Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BBH 16.93%
2 IBB 8.59%
3 IBBQ 8.53%
4 ZBIO 8.15%
5 BIS 8.14%
6 BIB 6.32%
7 MEDX 5.92%
8 THNR 5.65%
9 NDJI 5.45%
10 DIVO 5.18%
11 PBE 5.09%
12 PJP 4.98%
13 PKW 4.87%
14 SCHD 4.34%
15 OZEM 4.18%
16 DJIA 4.07%
17 DYLG 4.04%
18 DIA 4.01%
19 UTRN 4.01%
20 DJD 3.99%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 52.38M (9.78%) 508.91K
Increased by +0.97%
Sep 30, 24
2 BlackRock Inc 46.04M (8.59%) -1.93M
Decreased by -4.19%
Jun 30, 24
3 State Street Corp 29.32M (5.47%) 345.54K
Increased by +1.18%
Sep 30, 24
4 State Street Corporation 29.13M (5.44%) -331.66K
Decreased by -1.14%
Mar 31, 24
5 Morgan Stanley - Brokerage Accounts 14.69M (2.74%) -14.03M
Decreased by -95.48%
Sep 30, 24
6 PRIMECAP Management Company 14.26M (2.66%) -191.19K
Decreased by -1.34%
Sep 30, 24
7 Geode Capital Management, LLC 12.12M (2.26%) 103.85K
Increased by +0.86%
Sep 30, 24
8 Charles Schwab Investment Management Inc 10.53M (1.97%) 251.88K
Increased by +2.39%
Sep 30, 24
9 Capital Research & Mgmt Co - Division 3 8.72M (1.63%) 337.60K
Increased by +3.87%
Sep 30, 24
10 Wells Fargo & Co 7.49M (1.40%) -187.41K
Decreased by -2.50%
Sep 30, 24
11 Bank of America Corp 6.04M (1.13%) 2.71M
Increased by +44.88%
Jun 30, 24
12 NORGES BANK 5.81M (1.08%) 402.05K
Increased by +6.92%
Jun 30, 24
13 Northern Trust Corp 5.56M (1.04%) -297.01K
Decreased by -5.35%
Sep 30, 24
14 Bank of New York Mellon Corp 5.18M (0.97%) -182.84K
Decreased by -3.53%
Sep 30, 24
15 HHG PLC 5.14M (0.96%) 538.54K
Increased by +10.47%
Sep 30, 24
16 Goldman Sachs Group Inc 5.01M (0.93%) -176.49K
Decreased by -3.53%
Sep 30, 24
17 Royal Bank of Canada 4.80M (0.90%) -223.40K
Decreased by -4.65%
Sep 30, 24
18 Legal & General Group PLC 4.79M (0.89%) -51.57K
Decreased by -1.08%
Sep 30, 24
19 T. Rowe Price Associates, Inc. 4.55M (0.85%) 24.79K
Increased by +0.55%
Sep 30, 24
20 UBS Asset Mgmt Americas Inc 4.44M (0.83%) 264.40K
Increased by +5.95%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 16.85M (3.15%) -39.59K
Decreased by -0.23%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 14.56M (2.72%) 109.43K
Increased by +0.75%
Dec 31, 24
3 Invesco QQQ Trust 10.95M (2.04%) -48.89K
Decreased by -0.45%
Jan 30, 25
4 Schwab US Dividend Equity ETF™ 10.00M (1.87%) 7.21K
Increased by +0.07%
Jan 30, 25
5 Vanguard PRIMECAP Inv 8.33M (1.55%) -659.65K
Decreased by -7.92%
Dec 31, 24
6 Fidelity 500 Index 6.67M (1.25%) 33.02K
Increased by +0.49%
Dec 31, 24
7 SPDR® S&P 500® ETF Trust 6.62M (1.24%) -316.00
Decreased by -0.00%
Jan 30, 25
8 SPDR® S&P 500 ETF Trust 6.33M (1.18%) 14.31K
Increased by +0.23%
Apr 30, 24
9 iShares Core S&P 500 ETF 6.28M (1.17%) -10.78K
Decreased by -0.17%
Jan 29, 25
10 Fidelity® 500 Index 6.23M (1.16%) 39.67K
Increased by +0.64%
Nov 30, 23
11 American Funds Washington Mutual A 5.28M (0.99%) 2.93M
Increased by +55.53%
Dec 31, 24
12 Capital Group Wash Mutual Invtrs Comp 5.28M (0.99%) 2.93M
Increased by +55.53%
Dec 31, 24
13 SPDR® Dow Jones Industrial Avrg ETF Tr 5.22M (0.97%) -18.43K
Decreased by -0.35%
Jan 30, 25
14 Vanguard Value Index Inv 4.58M (0.85%) -15.24K
Decreased by -0.33%
Dec 31, 24
15 The Health Care Select Sector SPDR® ETF 3.92M (0.73%) 17.69K
Increased by +0.45%
Jan 30, 25
16 Health Care Select Sector SPDR® ETF 3.90M (0.73%) -5.06K
Decreased by -0.13%
Apr 30, 24
17 American Funds Capital Income Bldr A 3.67M (0.69%) 0.00
Increased by 0.00%
Dec 31, 24
18 American Funds American Balanced A 3.40M (0.63%) 3.10M
Increased by +91.34%
Dec 31, 24
19 Vanguard Institutional Index I 3.39M (0.63%) -9.01K
Decreased by -0.27%
Dec 31, 24
20 Vanguard Dividend Appreciation ETF 2.97M (0.55%) 43.09K
Increased by +1.45%
Dec 31, 24