Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IHI 18.84%
2 GDOC 5.34%
3 PJP 5.03%
4 HART 5.02%
5 ACT_old 5.00%
6 CWS 4.58%
7 QLTY 4.42%
8 PCGG 4.41%
9 XLV 4.33%
10 IYH 4.24%
11 UTRN 3.97%
12 CVRD 3.90%
13 HRTS 3.86%
14 VHT 3.85%
15 FHLC 3.78%
16 CURE 3.44%
17 DIP 3.34%
18 BRIF 3.33%
19 PWV 3.24%
20 RXL 3.20%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 168.65M (9.78%) 739.26K
Increased by +0.44%
Dec 31, 24
2 BlackRock Inc 136.53M (7.92%) 5.51M
Increased by +4.03%
Dec 31, 24
3 State Street Corp 77.17M (4.48%) 447.25K
Increased by +0.58%
Dec 31, 24
4 State Street Corporation 74.74M (4.33%) 51.46K
Increased by +0.07%
Mar 31, 24
5 Capital Research & Mgmt Co - Division 3 67.97M (3.94%) 2.23M
Increased by +3.28%
Dec 31, 24
6 Capital Research Global Investors 54.10M (3.14%) 795.07K
Increased by +1.47%
Dec 31, 24
7 Morgan Stanley - Brokerage Accounts 36.12M (2.09%) 1.60M
Increased by +4.44%
Dec 31, 24
8 Geode Capital Management, LLC 35.67M (2.07%) 765.64K
Increased by +2.15%
Dec 31, 24
9 JPMorgan Chase & Co 35.18M (2.04%) -22.66M
Decreased by -64.40%
Dec 31, 24
10 Wellington Management Company LLP 26.39M (1.53%) 581.33K
Increased by +2.20%
Dec 31, 24
11 Goldman Sachs Group Inc 22.82M (1.32%) 14.02M
Increased by +61.45%
Dec 31, 23
12 Northern Trust Corp 22.06M (1.28%) 2.06M
Increased by +9.34%
Dec 31, 24
13 NORGES BANK 20.98M (1.22%) 626.72K
Increased by +2.99%
Dec 31, 24
14 Bank of America Corp 18.78M (1.09%) -739.75K
Decreased by -3.94%
Dec 31, 24
15 Wells Fargo & Co 16.67M (0.97%) -310.59K
Decreased by -1.86%
Dec 31, 24
16 Legal & General Group PLC 14.26M (0.83%) -88.64K
Decreased by -0.62%
Sep 30, 24
17 Bank of New York Mellon Corp 13.59M (0.79%) 30.10K
Increased by +0.22%
Dec 31, 24
18 State Farm Mutual Automobile Ins Co 13.59M (0.79%) 0.00
Increased by 0.00%
Dec 31, 24
19 HHG PLC 13.25M (0.77%) 3.81M
Increased by +28.77%
Dec 31, 23
20 Charles Schwab Investment Management Inc 12.94M (0.75%) 330.84K
Increased by +2.56%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 87.24M (5.06%) 87.24M
Increased by +100.00%
Feb 29, 24
2 Vanguard Total Stock Mkt Idx Inv 54.71M (3.17%) 186.56K
Increased by +0.34%
Feb 28, 25
3 Vanguard Institutional 500 Index Trust 48.10M (2.79%) 326.59K
Increased by +0.68%
Feb 28, 25
4 Fidelity 500 Index 21.63M (1.25%) 95.43K
Increased by +0.44%
Jan 31, 25
5 SPDR® S&P 500® ETF Trust 21.44M (1.24%) -159.12K
Decreased by -0.74%
Feb 28, 25
6 SPDR® S&P 500 ETF Trust 20.93M (1.21%) -162.90K
Decreased by -0.78%
Mar 31, 24
7 iShares Core S&P 500 ETF 20.37M (1.18%) -1.02K
Decreased by -0.01%
Feb 28, 25
8 Fidelity® 500 Index 20.22M (1.17%) 128.69K
Increased by +0.64%
Nov 30, 23
9 American Funds Washington Mutual A 17.96M (1.04%) 1.39M
Increased by +7.72%
Dec 31, 24
10 Capital Group Wash Mutual Invtrs Comp 17.96M (1.04%) 1.39M
Increased by +7.72%
Dec 31, 24
11 American Funds Invmt Co of Amer A 17.51M (1.02%) 139.94K
Increased by +0.80%
Dec 31, 24
12 Capital Group Investment Co of Amer Comp 17.51M (1.02%) 139.94K
Increased by +0.80%
Dec 31, 24
13 Vanguard Value Index Inv 14.98M (0.87%) 98.77K
Increased by +0.66%
Feb 28, 25
14 American Funds American Mutual A 14.73M (0.85%) 585.74K
Increased by +3.98%
Dec 31, 24
15 Capital Group American Mutual Comp 14.73M (0.85%) 585.74K
Increased by +3.98%
Dec 31, 24
16 Health Care Select Sector SPDR® ETF 13.03M (0.76%) -65.63K
Decreased by -0.50%
Mar 31, 24
17 Capital Group AMCAP Composite 12.99M (0.75%) -16.98K
Decreased by -0.13%
Mar 31, 24
18 VA CollegeAmerica Amcap 529A 12.99M (0.75%) -16.98K
Decreased by -0.13%
Mar 31, 24
19 Capital Group Growth Fnd of Amer Comp 12.94M (0.75%) 240.95K
Increased by +1.86%
Mar 31, 24
20 American Funds Capital Income Bldr A 12.85M (0.75%) 957.27K
Increased by +7.45%
Dec 31, 24