Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IHE 20.87%
2 DOGG 10.82%
3 XLV 10.40%
4 IYH 9.99%
5 PBPH 8.99%
6 FHLC 8.91%
7 VHT 8.84%
8 GDOC 8.36%
9 RXL 8.14%
10 BMED 8.02%
11 CURE 7.72%
12 IXJ 7.17%
13 FTXH 7.05%
14 DHS 6.71%
15 USMD 6.29%
16 JHMH 5.83%
17 SDGA 5.72%
18 DURA 5.71%
19 HDV 5.69%
20 MEDX 5.53%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 240.35M (10.00%) 3.73M
Increased by +1.55%
Dec 31, 25
2 BlackRock Inc 208.78M (8.69%) 1.52M
Increased by +0.73%
Dec 31, 25
3 State Street Corp 133.87M (5.57%) 1.66M
Increased by +1.24%
Dec 31, 25
4 State Street Corporation 133.52M (5.56%) 615.49K
Increased by +0.46%
Mar 31, 24
5 JPMorgan Chase & Co 63.10M (2.63%) 4.54M
Increased by +7.19%
Mar 31, 26
6 Geode Capital Management, LLC 57.95M (2.41%) 1.74M
Increased by +3.00%
Dec 31, 25
7 Morgan Stanley - Brokerage Accounts 46.33M (1.93%) -1.91M
Decreased by -4.11%
Dec 31, 25
8 NORGES BANK 33.46M (1.39%) 1.53M
Increased by +4.57%
Dec 31, 25
9 State Farm Mutual Automobile Ins Co 31.59M (1.31%) 0.00
Increased by 0.00%
Mar 31, 26
10 Northern Trust Corp 29.32M (1.22%) 38.24K
Increased by +0.13%
Mar 31, 26
11 Bank of America Corp 28.33M (1.18%) -86.19K
Decreased by -0.30%
Dec 31, 25
12 Goldman Sachs Group Inc 26.33M (1.10%) 13.67M
Increased by +51.92%
Dec 31, 23
13 Wellington Management Company LLP 23.24M (0.97%) -2.59M
Decreased by -11.16%
Dec 31, 25
14 Bank of New York Mellon Corp 21.82M (0.91%) -2.57M
Decreased by -11.79%
Mar 31, 26
15 UBS Asset Mgmt Americas Inc 19.63M (0.82%) 2.35M
Increased by +11.98%
Mar 31, 26
16 Legal & General Group PLC 19.35M (0.81%) 603.27K
Increased by +3.12%
Mar 31, 26
17 Charles Schwab Investment Management Inc 19.03M (0.79%) 22.24K
Increased by +0.12%
Dec 31, 25
18 FMR Inc 18.78M (0.78%) 5.33M
Increased by +28.40%
Dec 31, 25
19 HSBC Holdings PLC 18.48M (0.77%) 9.14M
Increased by +49.46%
Dec 31, 25
20 Capital Research & Mgmt Co - Division 3 17.16M (0.71%) -11.83M
Decreased by -68.95%
Mar 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 Total Stock Mkt Idx Inv 76.55M (3.19%) 342.85K
Increased by +0.45%
Mar 31, 26
3 Vanguard US Total Market Shares ETF 76.28M (3.17%) 79.81K
Increased by +0.10%
Sep 30, 24
4 Vanguard 500 Index Investor 61.36M (2.55%) -602.37K
Decreased by -0.98%
Mar 31, 26
5 iShares Core S&P 500 ETF 31.17M (1.30%) 91.45K
Increased by +0.29%
Apr 30, 26
6 Fidelity 500 Index 30.78M (1.28%) 114.96K
Increased by +0.37%
Mar 31, 26
7 SPDR® S&P 500 ETF 29.95M (1.25%) -450.05K
Decreased by -1.50%
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 29.06M (1.21%) 357.49K
Increased by +1.23%
Aug 31, 25
10 SPDR® S&P 500 ETF Trust 29.03M (1.21%) -225.78K
Decreased by -0.78%
Mar 31, 24
11 State Street® SPDR® S&P 500® ETF 28.81M (1.20%) 93.87K
Increased by +0.33%
Apr 30, 26
12 Fidelity® 500 Index 28.06M (1.17%) 178.57K
Increased by +0.64%
Nov 30, 23
13 Vanguard Value Index Inv 22.27M (0.93%) -165.77K
Decreased by -0.74%
Mar 31, 26
14 Health Care Select Sector SPDR® ETF 18.06M (0.75%) -91.03K
Decreased by -0.50%
Mar 31, 24
15 State Street®HlthCrSelSectSPDR®ETF 17.36M (0.72%) -170.95K
Decreased by -0.98%
Apr 30, 26
16 The Health Care Select Sector SPDR® ETF 16.43M (0.68%) 26.60K
Increased by +0.16%
Aug 31, 25
17 Vanguard Institutional Index I 13.58M (0.56%) -70.78K
Decreased by -0.52%
Mar 31, 26
18 Vanguard Dividend Appreciation ETF 13.49M (0.56%) 216.15K
Increased by +1.60%
Mar 31, 26
19 State St S&P 500® Idx SL Cl I 12.99M (0.54%) 126.90K
Increased by +0.98%
Apr 30, 26
20 State St S&P 500® Indx SL Cl I 12.99M (0.54%) 126.90K
Increased by +0.98%
Apr 30, 26