Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IHE 22.74%
2 XLV 8.68%
3 IYH 8.34%
4 JDOC 8.04%
5 FHLC 7.40%
6 FTXH 7.36%
7 HDV 6.55%
8 RXL 6.53%
9 DHS 6.23%
10 IXJ 6.07%
11 CURE 5.85%
12 JHMH 5.83%
13 SDGA 5.72%
14 FLV 5.56%
15 HART 5.48%
16 DJD 5.34%
17 SPHQ 5.28%
18 DURA 5.23%
19 PJP 5.11%
20 VHT 5.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 237.05M (9.86%) 3.09M
Increased by +1.30%
Jun 30, 25
2 BlackRock Inc 203.85M (8.48%) 4.48M
Increased by +2.20%
Jun 30, 25
3 State Street Corporation 133.52M (5.55%) 615.49K
Increased by +0.46%
Mar 31, 24
4 State Street Corp 132.80M (5.52%) -992.45K
Decreased by -0.75%
Jun 30, 25
5 Geode Capital Management, LLC 60.61M (2.52%) 1.23M
Increased by +2.02%
Jun 30, 25
6 JPMorgan Chase & Co 56.10M (2.33%) 2.04M
Increased by +3.64%
Jun 30, 25
7 Morgan Stanley - Brokerage Accounts 46.98M (1.95%) 954.18K
Increased by +2.03%
Jun 30, 25
8 NORGES BANK 31.93M (1.33%) 1.57M
Increased by +4.93%
Jun 30, 25
9 State Farm Mutual Automobile Ins Co 31.68M (1.32%) 0.00
Increased by 0.00%
Jun 30, 25
10 Northern Trust Corp 30.33M (1.26%) -610.78K
Decreased by -2.01%
Jun 30, 25
11 Bank of America Corp 27.52M (1.14%) 10.45K
Increased by +0.04%
Jun 30, 25
12 Goldman Sachs Group Inc 26.33M (1.10%) 13.67M
Increased by +51.92%
Dec 31, 23
13 Wellington Management Company LLP 24.88M (1.03%) 2.23M
Increased by +8.97%
Jun 30, 25
14 Bank of New York Mellon Corp 23.80M (0.99%) 620.04K
Increased by +2.60%
Jun 30, 25
15 UBS Asset Mgmt Americas Inc 19.67M (0.82%) 3.32M
Increased by +16.87%
Jun 30, 25
16 Charles Schwab Investment Management Inc 18.95M (0.79%) 52.07K
Increased by +0.27%
Jun 30, 25
17 Legal & General Group PLC 18.92M (0.79%) 1.10M
Increased by +5.80%
Jun 30, 25
18 Dimensional Fund Advisors, Inc. 18.58M (0.77%) 1.68M
Increased by +9.04%
Jun 30, 25
19 Amvescap Plc. 18.47M (0.77%) -651.37K
Decreased by -3.53%
Mar 31, 25
20 Massachusetts Financial Services Company 18.01M (0.75%) -276.81K
Decreased by -1.54%
Jun 30, 25

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 75.61M (3.14%) -1.75M
Decreased by -2.31%
Jul 31, 25
4 Vanguard 500 Index Investor 59.56M (2.48%) -8.73M
Decreased by -14.65%
Jul 31, 25
5 Fidelity 500 Index 30.50M (1.27%) 13.10K
Increased by +0.04%
Jul 31, 25
6 SPDR® S&P 500 ETF 29.95M (1.25%) -450.05K
Decreased by -1.50%
Mar 31, 25
7 SPDR® S&P 500® ETF Trust 29.15M (1.21%) -152.82K
Decreased by -0.52%
Mar 31, 25
8 SPDR® S&P 500® ETF 29.06M (1.21%) 357.49K
Increased by +1.23%
Aug 31, 25
9 SPDR® S&P 500 ETF Trust 29.03M (1.21%) -225.78K
Decreased by -0.78%
Mar 31, 24
10 iShares Core S&P 500 ETF 28.95M (1.20%) 0.00
Increased by 0.00%
Aug 31, 25
11 Fidelity® 500 Index 28.06M (1.17%) 178.57K
Increased by +0.64%
Nov 30, 23
12 Vanguard Value Index Inv 21.33M (0.89%) -25.14K
Decreased by -0.12%
Jul 31, 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 16.43M (0.68%) 26.60K
Increased by +0.16%
Aug 31, 25
15 Vanguard Institutional Index I 14.55M (0.60%) -161.82K
Decreased by -1.11%
Jul 31, 25
16 Vanguard Dividend Appreciation ETF 12.93M (0.54%) 25.11K
Increased by +0.19%
Jul 31, 25
17 State St S&P 500® Indx SL Cl III 12.84M (0.53%) -19.72K
Decreased by -0.15%
Aug 31, 25
18 Vanguard Equity-Income Inv 10.15M (0.42%) -315.93K
Decreased by -3.11%
Jun 30, 25
19 Vanguard High Dividend Yield ETF 9.25M (0.38%) 30.53K
Increased by +0.33%
Jul 31, 25
20 Vanguard Institutional 500 Index Trust 9.19M (0.38%) 9.19M
Increased by +100.00%
Jul 31, 25