Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MJJ 9.90%
2 MJO 9.90%
3 HDLB 9.80%
4 MEDX 7.96%
5 FTXH 6.64%
6 FDL 6.61%
7 PPH 5.76%
8 XLV 5.65%
9 IYH 5.50%
10 USCF 5.27%
11 VHT 5.26%
12 GDOC 5.21%
13 HDV 5.14%
14 SYNB 5.11%
15 PJP 4.94%
16 FHLC 4.89%
17 DHS 4.69%
18 CURE 4.47%
19 JDOC 4.42%
20 KNGS 4.26%

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 Corporation 77.97M (4.42%) -230.21K
Decreased by -0.30%
Mar 31, 24
4 State Street Corp 77.80M (4.41%) -170.41K
Decreased by -0.22%
Jun 30, 24
5 Morgan Stanley - Brokerage Accounts 74.49M (4.22%) 4.14M
Increased by +5.56%
Jun 30, 24
6 JPMorgan Chase & Co 53.56M (3.04%) 2.30M
Increased by +4.29%
Jun 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 36.68M (2.08%) -812.90K
Decreased by -2.22%
Jun 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 20.64M (1.17%) 915.22K
Increased by +4.43%
Jun 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 17.53M (0.99%) -2.30M
Decreased by -13.15%
Jun 30, 24
15 Franklin Resources Inc 15.95M (0.90%) 4.81M
Increased by +30.14%
Jun 30, 24
16 Capital World Investors 15.45M (0.88%) 5.17M
Increased by +33.44%
Sep 30, 24
17 Legal & General Group PLC 15.28M (0.87%) 134.24K
Increased by +0.88%
Jun 30, 24
18 Ameriprise Financial Inc 14.05M (0.80%) -154.58K
Decreased by -1.10%
Jun 30, 24
19 FMR Inc 13.63M (0.77%) 511.47K
Increased by +3.75%
Sep 30, 24
20 UBS Group AG 11.88M (0.67%) 1.37M
Increased by +11.53%
Jun 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 Fidelity 500 Index 21.71M (1.23%) -41.42K
Decreased by -0.19%
Sep 30, 24
4 SPDR® S&P 500® ETF Trust 21.52M (1.22%) 92.33K
Increased by +0.43%
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 19.67M (1.11%) 30.28K
Increased by +0.15%
Oct 31, 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 The Health Care Select Sector SPDR® ETF 12.97M (0.74%) -72.27K
Decreased by -0.56%
Oct 31, 24
15 Health Care Select Sector SPDR® ETF 12.87M (0.73%) -16.70K
Decreased by -0.13%
Apr 30, 24
16 Schwab US Dividend Equity ETF™ 12.61M (0.71%) 11.20K
Increased by +0.09%
Oct 31, 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%) 24.90K
Increased by +0.29%
Oct 31, 24
20 American Funds Invmt Co of Amer A 8.26M (0.47%) 622.48K
Increased by +7.53%
Sep 30, 24