Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IVW 1000.00%
2 MEDI 11.16%
3 HDLB 9.80%
4 FDL 7.88%
5 MEDX 7.42%
6 FTXH 6.83%
7 HDV 6.59%
8 PJP 6.15%
9 XLV 5.52%
10 IYH 5.46%
11 PPH 5.41%
12 DHS 5.33%
13 VHT 4.95%
14 JDOC 4.95%
15 USCF 4.88%
16 FHLC 4.81%
17 BGIG 4.23%
18 UTRN 4.21%
19 GDOC 4.14%
20 CURE 4.12%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 160.40M (9.10%) -349.02K
Decreased by -0.22%
Dec 31, 23
2 BlackRock Inc 143.18M (8.12%) 5.17M
Increased by +3.61%
Dec 31, 23
3 State Street Corporation 78.20M (4.44%) 237.94K
Increased by +0.30%
Dec 31, 23
4 JPMorgan Chase & Co 51.82M (2.94%) -3.41M
Decreased by -6.59%
Dec 31, 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 37.02M (2.10%) 810.31K
Increased by +2.19%
Dec 31, 23
7 Morgan Stanley - Brokerage Accounts 34.05M (1.93%) 1.88M
Increased by +5.51%
Dec 31, 23
8 Capital Research Global Investors 30.30M (1.72%) -1.67M
Decreased by -5.52%
Dec 31, 23
9 Charles Schwab Investment Management Inc 24.45M (1.39%) 1.70M
Increased by +6.96%
Dec 31, 23
10 Bank of New York Mellon Corp 22.10M (1.25%) 1.75M
Increased by +7.91%
Dec 31, 23
11 Goldman Sachs Group Inc 21.24M (1.21%) 10.51M
Increased by +49.47%
Dec 31, 23
12 Northern Trust Corp 20.94M (1.19%) -1.00M
Decreased by -4.78%
Dec 31, 23
13 NORGES BANK 20.84M (1.18%) 2.07M
Increased by +9.94%
Dec 31, 23
14 Bank of America Corp 18.60M (1.06%) -595.61K
Decreased by -3.20%
Dec 31, 23
15 Legal & General Group PLC 15.21M (0.86%) 3.12M
Increased by +20.50%
Dec 31, 23
16 Ameriprise Financial Inc 14.19M (0.81%) 126.03K
Increased by +0.89%
Dec 31, 23
17 FMR Inc 11.09M (0.63%) -180.84K
Decreased by -1.63%
Dec 31, 23
18 UBS Group AG 10.91M (0.62%) 345.14K
Increased by +3.16%
Dec 31, 23
19 Nuveen Asset Management, LLC 10.45M (0.59%) -495.01K
Decreased by -4.74%
Sep 30, 23
20 HHG PLC 9.66M (0.55%) 116.32K
Increased by +1.20%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 55.53M (3.15%) 142.49K
Increased by +0.26%
Mar 31, 24
2 Vanguard Institutional 500 Index Trust 44.50M (2.53%) 417.69K
Increased by +0.94%
Mar 31, 24
3 Fidelity 500 Index 21.34M (1.21%) 162.84K
Increased by +0.76%
Mar 31, 24
4 SPDR® S&P 500 ETF Trust 20.87M (1.18%) 47.16K
Increased by +0.23%
Apr 30, 24
5 Fidelity® 500 Index 20.57M (1.17%) 130.89K
Increased by +0.64%
Nov 30, 23
6 American Funds American Mutual A 18.83M (1.07%) -27.49K
Decreased by -0.15%
Mar 31, 24
7 Capital Group American Mutual Comp 18.83M (1.07%) -27.49K
Decreased by -0.15%
Mar 31, 24
8 iShares Core S&P 500 ETF 18.18M (1.03%) 15.78K
Increased by +0.09%
Apr 30, 24
9 American Funds Washington Mutual A 16.11M (0.91%) 1.26M
Increased by +7.81%
Mar 31, 24
10 Capital Group Wash Mutual Invtrs Comp 16.11M (0.91%) 1.26M
Increased by +7.81%
Mar 31, 24
11 Vanguard Value Index Inv 14.68M (0.83%) -71.41K
Decreased by -0.49%
Mar 31, 24
12 American Funds Capital Income Bldr A 13.38M (0.76%) 321.40K
Increased by +2.40%
Mar 31, 24
13 Health Care Select Sector SPDR® ETF 12.87M (0.73%) -16.70K
Decreased by -0.13%
Apr 30, 24
14 Schwab US Dividend Equity ETF™ 12.06M (0.68%) -1.72K
Decreased by -0.01%
Apr 30, 24
15 Vanguard Institutional Index I 11.61M (0.66%) -19.83K
Decreased by -0.17%
Mar 31, 24
16 Vanguard Dividend Appreciation ETF 9.54M (0.54%) 9.54M
Increased by +100.00%
Mar 31, 24
17 State St S&P 500® Indx SL Cl III 8.52M (0.48%) -57.30K
Decreased by -0.67%
Apr 30, 24
18 American Funds American Balanced A 7.99M (0.45%) 724.60K
Increased by +9.07%
Mar 31, 24
19 American Funds Invmt Co of Amer A 7.63M (0.43%) 1.46M
Increased by +19.14%
Mar 31, 24
20 Capital Group Investment Co of Amer Comp 7.63M (0.43%) 1.46M
Increased by +19.14%
Mar 31, 24