Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BBH 13.22%
2 DVP 8.10%
3 TBXU 7.53%
4 ZBIO 7.42%
5 BIS 7.41%
6 IBB 7.07%
7 IBBQ 7.00%
8 IDNA 6.12%
9 THNR 5.26%
10 HDLB 5.14%
11 BMED 4.99%
12 IVFVC 4.96%
13 PJP 4.67%
14 PBE 4.56%
15 BIB 4.48%
16 MEDI 4.16%
17 TMED 4.02%
18 UTRN 3.99%
19 VSL 3.99%
20 PBPH 3.96%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 121.10M (9.78%) 2.11M
Increased by +1.75%
Dec 31, 25
2 BlackRock Inc 119.01M (9.61%) -4.18M
Decreased by -3.52%
Mar 31, 26
3 Vanguard Capital Management, LLC 80.65M (6.51%) 80.65M
Increased by +100.00%
Mar 31, 26
4 FMR Inc 71.91M (5.80%) 6.33M
Increased by +8.80%
Mar 31, 26
5 State Street Corp 59.86M (4.83%) -381.93K
Decreased by -0.64%
Mar 31, 26
6 State Street Corporation 57.70M (4.66%) -1.83M
Decreased by -3.17%
Mar 31, 24
7 Capital World Investors 41.28M (3.33%) -1.59M
Decreased by -3.85%
Mar 31, 26
8 Vanguard Portfolio Management, LLC 35.13M (2.84%) 35.13M
Increased by +100.00%
Mar 31, 26
9 JPMorgan Chase & Co 33.99M (2.74%) 10.96M
Increased by +32.23%
Mar 31, 26
10 Geode Capital Management, LLC 29.73M (2.40%) 30.05K
Increased by +0.10%
Mar 31, 26
11 Capital Research Global Investors 27.13M (2.19%) 1.82M
Increased by +6.71%
Mar 31, 26
12 T. Rowe Price Associates, Inc. 26.25M (2.12%) -1.45M
Decreased by -5.53%
Mar 31, 26
13 Dodge & Cox 24.25M (1.96%) -2.03M
Decreased by -8.38%
Mar 31, 26
14 Morgan Stanley - Brokerage Accounts 23.30M (1.88%) -213.44K
Decreased by -0.92%
Mar 31, 26
15 NORGES BANK 21.32M (1.72%) 1.93M
Increased by +9.04%
Dec 31, 25
16 Bank of America Corp 19.98M (1.61%) -3.14M
Decreased by -15.73%
Mar 31, 26
17 Amvescap Plc. 15.53M (1.25%) -58.01K
Decreased by -0.37%
Mar 31, 26
18 Bank of New York Mellon Corp 15.07M (1.22%) -179.93K
Decreased by -1.19%
Mar 31, 26
19 Northern Trust Corp 13.82M (1.12%) -237.58K
Decreased by -1.72%
Mar 31, 26
20 Wellington Management Company LLP 13.54M (1.09%) -2.37M
Decreased by -17.50%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 39.56M (3.19%) 115.58K
Increased by +0.29%
Apr 30, 26
2 Vanguard US Total Market Shares ETF 39.45M (3.18%) 28.77K
Increased by +0.07%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 35.44M (2.86%) 245.78K
Increased by +0.69%
May 31, 25
4 Vanguard 500 Index Investor 32.17M (2.60%) 577.70K
Increased by +1.80%
Apr 30, 26
5 Invesco QQQ Trust 26.90M (2.17%) 126.63K
Increased by +0.47%
May 29, 26
6 Dodge & Cox Stock I 18.09M (1.46%) -1.41M
Decreased by -7.80%
Mar 31, 26
7 Performer (AFRIS) 17.80M (1.44%) 17.80M
Increased by +100.00%
Feb 29, 24
8 iShares Core S&P 500 ETF 16.35M (1.32%) 49.96K
Increased by +0.31%
May 29, 26
9 Fidelity 500 Index 15.90M (1.28%) 54.70K
Increased by +0.34%
Apr 30, 26
10 SPDR® S&P 500 ETF 15.51M (1.25%) -227.69K
Decreased by -1.47%
Mar 31, 25
11 American Funds Income Fund of Amer A 15.50M (1.25%) -4.12M
Decreased by -26.59%
Mar 31, 26
12 SPDR® S&P 500® ETF Trust 15.10M (1.22%) -79.06K
Decreased by -0.52%
Mar 31, 25
13 SPDR® S&P 500® ETF 15.02M (1.21%) 184.94K
Increased by +1.23%
Aug 31, 25
14 State Street® SPDR® S&P 500® ETF 14.96M (1.21%) 15.86K
Increased by +0.11%
May 31, 26
15 SPDR® S&P 500 ETF Trust 14.67M (1.18%) -31.82K
Decreased by -0.22%
Apr 30, 24
16 Fidelity® 500 Index 14.52M (1.17%) 92.40K
Increased by +0.64%
Nov 30, 23
17 JPMorgan Large Cap Growth I 12.36M (1.00%) 0.00
Increased by 0.00%
Apr 30, 26
18 American Funds Washington Mutual A 11.90M (0.96%) 0.00
Increased by 0.00%
Mar 31, 26
19 Capital Group Wash Mutual Invtrs Comp 11.90M (0.96%) 0.00
Increased by 0.00%
Mar 31, 26
20 American Funds American Mutual A 11.68M (0.94%) 5.16M
Increased by +44.16%
Mar 31, 26