Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PPH 7.56%
2 FTXH 7.16%
3 DJD 7.08%
4 RVER 5.82%
5 FDL 5.35%
6 ROPE 5.20%
7 THNR 5.11%
8 PJP 4.92%
9 THNR 4.79%
10 DURA 4.77%
11 MVAL 4.60%
12 DOGG 4.48%
13 IHE 4.42%
14 PAWZ 4.40%
15 TBG 4.26%
16 SCHD 4.19%
17 BVNSC 4.15%
18 XLV 4.10%
19 HDV 4.07%
20 VFLO 4.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 252.91M (10.14%) 401.05K
Increased by +0.16%
Jun 30, 25
2 BlackRock Inc 218.34M (8.76%) -7.06M
Decreased by -3.23%
Jun 30, 25
3 State Street Corp 118.49M (4.75%) -2.04M
Decreased by -1.72%
Jun 30, 25
4 State Street Corporation 117.43M (4.71%) 559.55K
Increased by +0.48%
Mar 31, 24
5 Wellington Management Company LLP 76.86M (3.08%) -4.81M
Decreased by -6.26%
Jun 30, 25
6 Geode Capital Management, LLC 58.95M (2.36%) -704.59K
Decreased by -1.20%
Jun 30, 25
7 Charles Schwab Investment Management Inc 53.87M (2.16%) 4.64M
Increased by +8.61%
Jun 30, 25
8 Morgan Stanley - Brokerage Accounts 44.20M (1.77%) 1.09M
Increased by +2.46%
Jun 30, 25
9 NORGES BANK 36.11M (1.45%) 1.13M
Increased by +3.13%
Jun 30, 25
10 JPMorgan Chase & Co 31.82M (1.28%) 3.31M
Increased by +10.41%
Jun 30, 25
11 FMR Inc 31.57M (1.27%) -241.92K
Decreased by -0.77%
Jun 30, 25
12 Northern Trust Corp 28.75M (1.15%) -1.65M
Decreased by -5.72%
Jun 30, 25
13 Bank of America Corp 28.02M (1.12%) -3.06M
Decreased by -10.93%
Jun 30, 25
14 Franklin Resources Inc 27.03M (1.08%) 5.14M
Increased by +19.00%
Jun 30, 25
15 UBS Asset Mgmt Americas Inc 25.13M (1.01%) 4.40M
Increased by +17.49%
Jun 30, 25
16 Fisher Asset Management, LLC 25.01M (1.00%) 567.90K
Increased by +2.27%
Jun 30, 25
17 T. Rowe Price Associates, Inc. 22.47M (0.90%) -2.25M
Decreased by -10.03%
Sep 30, 24
18 Bank of New York Mellon Corp 22.00M (0.88%) -1.13M
Decreased by -5.15%
Jun 30, 25
19 UBS Group AG 21.06M (0.84%) 3.79M
Increased by +18.00%
Mar 31, 25
20 Legal & General Group PLC 19.50M (0.78%) -252.26K
Decreased by -1.29%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 80.32M (3.22%) 128.13K
Increased by +0.16%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 78.91M (3.16%) -1.82M
Decreased by -2.31%
Jul 31, 25
3 Vanguard 500 Index Investor 62.16M (2.49%) -9.11M
Decreased by -14.65%
Jul 31, 25
4 Performer (AFRIS) 52.65M (2.11%) 52.65M
Increased by +100.00%
Feb 29, 24
5 Schwab US Dividend Equity ETF™ 34.76M (1.39%) 7.35K
Increased by +0.02%
Aug 30, 25
6 Fidelity 500 Index 31.83M (1.28%) 13.67K
Increased by +0.04%
Jul 31, 25
7 SPDR® S&P 500 ETF 31.47M (1.26%) -460.97K
Decreased by -1.46%
Mar 31, 25
8 SPDR® S&P 500® ETF Trust 30.64M (1.23%) -160.60K
Decreased by -0.52%
Mar 31, 25
9 SPDR® S&P 500® ETF 30.32M (1.22%) 373.18K
Increased by +1.23%
Aug 31, 25
10 iShares Core S&P 500 ETF 30.22M (1.21%) 0.00
Increased by 0.00%
Aug 31, 25
11 SPDR® S&P 500 ETF Trust 29.96M (1.20%) 67.72K
Increased by +0.23%
Apr 30, 24
12 Fidelity® 500 Index 29.57M (1.19%) 188.17K
Increased by +0.64%
Nov 30, 23
13 Vanguard Value Index Inv 22.26M (0.89%) -25.43K
Decreased by -0.11%
Jul 31, 25
14 Vanguard Health Care Inv 19.80M (0.79%) -1.34M
Decreased by -6.77%
Jun 30, 25
15 Health Care Select Sector SPDR® ETF 18.47M (0.74%) -23.97K
Decreased by -0.13%
Apr 30, 24
16 The Health Care Select Sector SPDR® ETF 17.15M (0.69%) 27.76K
Increased by +0.16%
Aug 31, 25
17 Vanguard Equity-Income Inv 17.02M (0.68%) 574.71K
Increased by +3.38%
Jun 30, 25
18 Vanguard Institutional Index I 15.18M (0.61%) -168.78K
Decreased by -1.11%
Jul 31, 25
19 Vanguard Dividend Appreciation ETF 13.49M (0.54%) 26.19K
Increased by +0.19%
Jul 31, 25
20 State St S&P 500® Indx SL Cl III 13.40M (0.54%) -20.57K
Decreased by -0.15%
Aug 31, 25