Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BBH 16.33%
2 ZBIO 8.15%
3 BIS 8.14%
4 IBBQ 7.45%
5 IBB 7.43%
6 MEDX 5.84%
7 BIB 5.61%
8 NDJI 5.45%
9 HRTS 5.12%
10 THNR 5.11%
11 PJP 4.96%
12 PKW 4.87%
13 PBE 4.63%
14 DIVO 4.50%
15 GDOC 4.08%
16 UTRN 4.01%
17 DJIA 3.98%
18 VSL 3.95%
19 DYLG 3.95%
20 DIA 3.95%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 52.38M (9.77%) 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 Corporation 29.13M (5.43%) -331.66K
Decreased by -1.14%
Mar 31, 24
4 State Street Corp 28.97M (5.40%) -160.83K
Decreased by -0.56%
Jun 30, 24
5 Morgan Stanley - Brokerage Accounts 28.72M (5.36%) 781.03K
Increased by +2.72%
Jun 30, 24
6 PRIMECAP Management Company 14.26M (2.66%) -191.19K
Decreased by -1.34%
Sep 30, 24
7 Geode Capital Management, LLC 12.02M (2.24%) 375.73K
Increased by +3.13%
Jun 30, 24
8 Charles Schwab Investment Management Inc 10.53M (1.96%) 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 7.68M (1.43%) 174.91K
Increased by +2.28%
Jun 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 5.36M (1.00%) 4.61K
Increased by +0.09%
Jun 30, 24
15 Goldman Sachs Group Inc 5.18M (0.97%) 876.92K
Increased by +16.92%
Jun 30, 24
16 Royal Bank of Canada 5.02M (0.94%) -437.52K
Decreased by -8.71%
Jun 30, 24
17 Legal & General Group PLC 4.84M (0.90%) -135.33K
Decreased by -2.80%
Jun 30, 24
18 HHG PLC 4.60M (0.86%) 2.22M
Increased by +48.29%
Jun 30, 24
19 T. Rowe Price Associates, Inc. 4.52M (0.84%) 1.38M
Increased by +30.61%
Jun 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 16.97M (3.17%) -60.06K
Decreased by -0.35%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 14.24M (2.66%) 167.90K
Increased by +1.18%
Oct 31, 24
3 Invesco QQQ Trust 10.40M (1.94%) -48.33K
Decreased by -0.46%
Oct 31, 24
4 Vanguard PRIMECAP Inv 8.99M (1.68%) 0.00
Increased by 0.00%
Sep 30, 24
5 Schwab US Dividend Equity ETF™ 7.51M (1.40%) 6.68K
Increased by +0.09%
Oct 31, 24
6 Fidelity 500 Index 6.61M (1.23%) -3.37K
Decreased by -0.05%
Sep 30, 24
7 SPDR® S&P 500® ETF Trust 6.54M (1.22%) 25.34K
Increased by +0.39%
Oct 31, 24
8 SPDR® S&P 500 ETF Trust 6.33M (1.18%) 14.31K
Increased by +0.23%
Apr 30, 24
9 Fidelity® 500 Index 6.23M (1.16%) 39.67K
Increased by +0.64%
Nov 30, 23
10 iShares Core S&P 500 ETF 5.98M (1.12%) 9.22K
Increased by +0.15%
Oct 31, 24
11 SPDR® Dow Jones Industrial Avrg ETF Tr 5.57M (1.04%) 32.84K
Increased by +0.59%
Oct 31, 24
12 Vanguard Value Index Inv 4.56M (0.85%) 14.08K
Increased by +0.31%
Oct 31, 24
13 The Health Care Select Sector SPDR® ETF 3.94M (0.74%) -21.99K
Decreased by -0.56%
Oct 31, 24
14 Health Care Select Sector SPDR® ETF 3.90M (0.73%) -5.06K
Decreased by -0.13%
Apr 30, 24
15 American Funds Capital Income Bldr A 3.67M (0.69%) 216.95K
Increased by +5.90%
Sep 30, 24
16 Vanguard Institutional Index I 3.41M (0.64%) -1.47K
Decreased by -0.04%
Oct 31, 24
17 Vanguard Dividend Appreciation ETF 2.91M (0.54%) 7.18K
Increased by +0.25%
Oct 31, 24
18 State St S&P 500® Indx SL Cl III 2.60M (0.49%) 7.50K
Increased by +0.29%
Oct 31, 24
19 American Funds Washington Mutual A 2.35M (0.44%) 0.00
Increased by 0.00%
Sep 30, 24
20 Capital Group Wash Mutual Invtrs Comp 2.35M (0.44%) 0.00
Increased by 0.00%
Sep 30, 24