Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FTXH 8.47%
2 MEDX 5.80%
3 WBIG 4.77%
4 PJP 4.63%
5 HART 4.54%
6 RDIV 4.48%
7 CAMX 4.40%
8 PPH 4.37%
9 IHE 4.34%
10 UTRN 4.05%
11 WBIY 3.99%
12 SCHD 3.83%
13 LSAT 3.73%
14 CANC 3.71%
15 XUDV 3.68%
16 DIVP 3.52%
17 XPH 3.37%
18 JDOC 3.22%
19 VFLO 3.14%
20 AGNG 3.02%

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 (7.88%) 993.42K
Increased by +0.62%
Sep 30, 24
3 JPMorgan Chase & Co 155.86M (7.69%) 6.60M
Increased by +4.23%
Sep 30, 24
4 State Street Corp 92.90M (4.59%) 1.45M
Increased by +1.56%
Sep 30, 24
5 State Street Corporation 91.57M (4.52%) 2.12M
Increased by +2.32%
Mar 31, 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 (0.85%) -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™ 47.69M (2.35%) 34.41K
Increased by +0.07%
Jan 30, 25
4 Fidelity 500 Index 25.18M (1.24%) 124.72K
Increased by +0.50%
Dec 31, 24
5 SPDR® S&P 500® ETF Trust 24.98M (1.23%) -1.19K
Decreased by -0.00%
Jan 30, 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 23.68M (1.17%) -40.66K
Decreased by -0.17%
Jan 29, 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 17.27M (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 14.79M (0.73%) 66.72K
Increased by +0.45%
Jan 30, 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%) -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 12.58M (0.62%) -141.91K
Decreased by -1.13%
Dec 31, 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 11.34M (0.56%) -11.30K
Decreased by -0.10%
Dec 31, 24