Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MNTL 8.02%
2 TBXU 7.11%
3 BBH 5.95%
4 THNR 5.45%
5 IBBQ 5.12%
6 IBB 5.09%
7 BIOT_old 4.91%
8 PBE 4.67%
9 ZBIO 4.14%
10 BIS 4.13%
11 NLSI 4.09%
12 UTRN 4.04%
13 ENTR 3.97%
14 IDNA 3.59%
15 SYNB 3.56%
16 LNGR 3.54%
17 BIB 3.27%
18 OZEM 3.09%
19 FMTM 2.98%
20 SMRI 2.88%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 9.08M (9.29%) 26.88K
Increased by +0.30%
Dec 31, 25
2 BlackRock Inc 8.95M (9.16%) 206.47K
Increased by +2.31%
Mar 31, 26
3 Vanguard Capital Management, LLC 6.65M (6.81%) 6.65M
Increased by +100.00%
Mar 31, 26
4 State Street Corporation 4.84M (4.96%) -59.70K
Decreased by -1.23%
Mar 31, 24
5 State Street Corp 4.66M (4.78%) 3.67K
Increased by +0.08%
Mar 31, 26
6 Dodge & Cox 4.46M (4.56%) -138.12K
Decreased by -3.10%
Mar 31, 26
7 JPMorgan Chase & Co 4.31M (4.41%) 371.65K
Increased by +8.62%
Mar 31, 26
8 Franklin Resources Inc 2.72M (2.79%) 162.07K
Increased by +5.95%
Mar 31, 26
9 Geode Capital Management, LLC 2.61M (2.67%) 88.19K
Increased by +3.38%
Mar 31, 26
10 T. Rowe Price Associates, Inc. 2.18M (2.23%) 227.73K
Increased by +10.46%
Mar 31, 26
11 Nuveen, LLC 2.07M (2.11%) 54.55K
Increased by +2.64%
Mar 31, 26
12 Loomis, Sayles & Company LP 1.91M (1.96%) -22.02K
Decreased by -1.15%
Mar 31, 26
13 Wellington Management Company LLP 1.84M (1.88%) 1.17M
Increased by +63.84%
Mar 31, 26
14 Amvescap Plc. 1.72M (1.77%) 133.37K
Increased by +7.73%
Mar 31, 26
15 Vanguard Portfolio Management, LLC 1.72M (1.76%) 1.72M
Increased by +100.00%
Mar 31, 26
16 FMR Inc 1.52M (1.55%) -801.37K
Decreased by -52.78%
Mar 31, 26
17 Capital World Investors 1.42M (1.45%) 21.00K
Increased by +1.48%
Mar 31, 26
18 Morgan Stanley - Brokerage Accounts 1.32M (1.35%) -69.99K
Decreased by -5.31%
Mar 31, 26
19 NORGES BANK 1.31M (1.34%) 115.01K
Increased by +8.77%
Dec 31, 25
20 The Goldman Sachs Group Inc 1.30M (1.33%) 203.23K
Increased by +15.63%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 3.44M (3.52%) 178.74K
Increased by +5.20%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 3.31M (3.39%) 8.94K
Increased by +0.27%
Apr 30, 26
3 Vanguard Institutional 500 Index Trust 2.99M (3.06%) 22.25K
Increased by +0.74%
May 31, 25
4 Dodge & Cox Stock I 2.91M (2.98%) -85.90K
Decreased by -2.95%
Mar 31, 26
5 Fidelity® Contrafund® 2.65M (2.71%) 0.00
Increased by 0.00%
Nov 30, 23
6 Vanguard 500 Index Investor 2.61M (2.68%) 46.97K
Increased by +1.80%
Apr 30, 26
7 Invesco QQQ Trust 2.25M (2.31%) 10.58K
Increased by +0.47%
May 29, 26
8 JPM US Large Cap Growth-MA 1.81M (1.86%) 1.68M
Increased by +92.52%
Sep 30, 23
9 iShares Core S&P 500 ETF 1.33M (1.36%) 4.07K
Increased by +0.31%
May 29, 26
10 SPDR® S&P 500 ETF 1.31M (1.34%) -19.22K
Decreased by -1.47%
Mar 31, 25
11 Fidelity 500 Index 1.29M (1.32%) 4.44K
Increased by +0.34%
Apr 30, 26
12 SPDR® S&P 500® ETF Trust 1.28M (1.31%) -6.70K
Decreased by -0.52%
Mar 31, 25
13 SPDR® S&P 500® ETF 1.25M (1.28%) 15.43K
Increased by +1.23%
Aug 31, 25
14 JPMorgan Large Cap Growth I 1.25M (1.28%) -395.87K
Decreased by -31.75%
Oct 31, 24
15 SPDR® S&P 500 ETF Trust 1.24M (1.27%) -2.71K
Decreased by -0.22%
Apr 30, 24
16 Fidelity® 500 Index 1.24M (1.27%) 7.92K
Increased by +0.64%
Nov 30, 23
17 State Street® SPDR® S&P 500® ETF 1.21M (1.24%) 1.30K
Increased by +0.11%
May 31, 26
18 American Funds New Perspective A 1.18M (1.21%) -334.23K
Decreased by -28.37%
Jun 30, 25
19 Capital Group New Perspective Comp 1.18M (1.21%) -334.23K
Decreased by -28.37%
Jun 30, 25
20 Fidelity Contrafund Commingled Pl O 1.15M (1.18%) 5.43K
Increased by +0.47%
Aug 31, 24