Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FTXH 7.70%
2 MEDX 6.64%
3 RDIV 5.28%
4 IHE 4.72%
5 CANC 4.70%
6 PPH 4.59%
7 CAMX 4.36%
8 SCHD 4.09%
9 UTRN 4.05%
10 WBIY 3.99%
11 VFLO 3.96%
12 XPH 3.95%
13 JDOC 3.76%
14 LSAT 3.73%
15 DIVP 3.65%
16 AGNG 3.47%
17 HART 3.40%
18 PILL 3.26%
19 PJFV 3.18%
20 FDV 2.98%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 189.94M (9.38%) 1.37M
Increased by +0.72%
Dec 31, 24
2 BlackRock Inc 157.61M (7.78%) -2.05M
Decreased by -1.30%
Dec 31, 24
3 JPMorgan Chase & Co 96.02M (4.74%) -59.84M
Decreased by -62.31%
Dec 31, 24
4 State Street Corp 95.14M (4.70%) 2.25M
Increased by +2.36%
Dec 31, 24
5 State Street Corporation 91.57M (4.52%) 2.12M
Increased by +2.32%
Mar 31, 24
6 Charles Schwab Investment Management Inc 60.30M (2.98%) -729.93K
Decreased by -1.21%
Dec 31, 24
7 Capital Research & Mgmt Co - Division 3 45.87M (2.26%) 3.22M
Increased by +7.02%
Dec 31, 24
8 Geode Capital Management, LLC 44.39M (2.19%) 1.19M
Increased by +2.67%
Dec 31, 24
9 NORGES BANK 35.18M (1.74%) 2.58M
Increased by +7.34%
Dec 31, 24
10 Ameriprise Financial Inc 32.08M (1.58%) 12.01M
Increased by +37.44%
Dec 31, 24
11 FMR Inc 31.11M (1.54%) -13.83M
Decreased by -44.45%
Dec 31, 24
12 Morgan Stanley - Brokerage Accounts 30.34M (1.50%) 2.38M
Increased by +7.85%
Dec 31, 24
13 Bank of New York Mellon Corp 24.73M (1.22%) 1.48M
Increased by +5.99%
Dec 31, 24
14 Northern Trust Corp 24.66M (1.22%) 3.43M
Increased by +13.92%
Dec 31, 24
15 PRIMECAP Management Company 22.77M (1.12%) -596.39K
Decreased by -2.62%
Dec 31, 24
16 UBS Asset Mgmt Americas Inc 22.27M (1.10%) 3.20M
Increased by +14.35%
Dec 31, 24
17 T. Rowe Price Associates, Inc. 20.24M (1.00%) 4.94M
Increased by +24.40%
Sep 30, 24
18 Bank of America Corp 19.94M (0.98%) 1.82M
Increased by +9.12%
Dec 31, 24
19 Boston Partners Global Investors, Inc 17.31M (0.85%) -89.17K
Decreased by -0.51%
Sep 30, 23
20 Independent Franchise Partners LLP 17.13M (0.85%) 2.94M
Increased by +17.19%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 63.96M (3.16%) 191.46K
Increased by +0.30%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 56.25M (2.78%) 380.05K
Increased by +0.68%
Feb 28, 25
3 Schwab US Dividend Equity ETF™ 48.57M (2.40%) 40.43K
Increased by +0.08%
Feb 28, 25
4 Fidelity 500 Index 25.29M (1.25%) 111.59K
Increased by +0.44%
Jan 31, 25
5 SPDR® S&P 500® ETF Trust 25.06M (1.24%) -185.95K
Decreased by -0.74%
Feb 28, 25
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 23.82M (1.18%) -1.20K
Decreased by -0.01%
Feb 28, 25
9 JPM US Equity Income-MA 18.01M (0.89%) 18.00M
Increased by +99.90%
Sep 30, 23
10 Vanguard Value Index Inv 17.51M (0.86%) 111.00K
Increased by +0.63%
Feb 28, 25
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 14.82M (0.73%) 194.81K
Increased by +1.31%
Feb 28, 25
13 JPM US Equity Income-Composite 14.09M (0.70%) -179.86K
Decreased by -1.28%
Dec 31, 24
14 JPMorgan Equity Income I 14.09M (0.70%) 0.00
Increased by 0.00%
Jan 31, 25
15 Vanguard PRIMECAP Inv 12.58M (0.62%) -141.91K
Decreased by -1.13%
Dec 31, 24
16 Vanguard Institutional Index I 12.57M (0.62%) -149.03K
Decreased by -1.19%
Feb 28, 25
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 11.34M (0.56%) -11.30K
Decreased by -0.10%
Dec 31, 24