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Vic Chen
Vic Chen

Posted on • Originally published at 13finsight.com

The Big Three Are Complete: $15.8T, Same Five Stocks, ~22% Each

State Street's Q4 2025 filing completes the Big Three picture. All three of the world's largest index fund managers have now filed, and the convergence is remarkable.

The Big Three Comparison

Metric Vanguard BlackRock State Street
AUM $6.90T $5.92T $2.98T
Holdings (fetched) 500 500 500
Top holding NVDA (6.1%) NVDA (6.1%) NVDA (6.2%)
Top-5 weight 22.0% 21.6% 22.1%
Top-10 weight 31.2% 30.4% 31.4%
WhaleScore 75.50 70.25 70.50

$15.8 trillion. Same five names: NVDA, AAPL, MSFT, AMZN, AVGO. Top-5 concentration within a 0.5% band across all three. These aren't making the same bet — they're reflecting the same market.


Originally published at 13finsight.com

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