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 UTRN 3.93%
7 BBH 3.80%
8 FTXH 3.66%
9 IBRN 3.57%
10 BMED 3.47%
11 FBT 3.42%
12 MNTL 3.16%
13 FMTM 3.15%
14 STNC 3.05%
15 FRTY 3.03%
16 MEDX 2.97%
17 PJP 2.74%
18 GDOC 2.69%
19 QQQG 2.51%
20 MRND 2.50%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 17.45M (11.89%) 157.86K
Increased by +0.90%
Dec 31, 25
2 BlackRock Inc 14.76M (10.06%) 1.21M
Increased by +8.19%
Sep 30, 25
3 PRIMECAP Management Company 14.76M (10.06%) -196.70K
Decreased by -1.33%
Dec 31, 25
4 FMR Inc 9.43M (6.42%) 8.14M
Increased by +86.34%
Dec 31, 25
5 State Street Corp 7.32M (4.99%) -149.06K
Decreased by -2.04%
Sep 30, 25
6 State Street Corporation 6.75M (4.60%) -198.66K
Decreased by -2.94%
Mar 31, 24
7 Geode Capital Management, LLC 4.20M (2.86%) 130.62K
Increased by +3.11%
Dec 31, 25
8 Wellington Management Company LLP 3.55M (2.42%) -695.24K
Decreased by -19.58%
Dec 31, 25
9 Point72 Asset Management, L.P. 2.81M (1.92%) -1.06M
Decreased by -37.67%
Dec 31, 25
10 NORGES BANK 2.64M (1.80%) 374.66K
Increased by +14.20%
Dec 31, 25
11 JPMorgan Chase & Co 2.54M (1.73%) 1.53M
Increased by +60.48%
Sep 30, 25
12 Amvescap Plc. 2.42M (1.65%) 98.00K
Increased by +4.05%
Sep 30, 25
13 Morgan Stanley - Brokerage Accounts 2.25M (1.53%) 295.32K
Increased by +13.12%
Sep 30, 25
14 T. Rowe Price Investment Management,Inc. 1.95M (1.33%) 881.89K
Increased by +45.24%
Dec 31, 25
15 Beutel, Goodman & Company Ltd. 1.75M (1.19%) 2.32K
Increased by +0.13%
Dec 31, 24
16 Boston Partners Global Investors, Inc 1.72M (1.17%) 1.72M
Increased by +100.00%
Dec 31, 25
17 AQR Capital Management LLC 1.53M (1.04%) -254.97K
Decreased by -16.68%
Dec 31, 25
18 Northern Trust Corp 1.50M (1.02%) -37.65K
Decreased by -2.51%
Sep 30, 25
19 ClearBridge Advisors, LLC 1.47M (1.00%) -92.84K
Decreased by -6.32%
Jun 30, 24
20 Legal & General Group PLC 1.46M (0.99%) -133.80K
Decreased by -9.17%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard PRIMECAP Inv 8.36M (5.70%) -92.90K
Decreased by -1.11%
Dec 31, 25
2 Vanguard Total Stock Mkt Idx Inv 4.66M (3.17%) 14.97K
Increased by +0.32%
Mar 31, 26
3 Vanguard US Total Market Shares ETF 4.62M (3.15%) 3.46K
Increased by +0.07%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 4.16M (2.84%) 30.48K
Increased by +0.73%
May 31, 25
5 Vanguard 500 Index Investor 3.74M (2.55%) -35.19K
Decreased by -0.94%
Mar 31, 26
6 Vanguard Mid Cap Index Institutional 3.17M (2.16%) -18.01K
Decreased by -0.57%
Mar 31, 26
7 Fidelity Contrafund 3.06M (2.08%) 160.30K
Increased by +5.24%
Feb 28, 26
8 Invesco QQQ Trust 3.02M (2.06%) 21.00K
Increased by +0.70%
Aug 29, 25
9 Vanguard Health Care Inv 2.91M (1.99%) -700.24K
Decreased by -24.03%
Dec 31, 25
10 Vanguard Capital Opportunity Inv 2.33M (1.59%) -3.99K
Decreased by -0.17%
Dec 31, 25
11 iShares Core S&P 500 ETF 1.89M (1.29%) -1.03K
Decreased by -0.05%
Mar 31, 26
12 Fidelity 500 Index 1.87M (1.27%) 3.08K
Increased by +0.17%
Feb 28, 26
13 SPDR® S&P 500 ETF 1.81M (1.24%) -26.66K
Decreased by -1.47%
Mar 31, 25
14 SPDR® S&P 500® ETF Trust 1.77M (1.20%) -9.29K
Decreased by -0.53%
Mar 31, 25
15 SPDR® S&P 500® ETF 1.76M (1.20%) 21.76K
Increased by +1.23%
Aug 31, 25
16 SPDR® S&P 500 ETF Trust 1.71M (1.17%) 3.87K
Increased by +0.23%
Apr 30, 24
17 State Street® SPDR® S&P 500® ETF 1.71M (1.16%) -4.17K
Decreased by -0.24%
Mar 31, 26
18 Fidelity® 500 Index 1.69M (1.15%) 10.74K
Increased by +0.64%
Nov 30, 23
19 VanEck Morningstar Wide Moat ETF 1.56M (1.06%) 462.00
Increased by +0.03%
Apr 30, 24
20 VanEck Morningstar Wide Moat 1.55M (1.06%) 303.89K
Increased by +19.57%
Mar 31, 24