Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MNTL 7.83%
2 IBB 7.39%
3 IBBQ 7.01%
4 BIB 5.38%
5 BBH 5.21%
6 BIOT_old 4.91%
7 PBE 4.52%
8 ZBIO 4.14%
9 BIS 4.13%
10 FPX 4.09%
11 UTRN 4.04%
12 IDNA 3.77%
13 SYNB 3.70%
14 LNGR 3.54%
15 FTXH 3.44%
16 FBT 3.39%
17 AGNG 2.90%
18 TECB 2.82%
19 USCF 2.80%
20 FMED 2.78%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 9.29M (9.02%) -33.94K
Decreased by -0.37%
Dec 31, 24
2 BlackRock Inc 8.73M (8.48%) 251.36K
Increased by +2.88%
Dec 31, 24
3 FMR Inc 8.20M (7.96%) -2.16M
Decreased by -26.38%
Dec 31, 24
4 JPMorgan Chase & Co 7.06M (6.85%) -7.92M
Decreased by -112.19%
Dec 31, 24
5 State Street Corporation 4.84M (4.70%) -59.70K
Decreased by -1.23%
Mar 31, 24
6 State Street Corp 4.83M (4.69%) -70.17K
Decreased by -1.45%
Dec 31, 24
7 Capital Research & Mgmt Co - Division 3 4.74M (4.60%) 1.39M
Increased by +29.36%
Dec 31, 24
8 Capital World Investors 2.78M (2.70%) -1.52M
Decreased by -54.67%
Dec 31, 24
9 Geode Capital Management, LLC 2.43M (2.36%) 155.37K
Increased by +6.40%
Dec 31, 24
10 Dodge & Cox 2.32M (2.25%) 9.38K
Increased by +0.40%
Dec 31, 24
11 T. Rowe Price Associates, Inc. 2.09M (2.02%) 810.14K
Increased by +38.85%
Dec 31, 24
12 Franklin Resources Inc 2.05M (1.99%) 149.12K
Increased by +7.29%
Dec 31, 24
13 Loomis, Sayles & Company LP 1.58M (1.53%) 394.00K
Increased by +25.01%
Dec 31, 24
14 Amundi 1.55M (1.51%) 487.49K
Increased by +31.42%
Dec 31, 24
15 Morgan Stanley - Brokerage Accounts 1.43M (1.39%) 244.88K
Increased by +17.12%
Dec 31, 24
16 Putnam Investments LLC 1.21M (1.18%) 24.33K
Increased by +2.01%
Dec 31, 23
17 Putnam Investments, LLC., a Franklin Templeton company 1.21M (1.18%) 24.33K
Increased by +2.01%
Dec 31, 23
18 NORGES BANK 1.13M (1.09%) -1.01K
Decreased by -0.09%
Dec 31, 24
19 Wellington Management Company LLP 1.06M (1.03%) -31.18K
Decreased by -2.94%
Jun 30, 24
20 Northern Trust Corp 1.05M (1.02%) 136.18K
Increased by +12.91%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 3.44M (3.34%) 178.74K
Increased by +5.20%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 3.41M (3.31%) 12.88K
Increased by +0.38%
Feb 28, 25
3 Vanguard Institutional 500 Index Trust 2.92M (2.83%) 19.58K
Increased by +0.67%
Feb 28, 25
4 Fidelity® Contrafund® 2.65M (2.57%) 0.00
Increased by 0.00%
Nov 30, 23
5 Invesco QQQ Trust 2.21M (2.15%) -1.93K
Decreased by -0.09%
Mar 31, 25
6 American Funds Growth Fund of Amer A 2.09M (2.03%) -1.04M
Decreased by -49.85%
Dec 31, 24
7 Capital Group Growth Fnd of Amer Comp 2.09M (2.03%) -1.04M
Decreased by -49.85%
Dec 31, 24
8 Fidelity Contrafund 2.08M (2.02%) -23.90K
Decreased by -1.15%
Feb 28, 25
9 JPM US Large Cap Growth-MA 1.81M (1.76%) 1.68M
Increased by +92.52%
Sep 30, 23
10 Dodge & Cox Stock I 1.55M (1.51%) -1.50K
Decreased by -0.10%
Dec 31, 24
11 American Funds New Perspective A 1.48M (1.44%) 185.61K
Increased by +12.51%
Dec 31, 24
12 Capital Group New Perspective Comp 1.48M (1.44%) 185.61K
Increased by +12.51%
Dec 31, 24
13 Fidelity 500 Index 1.32M (1.28%) 5.87K
Increased by +0.45%
Feb 28, 25
14 SPDR® S&P 500 ETF 1.31M (1.27%) -19.22K
Decreased by -1.47%
Mar 31, 25
15 iShares Core S&P 500 ETF 1.28M (1.25%) 3.72K
Increased by +0.29%
Mar 31, 25
16 SPDR® S&P 500® ETF Trust 1.28M (1.24%) -6.70K
Decreased by -0.52%
Mar 31, 25
17 SPDR® S&P 500® ETF 1.26M (1.22%) -21.20K
Decreased by -1.68%
Mar 31, 25
18 JPMorgan Large Cap Growth I 1.25M (1.21%) -395.87K
Decreased by -31.75%
Oct 31, 24
19 SPDR® S&P 500 ETF Trust 1.24M (1.21%) -2.71K
Decreased by -0.22%
Apr 30, 24
20 Fidelity® 500 Index 1.24M (1.21%) 7.92K
Increased by +0.64%
Nov 30, 23