Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BBH 12.88%
2 IBB 8.23%
3 IBBQ 8.17%
4 DVP 8.10%
5 ZBIO 7.42%
6 BIS 7.41%
7 IDNA 6.12%
8 BIB 6.07%
9 HDLB 5.14%
10 PJP 5.05%
11 PBE 5.01%
12 IVFVC 4.96%
13 QQQA 4.44%
14 UDI 4.04%
15 UTRN 3.99%
16 VSL 3.99%
17 MPCT 3.83%
18 DVAL 3.70%
19 FTXH 3.68%
20 QNXT 3.45%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 120.36M (9.70%) -1.58M
Decreased by -1.31%
Dec 31, 24
2 Vanguard Group Inc 115.53M (9.31%) 185.51K
Increased by +0.16%
Dec 31, 24
3 Capital World Investors 71.71M (5.78%) -4.84M
Decreased by -6.75%
Dec 31, 24
4 State Street Corp 60.38M (4.86%) 210.06K
Increased by +0.35%
Dec 31, 24
5 Capital Research Global Investors 57.95M (4.67%) -3.85M
Decreased by -6.65%
Dec 31, 24
6 State Street Corporation 57.70M (4.65%) -1.83M
Decreased by -3.17%
Mar 31, 24
7 FMR Inc 40.32M (3.25%) 7.16M
Increased by +17.75%
Dec 31, 24
8 Wellington Management Company LLP 35.66M (2.87%) 1.06M
Increased by +2.97%
Dec 31, 24
9 Dodge & Cox 32.95M (2.65%) -98.02K
Decreased by -0.30%
Dec 31, 24
10 Geode Capital Management, LLC 28.29M (2.28%) 749.05K
Increased by +2.65%
Dec 31, 24
11 Morgan Stanley - Brokerage Accounts 20.07M (1.62%) 2.82M
Increased by +14.06%
Dec 31, 24
12 NORGES BANK 19.37M (1.56%) 1.98M
Increased by +10.23%
Dec 31, 24
13 Bank of America Corp 17.72M (1.43%) 10.49M
Increased by +59.19%
Dec 31, 24
14 Bank of New York Mellon Corp 16.85M (1.36%) 2.92M
Increased by +17.32%
Dec 31, 24
15 Northern Trust Corp 14.92M (1.20%) 2.46M
Increased by +16.49%
Dec 31, 24
16 UBS Asset Mgmt Americas Inc 12.23M (0.99%) 1.61M
Increased by +13.12%
Dec 31, 24
17 Parnassus Investments LLC 11.95M (0.96%) 36.69K
Increased by +0.31%
Dec 31, 23
18 Parnassus Investments, LLC 11.95M (0.96%) 36.69K
Increased by +0.31%
Dec 31, 23
19 Dimensional Fund Advisors, Inc. 11.61M (0.94%) -61.77K
Decreased by -0.53%
Dec 31, 24
20 Amvescap Plc. 11.28M (0.91%) 1.29M
Increased by +11.46%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 39.45M (3.18%) 28.77K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 39.38M (3.17%) 81.27K
Increased by +0.21%
Mar 31, 25
3 Vanguard Institutional 500 Index Trust 34.64M (2.79%) 73.11K
Increased by +0.21%
Mar 31, 25
4 Invesco QQQ Trust 25.43M (2.05%) -26.31K
Decreased by -0.10%
Apr 30, 25
5 Dodge & Cox Stock I 24.35M (1.96%) 0.00
Increased by 0.00%
Mar 31, 25
6 American Funds Income Fund of Amer A 23.99M (1.93%) -5.59M
Decreased by -23.30%
Mar 31, 25
7 American Funds Washington Mutual A 17.96M (1.45%) -3.56M
Decreased by -19.84%
Mar 31, 25
8 Capital Group Wash Mutual Invtrs Comp 17.96M (1.45%) -3.56M
Decreased by -19.84%
Mar 31, 25
9 Performer (AFRIS) 17.80M (1.43%) 17.80M
Increased by +100.00%
Feb 29, 24
10 Fidelity 500 Index 15.64M (1.26%) 26.98K
Increased by +0.17%
Mar 31, 25
11 SPDR® S&P 500 ETF 15.51M (1.25%) -227.69K
Decreased by -1.47%
Mar 31, 25
12 SPDR® S&P 500® ETF 15.12M (1.22%) 12.44K
Increased by +0.08%
Apr 30, 25
13 SPDR® S&P 500® ETF Trust 15.10M (1.22%) -79.06K
Decreased by -0.52%
Mar 31, 25
14 iShares Core S&P 500 ETF 14.78M (1.19%) -14.68K
Decreased by -0.10%
Apr 29, 25
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 American Funds American Mutual A 14.46M (1.16%) -60.40K
Decreased by -0.42%
Mar 31, 25
18 Capital Group American Mutual Comp 14.46M (1.16%) -60.40K
Decreased by -0.42%
Mar 31, 25
19 American Funds Capital Income Bldr A 12.09M (0.97%) -1.75M
Decreased by -14.49%
Mar 31, 25
20 American Funds Invmt Co of Amer A 11.19M (0.90%) 283.29K
Increased by +2.53%
Mar 31, 25