Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FTXH 6.38%
2 WBIY 4.72%
3 RDIV 4.18%
4 UTRN 4.05%
5 IHE 4.02%
6 PPH 3.99%
7 MVAL 3.98%
8 MEDX 3.84%
9 LSAT 3.73%
10 SIXA 3.69%
11 SCHD 3.62%
12 SIXH 3.56%
13 ERNZ 3.35%
14 XUDV 3.26%
15 BAMV 3.25%
16 CAMX 3.19%
17 HART 3.17%
18 FDL 3.09%
19 VFLO 2.96%
20 SAMM 2.90%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 194.93M (9.59%) 3.52M
Increased by +1.81%
Jun 30, 25
2 BlackRock Inc 172.23M (8.48%) 10.86M
Increased by +6.31%
Jun 30, 25
3 JPMorgan Chase & Co 103.96M (5.12%) -4.09M
Decreased by -3.94%
Jun 30, 25
4 State Street Corp 94.74M (4.66%) -94.48K
Decreased by -0.10%
Jun 30, 25
5 State Street Corporation 91.57M (4.51%) 2.12M
Increased by +2.32%
Mar 31, 24
6 Charles Schwab Investment Management Inc 70.80M (3.48%) 10.20M
Increased by +14.40%
Jun 30, 25
7 Capital Research & Mgmt Co - Division 3 66.16M (3.26%) -303.34K
Decreased by -0.46%
Jun 30, 25
8 Geode Capital Management, LLC 46.18M (2.27%) 723.46K
Increased by +1.57%
Jun 30, 25
9 NORGES BANK 33.57M (1.65%) -1.60M
Decreased by -4.77%
Jun 30, 25
10 Ameriprise Financial Inc 32.58M (1.60%) 432.16K
Increased by +1.33%
Jun 30, 25
11 Morgan Stanley - Brokerage Accounts 26.81M (1.32%) -5.13M
Decreased by -19.14%
Jun 30, 25
12 Wellington Management Company LLP 25.82M (1.27%) 2.09M
Increased by +8.11%
Jun 30, 25
13 UBS Asset Mgmt Americas Inc 25.21M (1.24%) 2.58M
Increased by +10.25%
Jun 30, 25
14 Northern Trust Corp 24.88M (1.22%) -1.10M
Decreased by -4.40%
Jun 30, 25
15 PRIMECAP Management Company 22.94M (1.13%) -25.98K
Decreased by -0.11%
Jun 30, 25
16 Independent Franchise Partners LLP 20.98M (1.03%) 3.58M
Increased by +17.08%
Jun 30, 25
17 Bank of New York Mellon Corp 20.86M (1.03%) -6.00M
Decreased by -28.78%
Jun 30, 25
18 T. Rowe Price Associates, Inc. 20.24M (1.00%) 4.94M
Increased by +24.40%
Sep 30, 24
19 Amvescap Plc. 18.32M (0.90%) 852.32K
Increased by +4.65%
Jun 30, 25
20 Bank of America Corp 17.90M (0.88%) -3.30M
Decreased by -18.43%
Jun 30, 25

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 63.97M (3.15%) -1.47M
Decreased by -2.30%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 57.72M (2.84%) 399.61K
Increased by +0.69%
May 31, 25
4 Schwab US Dividend Equity ETF™ 56.74M (2.79%) 12.00K
Increased by +0.02%
Aug 30, 25
5 Vanguard 500 Index Investor 50.38M (2.48%) -7.38M
Decreased by -14.65%
Jul 31, 25
6 Fidelity 500 Index 25.80M (1.27%) 11.09K
Increased by +0.04%
Jul 31, 25
7 SPDR® S&P 500 ETF 25.22M (1.24%) -369.06K
Decreased by -1.46%
Mar 31, 25
8 SPDR® S&P 500® ETF 24.56M (1.21%) 302.33K
Increased by +1.23%
Aug 31, 25
9 SPDR® S&P 500® ETF Trust 24.55M (1.21%) -128.84K
Decreased by -0.52%
Mar 31, 25
10 iShares Core S&P 500 ETF 24.49M (1.21%) 0.00
Increased by 0.00%
Aug 31, 25
11 Fidelity® 500 Index 24.34M (1.20%) 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 American Funds American Mutual A 19.64M (0.97%) 3.84M
Increased by +19.57%
Jun 30, 25
14 Capital Group American Mutual Comp 19.64M (0.97%) 3.84M
Increased by +19.57%
Jun 30, 25
15 Vanguard Value Index Inv 18.04M (0.89%) -19.95K
Decreased by -0.11%
Jul 31, 25
16 JPM US Equity Income-MA 18.01M (0.89%) 18.00M
Increased by +99.90%
Sep 30, 23
17 Vanguard Health Care Inv 17.25M (0.85%) 2.49M
Increased by +14.43%
Jun 30, 25
18 Health Care Select Sector SPDR® ETF 14.83M (0.73%) -19.25K
Decreased by -0.13%
Apr 30, 24
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