Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MJJ 9.90%
2 MJO 9.90%
3 HDLB 9.80%
4 MEDX 8.61%
5 FDL 8.11%
6 FTXH 6.93%
7 PPH 6.62%
8 XLV 5.95%
9 IYH 5.70%
10 HDV 5.50%
11 GDOC 5.45%
12 FHLC 5.12%
13 PJP 5.07%
14 JDOC 4.94%
15 VHT 4.87%
16 SYNB 4.73%
17 CURE 4.56%
18 USCF 4.49%
19 RXL 4.45%
20 IXJ 4.29%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 171.65M (9.73%) 988.29K
Increased by +0.58%
Sep 30, 24
2 BlackRock Inc 135.97M (7.71%) -458.94K
Decreased by -0.34%
Sep 30, 24
3 State Street Corp 79.07M (4.48%) 1.27M
Increased by +1.60%
Sep 30, 24
4 State Street Corporation 77.97M (4.42%) -230.21K
Decreased by -0.30%
Mar 31, 24
5 JPMorgan Chase & Co 52.11M (2.95%) -1.45M
Decreased by -2.77%
Sep 30, 24
6 Morgan Stanley - Brokerage Accounts 38.72M (2.19%) -35.77M
Decreased by -92.39%
Sep 30, 24
7 Capital Research & Mgmt Co - Division 3 36.79M (2.09%) -1.81M
Decreased by -4.93%
Sep 30, 24
8 Geode Capital Management, LLC 36.16M (2.05%) -520.71K
Decreased by -1.44%
Sep 30, 24
9 Capital Research Global Investors 33.21M (1.88%) 20.19K
Increased by +0.06%
Sep 30, 24
10 Charles Schwab Investment Management Inc 23.84M (1.35%) -1.14M
Decreased by -4.77%
Sep 30, 24
11 NORGES BANK 22.48M (1.27%) 1.64M
Increased by +7.28%
Jun 30, 24
12 Bank of America Corp 20.94M (1.19%) 300.91K
Increased by +1.44%
Sep 30, 24
13 Northern Trust Corp 19.52M (1.11%) -759.11K
Decreased by -3.89%
Sep 30, 24
14 Bank of New York Mellon Corp 17.07M (0.97%) -463.28K
Decreased by -2.71%
Sep 30, 24
15 Capital World Investors 15.45M (0.88%) 5.17M
Increased by +33.44%
Sep 30, 24
16 Legal & General Group PLC 15.18M (0.86%) -98.26K
Decreased by -0.65%
Sep 30, 24
17 Franklin Resources Inc 13.87M (0.79%) -2.08M
Decreased by -15.00%
Sep 30, 24
18 Ameriprise Financial Inc 13.84M (0.78%) -209.51K
Decreased by -1.51%
Sep 30, 24
19 FMR Inc 13.63M (0.77%) 511.47K
Increased by +3.75%
Sep 30, 24
20 UBS Group AG 11.49M (0.65%) -383.41K
Decreased by -3.34%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 55.40M (3.14%) -121.46K
Decreased by -0.22%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 47.86M (2.71%) 363.83K
Increased by +0.76%
Dec 31, 24
3 SPDR® S&P 500® ETF Trust 22.22M (1.26%) 256.63K
Increased by +1.16%
Dec 31, 24
4 Fidelity 500 Index 21.83M (1.24%) 148.30K
Increased by +0.68%
Nov 30, 24
5 SPDR® S&P 500 ETF Trust 20.87M (1.18%) 47.16K
Increased by +0.23%
Apr 30, 24
6 iShares Core S&P 500 ETF 20.75M (1.18%) 14.59K
Increased by +0.07%
Dec 31, 24
7 Fidelity® 500 Index 20.57M (1.17%) 130.89K
Increased by +0.64%
Nov 30, 23
8 Capital Group American Mutual Comp 19.33M (1.10%) 517.20K
Increased by +2.68%
Sep 30, 24
9 American Funds American Mutual A 18.02M (1.02%) -1.31M
Decreased by -7.27%
Dec 31, 24
10 Schwab US Dividend Equity ETF™ 15.54M (0.88%) 16.52K
Increased by +0.11%
Dec 31, 24
11 Capital Group Wash Mutual Invtrs Comp 15.46M (0.88%) -291.07K
Decreased by -1.88%
Sep 30, 24
12 Vanguard Value Index Inv 15.06M (0.85%) -53.71K
Decreased by -0.36%
Dec 31, 24
13 American Funds Washington Mutual A 13.28M (0.75%) -2.17M
Decreased by -16.37%
Dec 31, 24
14 Health Care Select Sector SPDR® ETF 12.87M (0.73%) -16.70K
Decreased by -0.13%
Apr 30, 24
15 The Health Care Select Sector SPDR® ETF 12.76M (0.72%) 14.51K
Increased by +0.11%
Dec 31, 24
16 American Funds Capital Income Bldr A 12.14M (0.69%) -1.49M
Decreased by -12.24%
Dec 31, 24
17 Vanguard Institutional Index I 11.15M (0.63%) -28.38K
Decreased by -0.25%
Dec 31, 24
18 Vanguard Dividend Appreciation ETF 9.75M (0.55%) 142.42K
Increased by +1.46%
Dec 31, 24
19 State St S&P 500® Indx SL Cl III 8.49M (0.48%) -70.97K
Decreased by -0.84%
Dec 31, 24
20 Capital Group Investment Co of Amer Comp 8.26M (0.47%) 622.48K
Increased by +7.53%
Sep 30, 24