Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FTXH 6.59%
2 ROPE 4.86%
3 MFVL 4.81%
4 RDIV 4.60%
5 MEDX 4.59%
6 IHE 4.44%
7 MVAL 4.41%
8 PPH 4.22%
9 UTRN 4.05%
10 CAMX 3.98%
11 LSAT 3.73%
12 CANC 3.56%
13 DIVP 3.40%
14 JDOC 3.27%
15 HART 3.17%
16 FDL 3.10%
17 VFLO 2.96%
18 PBPH 2.96%
19 AGNG 2.92%
20 SCHD 2.91%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 198.73M (9.75%) 2.74M
Increased by +1.38%
Dec 31, 25
2 BlackRock Inc 171.68M (8.42%) -5.14M
Decreased by -3.00%
Mar 31, 26
3 Vanguard Capital Management, LLC 132.32M (6.49%) 132.32M
Increased by +100.00%
Mar 31, 26
4 State Street Corp 98.56M (4.83%) 584.48K
Increased by +0.59%
Mar 31, 26
5 JPMorgan Chase & Co 92.48M (4.54%) 17.11M
Increased by +18.50%
Mar 31, 26
6 State Street Corporation 91.57M (4.49%) 2.12M
Increased by +2.32%
Mar 31, 24
7 Charles Schwab Investment Management Inc 61.12M (3.00%) -10.21M
Decreased by -16.70%
Mar 31, 26
8 Geode Capital Management, LLC 55.29M (2.71%) 2.65M
Increased by +4.79%
Mar 31, 26
9 Vanguard Portfolio Management, LLC 46.23M (2.27%) 46.23M
Increased by +100.00%
Mar 31, 26
10 NORGES BANK 36.10M (1.77%) 2.53M
Increased by +7.00%
Dec 31, 25
11 Bank of America Corp 32.59M (1.60%) 17.53M
Increased by +53.79%
Mar 31, 26
12 AQR Capital Management LLC 29.63M (1.45%) 3.83M
Increased by +12.94%
Mar 31, 26
13 Morgan Stanley - Brokerage Accounts 29.20M (1.43%) 849.92K
Increased by +2.91%
Mar 31, 26
14 Ameriprise Financial Inc 26.47M (1.30%) -1.59M
Decreased by -6.00%
Mar 31, 26
15 Wellington Management Company LLP 25.82M (1.27%) 2.09M
Increased by +8.11%
Jun 30, 25
16 PRIMECAP Management Company 24.99M (1.23%) 109.60K
Increased by +0.44%
Mar 31, 26
17 Northern Trust Corp 24.76M (1.21%) 163.68K
Increased by +0.66%
Mar 31, 26
18 Bank of New York Mellon Corp 23.30M (1.14%) -1.19M
Decreased by -5.13%
Mar 31, 26
19 UBS Asset Mgmt Americas Inc 22.72M (1.11%) 1.28M
Increased by +5.64%
Mar 31, 26
20 Independent Franchise Partners LLP 21.28M (1.04%) 447.33K
Increased by +2.10%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 64.89M (3.18%) 190.42K
Increased by +0.29%
Apr 30, 26
2 Vanguard US Total Market Shares ETF 64.21M (3.15%) 47.00K
Increased by +0.07%
Sep 30, 24
3 Vanguard 500 Index Investor 52.81M (2.59%) 948.31K
Increased by +1.80%
Apr 30, 26
4 Schwab US Dividend Equity ETF™ 48.64M (2.39%) 94.85K
Increased by +0.19%
May 30, 26
5 iShares Core S&P 500 ETF 26.83M (1.32%) 82.04K
Increased by +0.31%
May 29, 26
6 Fidelity 500 Index 26.10M (1.28%) 89.77K
Increased by +0.34%
Apr 30, 26
7 SPDR® S&P 500 ETF 25.22M (1.24%) -369.06K
Decreased by -1.46%
Mar 31, 25
8 State Street® SPDR® S&P 500® ETF 24.59M (1.21%) 26.05K
Increased by +0.11%
May 31, 26
9 SPDR® S&P 500® ETF 24.56M (1.20%) 302.33K
Increased by +1.23%
Aug 31, 25
10 SPDR® S&P 500® ETF Trust 24.55M (1.20%) -128.84K
Decreased by -0.52%
Mar 31, 25
11 Fidelity® 500 Index 24.34M (1.19%) 154.92K
Increased by +0.64%
Nov 30, 23
12 SPDR® S&P 500 ETF Trust 24.06M (1.18%) 54.36K
Increased by +0.23%
Apr 30, 24
13 Vanguard Value Index Inv 18.88M (0.93%) 54.62K
Increased by +0.29%
Apr 30, 26
14 JPM US Equity Income-MA 18.01M (0.88%) 18.00M
Increased by +99.90%
Sep 30, 23
15 Vanguard Health Care Inv 17.25M (0.85%) 2.49M
Increased by +14.43%
Jun 30, 25
16 Health Care Select Sector SPDR® ETF 14.83M (0.73%) -19.25K
Decreased by -0.13%
Apr 30, 24
17 Vanguard PRIMECAP Inv 14.29M (0.70%) 59.00K
Increased by +0.41%
Mar 31, 26
18 State Street®HlthCrSelSectSPDR®ETF 14.17M (0.69%) -234.39K
Decreased by -1.65%
May 31, 26
19 The Health Care Select Sector SPDR® ETF 13.90M (0.68%) 22.50K
Increased by +0.16%
Aug 31, 25
20 American Funds Fundamental Invs A 13.16M (0.65%) 37.23K
Increased by +0.28%
Jun 30, 25