Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BBH 13.07%
2 DVP 8.10%
3 IBB 7.66%
4 IBBQ 7.58%
5 ZBIO 7.42%
6 BIS 7.41%
7 IDNA 6.12%
8 THNR 5.53%
9 PBE 5.17%
10 HDLB 5.14%
11 QQQA 5.11%
12 BIB 5.00%
13 IVFVC 4.96%
14 PJP 4.79%
15 PINK 4.69%
16 UTRN 3.99%
17 VSL 3.99%
18 FTXH 3.90%
19 MPCT 3.83%
20 UDI 3.80%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 117.47M (9.49%) 1.94M
Increased by +1.65%
Mar 31, 25
2 BlackRock Inc 116.10M (9.38%) -4.25M
Decreased by -3.66%
Mar 31, 25
3 State Street Corp 59.52M (4.81%) -858.08K
Decreased by -1.44%
Mar 31, 25
4 FMR Inc 58.54M (4.73%) 18.22M
Increased by +31.13%
Mar 31, 25
5 State Street Corporation 57.70M (4.66%) -1.83M
Decreased by -3.17%
Mar 31, 24
6 Capital Research Global Investors 54.61M (4.41%) -3.34M
Decreased by -6.11%
Mar 31, 25
7 Capital World Investors 53.55M (4.32%) -18.16M
Decreased by -33.91%
Mar 31, 25
8 Dodge & Cox 32.69M (2.64%) -252.93K
Decreased by -0.77%
Mar 31, 25
9 Geode Capital Management, LLC 28.48M (2.30%) 190.23K
Increased by +0.67%
Mar 31, 25
10 Wellington Management Company LLP 27.36M (2.21%) -8.30M
Decreased by -30.34%
Mar 31, 25
11 Morgan Stanley - Brokerage Accounts 19.80M (1.60%) -269.48K
Decreased by -1.36%
Mar 31, 25
12 NORGES BANK 19.37M (1.56%) 1.98M
Increased by +10.23%
Dec 31, 24
13 Bank of America Corp 18.35M (1.48%) 635.16K
Increased by +3.46%
Mar 31, 25
14 Bank of New York Mellon Corp 15.89M (1.28%) -962.05K
Decreased by -6.06%
Mar 31, 25
15 T. Rowe Price Associates, Inc. 14.70M (1.19%) 11.16M
Increased by +75.88%
Mar 31, 25
16 Northern Trust Corp 14.44M (1.17%) -478.71K
Decreased by -3.32%
Mar 31, 25
17 UBS Asset Mgmt Americas Inc 13.76M (1.11%) 1.52M
Increased by +11.06%
Mar 31, 25
18 Parnassus Investments LLC 11.95M (0.97%) 36.69K
Increased by +0.31%
Dec 31, 23
19 Parnassus Investments, LLC 11.95M (0.97%) 36.69K
Increased by +0.31%
Dec 31, 23
20 JPMorgan Chase & Co 11.08M (0.89%) 5.47M
Increased by +49.37%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 40.00M (3.23%) -21.62K
Decreased by -0.05%
Jun 30, 25
2 Vanguard US Total Market Shares ETF 39.45M (3.19%) 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 35.30M (2.85%) -142.51K
Decreased by -0.40%
Jun 30, 25
5 Invesco QQQ Trust 25.52M (2.06%) -15.99K
Decreased by -0.06%
Jul 31, 25
6 Dodge & Cox Stock I 22.94M (1.85%) -1.41M
Decreased by -6.14%
Jun 30, 25
7 American Funds Income Fund of Amer A 19.87M (1.60%) -4.12M
Decreased by -20.72%
Jun 30, 25
8 Performer (AFRIS) 17.80M (1.44%) 17.80M
Increased by +100.00%
Feb 29, 24
9 Fidelity 500 Index 15.76M (1.27%) 37.96K
Increased by +0.24%
Jun 30, 25
10 SPDR® S&P 500 ETF 15.51M (1.25%) -227.69K
Decreased by -1.47%
Mar 31, 25
11 SPDR® S&P 500® ETF 15.21M (1.23%) 65.06K
Increased by +0.43%
Jul 31, 25
12 SPDR® S&P 500® ETF Trust 15.10M (1.22%) -79.06K
Decreased by -0.52%
Mar 31, 25
13 iShares Core S&P 500 ETF 14.86M (1.20%) 67.53K
Increased by +0.45%
Jul 31, 25
14 SPDR® S&P 500 ETF Trust 14.67M (1.18%) -31.82K
Decreased by -0.22%
Apr 30, 24
15 Fidelity® 500 Index 14.52M (1.17%) 92.40K
Increased by +0.64%
Nov 30, 23
16 American Funds Washington Mutual A 13.40M (1.08%) -4.56M
Decreased by -34.02%
Jun 30, 25
17 Capital Group Wash Mutual Invtrs Comp 13.40M (1.08%) -4.56M
Decreased by -34.02%
Jun 30, 25
18 American Funds Invmt Co of Amer A 11.19M (0.90%) 283.29K
Increased by +2.53%
Mar 31, 25
19 Capital Group Investment Co of Amer Comp 11.19M (0.90%) 283.29K
Increased by +2.53%
Mar 31, 25
20 Vanguard Value Index Inv 11.04M (0.89%) 86.19K
Increased by +0.78%
Jun 30, 25