Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FTXH 8.67%
2 MEDX 6.28%
3 PPH 5.77%
4 IHE 5.59%
5 RDIV 5.33%
6 PJP 5.02%
7 WBIG 4.77%
8 CAMX 4.77%
9 SCHD 4.42%
10 XPH 4.39%
11 UTRN 4.00%
12 WBIY 3.99%
13 LSAT 3.69%
14 DIVP 3.60%
15 JDOC 3.54%
16 AGNG 3.26%
17 FDV 3.18%
18 VFLO 3.14%
19 PILL 3.11%
20 HART 3.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 188.57M (9.31%) 2.00M
Increased by +1.06%
Sep 30, 24
2 BlackRock Inc 158.66M (7.84%) -3.90M
Decreased by -2.46%
Jun 30, 24
3 State Street Corp 92.90M (4.59%) 1.45M
Increased by +1.56%
Sep 30, 24
4 State Street Corporation 91.57M (4.52%) 2.12M
Increased by +2.32%
Mar 31, 24
5 JPMorgan Chase & Co 77.93M (3.85%) 3.30M
Increased by +4.23%
Sep 30, 24
6 Charles Schwab Investment Management Inc 61.03M (3.01%) 1.97M
Increased by +3.23%
Sep 30, 24
7 FMR Inc 44.94M (2.22%) 4.28M
Increased by +9.51%
Sep 30, 24
8 Geode Capital Management, LLC 43.20M (2.13%) 1.04M
Increased by +2.40%
Sep 30, 24
9 Capital Research & Mgmt Co - Division 3 42.65M (2.11%) -12.76M
Decreased by -29.92%
Sep 30, 24
10 NORGES BANK 32.59M (1.61%) 2.18M
Increased by +6.69%
Jun 30, 24
11 Morgan Stanley - Brokerage Accounts 27.96M (1.38%) -24.35M
Decreased by -87.10%
Sep 30, 24
12 PRIMECAP Management Company 23.37M (1.15%) -129.03K
Decreased by -0.55%
Sep 30, 24
13 Bank of New York Mellon Corp 23.25M (1.15%) 7.05M
Increased by +30.32%
Sep 30, 24
14 Northern Trust Corp 21.23M (1.05%) -538.94K
Decreased by -2.54%
Sep 30, 24
15 T. Rowe Price Associates, Inc. 20.24M (1.00%) 4.94M
Increased by +24.40%
Sep 30, 24
16 Ameriprise Financial Inc 20.07M (0.99%) 2.40M
Increased by +11.98%
Sep 30, 24
17 Legal & General Group PLC 20.04M (0.99%) -180.51K
Decreased by -0.90%
Sep 30, 24
18 UBS Asset Mgmt Americas Inc 19.07M (0.94%) 3.00M
Increased by +15.74%
Sep 30, 24
19 Bank of America Corp 18.12M (0.89%) -35.18K
Decreased by -0.19%
Sep 30, 24
20 Boston Partners Global Investors, Inc 17.31M (0.86%) -89.17K
Decreased by -0.51%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 63.98M (3.16%) -233.02K
Decreased by -0.36%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 53.73M (2.65%) 630.28K
Increased by +1.17%
Oct 31, 24
3 Schwab US Dividend Equity ETF™ 51.15M (2.53%) 110.90K
Increased by +0.22%
Nov 30, 24
4 SPDR® S&P 500® ETF Trust 25.03M (1.24%) 148.06K
Increased by +0.59%
Nov 30, 24
5 Fidelity 500 Index 24.88M (1.23%) -40.88K
Decreased by -0.16%
Oct 31, 24
6 Fidelity® 500 Index 24.34M (1.20%) 154.92K
Increased by +0.64%
Nov 30, 23
7 SPDR® S&P 500 ETF Trust 24.06M (1.19%) 54.36K
Increased by +0.23%
Apr 30, 24
8 iShares Core S&P 500 ETF 22.91M (1.13%) 0.00
Increased by 0.00%
Nov 30, 24
9 JPM US Equity Income-MA 18.01M (0.89%) 18.00M
Increased by +99.90%
Sep 30, 23
10 Vanguard Value Index Inv 17.20M (0.85%) 54.49K
Increased by +0.32%
Oct 31, 24
11 Health Care Select Sector SPDR® ETF 14.83M (0.73%) -19.25K
Decreased by -0.13%
Apr 30, 24
12 The Health Care Select Sector SPDR® ETF 14.81M (0.73%) -24.92K
Decreased by -0.17%
Nov 30, 24
13 JPM US Equity Income-Composite 14.27M (0.70%) -313.42K
Decreased by -2.20%
Sep 30, 24
14 JPMorgan Equity Income I 14.27M (0.70%) 0.00
Increased by 0.00%
Oct 31, 24
15 Vanguard Institutional Index I 12.88M (0.64%) -4.60K
Decreased by -0.04%
Oct 31, 24
16 Vanguard PRIMECAP Inv 12.73M (0.63%) 97.21K
Increased by +0.76%
Sep 30, 24
17 Capital Group Wash Mutual Invtrs Comp 12.57M (0.62%) 1.78M
Increased by +14.15%
Mar 31, 24
18 American Funds Washington Mutual A 12.00M (0.59%) -564.57K
Decreased by -4.70%
Jun 30, 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%
Sep 30, 24