Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BBH 16.23%
2 IBBQ 8.71%
3 IBB 8.57%
4 ZBIO 8.15%
5 BIS 8.14%
6 TBXU 7.96%
7 PJP 5.53%
8 ROPE 5.53%
9 NDJI 5.45%
10 THNR 5.40%
11 PBE 5.38%
12 DJD 5.36%
13 DOGG 5.35%
14 MFVL 5.29%
15 DIVO 5.14%
16 PKW 4.87%
17 PBPH 4.85%
18 EGGS 4.70%
19 BIB 4.65%
20 SCHD 4.61%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 54.84M (10.40%) 961.98K
Increased by +1.75%
Dec 30, 25
2 BlackRock Inc 47.10M (8.93%) -295.67K
Decreased by -0.63%
Mar 30, 26
3 Vanguard Capital Management, LLC 35.01M (6.64%) 35.01M
Increased by +100.00%
Mar 30, 26
4 State Street Corp 30.55M (5.79%) -42.91K
Decreased by -0.14%
Mar 30, 26
5 Capital World Investors 29.29M (5.55%) 6.19M
Increased by +21.14%
Mar 30, 26
6 State Street Corporation 29.13M (5.52%) -331.66K
Decreased by -1.14%
Mar 30, 24
7 Amvescap Plc. 15.89M (3.01%) -1.00M
Decreased by -6.30%
Mar 30, 26
8 Morgan Stanley - Brokerage Accounts 15.84M (3.00%) 91.53K
Increased by +0.58%
Mar 30, 26
9 Geode Capital Management, LLC 15.43M (2.93%) 1.13M
Increased by +7.31%
Mar 30, 26
10 Vanguard Portfolio Management, LLC 14.62M (2.77%) 14.62M
Increased by +100.00%
Mar 30, 26
11 Charles Schwab Investment Management Inc 12.77M (2.42%) 962.34K
Increased by +7.53%
Mar 30, 26
12 PRIMECAP Management Company 8.87M (1.68%) -30.85K
Decreased by -0.35%
Mar 30, 26
13 JPMorgan Chase & Co 7.28M (1.38%) 4.98M
Increased by +68.48%
Mar 30, 26
14 Capital Research & Mgmt Co - Division 3 7.12M (1.35%) -11.06M
Decreased by -155.34%
Mar 30, 26
15 Wells Fargo & Co 7.09M (1.34%) -22.68K
Decreased by -0.32%
Mar 30, 26
16 Capital Research Global Investors 6.96M (1.32%) 2.31M
Increased by +33.17%
Mar 30, 26
17 Laurel Wealth Advisors, LLC 6.70M (1.27%) 6.68M
Increased by +99.64%
Jun 29, 25
18 NORGES BANK 6.61M (1.25%) 653.28K
Increased by +9.88%
Dec 30, 25
19 Northern Trust Corp 6.22M (1.18%) 36.18K
Increased by +0.58%
Mar 30, 26
20 HHG PLC 5.14M (0.98%) 538.54K
Increased by +10.47%
Sep 29, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Morn Total Stk Mkt Idx Investor 17.14M (3.25%) -20.51K
Decreased by -0.12%
Jun 29, 26
2 Vanguard Total Stock Mkt Idx Inv 17.14M (3.25%) -20.51K
Decreased by -0.12%
Jun 29, 26
3 Vanguard US Total Market Shares ETF 17.03M (3.23%) 56.62K
Increased by +0.33%
Sep 29, 24
4 Vanguard Institutional 500 Index Trust 15.28M (2.90%) 107.03K
Increased by +0.70%
May 30, 25
5 Vanguard 500 Index Investor 14.02M (2.66%) -77.16K
Decreased by -0.55%
Jun 29, 26
6 Schwab US Dividend Equity ETF™ 11.75M (2.23%) 14.93K
Increased by +0.13%
Jul 28, 26
7 Invesco QQQ Trust 11.37M (2.16%) -1.70K
Decreased by -0.01%
Jul 28, 26
8 American Funds Income Fd of Amer A 7.76M (1.47%) 150.00K
Increased by +1.93%
Jun 29, 26
9 American Funds Income Fund of Amer A 7.61M (1.44%) 3.11M
Increased by +40.83%
Mar 30, 26
10 iShares Core S&P 500 ETF 7.30M (1.38%) -16.96K
Decreased by -0.23%
Jul 27, 26
11 American Funds American Balanced A 7.09M (1.34%) 147.71K
Increased by +2.08%
Jun 29, 26
12 Fidelity 500 Index 6.92M (1.31%) 32.58K
Increased by +0.47%
Jun 29, 26
13 SPDR® S&P 500 ETF 6.68M (1.27%) -97.96K
Decreased by -1.47%
Mar 30, 25
14 State Street® SPDR® S&P 500® ETF 6.66M (1.26%) 19.09K
Increased by +0.29%
Jul 27, 26
15 SPDR® S&P 500® ETF Trust 6.51M (1.23%) -34.13K
Decreased by -0.52%
Mar 30, 25
16 SPDR® S&P 500® ETF 6.50M (1.23%) 79.95K
Increased by +1.23%
Aug 30, 25
17 SPDR® S&P 500 ETF Trust 6.33M (1.20%) 14.31K
Increased by +0.23%
Apr 29, 24
18 American Funds Washington Mutual A 6.27M (1.19%) -2.36M
Decreased by -37.54%
Jun 29, 26
19 Capital Group Wash Mutual Invtrs Comp 6.27M (1.19%) -2.36M
Decreased by -37.54%
Jun 29, 26
20 Fidelity® 500 Index 6.23M (1.18%) 39.67K
Increased by +0.64%
Nov 29, 23