Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FTXH 6.54%
2 MEDX 5.56%
3 SIXH 5.13%
4 SIXA 4.96%
5 RDIV 4.69%
6 UTRN 4.05%
7 IHE 4.00%
8 WBIY 3.99%
9 PPH 3.86%
10 CANC 3.81%
11 LSAT 3.73%
12 CAMX 3.55%
13 SCHD 3.38%
14 XPH 3.26%
15 VFLO 3.07%
16 DIVP 2.91%
17 SAMM 2.90%
18 HART 2.78%
19 WBIG 2.66%
20 XUDV 2.65%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 189.94M (9.35%) 1.37M
Increased by +0.72%
Dec 31, 24
2 BlackRock Inc 157.61M (7.76%) -2.05M
Decreased by -1.30%
Dec 31, 24
3 JPMorgan Chase & Co 96.02M (4.73%) -59.84M
Decreased by -62.31%
Dec 31, 24
4 State Street Corp 95.14M (4.68%) 2.25M
Increased by +2.36%
Dec 31, 24
5 State Street Corporation 91.57M (4.51%) 2.12M
Increased by +2.32%
Mar 31, 24
6 Charles Schwab Investment Management Inc 60.30M (2.97%) -729.93K
Decreased by -1.21%
Dec 31, 24
7 Capital Research & Mgmt Co - Division 3 45.87M (2.26%) 3.22M
Increased by +7.02%
Dec 31, 24
8 Geode Capital Management, LLC 44.39M (2.19%) 1.19M
Increased by +2.67%
Dec 31, 24
9 NORGES BANK 35.18M (1.73%) 2.58M
Increased by +7.34%
Dec 31, 24
10 Ameriprise Financial Inc 32.08M (1.58%) 12.01M
Increased by +37.44%
Dec 31, 24
11 FMR Inc 31.11M (1.53%) -13.83M
Decreased by -44.45%
Dec 31, 24
12 Morgan Stanley - Brokerage Accounts 30.34M (1.49%) 2.38M
Increased by +7.85%
Dec 31, 24
13 Bank of New York Mellon Corp 24.73M (1.22%) 1.48M
Increased by +5.99%
Dec 31, 24
14 Northern Trust Corp 24.66M (1.21%) 3.43M
Increased by +13.92%
Dec 31, 24
15 PRIMECAP Management Company 22.77M (1.12%) -596.39K
Decreased by -2.62%
Dec 31, 24
16 UBS Asset Mgmt Americas Inc 22.27M (1.10%) 3.20M
Increased by +14.35%
Dec 31, 24
17 T. Rowe Price Associates, Inc. 20.24M (1.00%) 4.94M
Increased by +24.40%
Sep 30, 24
18 Bank of America Corp 19.94M (0.98%) 1.82M
Increased by +9.12%
Dec 31, 24
19 Boston Partners Global Investors, Inc 17.31M (0.85%) -89.17K
Decreased by -0.51%
Sep 30, 23
20 Independent Franchise Partners LLP 17.13M (0.84%) 2.94M
Increased by +17.19%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 64.21M (3.16%) 47.00K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 64.13M (3.16%) 173.05K
Increased by +0.27%
Mar 31, 25
3 Vanguard Institutional 500 Index Trust 56.40M (2.78%) 150.77K
Increased by +0.27%
Mar 31, 25
4 Schwab US Dividend Equity ETF™ 47.87M (2.36%) 8.32K
Increased by +0.02%
Apr 30, 25
5 Fidelity 500 Index 25.46M (1.25%) 58.15K
Increased by +0.23%
Mar 31, 25
6 SPDR® S&P 500 ETF 25.22M (1.24%) -369.06K
Decreased by -1.46%
Mar 31, 25
7 SPDR® S&P 500® ETF 24.59M (1.21%) 20.28K
Increased by +0.08%
Apr 30, 25
8 SPDR® S&P 500® ETF Trust 24.55M (1.21%) -128.84K
Decreased by -0.52%
Mar 31, 25
9 Fidelity® 500 Index 24.34M (1.20%) 154.92K
Increased by +0.64%
Nov 30, 23
10 iShares Core S&P 500 ETF 24.06M (1.18%) -23.90K
Decreased by -0.10%
Apr 29, 25
11 SPDR® S&P 500 ETF Trust 24.06M (1.18%) 54.36K
Increased by +0.23%
Apr 30, 24
12 JPM US Equity Income-MA 18.01M (0.89%) 18.00M
Increased by +99.90%
Sep 30, 23
13 Vanguard Value Index Inv 17.80M (0.88%) 286.66K
Increased by +1.61%
Mar 31, 25
14 American Funds American Mutual A 15.79M (0.78%) 5.21M
Increased by +32.97%
Mar 31, 25
15 Capital Group American Mutual Comp 15.79M (0.78%) 5.21M
Increased by +32.97%
Mar 31, 25
16 Health Care Select Sector SPDR® ETF 14.83M (0.73%) -19.25K
Decreased by -0.13%
Apr 30, 24
17 Vanguard Health Care Inv 14.76M (0.73%) 14.34M
Increased by +97.17%
Mar 31, 25
18 The Health Care Select Sector SPDR® ETF 14.49M (0.71%) 61.38K
Increased by +0.42%
Apr 30, 25
19 JPM US Equity Income-Composite 13.70M (0.67%) -385.20K
Decreased by -2.81%
Mar 31, 25
20 JPMorgan Equity Income I 13.70M (0.67%) -385.20K
Decreased by -2.81%
Mar 31, 25