Top 20 ETF Stock Exposure

Rank ETF Weight % in ETF
1 IHI 16.99%
2 PJP 5.5%
3 HART 4.63%
4 DIVL 4.08%
5 CWS 3.8%
6 XLV 3.56%
7 IYH 3.49%
8 QLTY 3.42%
9 DIP 3.34%
10 FHLC 3.19%
11 VHT 3.17%
12 CURE 2.89%
13 PWV 2.89%
14 AIVL 2.85%
15 RXL 2.71%
16 IXJ 2.6%
17 NDVG 2.53%
18 CGDV 2.45%
19 CGUS 2.27%
20 RDVY 2.09%

Top 20 Institutional Holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 156.44M (9.08%) 679.36K
Increased by +0.43%
Dec 31, 23
2 BlackRock Inc 134.06M (7.78%) -2.33M
Decreased by -1.74%
Dec 31, 23
3 Capital Research Global Investors 86.59M (5.02%) 7.53M
Increased by +8.69%
Dec 31, 23
4 State Street Corporation 74.69M (4.33%) 1.45M
Increased by +1.95%
Dec 31, 23
5 Capital Research & Mgmt Co - Division 3 64.29M (3.73%) 1.46M
Increased by +2.27%
Dec 31, 23
6 Morgan Stanley - Brokerage Accounts 35.94M (2.08%) 296.43K
Increased by +0.82%
Dec 31, 23
7 Geode Capital Management, LLC 32.85M (1.91%) 429.98K
Increased by +1.31%
Dec 31, 23
8 Wellington Management Company LLP 32.24M (1.87%) 1.03M
Increased by +3.19%
Dec 31, 23
9 Goldman Sachs Group Inc 22.82M (1.32%) 14.02M
Increased by +61.45%
Dec 31, 23
10 Northern Trust Corp 21.63M (1.25%) -1.39M
Decreased by -6.41%
Dec 31, 23
11 NORGES BANK 19.22M (1.12%) 1.97M
Increased by +10.27%
Dec 31, 23
12 Wells Fargo & Co 16.47M (0.96%) -118.22K
Decreased by -0.72%
Dec 31, 23
13 Bank of America Corp 16.4M (0.95%) 125.56K
Increased by +0.77%
Dec 31, 23
14 Bank of New York Mellon Corp 15.12M (0.88%) 515.92K
Increased by +3.41%
Dec 31, 23
15 Legal & General Group PLC 14.3M (0.83%) 1.87M
Increased by +13.1%
Dec 31, 23
16 State Farm Mutual Automobile Ins Co 13.59M (0.79%) 0
Increased by 0%
Dec 31, 23
17 Polen Capital 13.49M (0.78%) 6.11K
Increased by +0.05%
Dec 31, 23
18 JPMorgan Chase & Co 13.28M (0.77%) -3.46M
Decreased by -26.04%
Dec 31, 23
19 HHG PLC 13.25M (0.77%) 3.81M
Increased by +28.77%
Dec 31, 23
20 Nuveen Asset Management, LLC 12.37M (0.72%) 286.26K
Increased by +2.31%
Dec 31, 23

Top 20 Mutual Fund Holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 87.24M (5.06%) 87.24M
Increased by +100%
Feb 29, 24
2 Vanguard Total Stock Mkt Idx Inv 54.46M (3.16%) -116.75K
Decreased by -0.21%
Feb 29, 24
3 Vanguard Institutional 500 Index Trust 43.33M (2.51%) 440.08K
Increased by +1.02%
Feb 29, 24
4 American Funds Invmt Co of Amer A 26.75M (1.55%) 4.12M
Increased by +15.42%
Dec 31, 23
5 Capital Group Investment Co of Amer Comp 26.75M (1.55%) 4.12M
Increased by +15.42%
Dec 31, 23
6 American Funds American Mutual A 21.29M (1.23%) 515.92K
Increased by +2.42%
Dec 31, 23
7 Capital Group American Mutual Comp 21.29M (1.23%) 515.92K
Increased by +2.42%
Dec 31, 23
8 SPDR® S&P 500 ETF Trust 20.93M (1.21%) -162.9K
Decreased by -0.78%
Mar 31, 24
9 Fidelity 500 Index 20.81M (1.21%) 209.43K
Increased by +1.01%
Feb 29, 24
10 Fidelity® 500 Index 20.22M (1.17%) 128.69K
Increased by +0.64%
Nov 30, 23
11 iShares Core S&P 500 ETF 18M (1.04%) 132.35K
Increased by +0.74%
Mar 28, 24
12 American Funds Capital World Gr&Inc A 15.99M (0.93%) 796.48K
Increased by +4.98%
Dec 31, 23
13 Capital Group World Growth & Inc Cmp 15.99M (0.93%) 796.48K
Increased by +4.98%
Dec 31, 23
14 Vanguard Value Index Inv 14.5M (0.84%) 49.77K
Increased by +0.34%
Feb 29, 24
15 Health Care Select Sector SPDR® ETF 13.03M (0.76%) -65.63K
Decreased by -0.5%
Mar 31, 24
16 Capital Group AMCAP Composite 13.01M (0.75%) 30.27K
Increased by +0.23%
Dec 31, 23
17 VA CollegeAmerica Amcap 529A 13.01M (0.75%) 30.27K
Increased by +0.23%
Dec 31, 23
18 American Funds Growth Fund of Amer A 12.7M (0.74%) 0
Increased by 0%
Dec 31, 23
19 Capital Group Growth Fnd of Amer Comp 12.7M (0.74%) 0
Increased by 0%
Dec 31, 23
20 American Funds Capital Income Bldr A 12.64M (0.73%) 966.89K
Increased by +7.65%
Dec 31, 23