Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ZBIO 6.13%
2 BIS 6.12%
3 PBE 4.93%
4 BIOT_old 4.43%
5 DIP 4.41%
6 IBRN 3.97%
7 UTRN 3.93%
8 FTXH 3.61%
9 BBH 3.41%
10 MNTL 3.37%
11 FBT 3.09%
12 STNC 3.05%
13 GDOC 2.69%
14 PJP 2.61%
15 MEDX 2.60%
16 XBI 2.53%
17 MRND 2.50%
18 LNGR 2.29%
19 IBB 2.20%
20 IBBQ 2.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 16.75M (11.47%) 70.37K
Increased by +0.42%
Dec 31, 24
2 PRIMECAP Management Company 16.05M (10.99%) -268.87K
Decreased by -1.68%
Dec 31, 24
3 BlackRock Inc 15.47M (10.60%) 126.67K
Increased by +0.82%
Dec 31, 24
4 State Street Corp 7.40M (5.07%) 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 (3.38%) -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 (1.44%) -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 (1.20%) 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 (1.01%) -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 9.10M (6.23%) -84.08K
Decreased by -0.92%
Dec 31, 24
2 Vanguard Health Care Inv 4.61M (3.16%) 49.90K
Increased by +1.08%
Dec 31, 24
3 Vanguard Total Stock Mkt Idx Inv 4.58M (3.14%) 6.69K
Increased by +0.15%
Feb 28, 25
4 Vanguard Institutional 500 Index Trust 4.04M (2.77%) 24.43K
Increased by +0.60%
Feb 28, 25
5 Vanguard Mid Cap Index Institutional 3.15M (2.16%) 13.22K
Increased by +0.42%
Feb 28, 25
6 Invesco QQQ Trust 3.01M (2.06%) -237.00
Decreased by -0.01%
Feb 28, 25
7 Pacer US Cash Cows 100 ETF 2.62M (1.80%) 3.87K
Increased by +0.15%
Feb 28, 25
8 Vanguard Capital Opportunity Inv 2.35M (1.61%) 4.83K
Increased by +0.21%
Dec 31, 24
9 Fidelity 500 Index 1.82M (1.24%) 8.02K
Increased by +0.44%
Jan 31, 25
10 SPDR® S&P 500® ETF Trust 1.80M (1.23%) -13.42K
Decreased by -0.74%
Feb 28, 25
11 SPDR® S&P 500 ETF Trust 1.71M (1.17%) 3.87K
Increased by +0.23%
Apr 30, 24
12 iShares Core S&P 500 ETF 1.71M (1.17%) -86.00
Decreased by -0.01%
Feb 28, 25
13 Fidelity® 500 Index 1.69M (1.16%) 10.74K
Increased by +0.64%
Nov 30, 23
14 VanEck Morningstar Wide Moat ETF 1.56M (1.07%) 462.00
Increased by +0.03%
Apr 30, 24
15 VanEck Morningstar Wide Moat 1.55M (1.06%) 303.89K
Increased by +19.57%
Mar 31, 24
16 Vanguard PRIMECAP Core Inv 1.36M (0.93%) -11.28K
Decreased by -0.83%
Dec 31, 24
17 T. Rowe Price Mid-Cap Growth 1.33M (0.91%) 44.00K
Increased by +3.30%
Jan 31, 25
18 T. Rowe Price US Mid-Cap Growth Equity 1.29M (0.88%) -5.60K
Decreased by -0.43%
Dec 31, 24
19 T. Rowe Price Capital Appreciation 1.28M (0.88%) 242.40K
Increased by +18.97%
Oct 31, 24
20 Vanguard Value Index Inv 1.26M (0.86%) 5.45K
Increased by +0.43%
Feb 28, 25