Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ZBIO 6.13%
2 BIS 6.12%
3 PBE 4.79%
4 BIOT_old 4.43%
5 DIP 4.41%
6 IBRN 4.20%
7 UTRN 3.93%
8 FTXH 3.71%
9 BBH 3.51%
10 FBT 3.50%
11 MNTL 3.36%
12 STNC 3.05%
13 PJP 2.73%
14 GDOC 2.69%
15 MEDX 2.57%
16 MRND 2.50%
17 FXH 2.40%
18 XBI 2.33%
19 LNGR 2.29%
20 IBB 2.21%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 17.03M (11.66%) 283.96K
Increased by +1.67%
Mar 31, 25
2 PRIMECAP Management Company 15.94M (10.91%) -102.95K
Decreased by -0.65%
Mar 31, 25
3 BlackRock Inc 15.21M (10.41%) -262.67K
Decreased by -1.73%
Mar 31, 25
4 State Street Corp 7.40M (5.06%) -1.34K
Decreased by -0.02%
Mar 31, 25
5 State Street Corporation 6.75M (4.62%) -198.66K
Decreased by -2.94%
Mar 31, 24
6 Wellington Management Company LLP 4.67M (3.20%) -258.29K
Decreased by -5.53%
Mar 31, 25
7 Geode Capital Management, LLC 3.85M (2.63%) 151.39K
Increased by +3.94%
Mar 31, 25
8 T. Rowe Price Investment Management,Inc. 2.66M (1.82%) -439.50K
Decreased by -16.52%
Mar 31, 25
9 NORGES BANK 2.33M (1.59%) 246.45K
Increased by +10.60%
Dec 31, 24
10 Amvescap Plc. 2.27M (1.55%) 136.20K
Increased by +6.01%
Mar 31, 25
11 Morgan Stanley - Brokerage Accounts 1.99M (1.36%) 208.31K
Increased by +10.46%
Mar 31, 25
12 T. Rowe Price Associates, Inc. 1.93M (1.32%) 21.17K
Increased by +1.09%
Dec 31, 24
13 Beutel, Goodman & Company Ltd. 1.75M (1.20%) 2.32K
Increased by +0.13%
Dec 31, 24
14 D. E. Shaw & Co LP 1.59M (1.09%) -24.33K
Decreased by -1.53%
Mar 31, 25
15 UBS Asset Mgmt Americas Inc 1.51M (1.03%) -23.43K
Decreased by -1.55%
Mar 31, 25
16 Northern Trust Corp 1.50M (1.03%) -49.04K
Decreased by -3.27%
Mar 31, 25
17 ClearBridge Advisors, LLC 1.47M (1.01%) -92.84K
Decreased by -6.32%
Jun 30, 24
18 JPMorgan Chase & Co 1.46M (1.00%) -632.59K
Decreased by -43.22%
Mar 31, 25
19 Goldman Sachs Group Inc 1.42M (0.97%) 426.50K
Increased by +30.02%
Jun 30, 24
20 AQR Capital Management LLC 1.37M (0.94%) 829.15K
Increased by +60.57%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard PRIMECAP Inv 9.01M (6.17%) -86.36K
Decreased by -0.96%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 4.70M (3.22%) 2.87K
Increased by +0.06%
May 31, 25
3 Vanguard US Total Market Shares ETF 4.62M (3.16%) 3.46K
Increased by +0.07%
Sep 30, 24
4 Vanguard Health Care Inv 4.37M (2.99%) -241.27K
Decreased by -5.52%
Mar 31, 25
5 Vanguard Institutional 500 Index Trust 4.16M (2.85%) 30.48K
Increased by +0.73%
May 31, 25
6 Vanguard Mid Cap Index Institutional 3.21M (2.20%) 30.47K
Increased by +0.95%
May 31, 25
7 Invesco QQQ Trust 3.03M (2.07%) 0.00
Increased by 0.00%
May 31, 25
8 Vanguard Capital Opportunity Inv 2.35M (1.61%) -9.00K
Decreased by -0.38%
Mar 31, 25
9 Fidelity 500 Index 1.84M (1.26%) 2.27K
Increased by +0.12%
Apr 30, 25
10 SPDR® S&P 500 ETF 1.81M (1.24%) -26.66K
Decreased by -1.47%
Mar 31, 25
11 SPDR® S&P 500® ETF Trust 1.77M (1.21%) -9.29K
Decreased by -0.53%
Mar 31, 25
12 SPDR® S&P 500® ETF 1.74M (1.19%) -7.83K
Decreased by -0.45%
May 31, 25
13 SPDR® S&P 500 ETF Trust 1.71M (1.17%) 3.87K
Increased by +0.23%
Apr 30, 24
14 iShares Core S&P 500 ETF 1.70M (1.16%) 0.00
Increased by 0.00%
May 31, 25
15 Fidelity® 500 Index 1.69M (1.15%) 10.74K
Increased by +0.64%
Nov 30, 23
16 VanEck Morningstar Wide Moat ETF 1.56M (1.07%) 462.00
Increased by +0.03%
Apr 30, 24
17 VanEck Morningstar Wide Moat 1.55M (1.06%) 303.89K
Increased by +19.57%
Mar 31, 24
18 Vanguard PRIMECAP Core Inv 1.38M (0.95%) -190.00
Decreased by -0.01%
Mar 31, 25
19 Vanguard Value Index Inv 1.29M (0.88%) -868.00
Decreased by -0.07%
May 31, 25
20 T. Rowe Price Capital Appreciation 1.28M (0.87%) 242.40K
Increased by +18.97%
Oct 31, 24