Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BBH 16.45%
2 IBB 8.75%
3 IBBQ 8.71%
4 ZBIO 8.15%
5 BIS 8.14%
6 BIB 6.76%
7 MEDX 6.38%
8 NDJI 5.45%
9 DJD 5.32%
10 PBE 5.21%
11 PJP 5.05%
12 PKW 4.87%
13 OZEM 4.78%
14 THNR 4.71%
15 DJIA 4.63%
16 DYLG 4.58%
17 DIA 4.48%
18 YALL 4.38%
19 UTRN 4.01%
20 FBT 3.99%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 52.72M (9.84%) 339.52K
Increased by +0.64%
Dec 31, 24
2 BlackRock Inc 45.65M (8.52%) -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 (5.44%) -331.66K
Decreased by -1.14%
Mar 31, 24
5 Morgan Stanley - Brokerage Accounts 14.56M (2.72%) -134.60K
Decreased by -0.92%
Dec 31, 24
6 Charles Schwab Investment Management Inc 13.21M (2.47%) 2.67M
Increased by +20.24%
Dec 31, 24
7 PRIMECAP Management Company 13.00M (2.43%) -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 (0.86%) -599.61K
Decreased by -13.09%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 16.95M (3.17%) 55.30K
Increased by +0.33%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 14.91M (2.78%) 100.48K
Increased by +0.67%
Feb 28, 25
3 Invesco QQQ Trust 11.12M (2.08%) -873.00
Decreased by -0.01%
Feb 28, 25
4 Schwab US Dividend Equity ETF™ 10.19M (1.90%) 8.45K
Increased by +0.08%
Feb 28, 25
5 Vanguard PRIMECAP Inv 8.33M (1.55%) -659.65K
Decreased by -7.92%
Dec 31, 24
6 Fidelity 500 Index 6.70M (1.25%) 29.57K
Increased by +0.44%
Jan 31, 25
7 SPDR® S&P 500® ETF Trust 6.64M (1.24%) -49.30K
Decreased by -0.74%
Feb 28, 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 6.31M (1.18%) -317.00
Decreased by -0.01%
Feb 28, 25
10 Fidelity® 500 Index 6.23M (1.16%) 39.67K
Increased by +0.64%
Nov 30, 23
11 SPDR® Dow Jones Industrial Avrg ETF Tr 5.50M (1.03%) 92.16K
Increased by +1.68%
Feb 28, 25
12 American Funds Washington Mutual A 5.28M (0.99%) 2.93M
Increased by +55.53%
Dec 31, 24
13 Capital Group Wash Mutual Invtrs Comp 5.28M (0.99%) 2.93M
Increased by +55.53%
Dec 31, 24
14 Vanguard Value Index Inv 4.64M (0.87%) 29.84K
Increased by +0.64%
Feb 28, 25
15 The Health Care Select Sector SPDR® ETF 3.93M (0.73%) 51.66K
Increased by +1.31%
Feb 28, 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 3.33M (0.62%) -39.48K
Decreased by -1.18%
Feb 28, 25
20 Vanguard Dividend Appreciation ETF 2.96M (0.55%) 14.03K
Increased by +0.47%
Feb 28, 25