Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BBH 16.49%
2 IBB 8.35%
3 IBBQ 8.25%
4 ZBIO 8.15%
5 BIS 8.14%
6 MEDX 6.21%
7 BIB 6.04%
8 NDJI 5.45%
9 DJD 5.11%
10 PJP 4.99%
11 PKW 4.87%
12 PBE 4.79%
13 THNR 4.56%
14 DJIA 4.21%
15 DYLG 4.20%
16 DIA 4.19%
17 UTRN 4.01%
18 VSL 3.95%
19 SCHD 3.86%
20 FTXH 3.78%

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 6.43M (1.20%) 875.25K
Increased by +13.61%
Dec 31, 24
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 10.97M (2.04%) -11.35K
Decreased by -0.10%
Apr 30, 25
5 Schwab US Dividend Equity ETF™ 9.05M (1.69%) 1.57K
Increased by +0.02%
Apr 30, 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 6.74M (1.26%) 7.52K
Increased by +0.11%
Mar 31, 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 6.47M (1.21%) -38.87K
Decreased by -0.60%
Apr 30, 25
13 iShares Core S&P 500 ETF 6.36M (1.19%) -6.64K
Decreased by -0.10%
Apr 30, 25
14 SPDR® S&P 500 ETF Trust 6.33M (1.18%) 14.31K
Increased by +0.23%
Apr 30, 24
15 Fidelity® 500 Index 6.23M (1.16%) 39.67K
Increased by +0.64%
Nov 30, 23
16 SPDR® Dow Jones Industrial Avrg ETF Tr 5.54M (1.03%) 9.22K
Increased by +0.17%
Apr 30, 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