Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BBH 12.75%
2 ZBIO 8.15%
3 BIS 8.14%
4 IBBQ 7.53%
5 IBB 7.47%
6 THNR 6.73%
7 DJD 6.34%
8 NDJI 5.45%
9 PJP 4.96%
10 BIB 4.88%
11 PKW 4.87%
12 PBE 4.85%
13 MBCC 4.35%
14 SCHD 4.29%
15 DOGG 4.15%
16 DYLG 4.02%
17 UTRN 4.01%
18 DIA 3.97%
19 DJIA 3.96%
20 VSL 3.95%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 53.71M (10.00%) 841.12K
Increased by +1.57%
Jun 30, 25
2 BlackRock Inc 46.60M (8.68%) 1.16M
Increased by +2.49%
Jun 30, 25
3 State Street Corp 29.36M (5.47%) 177.03K
Increased by +0.60%
Jun 30, 25
4 State Street Corporation 29.13M (5.43%) -331.66K
Decreased by -1.14%
Mar 31, 24
5 Capital Research & Mgmt Co - Division 3 18.91M (3.52%) 3.78M
Increased by +19.97%
Jun 30, 25
6 Capital World Investors 16.86M (3.14%) 157.99K
Increased by +0.94%
Jun 30, 25
7 Morgan Stanley - Brokerage Accounts 16.18M (3.01%) -49.34K
Decreased by -0.30%
Jun 30, 25
8 Geode Capital Management, LLC 13.02M (2.42%) 291.27K
Increased by +2.24%
Jun 30, 25
9 Charles Schwab Investment Management Inc 12.89M (2.40%) 687.74K
Increased by +5.33%
Jun 30, 25
10 PRIMECAP Management Company 10.63M (1.98%) -1.76M
Decreased by -16.52%
Jun 30, 25
11 Wells Fargo & Co 7.31M (1.36%) 59.48K
Increased by +0.81%
Jun 30, 25
12 Laurel Wealth Advisors, LLC 6.70M (1.25%) 6.68M
Increased by +99.64%
Jun 30, 25
13 Northern Trust Corp 6.14M (1.14%) -64.30K
Decreased by -1.05%
Jun 30, 25
14 NORGES BANK 5.96M (1.11%) 42.52K
Increased by +0.71%
Jun 30, 25
15 Bank of America Corp 5.57M (1.04%) 422.36K
Increased by +7.58%
Jun 30, 25
16 UBS Asset Mgmt Americas Inc 5.28M (0.98%) 630.10K
Increased by +11.93%
Jun 30, 25
17 HHG PLC 5.14M (0.96%) 538.54K
Increased by +10.47%
Sep 30, 24
18 Legal & General Group PLC 4.79M (0.89%) -51.57K
Decreased by -1.08%
Sep 30, 24
19 Capital Research Global Investors 4.61M (0.86%) 90.19K
Increased by +1.96%
Jun 30, 25
20 UBS Group AG 4.58M (0.85%) 91.27K
Increased by +1.99%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 17.03M (3.17%) 56.62K
Increased by +0.33%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 16.90M (3.15%) -389.64K
Decreased by -2.31%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 15.28M (2.85%) 107.03K
Increased by +0.70%
May 31, 25
4 Vanguard 500 Index Investor 13.31M (2.48%) -1.95M
Decreased by -14.65%
Jul 31, 25
5 Invesco QQQ Trust 11.08M (2.06%) 76.90K
Increased by +0.69%
Aug 29, 25
6 Schwab US Dividend Equity ETF™ 9.48M (1.77%) 2.00K
Increased by +0.02%
Aug 30, 25
7 American Funds Washington Mutual A 8.93M (1.66%) 736.49K
Increased by +8.25%
Jun 30, 25
8 Capital Group Wash Mutual Invtrs Comp 8.93M (1.66%) 736.49K
Increased by +8.25%
Jun 30, 25
9 Fidelity 500 Index 6.82M (1.27%) 2.93K
Increased by +0.04%
Jul 31, 25
10 Vanguard PRIMECAP Inv 6.72M (1.25%) -1.24M
Decreased by -18.45%
Jun 30, 25
11 SPDR® S&P 500 ETF 6.68M (1.24%) -97.96K
Decreased by -1.47%
Mar 31, 25
12 SPDR® S&P 500® ETF Trust 6.51M (1.21%) -34.13K
Decreased by -0.52%
Mar 31, 25
13 SPDR® S&P 500® ETF 6.50M (1.21%) 79.95K
Increased by +1.23%
Aug 31, 25
14 iShares Core S&P 500 ETF 6.47M (1.20%) 0.00
Increased by 0.00%
Aug 31, 25
15 SPDR® S&P 500 ETF Trust 6.33M (1.18%) 14.31K
Increased by +0.23%
Apr 30, 24
16 Fidelity® 500 Index 6.23M (1.16%) 39.67K
Increased by +0.64%
Nov 30, 23
17 SPDR® Dow Jones Industrial Avrg ETF Tr 5.33M (0.99%) -9.22K
Decreased by -0.17%
Aug 31, 25
18 American Funds American Mutual A 5.27M (0.98%) 1.60M
Increased by +30.34%
Jun 30, 25
19 Capital Group American Mutual Comp 5.27M (0.98%) 1.60M
Increased by +30.34%
Jun 30, 25
20 Vanguard Value Index Inv 4.77M (0.89%) -5.52K
Decreased by -0.12%
Jul 31, 25