Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FTXH 6.31%
2 MEDX 5.24%
3 RDIV 4.58%
4 PPH 4.37%
5 IHE 4.29%
6 UTRN 4.05%
7 WBIY 3.99%
8 SCHD 3.85%
9 LSAT 3.73%
10 CAMX 3.55%
11 XPH 3.50%
12 CANC 3.49%
13 HART 3.22%
14 FDL 3.15%
15 VFLO 2.96%
16 SAMM 2.90%
17 DIVP 2.87%
18 BAMV 2.69%
19 PJP 2.67%
20 XUDV 2.65%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 191.40M (9.42%) 1.46M
Increased by +0.76%
Mar 31, 25
2 BlackRock Inc 161.37M (7.94%) 3.76M
Increased by +2.33%
Mar 31, 25
3 JPMorgan Chase & Co 108.05M (5.32%) 12.03M
Increased by +11.13%
Mar 31, 25
4 State Street Corp 94.83M (4.67%) -310.27K
Decreased by -0.33%
Mar 31, 25
5 State Street Corporation 91.57M (4.51%) 2.12M
Increased by +2.32%
Mar 31, 24
6 Capital Research & Mgmt Co - Division 3 66.47M (3.27%) 20.60M
Increased by +30.99%
Mar 31, 25
7 Charles Schwab Investment Management Inc 60.61M (2.98%) 306.43K
Increased by +0.51%
Mar 31, 25
8 Geode Capital Management, LLC 45.45M (2.24%) 1.06M
Increased by +2.34%
Mar 31, 25
9 NORGES BANK 35.18M (1.73%) 2.58M
Increased by +7.34%
Dec 31, 24
10 Ameriprise Financial Inc 32.15M (1.58%) 68.21K
Increased by +0.21%
Mar 31, 25
11 Morgan Stanley - Brokerage Accounts 31.94M (1.57%) 1.60M
Increased by +5.01%
Mar 31, 25
12 Bank of New York Mellon Corp 26.87M (1.32%) 2.13M
Increased by +7.93%
Mar 31, 25
13 Northern Trust Corp 25.97M (1.28%) 1.32M
Increased by +5.07%
Mar 31, 25
14 Wellington Management Company LLP 23.73M (1.17%) 17.75M
Increased by +74.81%
Mar 31, 25
15 PRIMECAP Management Company 22.97M (1.13%) 197.45K
Increased by +0.86%
Mar 31, 25
16 UBS Asset Mgmt Americas Inc 22.63M (1.11%) 354.30K
Increased by +1.57%
Mar 31, 25
17 FMR Inc 21.62M (1.06%) -9.49M
Decreased by -43.89%
Mar 31, 25
18 Bank of America Corp 21.20M (1.04%) 1.26M
Increased by +5.94%
Mar 31, 25
19 T. Rowe Price Associates, Inc. 20.24M (1.00%) 4.94M
Increased by +24.40%
Sep 30, 24
20 Independent Franchise Partners LLP 17.39M (0.86%) 264.56K
Increased by +1.52%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 65.10M (3.21%) 970.43K
Increased by +1.49%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 64.21M (3.16%) 47.00K
Increased by +0.07%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 57.32M (2.82%) 914.91K
Increased by +1.60%
Apr 30, 25
4 Schwab US Dividend Equity ETF™ 48.26M (2.38%) 33.37K
Increased by +0.07%
May 31, 25
5 Fidelity 500 Index 25.49M (1.25%) 31.47K
Increased by +0.12%
Apr 30, 25
6 SPDR® S&P 500 ETF 25.22M (1.24%) -369.06K
Decreased by -1.46%
Mar 31, 25
7 SPDR® S&P 500® ETF Trust 24.55M (1.21%) -128.84K
Decreased by -0.52%
Mar 31, 25
8 Fidelity® 500 Index 24.34M (1.20%) 154.92K
Increased by +0.64%
Nov 30, 23
9 SPDR® S&P 500® ETF 24.26M (1.19%) -108.38K
Decreased by -0.45%
May 31, 25
10 SPDR® S&P 500 ETF Trust 24.06M (1.18%) 54.36K
Increased by +0.23%
Apr 30, 24
11 iShares Core S&P 500 ETF 23.50M (1.16%) 0.00
Increased by 0.00%
May 31, 25
12 JPM US Equity Income-MA 18.01M (0.89%) 18.00M
Increased by +99.90%
Sep 30, 23
13 Vanguard Value Index Inv 17.80M (0.88%) 4.72K
Increased by +0.03%
Apr 30, 25
14 American Funds American Mutual A 15.79M (0.78%) 5.21M
Increased by +32.97%
Mar 31, 25
15 Capital Group American Mutual Comp 15.79M (0.78%) 5.21M
Increased by +32.97%
Mar 31, 25
16 Health Care Select Sector SPDR® ETF 14.83M (0.73%) -19.25K
Decreased by -0.13%
Apr 30, 24
17 Vanguard Health Care Inv 14.76M (0.73%) 14.34M
Increased by +97.17%
Mar 31, 25
18 The Health Care Select Sector SPDR® ETF 14.41M (0.71%) -89.44K
Decreased by -0.62%
May 31, 25
19 JPM US Equity Income-Composite 13.70M (0.67%) -385.20K
Decreased by -2.81%
Mar 31, 25
20 JPMorgan Equity Income I 13.70M (0.67%) 0.00
Increased by 0.00%
Apr 30, 25