Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MJO 9.90%
2 MJJ 9.90%
3 HDLB 9.80%
4 MEDX 8.83%
5 FDL 7.28%
6 FTXH 7.01%
7 XLV 6.62%
8 IYH 6.41%
9 JDOC 5.74%
10 GDOC 5.72%
11 FHLC 5.69%
12 HDV 5.49%
13 RXL 5.23%
14 SYNB 5.19%
15 THNR 5.09%
16 CURE 5.02%
17 VHT 5.00%
18 USCF 4.96%
19 PJP 4.87%
20 FLAG 4.73%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 173.92M (9.87%) 845.79K
Increased by +0.49%
Mar 31, 25
2 BlackRock Inc 145.88M (8.28%) 3.84M
Increased by +2.63%
Mar 31, 25
3 State Street Corp 79.96M (4.54%) 341.48K
Increased by +0.43%
Mar 31, 25
4 State Street Corporation 77.97M (4.42%) -230.21K
Decreased by -0.30%
Mar 31, 24
5 JPMorgan Chase & Co 54.75M (3.11%) 2.99M
Increased by +5.46%
Mar 31, 25
6 Morgan Stanley - Brokerage Accounts 41.15M (2.33%) 1.46M
Increased by +3.55%
Mar 31, 25
7 Geode Capital Management, LLC 38.25M (2.17%) 1.11M
Increased by +2.90%
Mar 31, 25
8 Capital Research Global Investors 33.51M (1.90%) -475.69K
Decreased by -1.42%
Mar 31, 25
9 Bank of America Corp 27.95M (1.59%) 2.63M
Increased by +9.41%
Mar 31, 25
10 Charles Schwab Investment Management Inc 25.27M (1.43%) -2.17M
Decreased by -8.59%
Mar 31, 25
11 NORGES BANK 25.10M (1.42%) 2.62M
Increased by +10.43%
Dec 31, 24
12 FMR Inc 23.64M (1.34%) 5.54M
Increased by +23.43%
Mar 31, 25
13 Northern Trust Corp 22.01M (1.25%) 189.29K
Increased by +0.86%
Mar 31, 25
14 Capital Research & Mgmt Co - Division 3 20.54M (1.17%) -8.00M
Decreased by -38.94%
Mar 31, 25
15 Franklin Resources Inc 17.67M (1.00%) 423.73K
Increased by +2.40%
Mar 31, 25
16 Capital World Investors 16.17M (0.92%) -244.62K
Decreased by -1.51%
Mar 31, 25
17 Goldman Sachs Group Inc 14.15M (0.80%) 2.85M
Increased by +20.18%
Mar 31, 25
18 Bank of New York Mellon Corp 13.24M (0.75%) -426.20K
Decreased by -3.22%
Mar 31, 25
19 UBS Asset Mgmt Americas Inc 12.77M (0.72%) 713.15K
Increased by +5.58%
Mar 31, 25
20 UBS Group AG 12.58M (0.71%) 1.09M
Increased by +8.63%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 56.70M (3.22%) 54.63K
Increased by +0.10%
May 31, 25
2 Vanguard US Total Market Shares ETF 55.95M (3.17%) 55.18K
Increased by +0.10%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 50.21M (2.85%) 348.00K
Increased by +0.69%
May 31, 25
4 Fidelity 500 Index 22.18M (1.26%) 27.38K
Increased by +0.12%
Apr 30, 25
5 SPDR® S&P 500 ETF 21.96M (1.25%) -352.92K
Decreased by -1.61%
Mar 31, 25
6 SPDR® S&P 500® ETF Trust 21.38M (1.21%) -112.00K
Decreased by -0.52%
Mar 31, 25
7 SPDR® S&P 500® ETF 21.09M (1.20%) -94.28K
Decreased by -0.45%
May 31, 25
8 SPDR® S&P 500 ETF Trust 20.87M (1.18%) 47.16K
Increased by +0.23%
Apr 30, 24
9 Fidelity® 500 Index 20.57M (1.17%) 130.89K
Increased by +0.64%
Nov 30, 23
10 iShares Core S&P 500 ETF 20.45M (1.16%) 0.00
Increased by 0.00%
May 31, 25
11 Vanguard Value Index Inv 15.51M (0.88%) 20.15K
Increased by +0.13%
May 31, 25
12 American Funds American Mutual A 15.48M (0.88%) -2.54M
Decreased by -16.39%
Mar 31, 25
13 Capital Group American Mutual Comp 15.48M (0.88%) -2.54M
Decreased by -16.39%
Mar 31, 25
14 Schwab US Dividend Equity ETF™ 13.65M (0.77%) 9.43K
Increased by +0.07%
May 31, 25
15 Health Care Select Sector SPDR® ETF 12.87M (0.73%) -16.70K
Decreased by -0.13%
Apr 30, 24
16 The Health Care Select Sector SPDR® ETF 12.54M (0.71%) -77.79K
Decreased by -0.62%
May 31, 25
17 American Funds Washington Mutual A 11.60M (0.66%) -1.68M
Decreased by -14.48%
Mar 31, 25
18 Capital Group Wash Mutual Invtrs Comp 11.60M (0.66%) -1.68M
Decreased by -14.48%
Mar 31, 25
19 American Funds Capital Income Bldr A 10.84M (0.61%) -1.30M
Decreased by -12.00%
Mar 31, 25
20 Vanguard Institutional Index I 10.84M (0.61%) 187.00
Increased by +0.00%
May 31, 25