Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MJJ 9.90%
2 MJO 9.90%
3 HDLB 9.80%
4 MEDX 8.26%
5 FDL 7.10%
6 FTXH 6.78%
7 XLV 6.07%
8 PPH 5.92%
9 IYH 5.84%
10 HDV 5.60%
11 GDOC 5.57%
12 SYNB 5.11%
13 FHLC 5.10%
14 PJP 5.06%
15 CURE 5.02%
16 VHT 4.68%
17 JDOC 4.67%
18 RXL 4.50%
19 BCUS 4.48%
20 USCF 4.45%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 171.65M (9.73%) 988.29K
Increased by +0.58%
Sep 30, 24
2 BlackRock Inc 136.43M (7.73%) -6.53M
Decreased by -4.78%
Jun 30, 24
3 State Street Corp 79.07M (4.48%) 1.27M
Increased by +1.60%
Sep 30, 24
4 State Street Corporation 77.97M (4.42%) -230.21K
Decreased by -0.30%
Mar 31, 24
5 JPMorgan Chase & Co 52.11M (2.95%) -1.45M
Decreased by -2.77%
Sep 30, 24
6 Morgan Stanley - Brokerage Accounts 38.72M (2.19%) -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 (1.27%) 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 (0.78%) -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 55.75M (3.16%) -197.42K
Decreased by -0.35%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 46.82M (2.65%) 548.72K
Increased by +1.17%
Oct 31, 24
3 SPDR® S&P 500® ETF Trust 21.80M (1.24%) 128.96K
Increased by +0.59%
Nov 30, 24
4 Fidelity 500 Index 21.68M (1.23%) -35.62K
Decreased by -0.16%
Oct 31, 24
5 SPDR® S&P 500 ETF Trust 20.87M (1.18%) 47.16K
Increased by +0.23%
Apr 30, 24
6 Fidelity® 500 Index 20.57M (1.17%) 130.89K
Increased by +0.64%
Nov 30, 23
7 iShares Core S&P 500 ETF 19.96M (1.13%) 0.00
Increased by 0.00%
Nov 30, 24
8 American Funds American Mutual A 19.33M (1.10%) 517.20K
Increased by +2.68%
Sep 30, 24
9 Capital Group American Mutual Comp 19.33M (1.10%) 517.20K
Increased by +2.68%
Sep 30, 24
10 American Funds Washington Mutual A 15.46M (0.88%) -291.07K
Decreased by -1.88%
Sep 30, 24
11 Capital Group Wash Mutual Invtrs Comp 15.46M (0.88%) -291.07K
Decreased by -1.88%
Sep 30, 24
12 Vanguard Value Index Inv 14.99M (0.85%) 45.95K
Increased by +0.31%
Oct 31, 24
13 American Funds Capital Income Bldr A 13.63M (0.77%) 0.00
Increased by 0.00%
Sep 30, 24
14 Schwab US Dividend Equity ETF™ 12.97M (0.74%) 28.10K
Increased by +0.22%
Nov 30, 24
15 The Health Care Select Sector SPDR® ETF 12.90M (0.73%) -21.72K
Decreased by -0.17%
Nov 30, 24
16 Health Care Select Sector SPDR® ETF 12.87M (0.73%) -16.70K
Decreased by -0.13%
Apr 30, 24
17 Vanguard Institutional Index I 11.23M (0.64%) -5.03K
Decreased by -0.04%
Oct 31, 24
18 Vanguard Dividend Appreciation ETF 9.56M (0.54%) 23.94K
Increased by +0.25%
Oct 31, 24
19 State St S&P 500® Indx SL Cl III 8.56M (0.49%) -4.40K
Decreased by -0.05%
Nov 30, 24
20 American Funds Invmt Co of Amer A 8.26M (0.47%) 622.48K
Increased by +7.53%
Sep 30, 24