Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TBXU 11.01%
2 THNR 8.07%
3 MNTL 8.02%
4 IBB 6.43%
5 IBBQ 6.20%
6 BBH 5.77%
7 IDNA 5.02%
8 PBE 4.95%
9 BIOT_old 4.91%
10 BIB 4.34%
11 ZBIO 4.14%
12 BIS 4.13%
13 UTRN 4.04%
14 PINK 4.02%
15 ENTR 3.97%
16 FTXH 3.96%
17 FBT 3.83%
18 TECB 3.71%
19 AFOS 3.58%
20 SYNB 3.56%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 9.42M (9.57%) 16.16K
Increased by +0.17%
Jun 30, 25
2 BlackRock Inc 9.28M (9.42%) 350.20K
Increased by +3.78%
Jun 30, 25
3 State Street Corporation 4.84M (4.91%) -59.70K
Decreased by -1.23%
Mar 31, 24
4 State Street Corp 4.83M (4.90%) 42.34K
Increased by +0.88%
Jun 30, 25
5 JPMorgan Chase & Co 3.94M (4.00%) -1.72M
Decreased by -43.62%
Jun 30, 25
6 Dodge & Cox 3.83M (3.88%) 1.50M
Increased by +39.26%
Jun 30, 25
7 FMR Inc 3.33M (3.38%) -4.27M
Decreased by -128.39%
Jun 30, 25
8 Capital Research & Mgmt Co - Division 3 3.17M (3.21%) -823.87K
Decreased by -26.03%
Jun 30, 25
9 Geode Capital Management, LLC 2.47M (2.50%) -4.53K
Decreased by -0.18%
Jun 30, 25
10 Franklin Resources Inc 2.31M (2.35%) 36.82K
Increased by +1.59%
Jun 30, 25
11 T. Rowe Price Associates, Inc. 2.18M (2.21%) 89.58K
Increased by +4.12%
Mar 31, 25
12 Capital World Investors 1.97M (2.00%) 27.38K
Increased by +1.39%
Jun 30, 25
13 Loomis, Sayles & Company LP 1.94M (1.97%) 305.09K
Increased by +15.72%
Jun 30, 25
14 Morgan Stanley - Brokerage Accounts 1.29M (1.31%) 36.71K
Increased by +2.85%
Jun 30, 25
15 Bank of America Corp 1.22M (1.24%) 176.12K
Increased by +14.43%
Jun 30, 25
16 Putnam Investments LLC 1.21M (1.23%) 24.33K
Increased by +2.01%
Dec 31, 23
17 Putnam Investments, LLC., a Franklin Templeton company 1.21M (1.23%) 24.33K
Increased by +2.01%
Dec 31, 23
18 NORGES BANK 1.20M (1.21%) 70.55K
Increased by +5.90%
Jun 30, 25
19 Amvescap Plc. 1.08M (1.09%) 225.08K
Increased by +20.92%
Jun 30, 25
20 Wellington Management Company LLP 1.06M (1.08%) -31.18K
Decreased by -2.94%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 3.44M (3.49%) 178.74K
Increased by +5.20%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 3.34M (3.39%) -77.26K
Decreased by -2.31%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 2.99M (3.04%) 22.25K
Increased by +0.74%
May 31, 25
4 Fidelity® Contrafund® 2.65M (2.69%) 0.00
Increased by 0.00%
Nov 30, 23
5 Vanguard 500 Index Investor 2.57M (2.61%) -376.58K
Decreased by -14.65%
Jul 31, 25
6 Dodge & Cox Stock I 2.49M (2.53%) 937.70K
Increased by +37.64%
Jun 30, 25
7 Invesco QQQ Trust 2.19M (2.22%) 15.22K
Increased by +0.70%
Aug 29, 25
8 JPM US Large Cap Growth-MA 1.81M (1.84%) 1.68M
Increased by +92.52%
Sep 30, 23
9 Fidelity 500 Index 1.32M (1.34%) 565.00
Increased by +0.04%
Jul 31, 25
10 SPDR® S&P 500 ETF 1.31M (1.33%) -19.22K
Decreased by -1.47%
Mar 31, 25
11 Fidelity Contrafund 1.28M (1.30%) -370.76K
Decreased by -28.98%
Jul 31, 25
12 SPDR® S&P 500® ETF Trust 1.28M (1.29%) -6.70K
Decreased by -0.52%
Mar 31, 25
13 SPDR® S&P 500® ETF 1.25M (1.27%) 15.43K
Increased by +1.23%
Aug 31, 25
14 iShares Core S&P 500 ETF 1.25M (1.27%) 0.00
Increased by 0.00%
Aug 31, 25
15 JPMorgan Large Cap Growth I 1.25M (1.27%) -395.87K
Decreased by -31.75%
Oct 31, 24
16 SPDR® S&P 500 ETF Trust 1.24M (1.26%) -2.71K
Decreased by -0.22%
Apr 30, 24
17 Fidelity® 500 Index 1.24M (1.26%) 7.92K
Increased by +0.64%
Nov 30, 23
18 American Funds New Perspective A 1.18M (1.20%) -334.23K
Decreased by -28.37%
Jun 30, 25
19 Capital Group New Perspective Comp 1.18M (1.20%) -334.23K
Decreased by -28.37%
Jun 30, 25
20 Fidelity Contrafund Commingled Pl O 1.15M (1.17%) 5.43K
Increased by +0.47%
Aug 31, 24