Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BBH 15.67%
2 ZBIO 8.15%
3 BIS 8.14%
4 IBBQ 7.37%
5 IBB 7.35%
6 THNR 6.50%
7 BIB 5.89%
8 MEDX 5.85%
9 NDJI 5.45%
10 DOGG 5.21%
11 PKW 4.87%
12 PJP 4.85%
13 PBE 4.79%
14 DJD 4.78%
15 UTRN 4.01%
16 DYLG 3.99%
17 DJIA 3.97%
18 VSL 3.95%
19 DIA 3.95%
20 MBCC 3.90%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 52.87M (9.86%) 148.66K
Increased by +0.28%
Mar 31, 25
2 BlackRock Inc 45.44M (8.47%) -206.72K
Decreased by -0.45%
Mar 31, 25
3 State Street Corp 29.18M (5.44%) -254.42K
Decreased by -0.87%
Mar 31, 25
4 State Street Corporation 29.13M (5.43%) -331.66K
Decreased by -1.14%
Mar 31, 24
5 Capital World Investors 16.70M (3.11%) 10.21M
Increased by +61.11%
Mar 31, 25
6 Morgan Stanley - Brokerage Accounts 16.23M (3.03%) 1.67M
Increased by +10.31%
Mar 31, 25
7 Capital Research & Mgmt Co - Division 3 15.13M (2.82%) 2.92M
Increased by +19.31%
Mar 31, 25
8 Geode Capital Management, LLC 12.73M (2.37%) 252.31K
Increased by +1.98%
Mar 31, 25
9 PRIMECAP Management Company 12.39M (2.31%) -613.83K
Decreased by -4.95%
Mar 31, 25
10 Charles Schwab Investment Management Inc 12.21M (2.28%) -999.66K
Decreased by -8.19%
Mar 31, 25
11 Wells Fargo & Co 7.13M (1.33%) -355.57K
Decreased by -4.98%
Dec 31, 24
12 Northern Trust Corp 6.21M (1.16%) -224.96K
Decreased by -3.62%
Mar 31, 25
13 NORGES BANK 5.92M (1.10%) 108.55K
Increased by +1.83%
Dec 31, 24
14 Bank of America Corp 5.15M (0.96%) 1.27M
Increased by +24.63%
Mar 31, 25
15 HHG PLC 5.14M (0.96%) 538.54K
Increased by +10.47%
Sep 30, 24
16 Royal Bank of Canada 4.88M (0.91%) -197.91K
Decreased by -4.05%
Mar 31, 25
17 Legal & General Group PLC 4.79M (0.89%) -51.57K
Decreased by -1.08%
Sep 30, 24
18 UBS Asset Mgmt Americas Inc 4.65M (0.87%) -475.99K
Decreased by -10.23%
Mar 31, 25
19 T. Rowe Price Associates, Inc. 4.55M (0.85%) 24.79K
Increased by +0.55%
Sep 30, 24
20 Capital Research Global Investors 4.52M (0.84%) -371.62K
Decreased by -8.22%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 17.24M (3.21%) 255.56K
Increased by +1.48%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 17.03M (3.18%) 56.62K
Increased by +0.33%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 15.17M (2.83%) 242.09K
Increased by +1.60%
Apr 30, 25
4 Invesco QQQ Trust 11.12M (2.07%) -25.11K
Decreased by -0.23%
May 30, 25
5 Schwab US Dividend Equity ETF™ 9.12M (1.70%) 6.30K
Increased by +0.07%
May 31, 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 6.75M (1.26%) 8.33K
Increased by +0.12%
Apr 30, 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 Trust 6.51M (1.21%) -34.13K
Decreased by -0.52%
Mar 31, 25
12 SPDR® S&P 500® ETF 6.42M (1.20%) -28.66K
Decreased by -0.45%
May 31, 25
13 SPDR® S&P 500 ETF Trust 6.33M (1.18%) 14.31K
Increased by +0.23%
Apr 30, 24
14 Fidelity® 500 Index 6.23M (1.16%) 39.67K
Increased by +0.64%
Nov 30, 23
15 iShares Core S&P 500 ETF 6.22M (1.16%) 0.00
Increased by 0.00%
May 31, 25
16 SPDR® Dow Jones Industrial Avrg ETF Tr 5.56M (1.04%) -15.36K
Decreased by -0.28%
May 31, 25
17 Vanguard Value Index Inv 4.71M (0.88%) 2.77K
Increased by +0.06%
Apr 30, 25
18 Loomis Sayles Long Corp Disc Alpha 4.39M (0.82%) 1.59M
Increased by +36.16%
Mar 31, 25
19 American Funds American Balanced A 4.21M (0.79%) 812.06K
Increased by +19.28%
Mar 31, 25
20 American Funds Income Fund of Amer A 3.93M (0.73%) 2.94M
Increased by +74.78%
Mar 31, 25