Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BBH 13.29%
2 IBB 8.50%
3 IBBQ 8.40%
4 DVP 8.10%
5 ZBIO 7.42%
6 BIS 7.41%
7 BIB 6.14%
8 IDNA 6.12%
9 PJP 5.33%
10 HDLB 5.14%
11 PBE 5.11%
12 IVFVC 4.96%
13 QQQA 4.50%
14 UDI 4.22%
15 UTRN 3.99%
16 VSL 3.99%
17 FTXH 3.84%
18 MPCT 3.83%
19 DVAL 3.70%
20 SAMM 3.53%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 117.47M (9.46%) 1.94M
Increased by +1.65%
Mar 31, 25
2 BlackRock Inc 116.10M (9.35%) -4.25M
Decreased by -3.66%
Mar 31, 25
3 State Street Corp 59.52M (4.80%) -858.08K
Decreased by -1.44%
Mar 31, 25
4 FMR Inc 58.54M (4.72%) 18.22M
Increased by +31.13%
Mar 31, 25
5 State Street Corporation 57.70M (4.65%) -1.83M
Decreased by -3.17%
Mar 31, 24
6 Capital Research Global Investors 54.61M (4.40%) -3.34M
Decreased by -6.11%
Mar 31, 25
7 Capital World Investors 53.55M (4.31%) -18.16M
Decreased by -33.91%
Mar 31, 25
8 Dodge & Cox 32.69M (2.63%) -252.93K
Decreased by -0.77%
Mar 31, 25
9 Geode Capital Management, LLC 28.48M (2.29%) 190.23K
Increased by +0.67%
Mar 31, 25
10 Wellington Management Company LLP 27.36M (2.20%) -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 Northern Trust Corp 14.92M (1.20%) 2.46M
Increased by +16.49%
Dec 31, 24
16 T. Rowe Price Associates, Inc. 14.70M (1.18%) 11.16M
Increased by +75.88%
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 (0.96%) 36.69K
Increased by +0.31%
Dec 31, 23
19 Parnassus Investments, LLC 11.95M (0.96%) 36.69K
Increased by +0.31%
Dec 31, 23
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 Total Stock Mkt Idx Inv 39.99M (3.22%) 602.06K
Increased by +1.51%
Apr 30, 25
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 35.20M (2.84%) 562.59K
Increased by +1.60%
Apr 30, 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 Trust 15.10M (1.22%) -79.06K
Decreased by -0.52%
Mar 31, 25
13 SPDR® S&P 500® ETF 15.02M (1.21%) -90.04K
Decreased by -0.60%
Apr 30, 25
14 iShares Core S&P 500 ETF 14.76M (1.19%) -15.41K
Decreased by -0.10%
Apr 30, 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