Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IBB 7.03%
2 IBBQ 7.00%
3 MNTL 6.64%
4 BBH 6.11%
5 BIB 5.16%
6 BIOT_old 4.91%
7 PBE 4.64%
8 ZBIO 4.14%
9 BIS 4.13%
10 FPX 4.09%
11 UTRN 4.04%
12 IDNA 3.78%
13 LNGR 3.54%
14 FBT 3.16%
15 MEDX 2.94%
16 USCF 2.80%
17 DWEQ 2.76%
18 PXLG 2.76%
19 FMED 2.73%
20 TECB 2.66%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 JPMorgan Chase & Co 14.98M (14.54%) -1.58M
Decreased by -10.52%
Sep 30, 24
2 FMR Inc 10.36M (10.06%) -286.77K
Decreased by -2.77%
Sep 30, 24
3 Vanguard Group Inc 9.32M (9.05%) 326.32K
Increased by +3.50%
Sep 30, 24
4 BlackRock Inc 8.48M (8.23%) 33.90K
Increased by +0.40%
Sep 30, 24
5 State Street Corp 4.90M (4.76%) 61.28K
Increased by +1.25%
Sep 30, 24
6 State Street Corporation 4.84M (4.70%) -59.70K
Decreased by -1.23%
Mar 31, 24
7 Capital World Investors 4.30M (4.17%) -340.28K
Decreased by -7.92%
Sep 30, 24
8 Capital Research & Mgmt Co - Division 3 3.35M (3.25%) 212.27K
Increased by +6.34%
Sep 30, 24
9 Dodge & Cox 2.31M (2.24%) -3.75K
Decreased by -0.16%
Sep 30, 24
10 Geode Capital Management, LLC 2.27M (2.21%) -143.09K
Decreased by -6.30%
Sep 30, 24
11 Franklin Resources Inc 1.90M (1.84%) -27.02K
Decreased by -1.42%
Sep 30, 24
12 T. Rowe Price Associates, Inc. 1.28M (1.24%) 342.43K
Increased by +26.85%
Sep 30, 24
13 Putnam Investments LLC 1.21M (1.18%) 24.33K
Increased by +2.01%
Dec 31, 23
14 Putnam Investments, LLC., a Franklin Templeton company 1.21M (1.18%) 24.33K
Increased by +2.01%
Dec 31, 23
15 Morgan Stanley - Brokerage Accounts 1.19M (1.15%) -1.50M
Decreased by -126.29%
Sep 30, 24
16 Loomis, Sayles & Company LP 1.18M (1.15%) -35.50K
Decreased by -3.01%
Sep 30, 24
17 Amvescap Plc. 1.16M (1.13%) 244.75K
Increased by +21.08%
Sep 30, 24
18 NORGES BANK 1.13M (1.09%) 65.14K
Increased by +5.78%
Jun 30, 24
19 Amundi 1.06M (1.03%) -72.00
Decreased by -0.01%
Sep 30, 24
20 Wellington Management Company LLP 1.06M (1.03%) -31.18K
Decreased by -2.94%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.39M (3.29%) -21.63K
Decreased by -0.64%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 2.85M (2.77%) -2.83K
Decreased by -0.10%
Dec 31, 24
3 Fidelity® Contrafund® 2.65M (2.57%) 0.00
Increased by 0.00%
Nov 30, 23
4 Fidelity Contrafund 2.22M (2.16%) -108.40K
Decreased by -4.88%
Dec 31, 24
5 Invesco QQQ Trust 2.20M (2.14%) -9.80K
Decreased by -0.45%
Jan 30, 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 JPM US Large Cap Growth-MA 1.81M (1.76%) 1.68M
Increased by +92.52%
Sep 30, 23
9 Dodge & Cox Stock I 1.55M (1.51%) -1.50K
Decreased by -0.10%
Dec 31, 24
10 American Funds New Perspective A 1.48M (1.44%) 185.61K
Increased by +12.51%
Dec 31, 24
11 Fidelity 500 Index 1.31M (1.27%) -4.47K
Decreased by -0.34%
Dec 31, 24
12 Capital Group New Perspective Comp 1.30M (1.26%) 0.00
Increased by 0.00%
Sep 30, 24
13 SPDR® S&P 500® ETF Trust 1.30M (1.26%) -62.00
Decreased by -0.00%
Jan 30, 25
14 JPMorgan Large Cap Growth I 1.25M (1.21%) -395.87K
Decreased by -31.75%
Oct 31, 24
15 SPDR® S&P 500 ETF Trust 1.24M (1.21%) -2.71K
Decreased by -0.22%
Apr 30, 24
16 Fidelity® 500 Index 1.24M (1.21%) 7.92K
Increased by +0.64%
Nov 30, 23
17 iShares Core S&P 500 ETF 1.23M (1.19%) -2.11K
Decreased by -0.17%
Jan 29, 25
18 Fidelity Contrafund Commingled Pl O 1.15M (1.12%) 5.43K
Increased by +0.47%
Aug 31, 24
19 Vanguard Value Index Inv 920.99K (0.89%) -6.86K
Decreased by -0.74%
Dec 31, 24
20 Putnam Large Cap Value A 892.86K (0.87%) 19.05K
Increased by +2.13%
Dec 31, 24