Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MJO 9.90%
2 MJJ 9.90%
3 HDLB 9.80%
4 MEDX 8.19%
5 FDL 7.28%
6 JDOC 7.19%
7 XLV 7.02%
8 FTXH 6.95%
9 IYH 6.81%
10 PBPH 6.11%
11 VHT 6.04%
12 FHLC 6.02%
13 GDOC 5.62%
14 RXL 5.53%
15 HDV 5.48%
16 SYNB 5.37%
17 CURE 5.24%
18 USCF 4.96%
19 IXJ 4.87%
20 PJP 4.81%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 180.78M (10.25%) 3.03M
Increased by +1.68%
Dec 31, 25
2 BlackRock Inc 151.17M (8.57%) 5.20M
Increased by +3.44%
Dec 31, 25
3 State Street Corp 80.94M (4.59%) 1.12M
Increased by +1.38%
Dec 31, 25
4 State Street Corporation 77.97M (4.42%) -230.21K
Decreased by -0.30%
Mar 31, 24
5 JPMorgan Chase & Co 56.74M (3.22%) 4.35M
Increased by +7.66%
Mar 31, 26
6 Geode Capital Management, LLC 44.63M (2.53%) 4.19M
Increased by +9.39%
Dec 31, 25
7 Morgan Stanley - Brokerage Accounts 40.04M (2.27%) -1.61M
Decreased by -4.03%
Dec 31, 25
8 Capital Research Global Investors 31.25M (1.77%) 5.85M
Increased by +18.71%
Mar 31, 26
9 Bank of America Corp 25.82M (1.46%) 669.49K
Increased by +2.59%
Dec 31, 25
10 NORGES BANK 25.67M (1.46%) 2.57M
Increased by +10.00%
Dec 31, 25
11 Charles Schwab Investment Management Inc 25.17M (1.43%) -788.26K
Decreased by -3.13%
Dec 31, 25
12 FMR Inc 22.61M (1.28%) 1.57M
Increased by +6.96%
Dec 31, 25
13 Northern Trust Corp 21.21M (1.20%) -522.54K
Decreased by -2.46%
Mar 31, 26
14 Capital World Investors 15.84M (0.90%) 2.77M
Increased by +17.49%
Mar 31, 26
15 Wellington Management Company LLP 14.93M (0.85%) 4.39M
Increased by +29.41%
Dec 31, 25
16 Franklin Resources Inc 14.55M (0.83%) -329.44K
Decreased by -2.26%
Mar 31, 26
17 Capital Research & Mgmt Co - Division 3 14.42M (0.82%) 2.73M
Increased by +18.91%
Mar 31, 26
18 UBS Asset Mgmt Americas Inc 14.16M (0.80%) 1.24M
Increased by +8.74%
Mar 31, 26
19 UBS Group AG 14.05M (0.80%) 3.52M
Increased by +25.08%
Mar 31, 26
20 Bank of New York Mellon Corp 13.28M (0.75%) -221.19K
Decreased by -1.67%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 56.17M (3.18%) 270.13K
Increased by +0.48%
Mar 31, 26
2 Vanguard US Total Market Shares ETF 55.95M (3.17%) 55.18K
Increased by +0.10%
Sep 30, 24
3 Vanguard 500 Index Investor 45.00M (2.55%) -453.68K
Decreased by -1.01%
Mar 31, 26
4 iShares Core S&P 500 ETF 22.86M (1.30%) 67.08K
Increased by +0.29%
Apr 30, 26
5 Fidelity 500 Index 22.57M (1.28%) 78.67K
Increased by +0.35%
Mar 31, 26
6 SPDR® S&P 500 ETF 21.96M (1.25%) -352.92K
Decreased by -1.61%
Mar 31, 25
7 SPDR® S&P 500® ETF Trust 21.38M (1.21%) -112.00K
Decreased by -0.52%
Mar 31, 25
8 SPDR® S&P 500® ETF 21.33M (1.21%) 262.36K
Increased by +1.23%
Aug 31, 25
9 State Street® SPDR® S&P 500® ETF 21.13M (1.20%) 68.88K
Increased by +0.33%
Apr 30, 26
10 SPDR® S&P 500 ETF Trust 20.87M (1.18%) 47.16K
Increased by +0.23%
Apr 30, 24
11 Fidelity® 500 Index 20.57M (1.17%) 130.89K
Increased by +0.64%
Nov 30, 23
12 Vanguard Value Index Inv 16.34M (0.93%) -121.71K
Decreased by -0.74%
Mar 31, 26
13 Schwab US Dividend Equity ETF™ 13.06M (0.74%) 33.41K
Increased by +0.26%
Feb 28, 26
14 Health Care Select Sector SPDR® ETF 12.87M (0.73%) -16.70K
Decreased by -0.13%
Apr 30, 24
15 State Street®HlthCrSelSectSPDR®ETF 12.73M (0.72%) -125.41K
Decreased by -0.98%
Apr 30, 26
16 The Health Care Select Sector SPDR® ETF 12.06M (0.68%) 19.53K
Increased by +0.16%
Aug 31, 25
17 American Funds American Mutual A 10.97M (0.62%) 1.91M
Increased by +17.38%
Mar 31, 26
18 Capital Group American Mutual Comp 10.97M (0.62%) 1.91M
Increased by +17.38%
Mar 31, 26
19 Vanguard Institutional Index I 9.96M (0.56%) -54.10K
Decreased by -0.54%
Mar 31, 26
20 Vanguard Dividend Appreciation ETF 9.90M (0.56%) 146.27K
Increased by +1.48%
Mar 31, 26