Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ZBIO 6.13%
2 BIS 6.12%
3 PBE 4.73%
4 BIOT_old 4.43%
5 DIP 4.41%
6 UTRN 3.93%
7 IBRN 3.93%
8 FTXH 3.59%
9 BBH 3.45%
10 FBT 3.42%
11 MNTL 3.18%
12 STNC 3.05%
13 GDOC 2.69%
14 PJP 2.57%
15 MEDX 2.52%
16 MRND 2.50%
17 XBI 2.34%
18 LNGR 2.29%
19 IBB 2.16%
20 FXH 2.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 16.75M (11.46%) 70.37K
Increased by +0.42%
Dec 31, 24
2 PRIMECAP Management Company 16.05M (10.98%) -268.87K
Decreased by -1.68%
Dec 31, 24
3 BlackRock Inc 15.47M (10.59%) 126.67K
Increased by +0.82%
Dec 31, 24
4 State Street Corp 7.40M (5.06%) 53.29K
Increased by +0.72%
Dec 31, 24
5 State Street Corporation 6.75M (4.62%) -198.66K
Decreased by -2.94%
Mar 31, 24
6 Wellington Management Company LLP 4.93M (3.37%) -200.47K
Decreased by -4.07%
Dec 31, 24
7 Geode Capital Management, LLC 3.70M (2.53%) 82.46K
Increased by +2.23%
Dec 31, 24
8 T. Rowe Price Investment Management,Inc. 3.10M (2.12%) -1.16M
Decreased by -37.31%
Dec 31, 24
9 Pacer Advisors, INC. 2.67M (1.83%) 2.65M
Increased by +99.27%
Dec 31, 24
10 NORGES BANK 2.33M (1.59%) 246.45K
Increased by +10.60%
Dec 31, 24
11 Amvescap Plc. 2.13M (1.46%) 499.07K
Increased by +23.44%
Dec 31, 24
12 JPMorgan Chase & Co 2.10M (1.43%) -8.26M
Decreased by -394.19%
Dec 31, 24
13 T. Rowe Price Associates, Inc. 1.93M (1.32%) 21.17K
Increased by +1.09%
Dec 31, 24
14 Morgan Stanley - Brokerage Accounts 1.78M (1.22%) -104.89K
Decreased by -5.88%
Dec 31, 24
15 Beutel, Goodman & Company Ltd. 1.75M (1.19%) 2.32K
Increased by +0.13%
Dec 31, 24
16 D. E. Shaw & Co LP 1.61M (1.10%) 1.17M
Increased by +72.98%
Dec 31, 24
17 Northern Trust Corp 1.55M (1.06%) 197.00K
Increased by +12.71%
Dec 31, 24
18 UBS Asset Mgmt Americas Inc 1.53M (1.05%) 381.12K
Increased by +24.85%
Dec 31, 24
19 ClearBridge Advisors, LLC 1.47M (1.00%) -92.84K
Decreased by -6.32%
Jun 30, 24
20 Goldman Sachs Group Inc 1.42M (0.97%) 426.50K
Increased by +30.02%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard PRIMECAP Inv 9.01M (6.16%) -86.36K
Decreased by -0.96%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 4.63M (3.17%) 47.81K
Increased by +1.03%
Mar 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 4.07M (2.78%) 27.92K
Increased by +0.69%
Mar 31, 25
6 Vanguard Mid Cap Index Institutional 3.15M (2.16%) 5.02K
Increased by +0.16%
Mar 31, 25
7 Invesco QQQ Trust 2.99M (2.04%) -3.09K
Decreased by -0.10%
Apr 30, 25
8 Vanguard Capital Opportunity Inv 2.35M (1.60%) -9.00K
Decreased by -0.38%
Mar 31, 25
9 Fidelity 500 Index 1.84M (1.26%) 11.39K
Increased by +0.62%
Mar 31, 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 1.77M (1.21%) 1.46K
Increased by +0.08%
Apr 30, 25
12 SPDR® S&P 500® ETF Trust 1.77M (1.21%) -9.29K
Decreased by -0.53%
Mar 31, 25
13 iShares Core S&P 500 ETF 1.73M (1.19%) -1.81K
Decreased by -0.10%
Apr 30, 25
14 SPDR® S&P 500 ETF Trust 1.71M (1.17%) 3.87K
Increased by +0.23%
Apr 30, 24
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 1.28M (0.88%) 24.18K
Increased by +1.89%
Mar 31, 25
20 T. Rowe Price Capital Appreciation 1.28M (0.87%) 242.40K
Increased by +18.97%
Oct 31, 24