Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IHE 24.32%
2 FTXH 8.15%
3 XLV 7.83%
4 IYH 7.56%
5 PPH 6.88%
6 FHLC 6.83%
7 JDOC 6.81%
8 FLV 6.40%
9 SPHQ 6.07%
10 RXL 6.04%
11 JHMH 5.83%
12 SDGA 5.72%
13 DHS 5.65%
14 CURE 5.61%
15 DJD 5.56%
16 HDV 5.48%
17 IXJ 5.48%
18 PJP 5.36%
19 HART 5.36%
20 MEDX 5.27%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 232.79M (9.68%) 1.77M
Increased by +0.76%
Dec 31, 24
2 BlackRock Inc 201.33M (8.38%) 1.38M
Increased by +0.68%
Dec 31, 24
3 State Street Corp 134.46M (5.59%) 210.35K
Increased by +0.16%
Dec 31, 24
4 State Street Corporation 133.52M (5.55%) 615.49K
Increased by +0.46%
Mar 31, 24
5 Geode Capital Management, LLC 57.67M (2.40%) 1.56M
Increased by +2.71%
Dec 31, 24
6 Morgan Stanley - Brokerage Accounts 43.91M (1.83%) -1.25M
Decreased by -2.85%
Dec 31, 24
7 JPMorgan Chase & Co 38.78M (1.61%) -29.37M
Decreased by -75.73%
Dec 31, 24
8 State Farm Mutual Automobile Ins Co 31.68M (1.32%) 0.00
Increased by 0.00%
Dec 31, 24
9 Northern Trust Corp 30.81M (1.28%) 3.36M
Increased by +10.91%
Dec 31, 24
10 NORGES BANK 30.36M (1.26%) 1.26M
Increased by +4.16%
Dec 31, 24
11 Goldman Sachs Group Inc 26.33M (1.10%) 13.67M
Increased by +51.92%
Dec 31, 23
12 Wellington Management Company LLP 24.36M (1.01%) 431.20K
Increased by +1.77%
Dec 31, 24
13 Bank of America Corp 22.54M (0.94%) -2.14M
Decreased by -9.49%
Dec 31, 24
14 Amvescap Plc. 19.13M (0.80%) 1.17M
Increased by +6.13%
Dec 31, 24
15 Legal & General Group PLC 18.51M (0.77%) -298.33K
Decreased by -1.61%
Dec 31, 24
16 Bank of New York Mellon Corp 18.34M (0.76%) -2.51M
Decreased by -13.69%
Dec 31, 24
17 Charles Schwab Investment Management Inc 18.19M (0.76%) 547.71K
Increased by +3.01%
Dec 31, 24
18 Massachusetts Financial Services Company 17.83M (0.74%) -755.71K
Decreased by -4.24%
Dec 31, 24
19 Wells Fargo & Co 17.75M (0.74%) -769.85K
Decreased by -4.34%
Dec 31, 24
20 Franklin Resources Inc 17.44M (0.73%) 595.29K
Increased by +3.41%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 102.20M (4.25%) 102.20M
Increased by +100.00%
Feb 29, 24
2 Vanguard US Total Market Shares ETF 76.28M (3.17%) 79.81K
Increased by +0.10%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 75.94M (3.16%) 238.71K
Increased by +0.31%
Feb 28, 25
4 Vanguard Institutional 500 Index Trust 66.77M (2.78%) 453.53K
Increased by +0.68%
Feb 28, 25
5 Fidelity 500 Index 30.15M (1.25%) 134.28K
Increased by +0.45%
Feb 28, 25
6 SPDR® S&P 500 ETF 29.95M (1.25%) -450.05K
Decreased by -1.50%
Mar 31, 25
7 iShares Core S&P 500 ETF 29.37M (1.22%) 85.08K
Increased by +0.29%
Mar 31, 25
8 SPDR® S&P 500® ETF Trust 29.15M (1.21%) -152.82K
Decreased by -0.52%
Mar 31, 25
9 SPDR® S&P 500 ETF Trust 29.03M (1.21%) -225.78K
Decreased by -0.78%
Mar 31, 24
10 SPDR® S&P 500® ETF 28.82M (1.20%) -483.93K
Decreased by -1.68%
Mar 31, 25
11 Fidelity® 500 Index 28.06M (1.17%) 178.57K
Increased by +0.64%
Nov 30, 23
12 Vanguard Value Index Inv 20.79M (0.86%) 127.13K
Increased by +0.61%
Feb 28, 25
13 Health Care Select Sector SPDR® ETF 18.06M (0.75%) -91.03K
Decreased by -0.50%
Mar 31, 24
14 The Health Care Select Sector SPDR® ETF 17.41M (0.72%) -23.14K
Decreased by -0.13%
Mar 31, 25
15 Vanguard Institutional Index I 14.93M (0.62%) -176.47K
Decreased by -1.18%
Feb 28, 25
16 Vanguard Dividend Appreciation ETF 13.27M (0.55%) 61.84K
Increased by +0.47%
Feb 28, 25
17 State St S&P 500® Indx SL Cl III 12.42M (0.52%) 774.77K
Increased by +6.24%
Mar 31, 25
18 Vanguard Equity-Income Inv 10.89M (0.45%) 694.47K
Increased by +6.38%
Dec 31, 24
19 Vanguard High Dividend Yield ETF 9.96M (0.41%) -89.25K
Decreased by -0.90%
Feb 28, 25
20 Blackrock Eq Idx Fund CF 9.00M (0.37%) -28.48K
Decreased by -0.32%
Mar 31, 25