Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BBH 12.43%
2 DVP 8.10%
3 IBBQ 7.46%
4 ZBIO 7.42%
5 BIS 7.41%
6 IBB 7.34%
7 IDNA 6.12%
8 THNR 5.26%
9 HDLB 5.14%
10 IVFVC 4.96%
11 PJP 4.91%
12 PBE 4.84%
13 BIB 4.82%
14 QQQA 4.41%
15 PINK 4.26%
16 UTRN 3.99%
17 VSL 3.99%
18 HRTS 3.86%
19 MPCT 3.83%
20 UDI 3.81%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 119.36M (9.64%) 1.89M
Increased by +1.59%
Jun 30, 25
2 BlackRock Inc 114.88M (9.28%) -1.22M
Decreased by -1.07%
Jun 30, 25
3 FMR Inc 59.96M (4.84%) 1.41M
Increased by +2.36%
Jun 30, 25
4 State Street Corp 59.19M (4.78%) -335.51K
Decreased by -0.57%
Jun 30, 25
5 State Street Corporation 57.70M (4.66%) -1.83M
Decreased by -3.17%
Mar 31, 24
6 Capital World Investors 46.30M (3.74%) -7.24M
Decreased by -15.65%
Jun 30, 25
7 Wellington Management Company LLP 37.53M (3.03%) 10.17M
Increased by +27.10%
Jun 30, 25
8 Capital Research Global Investors 31.10M (2.51%) -23.51M
Decreased by -75.61%
Jun 30, 25
9 Dodge & Cox 30.82M (2.49%) -1.88M
Decreased by -6.09%
Jun 30, 25
10 Geode Capital Management, LLC 29.21M (2.36%) 727.51K
Increased by +2.49%
Jun 30, 25
11 T. Rowe Price Associates, Inc. 23.59M (1.90%) 8.88M
Increased by +37.66%
Jun 30, 25
12 Morgan Stanley - Brokerage Accounts 22.84M (1.84%) 3.03M
Increased by +13.29%
Jun 30, 25
13 NORGES BANK 19.39M (1.57%) 23.99K
Increased by +0.12%
Jun 30, 25
14 JPMorgan Chase & Co 19.08M (1.54%) 8.00M
Increased by +41.93%
Jun 30, 25
15 Bank of America Corp 18.98M (1.53%) 629.47K
Increased by +3.32%
Jun 30, 25
16 UBS Asset Mgmt Americas Inc 16.58M (1.34%) 2.83M
Increased by +17.05%
Jun 30, 25
17 Northern Trust Corp 14.41M (1.16%) -27.06K
Decreased by -0.19%
Jun 30, 25
18 Bank of New York Mellon Corp 13.82M (1.12%) -2.07M
Decreased by -14.99%
Jun 30, 25
19 Amvescap Plc. 13.52M (1.09%) 3.39M
Increased by +25.10%
Jun 30, 25
20 Parnassus Investments LLC 11.95M (0.97%) 36.69K
Increased by +0.31%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 39.45M (3.19%) 28.77K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 39.10M (3.16%) -901.45K
Decreased by -2.31%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 35.44M (2.86%) 245.78K
Increased by +0.69%
May 31, 25
4 Vanguard 500 Index Investor 30.79M (2.49%) -4.51M
Decreased by -14.65%
Jul 31, 25
5 Invesco QQQ Trust 25.64M (2.07%) 177.91K
Increased by +0.69%
Aug 29, 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 15.77M (1.27%) 6.77K
Increased by +0.04%
Jul 31, 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 Trust 15.10M (1.22%) -79.06K
Decreased by -0.52%
Mar 31, 25
12 SPDR® S&P 500® ETF 15.02M (1.21%) 184.94K
Increased by +1.23%
Aug 31, 25
13 iShares Core S&P 500 ETF 14.97M (1.21%) 0.00
Increased by 0.00%
Aug 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 11.02M (0.89%) -13.12K
Decreased by -0.12%
Jul 31, 25