Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FTXH 6.55%
2 PJP 5.06%
3 THNR 5.04%
4 XLV 4.97%
5 PPH 4.95%
6 RVER 4.85%
7 THNR 4.79%
8 IYH 4.77%
9 TINT 4.53%
10 SCHD 4.38%
11 FHLC 4.30%
12 GDOC 4.21%
13 CURE 4.20%
14 BVNSC 4.15%
15 MEDX 4.12%
16 UTRN 4.09%
17 IHE 4.06%
18 VHT 3.94%
19 DJD 3.91%
20 HDV 3.86%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 249.80M (9.89%) 5.13M
Increased by +2.05%
Sep 30, 24
2 BlackRock Inc 207.30M (8.21%) 279.84K
Increased by +0.13%
Jun 30, 24
3 State Street Corp 119.03M (4.71%) 1.54M
Increased by +1.29%
Sep 30, 24
4 State Street Corporation 117.43M (4.65%) 559.55K
Increased by +0.48%
Mar 31, 24
5 Wellington Management Company LLP 75.81M (3.00%) 3.33M
Increased by +4.39%
Sep 30, 24
6 Geode Capital Management, LLC 59.16M (2.34%) 2.13M
Increased by +3.61%
Sep 30, 24
7 FMR Inc 49.71M (1.97%) -946.95K
Decreased by -1.91%
Sep 30, 24
8 Morgan Stanley - Brokerage Accounts 44.39M (1.76%) -40.04M
Decreased by -90.20%
Sep 30, 24
9 Bank of America Corp 38.87M (1.54%) -412.05K
Decreased by -1.06%
Sep 30, 24
10 NORGES BANK 33.81M (1.34%) 5.30M
Increased by +15.66%
Jun 30, 24
11 Northern Trust Corp 26.87M (1.06%) 45.09K
Increased by +0.17%
Sep 30, 24
12 JPMorgan Chase & Co 26.84M (1.06%) -1.00M
Decreased by -3.74%
Sep 30, 24
13 Goldman Sachs Group Inc 24.21M (0.96%) 11.19M
Increased by +46.22%
Dec 31, 23
14 Legal & General Group PLC 23.55M (0.93%) 128.28K
Increased by +0.54%
Sep 30, 24
15 T. Rowe Price Associates, Inc. 22.47M (0.89%) -2.25M
Decreased by -10.03%
Sep 30, 24
16 Deutsche Bank AG 19.57M (0.77%) -1.24M
Decreased by -6.31%
Sep 30, 24
17 Charles Schwab Investment Management Inc 18.81M (0.74%) 514.06K
Increased by +2.73%
Sep 30, 24
18 Bank of New York Mellon Corp 18.66M (0.74%) -489.58K
Decreased by -2.62%
Sep 30, 24
19 UBS Asset Mgmt Americas Inc 17.76M (0.70%) 309.66K
Increased by +1.74%
Sep 30, 24
20 Ameriprise Financial Inc 17.17M (0.68%) 540.10K
Increased by +3.15%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 80.04M (3.17%) -284.13K
Decreased by -0.36%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 67.18M (2.66%) 788.13K
Increased by +1.17%
Oct 31, 24
3 Performer (AFRIS) 52.65M (2.09%) 52.65M
Increased by +100.00%
Feb 29, 24
4 SPDR® S&P 500® ETF Trust 31.28M (1.24%) 185.01K
Increased by +0.59%
Nov 30, 24
5 Fidelity 500 Index 31.11M (1.23%) -51.11K
Decreased by -0.16%
Oct 31, 24
6 SPDR® S&P 500 ETF Trust 29.96M (1.19%) 67.72K
Increased by +0.23%
Apr 30, 24
7 Fidelity® 500 Index 29.57M (1.17%) 188.17K
Increased by +0.64%
Nov 30, 23
8 iShares Core S&P 500 ETF 28.65M (1.13%) 0.00
Increased by 0.00%
Nov 30, 24
9 Vanguard Value Index Inv 21.51M (0.85%) 65.79K
Increased by +0.31%
Oct 31, 24
10 Schwab US Dividend Equity ETF™ 19.34M (0.77%) -11.30K
Decreased by -0.06%
Jan 31, 24
11 Vanguard Health Care Inv 19.27M (0.76%) 1.51M
Increased by +7.86%
Sep 30, 24
12 The Health Care Select Sector SPDR® ETF 18.51M (0.73%) -31.17K
Decreased by -0.17%
Nov 30, 24
13 Health Care Select Sector SPDR® ETF 18.47M (0.73%) -23.97K
Decreased by -0.13%
Apr 30, 24
14 Vanguard Institutional Index I 16.11M (0.64%) -6.78K
Decreased by -0.04%
Oct 31, 24
15 Vanguard Equity-Income Inv 13.74M (0.54%) 2.84M
Increased by +20.71%
Sep 30, 24
16 Vanguard Dividend Appreciation ETF 13.71M (0.54%) 30.56K
Increased by +0.22%
Oct 31, 24
17 State St S&P 500® Indx SL Cl III 12.28M (0.49%) -6.20K
Decreased by -0.05%
Nov 30, 24
18 Vanguard Wellington™ Inv 10.46M (0.41%) 170.01K
Increased by +1.63%
Sep 30, 24
19 Vanguard High Dividend Yield ETF 10.44M (0.41%) 34.56K
Increased by +0.33%
Oct 31, 24
20 Blackrock Eq Idx Fund CF 9.59M (0.38%) 631.10K
Increased by +6.58%
Sep 30, 24