Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FTXH 6.09%
2 MEDX 4.75%
3 PPH 4.41%
4 RDIV 4.18%
5 IHE 4.13%
6 UTRN 4.05%
7 SCHD 3.84%
8 LSAT 3.73%
9 CAMX 3.57%
10 BAMV 3.50%
11 ERNZ 3.35%
12 XPH 3.22%
13 HART 3.17%
14 FDL 3.12%
15 CANC 3.12%
16 VFLO 2.96%
17 DIVP 2.92%
18 SAMM 2.90%
19 SIXA 2.83%
20 SIXH 2.71%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 194.93M (9.59%) 3.52M
Increased by +1.81%
Jun 30, 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 Charles Schwab Investment Management Inc 70.80M (3.48%) 10.20M
Increased by +14.40%
Jun 30, 25
7 Capital Research & Mgmt Co - Division 3 66.16M (3.26%) -303.34K
Decreased by -0.46%
Jun 30, 25
8 Geode Capital Management, LLC 45.45M (2.24%) 1.06M
Increased by +2.34%
Mar 31, 25
9 NORGES BANK 33.57M (1.65%) -1.60M
Decreased by -4.77%
Jun 30, 25
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 25.82M (1.27%) 2.09M
Increased by +8.11%
Jun 30, 25
15 UBS Asset Mgmt Americas Inc 25.21M (1.24%) 2.58M
Increased by +10.25%
Jun 30, 25
16 PRIMECAP Management Company 22.94M (1.13%) -25.98K
Decreased by -0.11%
Jun 30, 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 Independent Franchise Partners LLP 20.98M (1.03%) 3.58M
Increased by +17.08%
Jun 30, 25
20 T. Rowe Price Associates, Inc. 20.24M (1.00%) 4.94M
Increased by +24.40%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 64.21M (3.16%) 47.00K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 63.97M (3.15%) -1.47M
Decreased by -2.30%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 57.72M (2.84%) 399.61K
Increased by +0.69%
May 31, 25
4 Schwab US Dividend Equity ETF™ 56.76M (2.79%) -9.78K
Decreased by -0.02%
Jul 31, 25
5 Vanguard 500 Index Investor 50.38M (2.48%) -7.38M
Decreased by -14.65%
Jul 31, 25
6 Fidelity 500 Index 25.79M (1.27%) 183.20K
Increased by +0.71%
Jun 30, 25
7 SPDR® S&P 500 ETF 25.22M (1.24%) -369.06K
Decreased by -1.46%
Mar 31, 25
8 SPDR® S&P 500® ETF 24.87M (1.22%) 106.44K
Increased by +0.43%
Jul 31, 25
9 SPDR® S&P 500® ETF Trust 24.55M (1.21%) -128.84K
Decreased by -0.52%
Mar 31, 25
10 Fidelity® 500 Index 24.34M (1.20%) 154.92K
Increased by +0.64%
Nov 30, 23
11 iShares Core S&P 500 ETF 24.31M (1.20%) 110.49K
Increased by +0.45%
Jul 31, 25
12 SPDR® S&P 500 ETF Trust 24.06M (1.18%) 54.36K
Increased by +0.23%
Apr 30, 24
13 American Funds American Mutual A 19.64M (0.97%) 3.84M
Increased by +19.57%
Jun 30, 25
14 Capital Group American Mutual Comp 19.64M (0.97%) 3.84M
Increased by +19.57%
Jun 30, 25
15 Vanguard Value Index Inv 18.04M (0.89%) -19.95K
Decreased by -0.11%
Jul 31, 25
16 JPM US Equity Income-MA 18.01M (0.89%) 18.00M
Increased by +99.90%
Sep 30, 23
17 Vanguard Health Care Inv 17.25M (0.85%) 2.49M
Increased by +14.43%
Jun 30, 25
18 Health Care Select Sector SPDR® ETF 14.83M (0.73%) -19.25K
Decreased by -0.13%
Apr 30, 24
19 The Health Care Select Sector SPDR® ETF 13.77M (0.68%) -126.47K
Decreased by -0.92%
Jul 31, 25
20 American Funds Fundamental Invs A 13.16M (0.65%) 37.23K
Increased by +0.28%
Jun 30, 25