Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BBH 15.06%
2 TBXU 11.09%
3 ZBIO 8.15%
4 BIS 8.14%
5 IBB 7.83%
6 IBBQ 7.82%
7 THNR 6.39%
8 BIB 5.66%
9 DOGG 5.61%
10 NDJI 5.45%
11 MFVL 5.24%
12 PJP 5.02%
13 PBE 4.99%
14 PKW 4.87%
15 DJIA 4.84%
16 DYLG 4.78%
17 DIA 4.72%
18 DJD 4.53%
19 BMED 4.51%
20 PBPH 4.42%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 54.84M (10.20%) 961.98K
Increased by +1.75%
Dec 31, 25
2 BlackRock Inc 46.03M (8.56%) -563.91K
Decreased by -1.22%
Sep 30, 25
3 State Street Corp 29.30M (5.45%) -52.93K
Decreased by -0.18%
Sep 30, 25
4 State Street Corporation 29.13M (5.42%) -331.66K
Decreased by -1.14%
Mar 31, 24
5 Capital World Investors 23.10M (4.30%) 4.30M
Increased by +18.63%
Dec 31, 25
6 Capital Research & Mgmt Co - Division 3 18.19M (3.38%) -1.01M
Decreased by -5.54%
Dec 31, 25
7 Morgan Stanley - Brokerage Accounts 15.91M (2.96%) -274.26K
Decreased by -1.72%
Sep 30, 25
8 Geode Capital Management, LLC 14.30M (2.66%) 1.04M
Increased by +7.24%
Dec 31, 25
9 Charles Schwab Investment Management Inc 11.81M (2.20%) -1.74M
Decreased by -14.73%
Dec 31, 25
10 PRIMECAP Management Company 8.90M (1.66%) -802.63K
Decreased by -9.01%
Dec 31, 25
11 JPMorgan Chase & Co 8.46M (1.57%) 4.59M
Increased by +54.29%
Sep 30, 25
12 Wells Fargo & Co 7.16M (1.33%) -153.59K
Decreased by -2.15%
Sep 30, 25
13 Laurel Wealth Advisors, LLC 6.70M (1.25%) 6.68M
Increased by +99.64%
Jun 30, 25
14 NORGES BANK 6.61M (1.23%) 653.28K
Increased by +9.88%
Dec 31, 25
15 Northern Trust Corp 6.14M (1.14%) 2.71K
Increased by +0.04%
Sep 30, 25
16 Bank of America Corp 5.19M (0.96%) -385.42K
Decreased by -7.43%
Sep 30, 25
17 HHG PLC 5.14M (0.96%) 538.54K
Increased by +10.47%
Sep 30, 24
18 Legal & General Group PLC 4.79M (0.89%) -51.57K
Decreased by -1.08%
Sep 30, 24
19 Capital Research Global Investors 4.65M (0.86%) -83.14K
Decreased by -1.79%
Dec 31, 25
20 UBS Asset Mgmt Americas Inc 4.55M (0.85%) -733.14K
Decreased by -16.12%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 17.03M (3.17%) 71.41K
Increased by +0.42%
Feb 28, 26
2 Vanguard US Total Market Shares ETF 17.03M (3.17%) 56.62K
Increased by +0.33%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 15.28M (2.84%) 107.03K
Increased by +0.70%
May 31, 25
4 Vanguard 500 Index Investor 13.85M (2.58%) 132.02K
Increased by +0.95%
Feb 28, 26
5 Invesco QQQ Trust 11.45M (2.13%) 0.00
Increased by 0.00%
Feb 28, 26
6 American Funds Washington Mutual A 10.40M (1.93%) 1.48M
Increased by +14.18%
Dec 31, 25
7 Capital Group Wash Mutual Invtrs Comp 10.40M (1.93%) 1.48M
Increased by +14.18%
Dec 31, 25
8 Schwab US Dividend Equity ETF™ 8.70M (1.62%) 22.55K
Increased by +0.26%
Feb 28, 26
9 iShares Core S&P 500 ETF 6.86M (1.28%) 0.00
Increased by 0.00%
Feb 28, 26
10 Fidelity 500 Index 6.84M (1.27%) 31.71K
Increased by +0.46%
Jan 31, 26
11 SPDR® S&P 500 ETF 6.68M (1.24%) -97.96K
Decreased by -1.47%
Mar 31, 25
12 SPDR® S&P 500® ETF Trust 6.51M (1.21%) -34.13K
Decreased by -0.52%
Mar 31, 25
13 SPDR® S&P 500® ETF 6.50M (1.21%) 79.95K
Increased by +1.23%
Aug 31, 25
14 State Street® SPDR® S&P 500® ETF 6.33M (1.18%) -48.04K
Decreased by -0.76%
Feb 28, 26
15 SPDR® S&P 500 ETF Trust 6.33M (1.18%) 14.31K
Increased by +0.23%
Apr 30, 24
16 Fidelity® 500 Index 6.23M (1.16%) 39.67K
Increased by +0.64%
Nov 30, 23
17 American Funds American Balanced A 5.94M (1.10%) 1.20M
Increased by +20.21%
Dec 31, 25
18 State Street® Dow Jones Indstr AvrgETFTr 5.56M (1.03%) 18.46K
Increased by +0.33%
Feb 27, 26
19 State Street®SPDR®DowJonesIndstrAvgETFTr 5.56M (1.03%) 0.00
Increased by 0.00%
Feb 28, 26
20 Vanguard PRIMECAP Inv 5.54M (1.03%) -556.19K
Decreased by -10.05%
Dec 31, 25