group Wash Mutual Invtrs Comp 8.19M (1.53%) 2.91M
Increased by +35.56%
Mar 31, 25
8 Vanguard PRIMECAP Inv 7.97M (1.49%) -362.42K
Decreased by -4.55%
Mar 31, 25
9 Fidelity 500 Index 6.74M (1.26%) 7.52K
Increased by +0.11%
Mar 31, 25
10 SPDR® S&P 500 ETF 6.68M (1.25%) -97.96K
Decreased by -1.47%
Mar 31, 25
11 SPDR® S&P 500® ETF 6.52M (1.22%) 5.37K
Increased by +0.08%
Apr 30, 25
12 SPDR® S&P 500® ETF Trust 6.51M (1.21%) -34.13K
Decreased by -0.52%
Mar 31, 25
13 iShares Core S&P 500 ETF 6.36M (1.19%) -6.64K
Decreased by -0.10%
Apr 30, 25
14 SPDR® S&P 500 ETF Trust 6.33M (1.18%) 14.31K
Increased by +0.23%
Apr 30, 24
15 Fidelity® 500 Index 6.23M (1.16%) 39.67K
Increased by +0.64%
Nov 30, 23
16 SPDR® Dow Jones Industrial Avrg ETF Tr 5.52M (1.03%) -3.07K
Decreased by -0.06%
Apr 30, 25
17 Vanguard Value Index Inv 4.71M (0.88%) 70.04K
Increased by +1.49%
Mar 31, 25
18 American Funds American Balanced A 4.21M (0.79%) 812.06K
Increased by +19.28%
Mar 31, 25
19 American Funds Income Fund of Amer A 3.93M (0.73%) 2.94M
Increased by +74.78%
Mar 31, 25
20 Health Care Select Sector SPDR® ETF 3.90M (0.73%) -5.06K
Decreased by -0.13%
Apr 30, 24