Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FTXH 6.53%
2 MEDX 4.71%
3 WBIY 4.32%
4 UTRN 3.95%
5 XPH 3.94%
6 IHE 3.92%
7 PPH 3.80%
8 DIVP 3.54%
9 SCHD 3.42%
10 PILL 3.18%
11 VFLO 3.14%
12 LSAT 2.75%
13 AGNG 2.70%
14 USCF 2.64%
15 GDOC 2.45%
16 HDV 2.45%
17 HART 2.39%
18 LVHD 2.20%
19 LNGR 2.16%
20 FXH 1.80%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 198.16M (9.80%) -1.58M
Decreased by -0.80%
Dec 31, 23
2 BlackRock Inc 168.10M (8.31%) -2.56M
Decreased by -1.52%
Dec 31, 23
3 JPMorgan Chase & Co 90.05M (4.45%) -6.69M
Decreased by -7.43%
Dec 31, 23
4 State Street Corporation 89.45M (4.42%) -28.04K
Decreased by -0.03%
Dec 31, 23
5 Capital Research & Mgmt Co - Division 3 61.53M (3.04%) -7.89M
Decreased by -12.83%
Dec 31, 23
6 FMR Inc 42.61M (2.11%) -408.43K
Decreased by -0.96%
Dec 31, 23
7 Geode Capital Management, LLC 39.68M (1.96%) -25.94K
Decreased by -0.07%
Dec 31, 23
8 Goldman Sachs Group Inc 32.72M (1.62%) 15.37M
Increased by +46.99%
Dec 31, 23
9 NORGES BANK 30.41M (1.50%) 4.37M
Increased by +14.38%
Dec 31, 23
10 Morgan Stanley - Brokerage Accounts 29.38M (1.45%) -7.24M
Decreased by -24.64%
Dec 31, 23
11 Ameriprise Financial Inc 27.74M (1.37%) 1.98M
Increased by +7.14%
Dec 31, 23
12 Northern Trust Corp 24.01M (1.19%) -1.28M
Decreased by -5.35%
Dec 31, 23
13 PRIMECAP Management Company 23.53M (1.16%) 3.00M
Increased by +12.74%
Dec 31, 23
14 Bank of America Corp 20.72M (1.02%) -7.44M
Decreased by -35.92%
Dec 31, 23
15 Legal & General Group PLC 19.81M (0.98%) 2.81M
Increased by +14.21%
Dec 31, 23
16 Boston Partners Global Investors, Inc 17.31M (0.86%) -89.17K
Decreased by -0.51%
Sep 30, 23
17 Bank of New York Mellon Corp 17.02M (0.84%) -91.72K
Decreased by -0.54%
Dec 31, 23
18 Dimensional Fund Advisors, Inc. 16.96M (0.84%) 1.25M
Increased by +7.35%
Dec 31, 23
19 Dodge & Cox 16.20M (0.80%) -32.82K
Decreased by -0.20%
Dec 31, 23
20 Deutsche Bank AG 15.88M (0.78%) -2.03M
Decreased by -12.78%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 63.59M (3.14%) -232.08K
Decreased by -0.36%
Mar 31, 24
2 Vanguard Institutional 500 Index Trust 51.28M (2.54%) 481.05K
Increased by +0.94%
Mar 31, 24
3 Schwab US Dividend Equity ETF™ 42.17M (2.08%) -6.02K
Decreased by -0.01%
Apr 30, 24
4 Fidelity 500 Index 24.59M (1.22%) 187.66K
Increased by +0.76%
Mar 31, 24
5 Fidelity® 500 Index 24.34M (1.20%) 154.92K
Increased by +0.64%
Nov 30, 23
6 SPDR® S&P 500 ETF Trust 24.06M (1.19%) 54.36K
Increased by +0.23%
Apr 30, 24
7 iShares Core S&P 500 ETF 20.96M (1.04%) 18.20K
Increased by +0.09%
Apr 30, 24
8 JPM US Equity Income-MA 18.01M (0.89%) 18.00M
Increased by +99.90%
Sep 30, 23
9 Vanguard Value Index Inv 16.80M (0.83%) -187.87K
Decreased by -1.12%
Mar 31, 24
10 JPM US Equity Income-Composite 16.16M (0.80%) -1.16M
Decreased by -7.20%
Mar 31, 24
11 JPMorgan Equity Income I 16.16M (0.80%) -239.50K
Decreased by -1.48%
Mar 31, 24
12 Health Care Select Sector SPDR® ETF 14.83M (0.73%) -19.25K
Decreased by -0.13%
Apr 30, 24
13 Vanguard Institutional Index I 13.38M (0.66%) -20.34K
Decreased by -0.15%
Mar 31, 24
14 Vanguard PRIMECAP Inv 12.70M (0.63%) -309.84K
Decreased by -2.44%
Mar 31, 24
15 American Funds Washington Mutual A 12.57M (0.62%) 1.78M
Increased by +14.15%
Mar 31, 24
16 Capital Group Wash Mutual Invtrs Comp 12.57M (0.62%) 1.78M
Increased by +14.15%
Mar 31, 24
17 American Funds American Mutual A 12.36M (0.61%) 3.12M
Increased by +25.23%
Mar 31, 24
18 Capital Group American Mutual Comp 12.36M (0.61%) 3.12M
Increased by +25.23%
Mar 31, 24
19 Vanguard Dividend Appreciation ETF 11.82M (0.58%) -215.84K
Decreased by -1.83%
Dec 31, 23
20 Dodge & Cox Stock I 11.36M (0.56%) 0.00
Increased by 0.00%
Mar 31, 24