Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PIO 7.70%
2 PHO 7.50%
3 SYNB 7.28%
4 VNSE 4.96%
5 YALL 4.47%
6 BCUS 3.96%
7 GDOC 3.76%
8 FMED 3.65%
9 CVRD 3.58%
10 FIW 3.46%
11 JDOC 3.37%
12 XLV 3.20%
13 IYH 3.09%
14 VHT 2.94%
15 FHLC 2.92%
16 XOUT 2.74%
17 DRUP 2.74%
18 GFGF 2.64%
19 USMC 2.58%
20 DEMZ 2.48%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 55.94M (8.47%) 7.25K
Increased by +0.01%
Dec 31, 23
2 BlackRock Inc 50.77M (7.69%) 1.52M
Increased by +3.00%
Dec 31, 23
3 Wellington Management Company LLP 27.93M (4.23%) 3.00M
Increased by +10.74%
Dec 31, 23
4 State Street Corporation 27.51M (4.17%) 509.29K
Increased by +1.85%
Dec 31, 23
5 FMR Inc 22.35M (3.39%) 792.51K
Increased by +3.55%
Dec 31, 23
6 Morgan Stanley - Brokerage Accounts 19.65M (2.98%) 537.93K
Increased by +2.74%
Dec 31, 23
7 T. Rowe Price Associates, Inc. 16.76M (2.54%) 1.62M
Increased by +9.66%
Dec 31, 23
8 Capital Research & Mgmt Co - Division 3 15.96M (2.42%) 1.33M
Increased by +8.37%
Dec 31, 23
9 Geode Capital Management, LLC 12.51M (1.89%) -832.27K
Decreased by -6.65%
Dec 31, 23
10 Goldman Sachs Group Inc 10.49M (1.59%) 5.20M
Increased by +49.60%
Dec 31, 23
11 JPMorgan Chase & Co 10.29M (1.56%) 1.07M
Increased by +10.36%
Dec 31, 23
12 Bank of New York Mellon Corp 8.81M (1.33%) 626.37K
Increased by +7.11%
Dec 31, 23
13 Northern Trust Corp 7.74M (1.17%) -363.84K
Decreased by -4.70%
Dec 31, 23
14 NORGES BANK 7.57M (1.15%) -175.68K
Decreased by -2.32%
Dec 31, 23
15 Franklin Resources Inc 6.62M (1.00%) 395.50K
Increased by +5.97%
Dec 31, 23
16 Edgewood Management LLC 6.38M (0.97%) 454.95K
Increased by +7.13%
Dec 31, 23
17 Bank of America Corp 6.07M (0.92%) -138.13K
Decreased by -2.28%
Dec 31, 23
18 Capital World Investors 5.92M (0.90%) 123.77K
Increased by +2.09%
Sep 30, 23
19 Legal & General Group PLC 5.85M (0.89%) 1.16M
Increased by +19.87%
Dec 31, 23
20 T. Rowe Price Investment Management,Inc. 5.34M (0.81%) -2.02M
Decreased by -37.80%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 55.43M (8.40%) 55.43M
Increased by +100.00%
Feb 29, 24
2 Vanguard Total Stock Mkt Idx Inv 20.93M (3.17%) 71.88K
Increased by +0.34%
Mar 31, 24
3 Vanguard Institutional 500 Index Trust 16.58M (2.51%) 155.34K
Increased by +0.94%
Mar 31, 24
4 Fidelity 500 Index 7.95M (1.20%) 60.66K
Increased by +0.76%
Mar 31, 24
5 SPDR® S&P 500 ETF Trust 7.74M (1.17%) -16.77K
Decreased by -0.22%
Apr 30, 24
6 Fidelity® 500 Index 7.66M (1.16%) 48.73K
Increased by +0.64%
Nov 30, 23
7 Vanguard Dividend Growth Inv 7.01M (1.06%) -68.79K
Decreased by -0.98%
Mar 31, 24
8 iShares Core S&P 500 ETF 6.77M (1.03%) 5.88K
Increased by +0.09%
Apr 30, 24
9 Vanguard Value Index Inv 5.53M (0.84%) -22.98K
Decreased by -0.42%
Mar 31, 24
10 Vanguard Health Care Inv 5.11M (0.77%) 0.00
Increased by 0.00%
Mar 31, 24
11 Health Care Select Sector SPDR® ETF 4.80M (0.73%) -3.56K
Decreased by -0.07%
Apr 30, 24
12 American Funds Washington Mutual A 4.50M (0.68%) -196.28K
Decreased by -4.36%
Mar 31, 24
13 Capital Group Wash Mutual Invtrs Comp 4.50M (0.68%) -196.28K
Decreased by -4.36%
Mar 31, 24
14 Vanguard Institutional Index I 4.32M (0.66%) -7.52K
Decreased by -0.17%
Mar 31, 24
15 AF High Growth (AFRIS) 4.21M (0.64%) 4.21M
Increased by +100.00%
Feb 29, 24
16 Vanguard Wellington™ Inv 4.20M (0.64%) -1.04M
Decreased by -24.78%
Mar 31, 24
17 MS INVF Global Brands A USD 3.90M (0.59%) -27.49K
Decreased by -0.70%
Dec 31, 23
18 Morgan Stanley Glbl Franchise 3.90M (0.59%) -110.37K
Decreased by -2.83%
Dec 31, 23
19 American Funds New Perspective A 3.65M (0.55%) 589.93K
Increased by +16.17%
Mar 31, 24
20 Select Medical Tech and Devcs 3.59M (0.54%) 130.00K
Increased by +3.62%
Nov 30, 23