Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MJO 9.90%
2 MJJ 9.90%
3 HDLB 9.80%
4 MEDX 8.97%
5 FDL 8.66%
6 FTXH 7.77%
7 PPH 7.29%
8 XLV 6.57%
9 IYH 6.37%
10 GDOC 6.12%
11 FHLC 5.66%
12 PJP 5.54%
13 HDV 5.50%
14 JDOC 5.03%
15 CURE 4.96%
16 USCF 4.96%
17 RXL 4.72%
18 SYNB 4.71%
19 VHT 4.71%
20 DHS 4.70%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 171.65M (9.74%) 988.29K
Increased by +0.58%
Sep 30, 24
2 BlackRock Inc 135.97M (7.72%) -458.94K
Decreased by -0.34%
Sep 30, 24
3 JPMorgan Chase & Co 104.42M (5.93%) -2.69M
Decreased by -2.58%
Sep 30, 24
4 State Street Corp 79.07M (4.49%) 1.27M
Increased by +1.60%
Sep 30, 24
5 State Street Corporation 77.97M (4.43%) -230.21K
Decreased by -0.30%
Mar 31, 24
6 Morgan Stanley - Brokerage Accounts 38.72M (2.20%) -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 (1.28%) 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 (0.79%) -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 (2.72%) 363.83K
Increased by +0.76%
Dec 31, 24
3 Fidelity 500 Index 21.94M (1.25%) 110.08K
Increased by +0.50%
Dec 31, 24
4 SPDR® S&P 500® ETF Trust 21.76M (1.24%) -1.04K
Decreased by -0.00%
Jan 30, 25
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 20.63M (1.17%) -35.43K
Decreased by -0.17%
Jan 29, 25
7 Fidelity® 500 Index 20.57M (1.17%) 130.89K
Increased by +0.64%
Nov 30, 23
8 American Funds American Mutual A 18.02M (1.02%) -1.31M
Decreased by -7.27%
Dec 31, 24
9 Capital Group American Mutual Comp 18.02M (1.02%) -1.31M
Decreased by -7.27%
Dec 31, 24
10 Schwab US Dividend Equity ETF™ 15.77M (0.90%) 11.38K
Increased by +0.07%
Jan 30, 25
11 Vanguard Value Index Inv 15.06M (0.85%) -53.71K
Decreased by -0.36%
Dec 31, 24
12 American Funds Washington Mutual A 13.28M (0.75%) -2.17M
Decreased by -16.37%
Dec 31, 24
13 Capital Group Wash Mutual Invtrs Comp 13.28M (0.75%) -2.17M
Decreased by -16.37%
Dec 31, 24
14 The Health Care Select Sector SPDR® ETF 12.89M (0.73%) 58.13K
Increased by +0.45%
Jan 30, 25
15 Health Care Select Sector SPDR® ETF 12.87M (0.73%) -16.70K
Decreased by -0.13%
Apr 30, 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 American Funds American Balanced A 7.99M (0.45%) 724.60K
Increased by +9.07%
Mar 31, 24