Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FTXH 6.88%
2 RDIV 5.25%
3 MEDX 5.12%
4 PPH 4.94%
5 ROPE 4.86%
6 MFVL 4.86%
7 IHE 4.75%
8 MVAL 4.56%
9 CAMX 4.36%
10 UTRN 4.05%
11 DIVP 3.86%
12 LSAT 3.73%
13 FDL 3.62%
14 CANC 3.50%
15 JDOC 3.47%
16 SCHD 3.30%
17 HART 3.17%
18 AGNG 3.12%
19 PBPH 3.02%
20 VFLO 2.96%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 198.73M (10.18%) 2.74M
Increased by +1.38%
Dec 30, 25
2 BlackRock Inc 171.68M (8.79%) -5.14M
Decreased by -3.00%
Mar 30, 26
3 Vanguard Capital Management, LLC 132.32M (6.78%) 132.32M
Increased by +100.00%
Mar 30, 26
4 State Street Corp 98.56M (5.05%) 584.48K
Increased by +0.59%
Mar 30, 26
5 JPMorgan Chase & Co 92.48M (4.74%) 17.11M
Increased by +18.50%
Mar 30, 26
6 State Street Corporation 91.57M (4.69%) 2.12M
Increased by +2.32%
Mar 30, 24
7 Charles Schwab Investment Management Inc 61.12M (3.13%) -10.21M
Decreased by -16.70%
Mar 30, 26
8 Geode Capital Management, LLC 55.29M (2.83%) 2.65M
Increased by +4.79%
Mar 30, 26
9 Vanguard Portfolio Management, LLC 46.23M (2.37%) 46.23M
Increased by +100.00%
Mar 30, 26
10 NORGES BANK 36.10M (1.85%) 2.53M
Increased by +7.00%
Dec 30, 25
11 Bank of America Corp 32.59M (1.67%) 17.53M
Increased by +53.79%
Mar 30, 26
12 AQR Capital Management LLC 29.63M (1.52%) 3.83M
Increased by +12.94%
Mar 30, 26
13 Morgan Stanley - Brokerage Accounts 29.20M (1.50%) 849.92K
Increased by +2.91%
Mar 30, 26
14 Ameriprise Financial Inc 26.47M (1.36%) -1.59M
Decreased by -6.00%
Mar 30, 26
15 Wellington Management Company LLP 25.82M (1.32%) 2.09M
Increased by +8.11%
Jun 29, 25
16 PRIMECAP Management Company 24.99M (1.28%) 109.60K
Increased by +0.44%
Mar 30, 26
17 Northern Trust Corp 24.76M (1.27%) 163.68K
Increased by +0.66%
Mar 30, 26
18 Bank of New York Mellon Corp 23.30M (1.19%) -1.19M
Decreased by -5.13%
Mar 30, 26
19 UBS Asset Mgmt Americas Inc 22.72M (1.16%) 1.28M
Increased by +5.64%
Mar 30, 26
20 Independent Franchise Partners LLP 21.28M (1.09%) 447.33K
Increased by +2.10%
Mar 30, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Morn Total Stk Mkt Idx Investor 64.84M (3.32%) 17.86K
Increased by +0.03%
Jun 29, 26
2 Vanguard Total Stock Mkt Idx Inv 64.84M (3.32%) 17.86K
Increased by +0.03%
Jun 29, 26
3 Vanguard US Total Market Shares ETF 64.21M (3.29%) 47.00K
Increased by +0.07%
Sep 29, 24
4 Schwab US Dividend Equity ETF™ 53.57M (2.74%) 111.46K
Increased by +0.21%
Jul 29, 26
5 Vanguard 500 Index Investor 53.05M (2.72%) -269.00K
Decreased by -0.51%
Jun 29, 26
6 iShares Core S&P 500 ETF 27.51M (1.41%) -66.47K
Decreased by -0.24%
Jul 29, 26
7 Fidelity 500 Index 26.20M (1.34%) 135.51K
Increased by +0.52%
Jun 29, 26
8 SPDR® S&P 500 ETF 25.22M (1.29%) -369.06K
Decreased by -1.46%
Mar 30, 25
9 State Street® SPDR® S&P 500® ETF 25.19M (1.29%) -37.86K
Decreased by -0.15%
Jul 29, 26
10 SPDR® S&P 500® ETF 24.56M (1.26%) 302.33K
Increased by +1.23%
Aug 30, 25
11 SPDR® S&P 500® ETF Trust 24.55M (1.26%) -128.84K
Decreased by -0.52%
Mar 30, 25
12 Fidelity® 500 Index 24.34M (1.25%) 154.92K
Increased by +0.64%
Nov 29, 23
13 SPDR® S&P 500 ETF Trust 24.06M (1.23%) 54.36K
Increased by +0.23%
Apr 29, 24
14 Vanguard Morn Value Index Investor 19.42M (0.99%) 420.57K
Increased by +2.17%
Jun 29, 26
15 Vanguard Value Index Inv 19.42M (0.99%) 420.57K
Increased by +2.17%
Jun 29, 26
16 JPM US Equity Income-MA 18.01M (0.92%) 18.00M
Increased by +99.90%
Sep 29, 23
17 Vanguard Health Care Inv 17.25M (0.88%) 2.49M
Increased by +14.43%
Jun 29, 25
18 Health Care Select Sector SPDR® ETF 14.83M (0.76%) -19.25K
Decreased by -0.13%
Apr 29, 24
19 State Street®HlthCrSelSectSPDR®ETF 14.56M (0.75%) 37.14K
Increased by +0.25%
Jul 29, 26
20 Vanguard PRIMECAP Inv 14.29M (0.73%) 0.00
Increased by 0.00%
Jun 29, 26