Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FTXH 6.92%
2 ROPE 5.05%
3 MEDX 4.91%
4 MFVL 4.78%
5 RDIV 4.76%
6 PPH 4.48%
7 MVAL 4.40%
8 IHE 4.30%
9 UTRN 4.05%
10 CAMX 3.84%
11 LSAT 3.73%
12 DIVP 3.51%
13 JDOC 3.38%
14 CANC 3.30%
15 HART 3.17%
16 FDL 3.16%
17 PBPH 3.03%
18 VFLO 2.96%
19 SCHD 2.96%
20 AGNG 2.95%

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 176.83M (8.67%) 1.31M
Increased by +0.74%
Dec 31, 25
3 State Street Corp 97.98M (4.81%) 1.39M
Increased by +1.41%
Dec 31, 25
4 State Street Corporation 91.57M (4.49%) 2.12M
Increased by +2.32%
Mar 31, 24
5 JPMorgan Chase & Co 75.37M (3.70%) -96.99M
Decreased by -128.69%
Dec 31, 25
6 Charles Schwab Investment Management Inc 71.32M (3.50%) -1.72M
Decreased by -2.41%
Dec 31, 25
7 Geode Capital Management, LLC 52.64M (2.58%) 6.08M
Increased by +11.56%
Dec 31, 25
8 NORGES BANK 36.10M (1.77%) 2.53M
Increased by +7.00%
Dec 31, 25
9 Morgan Stanley - Brokerage Accounts 28.35M (1.39%) 480.88K
Increased by +1.70%
Dec 31, 25
10 Ameriprise Financial Inc 28.06M (1.38%) -4.42M
Decreased by -15.74%
Dec 31, 25
11 Wellington Management Company LLP 25.82M (1.27%) 2.09M
Increased by +8.11%
Jun 30, 25
12 AQR Capital Management LLC 25.80M (1.27%) 16.33M
Increased by +63.31%
Dec 31, 25
13 PRIMECAP Management Company 24.88M (1.22%) 2.78M
Increased by +11.18%
Dec 31, 25
14 Northern Trust Corp 24.60M (1.21%) -26.55K
Decreased by -0.11%
Dec 31, 25
15 Bank of New York Mellon Corp 24.50M (1.20%) 7.84M
Increased by +32.00%
Dec 31, 25
16 UBS Asset Mgmt Americas Inc 21.79M (1.07%) -3.42M
Decreased by -15.70%
Sep 30, 25
17 Capital Research & Mgmt Co - Division 3 20.99M (1.03%) -11.40M
Decreased by -54.29%
Dec 31, 25
18 Independent Franchise Partners LLP 20.83M (1.02%) 204.80K
Increased by +0.98%
Dec 31, 25
19 T. Rowe Price Associates, Inc. 20.24M (0.99%) 4.94M
Increased by +24.40%
Sep 30, 24
20 The Goldman Sachs Group Inc 18.34M (0.90%) 758.00K
Increased by +4.13%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 64.70M (3.17%) 307.44K
Increased by +0.48%
Mar 31, 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 51.86M (2.54%) -501.39K
Decreased by -0.97%
Mar 31, 26
4 Schwab US Dividend Equity ETF™ 47.07M (2.31%) 40.62K
Increased by +0.09%
Apr 30, 26
5 iShares Core S&P 500 ETF 26.26M (1.29%) 39.53K
Increased by +0.15%
Apr 29, 26
6 Fidelity 500 Index 26.01M (1.28%) 99.83K
Increased by +0.38%
Mar 31, 26
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 (1.20%) 302.33K
Increased by +1.23%
Aug 31, 25
9 SPDR® S&P 500® ETF Trust 24.55M (1.20%) -128.84K
Decreased by -0.52%
Mar 31, 25
10 Fidelity® 500 Index 24.34M (1.19%) 154.92K
Increased by +0.64%
Nov 30, 23
11 State Street® SPDR® S&P 500® ETF 24.24M (1.19%) -26.05K
Decreased by -0.11%
Apr 30, 26
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 18.82M (0.92%) -150.47K
Decreased by -0.80%
Mar 31, 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 State Street®HlthCrSelSectSPDR®ETF 14.67M (0.72%) -144.48K
Decreased by -0.98%
Apr 30, 26
18 Vanguard PRIMECAP Inv 14.29M (0.70%) 59.00K
Increased by +0.41%
Mar 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