Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MNTL 8.02%
2 THNR 7.44%
3 PINK 7.09%
4 IBB 6.20%
5 IBBQ 5.88%
6 BBH 4.98%
7 BIOT_old 4.91%
8 PBE 4.62%
9 IDNA 4.42%
10 ZBIO 4.14%
11 BIS 4.13%
12 FPX 4.09%
13 UTRN 4.04%
14 BIB 3.65%
15 LNGR 3.54%
16 FBT 3.16%
17 SYNB 3.04%
18 FTXH 2.98%
19 TECB 2.89%
20 KONG 2.85%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 9.42M (9.63%) 16.16K
Increased by +0.17%
Jun 30, 25
2 BlackRock Inc 8.93M (9.12%) 194.26K
Increased by +2.18%
Mar 31, 25
3 JPMorgan Chase & Co 5.66M (5.78%) -1.40M
Decreased by -24.76%
Mar 31, 25
4 State Street Corporation 4.84M (4.95%) -59.70K
Decreased by -1.23%
Mar 31, 24
5 State Street Corp 4.79M (4.89%) -42.58K
Decreased by -0.89%
Mar 31, 25
6 Dodge & Cox 3.83M (3.91%) 1.50M
Increased by +39.26%
Jun 30, 25
7 FMR Inc 3.33M (3.40%) -4.27M
Decreased by -128.39%
Jun 30, 25
8 Capital Research & Mgmt Co - Division 3 3.17M (3.23%) -823.87K
Decreased by -26.03%
Jun 30, 25
9 Geode Capital Management, LLC 2.47M (2.52%) 41.95K
Increased by +1.70%
Mar 31, 25
10 Franklin Resources Inc 2.31M (2.36%) 36.82K
Increased by +1.59%
Jun 30, 25
11 T. Rowe Price Associates, Inc. 2.18M (2.22%) 89.58K
Increased by +4.12%
Mar 31, 25
12 Capital World Investors 1.97M (2.01%) 27.38K
Increased by +1.39%
Jun 30, 25
13 Loomis, Sayles & Company LP 1.94M (1.98%) 305.09K
Increased by +15.72%
Jun 30, 25
14 Morgan Stanley - Brokerage Accounts 1.25M (1.28%) -179.42K
Decreased by -14.34%
Mar 31, 25
15 Putnam Investments LLC 1.21M (1.24%) 24.33K
Increased by +2.01%
Dec 31, 23
16 Putnam Investments, LLC., a Franklin Templeton company 1.21M (1.24%) 24.33K
Increased by +2.01%
Dec 31, 23
17 NORGES BANK 1.20M (1.22%) 70.55K
Increased by +5.90%
Jun 30, 25
18 Wellington Management Company LLP 1.06M (1.08%) -31.18K
Decreased by -2.94%
Jun 30, 24
19 Bank of America Corp 1.04M (1.07%) 104.04K
Increased by +9.96%
Mar 31, 25
20 Northern Trust Corp 1.00M (1.02%) -53.08K
Decreased by -5.30%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 3.44M (3.51%) 178.74K
Increased by +5.20%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 3.34M (3.41%) -77.26K
Decreased by -2.31%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 2.99M (3.06%) 22.25K
Increased by +0.74%
May 31, 25
4 Fidelity® Contrafund® 2.65M (2.71%) 0.00
Increased by 0.00%
Nov 30, 23
5 Vanguard 500 Index Investor 2.57M (2.63%) -376.58K
Decreased by -14.65%
Jul 31, 25
6 Dodge & Cox Stock I 2.49M (2.55%) 937.70K
Increased by +37.64%
Jun 30, 25
7 Invesco QQQ Trust 2.19M (2.24%) 15.22K
Increased by +0.70%
Aug 29, 25
8 JPM US Large Cap Growth-MA 1.81M (1.85%) 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 (1.34%) -19.22K
Decreased by -1.47%
Mar 31, 25
11 Fidelity Contrafund 1.28M (1.31%) -370.76K
Decreased by -28.98%
Jul 31, 25
12 SPDR® S&P 500® ETF Trust 1.28M (1.30%) -6.70K
Decreased by -0.52%
Mar 31, 25
13 iShares Core S&P 500 ETF 1.25M (1.28%) -366.00
Decreased by -0.03%
Aug 29, 25
14 JPMorgan Large Cap Growth I 1.25M (1.27%) -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 SPDR® S&P 500® ETF 1.24M (1.26%) -4.94K
Decreased by -0.40%
Aug 29, 25
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