Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FTXH 8.92%
2 MEDX 6.29%
3 PPH 5.89%
4 IHE 5.70%
5 RDIV 5.27%
6 WBIG 4.77%
7 CAMX 4.65%
8 SCHD 4.38%
9 XPH 4.12%
10 PJP 4.06%
11 WBIY 3.99%
12 UTRN 3.94%
13 LSAT 3.69%
14 AGNG 3.32%
15 VFLO 3.14%
16 JDOC 3.13%
17 HART 3.03%
18 SPHD 2.88%
19 PILL 2.87%
20 FDV 2.73%

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 158.66M (7.84%) -3.90M
Decreased by -2.46%
Jun 30, 24
3 State Street Corporation 91.57M (4.52%) 2.12M
Increased by +2.32%
Mar 31, 24
4 State Street Corp 91.45M (4.52%) -125.74K
Decreased by -0.14%
Jun 30, 24
5 JPMorgan Chase & Co 74.63M (3.69%) -14.18M
Decreased by -19.01%
Jun 30, 24
6 Charles Schwab Investment Management Inc 61.03M (3.01%) 1.97M
Increased by +3.23%
Sep 30, 24
7 Morgan Stanley - Brokerage Accounts 52.31M (2.58%) -6.23M
Decreased by -11.91%
Jun 30, 24
8 FMR Inc 44.94M (2.22%) 4.28M
Increased by +9.51%
Sep 30, 24
9 Capital Research & Mgmt Co - Division 3 42.65M (2.11%) -12.76M
Decreased by -29.92%
Sep 30, 24
10 Geode Capital Management, LLC 42.17M (2.08%) 862.92K
Increased by +2.05%
Jun 30, 24
11 NORGES BANK 32.59M (1.61%) 2.18M
Increased by +6.69%
Jun 30, 24
12 PRIMECAP Management Company 23.37M (1.15%) -129.03K
Decreased by -0.55%
Sep 30, 24
13 Northern Trust Corp 21.23M (1.05%) -538.94K
Decreased by -2.54%
Sep 30, 24
14 Legal & General Group PLC 20.23M (1.00%) 735.61K
Increased by +3.64%
Jun 30, 24
15 UBS Asset Mgmt Americas Inc 19.07M (0.94%) 3.00M
Increased by +15.74%
Sep 30, 24
16 Bank of America Corp 18.15M (0.90%) -2.73M
Decreased by -15.06%
Jun 30, 24
17 Ameriprise Financial Inc 17.66M (0.87%) -2.10M
Decreased by -11.89%
Jun 30, 24
18 Boston Partners Global Investors, Inc 17.31M (0.86%) -89.17K
Decreased by -0.51%
Sep 30, 23
19 Amvescap Plc. 16.86M (0.83%) 1.25M
Increased by +7.43%
Mar 31, 24
20 Dimensional Fund Advisors, Inc. 16.65M (0.82%) -308.45K
Decreased by -1.85%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 63.98M (3.16%) -233.02K
Decreased by -0.36%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 53.73M (2.65%) 630.28K
Increased by +1.17%
Oct 31, 24
3 Schwab US Dividend Equity ETF™ 49.71M (2.46%) 44.24K
Increased by +0.09%
Oct 31, 24
4 Fidelity 500 Index 24.92M (1.23%) -50.64K
Decreased by -0.20%
Sep 30, 24
5 SPDR® S&P 500® ETF Trust 24.68M (1.22%) 93.06K
Increased by +0.38%
Oct 31, 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 22.57M (1.11%) 34.74K
Increased by +0.15%
Oct 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 17.20M (0.85%) 54.49K
Increased by +0.32%
Oct 31, 24
11 The Health Care Select Sector SPDR® ETF 14.88M (0.74%) -82.95K
Decreased by -0.56%
Oct 31, 24
12 Health Care Select Sector SPDR® ETF 14.83M (0.73%) -19.25K
Decreased by -0.13%
Apr 30, 24
13 JPM US Equity Income-Composite 14.27M (0.70%) -313.42K
Decreased by -2.20%
Sep 30, 24
14 JPMorgan Equity Income I 14.27M (0.70%) -80.99K
Decreased by -0.57%
Sep 30, 24
15 Vanguard Institutional Index I 12.88M (0.64%) -4.60K
Decreased by -0.04%
Oct 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