Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BBH 12.63%
2 IBB 8.55%
3 IBBQ 8.51%
4 DVP 8.10%
5 ZBIO 7.42%
6 BIS 7.41%
7 BIB 6.56%
8 IDNA 6.12%
9 PBE 5.35%
10 PJP 5.18%
11 HDLB 5.14%
12 IVFVC 4.96%
13 PINK 4.77%
14 UDI 4.32%
15 FBT 4.19%
16 TBG 4.00%
17 UTRN 3.99%
18 VSL 3.99%
19 MPCT 3.83%
20 SAMM 3.76%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 120.36M (9.69%) -1.58M
Decreased by -1.31%
Dec 31, 24
2 Vanguard Group Inc 115.53M (9.30%) 185.51K
Increased by +0.16%
Dec 31, 24
3 Capital World Investors 71.71M (5.77%) -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 (4.66%) -3.85M
Decreased by -6.65%
Dec 31, 24
6 State Street Corporation 57.70M (4.64%) -1.83M
Decreased by -3.17%
Mar 31, 24
7 FMR Inc 40.32M (3.24%) 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 (0.98%) 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 (0.93%) -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 Total Stock Mkt Idx Inv 39.30M (3.16%) 126.70K
Increased by +0.32%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 34.56M (2.78%) 237.39K
Increased by +0.69%
Feb 28, 25
3 American Funds Income Fund of Amer A 29.58M (2.38%) -1.59M
Decreased by -5.37%
Dec 31, 24
4 Invesco QQQ Trust 25.78M (2.07%) -2.02K
Decreased by -0.01%
Feb 28, 25
5 Dodge & Cox Stock I 24.35M (1.96%) -24.30K
Decreased by -0.10%
Dec 31, 24
6 American Funds Washington Mutual A 21.53M (1.73%) -1.00M
Decreased by -4.65%
Dec 31, 24
7 Capital Group Wash Mutual Invtrs Comp 21.53M (1.73%) -1.00M
Decreased by -4.65%
Dec 31, 24
8 Performer (AFRIS) 17.80M (1.43%) 17.80M
Increased by +100.00%
Feb 29, 24
9 Fidelity 500 Index 15.54M (1.25%) 68.57K
Increased by +0.44%
Jan 31, 25
10 SPDR® S&P 500® ETF Trust 15.41M (1.24%) -100.25K
Decreased by -0.65%
Feb 28, 25
11 SPDR® S&P 500 ETF Trust 14.67M (1.18%) -31.82K
Decreased by -0.22%
Apr 30, 24
12 iShares Core S&P 500 ETF 14.64M (1.18%) -736.00
Decreased by -0.01%
Feb 28, 25
13 Fidelity® 500 Index 14.52M (1.17%) 92.40K
Increased by +0.64%
Nov 30, 23
14 American Funds American Mutual A 14.52M (1.17%) -1.18M
Decreased by -8.15%
Dec 31, 24
15 Capital Group American Mutual Comp 14.52M (1.17%) -1.18M
Decreased by -8.15%
Dec 31, 24
16 American Funds Capital Income Bldr A 13.84M (1.11%) -2.20M
Decreased by -15.92%
Dec 31, 24
17 American Funds American Balanced A 12.05M (0.97%) 0.00
Increased by 0.00%
Dec 31, 24
18 Vanguard Equity-Income Inv 11.95M (0.96%) -937.16K
Decreased by -7.84%
Dec 31, 24
19 American Funds Invmt Co of Amer A 10.91M (0.88%) 0.00
Increased by 0.00%
Dec 31, 24
20 Capital Group Investment Co of Amer Comp 10.91M (0.88%) 0.00
Increased by 0.00%
Dec 31, 24