Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MJJ 9.90%
2 MJO 9.90%
3 MEDX 9.81%
4 HDLB 9.80%
5 FDL 7.80%
6 FTXH 7.58%
7 XLV 6.95%
8 IYH 6.80%
9 PPH 6.66%
10 GDOC 6.47%
11 FHLC 6.08%
12 SYNB 5.74%
13 LGCF 5.58%
14 CURE 5.53%
15 VHT 5.36%
16 PJP 5.25%
17 RXL 5.10%
18 HDV 5.03%
19 PINK 4.97%
20 USCF 4.96%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 173.07M (9.83%) 1.42M
Increased by +0.82%
Dec 31, 24
2 BlackRock Inc 142.04M (8.06%) 6.06M
Increased by +4.27%
Dec 31, 24
3 State Street Corp 79.62M (4.52%) 553.55K
Increased by +0.70%
Dec 31, 24
4 State Street Corporation 77.97M (4.43%) -230.21K
Decreased by -0.30%
Mar 31, 24
5 JPMorgan Chase & Co 51.76M (2.94%) -52.66M
Decreased by -101.74%
Dec 31, 24
6 Morgan Stanley - Brokerage Accounts 39.69M (2.25%) 972.31K
Increased by +2.45%
Dec 31, 24
7 Geode Capital Management, LLC 37.14M (2.11%) 983.89K
Increased by +2.65%
Dec 31, 24
8 Capital Research Global Investors 33.98M (1.93%) 778.13K
Increased by +2.29%
Dec 31, 24
9 Capital Research & Mgmt Co - Division 3 28.53M (1.62%) -8.25M
Decreased by -28.93%
Dec 31, 24
10 Charles Schwab Investment Management Inc 27.44M (1.56%) 3.60M
Increased by +13.12%
Dec 31, 24
11 Bank of America Corp 25.32M (1.44%) 4.38M
Increased by +17.31%
Dec 31, 24
12 NORGES BANK 25.10M (1.42%) 2.62M
Increased by +10.43%
Dec 31, 24
13 Northern Trust Corp 21.82M (1.24%) 2.30M
Increased by +10.54%
Dec 31, 24
14 FMR Inc 18.10M (1.03%) 4.47M
Increased by +24.68%
Dec 31, 24
15 Franklin Resources Inc 17.25M (0.98%) 3.37M
Increased by +19.56%
Dec 31, 24
16 Capital World Investors 16.41M (0.93%) 959.24K
Increased by +5.85%
Dec 31, 24
17 Bank of New York Mellon Corp 13.66M (0.78%) -3.40M
Decreased by -24.90%
Dec 31, 24
18 Ameriprise Financial Inc 13.03M (0.74%) -809.44K
Decreased by -6.21%
Dec 31, 24
19 UBS Group AG 12.58M (0.71%) 1.09M
Increased by +8.63%
Dec 31, 24
20 UBS Asset Mgmt Americas Inc 12.06M (0.68%) 1.88M
Increased by +15.61%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 55.74M (3.16%) 191.47K
Increased by +0.34%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 49.01M (2.78%) 332.32K
Increased by +0.68%
Feb 28, 25
3 Fidelity 500 Index 22.03M (1.25%) 97.22K
Increased by +0.44%
Jan 31, 25
4 SPDR® S&P 500® ETF Trust 21.85M (1.24%) -152.68K
Decreased by -0.70%
Feb 28, 25
5 SPDR® S&P 500 ETF Trust 20.87M (1.19%) 47.16K
Increased by +0.23%
Apr 30, 24
6 iShares Core S&P 500 ETF 20.76M (1.18%) -1.04K
Decreased by -0.01%
Feb 28, 25
7 Fidelity® 500 Index 20.57M (1.17%) 130.89K
Increased by +0.64%
Nov 30, 23
8 American Funds American Mutual A 18.02M (1.02%) -1.31M
Decreased by -7.27%
Dec 31, 24
9 Capital Group American Mutual Comp 18.02M (1.02%) -1.31M
Decreased by -7.27%
Dec 31, 24
10 Schwab US Dividend Equity ETF™ 16.07M (0.91%) 13.37K
Increased by +0.08%
Feb 28, 25
11 Vanguard Value Index Inv 15.26M (0.87%) 93.01K
Increased by +0.61%
Feb 28, 25
12 American Funds Washington Mutual A 13.28M (0.75%) -2.17M
Decreased by -16.37%
Dec 31, 24
13 Capital Group Wash Mutual Invtrs Comp 13.28M (0.75%) -2.17M
Decreased by -16.37%
Dec 31, 24
14 The Health Care Select Sector SPDR® ETF 12.92M (0.73%) 169.75K
Increased by +1.31%
Feb 28, 25
15 Health Care Select Sector SPDR® ETF 12.87M (0.73%) -16.70K
Decreased by -0.13%
Apr 30, 24
16 American Funds Capital Income Bldr A 12.14M (0.69%) -1.49M
Decreased by -12.24%
Dec 31, 24
17 Vanguard Institutional Index I 10.96M (0.62%) -129.56K
Decreased by -1.18%
Feb 28, 25
18 Vanguard Dividend Appreciation ETF 9.74M (0.55%) 46.08K
Increased by +0.47%
Feb 28, 25
19 State St S&P 500® Indx SL Cl III 8.55M (0.49%) 6.40K
Increased by +0.07%
Feb 28, 25
20 American Funds American Balanced A 7.99M (0.45%) 724.60K
Increased by +9.07%
Mar 31, 24