Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FTXH 8.84%
2 MEDX 6.46%
3 RDIV 5.50%
4 PJP 5.01%
5 HART 4.88%
6 WBIG 4.77%
7 CAMX 4.76%
8 IHE 4.75%
9 PPH 4.65%
10 UTRN 4.03%
11 WBIY 3.99%
12 SCHD 3.98%
13 LSAT 3.73%
14 JDOC 3.68%
15 DIVP 3.66%
16 XPH 3.57%
17 AGNG 3.29%
18 VFLO 3.14%
19 FDV 3.10%
20 SPHD 2.96%

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 159.65M (7.89%) 993.42K
Increased by +0.62%
Sep 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 63.59M (3.14%) -153.13K
Decreased by -0.24%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 54.93M (2.71%) 414.77K
Increased by +0.76%
Dec 31, 24
3 Schwab US Dividend Equity ETF™ 46.97M (2.32%) 49.98K
Increased by +0.11%
Dec 31, 24
4 SPDR® S&P 500® ETF Trust 25.50M (1.26%) 294.67K
Increased by +1.16%
Dec 31, 24
5 Fidelity 500 Index 25.05M (1.24%) 170.22K
Increased by +0.68%
Nov 30, 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 23.81M (1.18%) 16.74K
Increased by +0.07%
Dec 31, 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 17.27M (0.85%) -66.80K
Decreased by -0.39%
Dec 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 14.65M (0.72%) 16.65K
Increased by +0.11%
Dec 31, 24
13 JPMorgan Equity Income I 14.27M (0.70%) 0.00
Increased by 0.00%
Nov 30, 24
14 JPM US Equity Income-Composite 14.09M (0.70%) -179.86K
Decreased by -1.28%
Dec 31, 24
15 Vanguard Institutional Index I 12.80M (0.63%) -33.66K
Decreased by -0.26%
Dec 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