Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IHI 4.66%
2 EQTY 4.14%
3 EPOL 2.92%
4 YLDE 2.78%
5 PINK 2.05%
6 FLV 1.92%
7 TEQI 1.71%
8 RYH 1.63%
9 XHE 1.57%
10 HTEC 1.30%
11 XLV 1.27%
12 IYH 1.23%
13 VHT 1.15%
14 FHLC 1.13%
15 FLLV 1.06%
16 AIEQ 1.02%
17 TDVG 1.02%
18 CURE 0.98%
19 RXL 0.95%
20 IXJ 0.90%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 26.12M (9.06%) 195.93K
Increased by +0.75%
Dec 31, 23
2 BlackRock Inc 22.78M (7.90%) 203.99K
Increased by +0.90%
Dec 31, 23
3 State Street Corporation 12.92M (4.48%) 284.22K
Increased by +2.20%
Dec 31, 23
4 Morgan Stanley - Brokerage Accounts 10.71M (3.72%) 511.34K
Increased by +4.77%
Dec 31, 23
5 T. Rowe Price Associates, Inc. 10.39M (3.60%) -2.51M
Decreased by -24.13%
Dec 31, 23
6 T. Rowe Price Investment Management,Inc. 7.35M (2.55%) 886.06K
Increased by +12.06%
Dec 31, 23
7 Wellington Management Company LLP 6.67M (2.31%) -1.65M
Decreased by -24.74%
Dec 31, 23
8 Bank of America Corp 5.53M (1.92%) -5.57K
Decreased by -0.10%
Dec 31, 23
9 Geode Capital Management, LLC 5.48M (1.90%) 129.15K
Increased by +2.36%
Dec 31, 23
10 JPMorgan Chase & Co 4.69M (1.63%) 186.69K
Increased by +3.98%
Dec 31, 23
11 Ameriprise Financial Inc 4.23M (1.47%) 599.52K
Increased by +14.17%
Dec 31, 23
12 Massachusetts Financial Services Company 4.03M (1.40%) -1.16M
Decreased by -28.77%
Dec 31, 23
13 Bank of New York Mellon Corp 3.89M (1.35%) -141.09K
Decreased by -3.62%
Dec 31, 23
14 Amvescap Plc. 3.76M (1.30%) 278.36K
Increased by +7.41%
Dec 31, 23
15 Wells Fargo & Co 3.73M (1.30%) -52.04K
Decreased by -1.39%
Dec 31, 23
16 ClearBridge Advisors, LLC 3.15M (1.09%) 19.20K
Increased by +0.61%
Dec 31, 23
17 NORGES BANK 3.12M (1.08%) 381.88K
Increased by +12.22%
Dec 31, 23
18 Franklin Resources Inc 3.07M (1.07%) 5.53K
Increased by +0.18%
Dec 31, 23
19 Northern Trust Corp 2.83M (0.98%) -103.26K
Decreased by -3.65%
Dec 31, 23
20 Mackenzie Investments 2.62M (0.91%) -147.07K
Decreased by -5.60%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 9.09M (3.15%) -18.18K
Decreased by -0.20%
Mar 31, 24
2 Vanguard Institutional 500 Index Trust 7.28M (2.53%) 37.43K
Increased by +0.51%
Mar 31, 24
3 T. Rowe Price Capital Appreciation 4.87M (1.69%) 120.20K
Increased by +2.47%
Mar 31, 24
4 Fidelity 500 Index 3.49M (1.21%) 12.17K
Increased by +0.35%
Mar 31, 24
5 SPDR® S&P 500 ETF Trust 3.43M (1.19%) 7.74K
Increased by +0.23%
Apr 30, 24
6 Fidelity® 500 Index 3.38M (1.17%) 21.51K
Increased by +0.64%
Nov 30, 23
7 Morgan Stanley Glbl Franchise 3.32M (1.15%) 94.39K
Increased by +2.84%
Dec 31, 23
8 MS INVF Global Brands A USD 3.23M (1.12%) -46.45K
Decreased by -1.44%
Mar 31, 24
9 iShares Core S&P 500 ETF 2.98M (1.03%) 2.58K
Increased by +0.09%
Apr 30, 24
10 Franklin Rising Dividends A 2.52M (0.87%) 0.00
Increased by 0.00%
Mar 31, 24
11 Franklin Rising Dividends Fund A 2.52M (0.87%) 0.00
Increased by 0.00%
Mar 31, 24
12 Vanguard Value Index Inv 2.40M (0.83%) -26.65K
Decreased by -1.11%
Mar 31, 24
13 Health Care Select Sector SPDR® ETF 2.11M (0.73%) -2.73K
Decreased by -0.13%
Apr 30, 24
14 Vanguard Institutional Index I 1.90M (0.66%) -10.46K
Decreased by -0.55%
Mar 31, 24
15 Columbia Dividend Income Inst 1.89M (0.65%) 0.00
Increased by 0.00%
Mar 31, 24
16 Columbia Dividend Value 1.89M (0.65%) 0.00
Increased by 0.00%
Mar 31, 24
17 JPM US Equity Income-MA 1.69M (0.59%) 1.69M
Increased by +99.90%
Sep 30, 23
18 Vanguard Wellington™ Inv 1.69M (0.59%) -1.55M
Decreased by -91.46%
Mar 31, 24
19 MFS Growth Equity 1.64M (0.57%) 410.83K
Increased by +25.09%
Sep 30, 23
20 Vanguard Dividend Appreciation ETF 1.57M (0.54%) -113.82K
Decreased by -7.26%
Mar 31, 24