Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MNTL 7.77%
2 IBB 6.21%
3 IBBQ 6.00%
4 BIOT_old 4.91%
5 BBH 4.48%
6 BIB 4.31%
7 ZBIO 4.14%
8 BIS 4.13%
9 FPX 4.09%
10 UTRN 4.04%
11 PBE 3.55%
12 LNGR 3.54%
13 IDNA 3.16%
14 PINK 3.06%
15 FTXH 2.97%
16 FBT 2.93%
17 SYNB 2.92%
18 USCF 2.80%
19 DWEQ 2.76%
20 PXLG 2.76%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 9.41M (9.42%) 121.55K
Increased by +1.29%
Mar 31, 25
2 BlackRock Inc 8.93M (8.94%) 194.26K
Increased by +2.18%
Mar 31, 25
3 FMR Inc 7.60M (7.61%) -601.00K
Decreased by -7.91%
Mar 31, 25
4 JPMorgan Chase & Co 5.66M (5.66%) -1.40M
Decreased by -24.76%
Mar 31, 25
5 State Street Corporation 4.84M (4.85%) -59.70K
Decreased by -1.23%
Mar 31, 24
6 State Street Corp 4.79M (4.79%) -42.58K
Decreased by -0.89%
Mar 31, 25
7 Capital Research & Mgmt Co - Division 3 3.99M (3.99%) -747.80K
Decreased by -18.75%
Mar 31, 25
8 Geode Capital Management, LLC 2.47M (2.47%) 41.95K
Increased by +1.70%
Mar 31, 25
9 Dodge & Cox 2.32M (2.33%) 2.77K
Increased by +0.12%
Mar 31, 25
10 Franklin Resources Inc 2.28M (2.28%) 231.47K
Increased by +10.17%
Mar 31, 25
11 T. Rowe Price Associates, Inc. 2.18M (2.18%) 89.58K
Increased by +4.12%
Mar 31, 25
12 Capital World Investors 1.94M (1.94%) -840.35K
Decreased by -43.35%
Mar 31, 25
13 Loomis, Sayles & Company LP 1.64M (1.64%) 60.63K
Increased by +3.71%
Mar 31, 25
14 Amundi 1.60M (1.61%) 52.17K
Increased by +3.25%
Mar 31, 25
15 Morgan Stanley - Brokerage Accounts 1.25M (1.25%) -179.42K
Decreased by -14.34%
Mar 31, 25
16 Putnam Investments LLC 1.21M (1.21%) 24.33K
Increased by +2.01%
Dec 31, 23
17 Putnam Investments, LLC., a Franklin Templeton company 1.21M (1.21%) 24.33K
Increased by +2.01%
Dec 31, 23
18 NORGES BANK 1.13M (1.13%) -1.01K
Decreased by -0.09%
Dec 31, 24
19 Wellington Management Company LLP 1.06M (1.06%) -31.18K
Decreased by -2.94%
Jun 30, 24
20 Bank of America Corp 1.04M (1.05%) 104.04K
Increased by +9.96%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.45M (3.45%) 52.29K
Increased by +1.52%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 3.44M (3.44%) 178.74K
Increased by +5.20%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 2.97M (2.97%) 46.78K
Increased by +1.58%
Apr 30, 25
4 Fidelity® Contrafund® 2.65M (2.65%) 0.00
Increased by 0.00%
Nov 30, 23
5 Invesco QQQ Trust 2.23M (2.23%) -5.02K
Decreased by -0.23%
May 30, 25
6 Fidelity Contrafund 2.08M (2.09%) 24.80K
Increased by +1.19%
Apr 30, 25
7 JPM US Large Cap Growth-MA 1.81M (1.81%) 1.68M
Increased by +92.52%
Sep 30, 23
8 Dodge & Cox Stock I 1.55M (1.56%) 0.00
Increased by 0.00%
Mar 31, 25
9 American Funds New Perspective A 1.51M (1.51%) 29.01K
Increased by +1.92%
Mar 31, 25
10 Capital Group New Perspective Comp 1.51M (1.51%) 29.01K
Increased by +1.92%
Mar 31, 25
11 Fidelity 500 Index 1.32M (1.32%) 1.63K
Increased by +0.12%
Apr 30, 25
12 SPDR® S&P 500 ETF 1.31M (1.31%) -19.22K
Decreased by -1.47%
Mar 31, 25
13 American Funds Growth Fund of Amer A 1.31M (1.31%) -785.00K
Decreased by -60.04%
Mar 31, 25
14 Capital Group Growth Fnd of Amer Comp 1.31M (1.31%) -785.00K
Decreased by -60.04%
Mar 31, 25
15 SPDR® S&P 500® ETF Trust 1.28M (1.28%) -6.70K
Decreased by -0.52%
Mar 31, 25
16 SPDR® S&P 500® ETF 1.26M (1.26%) -5.64K
Decreased by -0.45%
May 31, 25
17 JPMorgan Large Cap Growth I 1.25M (1.25%) -395.87K
Decreased by -31.75%
Oct 31, 24
18 SPDR® S&P 500 ETF Trust 1.24M (1.25%) -2.71K
Decreased by -0.22%
Apr 30, 24
19 Fidelity® 500 Index 1.24M (1.25%) 7.92K
Increased by +0.64%
Nov 30, 23
20 iShares Core S&P 500 ETF 1.22M (1.22%) 0.00
Increased by 0.00%
May 31, 25