Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ZBIO 6.13%
2 BIS 6.12%
3 BIOT_old 4.43%
4 DIP 4.41%
5 PBE 4.21%
6 BBH 3.89%
7 UTRN 3.86%
8 MNTL 3.64%
9 MEDX 3.07%
10 STNC 3.05%
11 FTXH 3.02%
12 IBRN 3.01%
13 FBT 2.97%
14 GDOC 2.69%
15 PJP 2.67%
16 MRND 2.50%
17 IBBQ 2.49%
18 IBB 2.36%
19 LNGR 2.29%
20 XBI 2.19%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 16.68M (11.49%) 78.34K
Increased by +0.47%
Sep 30, 24
2 PRIMECAP Management Company 16.32M (11.24%) -23.21K
Decreased by -0.14%
Sep 30, 24
3 BlackRock Inc 14.54M (10.01%) 393.51K
Increased by +2.71%
Jun 30, 24
4 State Street Corp 7.10M (4.89%) 349.01K
Increased by +4.92%
Jun 30, 24
5 State Street Corporation 6.75M (4.65%) -198.66K
Decreased by -2.94%
Mar 31, 24
6 Wellington Management Company LLP 5.17M (3.56%) 46.35K
Increased by +0.90%
Jun 30, 24
7 JPMorgan Chase & Co 4.71M (3.25%) 20.26K
Increased by +0.43%
Jun 30, 24
8 T. Rowe Price Investment Management,Inc. 4.26M (2.93%) -1.42M
Decreased by -33.42%
Sep 30, 24
9 Geode Capital Management, LLC 3.57M (2.46%) 156.29K
Increased by +4.38%
Jun 30, 24
10 Morgan Stanley - Brokerage Accounts 3.21M (2.21%) -189.75K
Decreased by -5.91%
Jun 30, 24
11 NORGES BANK 2.08M (1.43%) 615.17K
Increased by +29.59%
Jun 30, 24
12 T. Rowe Price Associates, Inc. 2.01M (1.39%) 421.78K
Increased by +20.97%
Jun 30, 24
13 Beutel, Goodman & Company Ltd. 1.74M (1.20%) -3.29K
Decreased by -0.19%
Sep 30, 24
14 Van Eck Associates Corporation 1.74M (1.20%) 316.14K
Increased by +18.20%
Mar 31, 24
15 Legal & General Group PLC 1.55M (1.07%) -2.03K
Decreased by -0.13%
Jun 30, 24
16 ClearBridge Advisors, LLC 1.47M (1.01%) -92.84K
Decreased by -6.32%
Jun 30, 24
17 Ameriprise Financial Inc 1.45M (1.00%) 651.35K
Increased by +44.92%
Jun 30, 24
18 Goldman Sachs Group Inc 1.42M (0.98%) 426.50K
Increased by +30.02%
Jun 30, 24
19 FMR Inc 1.36M (0.94%) -1.28M
Decreased by -94.01%
Sep 30, 23
20 Northern Trust Corp 1.35M (0.93%) -72.79K
Decreased by -5.38%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard PRIMECAP Inv 9.18M (6.32%) 24.39K
Increased by +0.27%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 4.60M (3.17%) -16.99K
Decreased by -0.37%
Oct 31, 24
3 Vanguard Health Care Inv 4.56M (3.14%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 3.86M (2.66%) 47.00K
Increased by +1.22%
Oct 31, 24
5 Vanguard Mid Cap Index Institutional 3.09M (2.13%) 5.60K
Increased by +0.18%
Oct 31, 24
6 Invesco QQQ Trust 2.82M (1.94%) -13.10K
Decreased by -0.46%
Oct 31, 24
7 Vanguard Capital Opportunity Inv 2.35M (1.62%) 5.06K
Increased by +0.22%
Sep 30, 24
8 Fidelity 500 Index 1.79M (1.23%) -3.10K
Decreased by -0.17%
Sep 30, 24
9 SPDR® S&P 500® ETF Trust 1.78M (1.22%) 9.29K
Increased by +0.52%
Oct 31, 24
10 SPDR® S&P 500 ETF Trust 1.71M (1.18%) 3.87K
Increased by +0.23%
Apr 30, 24
11 Fidelity® 500 Index 1.69M (1.16%) 10.74K
Increased by +0.64%
Nov 30, 23
12 iShares Core S&P 500 ETF 1.62M (1.12%) 2.49K
Increased by +0.15%
Oct 31, 24
13 VanEck Morningstar Wide Moat ETF 1.56M (1.07%) 462.00
Increased by +0.03%
Apr 30, 24
14 VanEck Morningstar Wide Moat 1.55M (1.07%) 303.89K
Increased by +19.57%
Mar 31, 24
15 Vanguard PRIMECAP Core Inv 1.37M (0.94%) 950.00
Increased by +0.07%
Sep 30, 24
16 T. Rowe Price Mid-Cap Growth 1.30M (0.89%) -2.70K
Decreased by -0.21%
Sep 30, 24
17 T. Rowe Price US Mid-Cap Growth Equity 1.30M (0.89%) -3.60K
Decreased by -0.28%
Sep 30, 24
18 Vanguard Value Index Inv 1.24M (0.85%) 3.13K
Increased by +0.25%
Oct 31, 24
19 The Health Care Select Sector SPDR® ETF 1.07M (0.74%) -5.97K
Decreased by -0.56%
Oct 31, 24
20 Health Care Select Sector SPDR® ETF 1.06M (0.73%) -1.37K
Decreased by -0.13%
Apr 30, 24