Top 20 ETF Stock Exposure

Rank ETF Weight % in ETF
1 MEDI 9.87%
2 HDLB 9.8%
3 MEDX 7.88%
4 FDL 7.82%
5 FTXH 7.19%
6 PPH 5.85%
7 PJP 5.71%
8 XLV 5.67%
9 IYH 5.52%
10 DHS 5.44%
11 USCF 5.34%
12 VHT 5.16%
13 HDV 5.14%
14 FHLC 5.03%
15 JDOC 5%
16 CURE 4.6%
17 LBAY 4.46%
18 RXL 4.31%
19 SYNB 4.24%
20 IXJ 4.12%

Top 20 Institutional Holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 160.75M (9.12%) 1.45M
Increased by +0.9%
Sep 30, 23
2 BlackRock Inc 138.02M (7.83%) -1.14M
Decreased by -0.83%
Sep 30, 23
3 State Street Corporation 77.96M (4.42%) -219.64K
Decreased by -0.28%
Sep 30, 23
4 JPMorgan Chase & Co 55.23M (3.13%) -1.54M
Decreased by -2.79%
Sep 30, 23
5 Capital Research & Mgmt Co - Division 3 44.99M (2.55%) 2.54M
Increased by +5.65%
Dec 31, 23
6 Geode Capital Management, LLC 36.21M (2.05%) 1.25M
Increased by +3.46%
Sep 30, 23
7 Morgan Stanley - Brokerage Accounts 32.18M (1.83%) 914.49K
Increased by +2.84%
Sep 30, 23
8 Capital Research Global Investors 30.3M (1.72%) -1.67M
Decreased by -5.52%
Dec 31, 23
9 Charles Schwab Investment Management Inc 22.75M (1.29%) -47.49K
Decreased by -0.21%
Sep 30, 23
10 Northern Trust Corp 21.94M (1.24%) 491.39K
Increased by +2.24%
Sep 30, 23
11 NORGES BANK 20.84M (1.18%) 2.07M
Increased by +9.94%
Dec 31, 23
12 Bank of New York Mellon Corp 20.36M (1.15%) 352.82K
Increased by +1.73%
Sep 30, 23
13 Bank of America Corp 19.2M (1.09%) 939.38K
Increased by +4.89%
Sep 30, 23
14 Ameriprise Financial Inc 14.07M (0.8%) 199.83K
Increased by +1.42%
Sep 30, 23
15 T. Rowe Price Associates, Inc. 12.81M (0.73%) -350.15K
Decreased by -2.73%
Sep 30, 23
16 Legal & General Group PLC 12.09M (0.69%) -533.05K
Decreased by -4.41%
Sep 30, 23
17 FMR Inc 11.27M (0.64%) 371.84K
Increased by +3.3%
Sep 30, 23
18 Goldman Sachs Group Inc 10.73M (0.61%) 1.41M
Increased by +13.17%
Sep 30, 23
19 UBS Group AG 10.56M (0.6%) -551.08K
Decreased by -5.22%
Sep 30, 23
20 Nuveen Asset Management, LLC 10.45M (0.59%) -495.01K
Decreased by -4.74%
Sep 30, 23

Top 20 Mutual Fund Holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 55.5M (3.15%) 75.07K
Increased by +0.14%
Jan 31, 24
2 Vanguard Institutional 500 Index Trust 43.63M (2.48%) 520K
Increased by +1.19%
Jan 31, 24
3 SPDR® S&P 500 ETF Trust 21.06M (1.19%) 158.1K
Increased by +0.75%
Jan 31, 24
4 Fidelity 500 Index 20.75M (1.18%) 179.52K
Increased by +0.87%
Dec 31, 23
5 Fidelity® 500 Index 20.57M (1.17%) 130.89K
Increased by +0.64%
Nov 30, 23
6 American Funds American Mutual A 18.86M (1.07%) 1.09M
Increased by +5.79%
Dec 31, 23
7 Capital Group American Mutual Comp 18.86M (1.07%) 1.09M
Increased by +5.79%
Dec 31, 23
8 iShares Core S&P 500 ETF 18.13M (1.03%) 14.71K
Increased by +0.08%
Jan 31, 24
9 American Funds Washington Mutual A 14.85M (0.84%) 1.07M
Increased by +7.21%
Dec 31, 23
10 Capital Group Wash Mutual Invtrs Comp 14.85M (0.84%) 1.07M
Increased by +7.21%
Dec 31, 23
11 Vanguard Value Index Inv 14.69M (0.83%) -21.11K
Decreased by -0.14%
Jan 31, 24
12 Schwab US Dividend Equity ETF™ 14.12M (0.8%) -8.25K
Decreased by -0.06%
Jan 31, 24
13 Health Care Select Sector SPDR® ETF 13.39M (0.76%) 62.01K
Increased by +0.46%
Jan 31, 24
14 American Funds Capital Income Bldr A 13.06M (0.74%) -764.89K
Decreased by -5.86%
Dec 31, 23
15 Vanguard Institutional Index I 11.68M (0.66%) -12.1K
Decreased by -0.1%
Jan 31, 24
16 State St S&P 500® Indx SL Cl III 8.51M (0.48%) 84.1K
Increased by +0.99%
Jan 31, 24
17 Vanguard High Dividend Yield ETF 7.87M (0.45%) -25.81K
Decreased by -0.33%
Jan 31, 24
18 American Funds American Balanced A 7.27M (0.41%) -300K
Decreased by -4.13%
Dec 31, 23
19 Blackrock Eq Idx Fund CF 6.31M (0.36%) 47.94K
Increased by +0.76%
Dec 31, 23
20 American Funds Invmt Co of Amer A 6.17M (0.35%) -17.71K
Decreased by -0.29%
Dec 31, 23