Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MJO 9.90%
2 MJJ 9.90%
3 HDLB 9.80%
4 MEDX 7.97%
5 FDL 7.54%
6 MEDI 7.25%
7 FTXH 7.18%
8 XLV 6.01%
9 PPH 5.97%
10 IYH 5.80%
11 HDV 5.76%
12 DHS 5.40%
13 USCF 5.38%
14 PJP 5.30%
15 FHLC 5.16%
16 VHT 4.86%
17 GDOC 4.79%
18 JDOC 4.74%
19 IXJ 4.30%
20 RXL 4.29%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 170.38M (9.66%) 9.98M
Increased by +5.86%
Mar 31, 24
2 BlackRock Inc 142.96M (8.11%) -223.60K
Decreased by -0.16%
Mar 31, 24
3 State Street Corporation 77.97M (4.42%) -230.21K
Decreased by -0.30%
Mar 31, 24
4 JPMorgan Chase & Co 51.26M (2.91%) -560.31K
Decreased by -1.09%
Mar 31, 24
5 Capital Research & Mgmt Co - Division 3 48.10M (2.73%) 3.11M
Increased by +6.47%
Mar 31, 24
6 Geode Capital Management, LLC 37.49M (2.13%) 477.17K
Increased by +1.27%
Mar 31, 24
7 Morgan Stanley - Brokerage Accounts 35.17M (2.00%) 1.12M
Increased by +3.18%
Mar 31, 24
8 Capital Research Global Investors 31.30M (1.78%) 992.50K
Increased by +3.17%
Mar 31, 24
9 Charles Schwab Investment Management Inc 22.72M (1.29%) -1.73M
Decreased by -7.64%
Mar 31, 24
10 Goldman Sachs Group Inc 21.24M (1.20%) 10.51M
Increased by +49.47%
Dec 31, 23
11 NORGES BANK 20.84M (1.18%) 2.07M
Increased by +9.94%
Dec 31, 23
12 Northern Trust Corp 20.25M (1.15%) -685.85K
Decreased by -3.39%
Mar 31, 24
13 Bank of New York Mellon Corp 19.83M (1.12%) -2.27M
Decreased by -11.45%
Mar 31, 24
14 Bank of America Corp 19.72M (1.12%) 1.12M
Increased by +5.70%
Mar 31, 24
15 Legal & General Group PLC 15.14M (0.86%) -70.28K
Decreased by -0.46%
Mar 31, 24
16 Ameriprise Financial Inc 14.20M (0.81%) 12.09K
Increased by +0.09%
Mar 31, 24
17 FMR Inc 12.49M (0.71%) 1.40M
Increased by +11.19%
Mar 31, 24
18 Franklin Resources Inc 11.15M (0.63%) 3.58M
Increased by +32.08%
Mar 31, 24
19 HHG PLC 10.90M (0.62%) 1.24M
Increased by +11.38%
Mar 31, 24
20 T. Rowe Price Associates, Inc. 10.74M (0.61%) 1.29M
Increased by +12.02%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 55.78M (3.16%) 31.73K
Increased by +0.06%
Jun 30, 24
2 Vanguard Institutional 500 Index Trust 45.39M (2.57%) 71.67K
Increased by +0.16%
Jun 30, 24
3 Fidelity 500 Index 21.49M (1.22%) 109.01K
Increased by +0.51%
May 31, 24
4 SPDR® S&P 500® ETF Trust 21.03M (1.19%) 197.88K
Increased by +0.94%
Jun 30, 24
5 SPDR® S&P 500 ETF Trust 20.87M (1.18%) 47.16K
Increased by +0.23%
Apr 30, 24
6 Fidelity® 500 Index 20.57M (1.17%) 130.89K
Increased by +0.64%
Nov 30, 23
7 iShares Core S&P 500 ETF 18.85M (1.07%) 95.64K
Increased by +0.51%
Jun 28, 24
8 Capital Group American Mutual Comp 18.83M (1.07%) -27.49K
Decreased by -0.15%
Mar 31, 24
9 American Funds American Mutual A 18.81M (1.07%) -13.32K
Decreased by -0.07%
Jun 30, 24
10 Capital Group Wash Mutual Invtrs Comp 16.11M (0.91%) 1.26M
Increased by +7.81%
Mar 31, 24
11 American Funds Washington Mutual A 15.75M (0.89%) -364.79K
Decreased by -2.32%
Jun 30, 24
12 Vanguard Value Index Inv 14.47M (0.82%) -217.39K
Decreased by -1.50%
Jun 30, 24
13 American Funds Capital Income Bldr A 13.63M (0.77%) 243.87K
Increased by +1.79%
Jun 30, 24
14 Schwab US Dividend Equity ETF™ 13.14M (0.75%) 11.92K
Increased by +0.09%
Jun 29, 24
15 Health Care Select Sector SPDR® ETF 12.87M (0.73%) -16.70K
Decreased by -0.13%
Apr 30, 24
16 The Health Care Select Sector SPDR® ETF 12.78M (0.72%) -50.27K
Decreased by -0.39%
Jun 30, 24
17 Vanguard Institutional Index I 11.45M (0.65%) -65.11K
Decreased by -0.57%
Jun 30, 24
18 Vanguard Dividend Appreciation ETF 9.53M (0.54%) 6.21K
Increased by +0.07%
Jun 30, 24
19 State St S&P 500® Indx SL Cl III 8.61M (0.49%) 43.85K
Increased by +0.51%
Jun 30, 24
20 American Funds American Balanced A 7.99M (0.45%) 724.60K
Increased by +9.07%
Mar 31, 24