Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BBH 13.37%
2 DVP 8.10%
3 IBBQ 7.75%
4 IBB 7.72%
5 ZBIO 7.42%
6 BIS 7.41%
7 IDNA 6.12%
8 BIB 5.57%
9 HDLB 5.14%
10 PJP 5.04%
11 THNR 5.03%
12 IVFVC 4.96%
13 PBE 4.93%
14 QQQA 4.37%
15 UDI 4.10%
16 UTRN 3.99%
17 VSL 3.99%
18 FTXH 3.89%
19 MPCT 3.83%
20 DVAL 3.70%

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 T. Rowe Price Associates, Inc. 14.70M (1.18%) 11.16M
Increased by +75.88%
Mar 31, 25
16 Northern Trust Corp 14.44M (1.16%) -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 (0.96%) 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 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 40.02M (3.22%) 34.82K
Increased by +0.09%
May 31, 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 35.44M (2.86%) 245.78K
Increased by +0.69%
May 31, 25
4 Invesco QQQ Trust 25.79M (2.08%) 0.00
Increased by 0.00%
May 31, 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 15.66M (1.26%) 19.33K
Increased by +0.12%
Apr 30, 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 14.90M (1.20%) -66.52K
Decreased by -0.45%
May 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 American Mutual A 14.46M (1.16%) -60.40K
Decreased by -0.42%
Mar 31, 25
17 Capital Group American Mutual Comp 14.46M (1.16%) -60.40K
Decreased by -0.42%
Mar 31, 25
18 iShares Core S&P 500 ETF 14.43M (1.16%) 0.00
Increased by 0.00%
May 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