Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FTXH 6.92%
2 PJP 5.30%
3 PPH 5.00%
4 THNR 4.93%
5 XLV 4.89%
6 IYH 4.86%
7 THNR 4.79%
8 AIEQ 4.62%
9 SCHD 4.38%
10 IHE 4.31%
11 FHLC 4.27%
12 VHT 4.22%
13 MEDX 4.19%
14 BVNSC 4.15%
15 HDV 4.13%
16 UTRN 4.10%
17 ABEQ 4.09%
18 DJD 3.95%
19 GDOC 3.92%
20 BGIG 3.81%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 243.27M (9.61%) -1.51M
Decreased by -0.62%
Mar 31, 24
2 BlackRock Inc 207.02M (8.18%) 5.18M
Increased by +2.50%
Mar 31, 24
3 State Street Corporation 117.43M (4.64%) 559.55K
Increased by +0.48%
Mar 31, 24
4 Wellington Management Company LLP 86.35M (3.41%) 752.26K
Increased by +0.87%
Mar 31, 24
5 Geode Capital Management, LLC 56.41M (2.23%) 982.98K
Increased by +1.74%
Mar 31, 24
6 FMR Inc 52.17M (2.06%) 9.37M
Increased by +17.96%
Mar 31, 24
7 Morgan Stanley - Brokerage Accounts 41.51M (1.64%) 1.38M
Increased by +3.32%
Mar 31, 24
8 Bank of America Corp 36.01M (1.42%) -1.98M
Decreased by -5.51%
Mar 31, 24
9 T. Rowe Price Associates, Inc. 29.64M (1.17%) -447.70K
Decreased by -1.51%
Mar 31, 24
10 NORGES BANK 28.51M (1.13%) 3.85M
Increased by +13.50%
Dec 31, 23
11 Northern Trust Corp 27.10M (1.07%) -1.39M
Decreased by -5.14%
Mar 31, 24
12 JPMorgan Chase & Co 26.66M (1.05%) 1.25M
Increased by +4.69%
Mar 31, 24
13 Goldman Sachs Group Inc 24.21M (0.96%) 11.19M
Increased by +46.22%
Dec 31, 23
14 Legal & General Group PLC 23.38M (0.92%) -115.53K
Decreased by -0.49%
Mar 31, 24
15 Deutsche Bank AG 21.24M (0.84%) -330.69K
Decreased by -1.56%
Mar 31, 24
16 Bank of New York Mellon Corp 19.64M (0.78%) -1.19M
Decreased by -6.04%
Mar 31, 24
17 Franklin Resources Inc 17.69M (0.70%) 7.58M
Increased by +42.84%
Mar 31, 24
18 Charles Schwab Investment Management Inc 17.65M (0.70%) -19.03M
Decreased by -107.83%
Mar 31, 24
19 Ameriprise Financial Inc 16.97M (0.67%) 557.93K
Increased by +3.29%
Mar 31, 24
20 Amvescap Plc. 16.76M (0.66%) -915.21K
Decreased by -5.46%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 80.03M (3.16%) 45.51K
Increased by +0.06%
Jun 30, 24
2 Vanguard Institutional 500 Index Trust 65.10M (2.57%) 59.55K
Increased by +0.09%
Jun 30, 24
3 Performer (AFRIS) 52.65M (2.08%) 52.65M
Increased by +100.00%
Feb 29, 24
4 Fidelity 500 Index 30.85M (1.22%) 156.46K
Increased by +0.51%
May 31, 24
5 SPDR® S&P 500® ETF Trust 30.18M (1.19%) 283.88K
Increased by +0.94%
Jun 30, 24
6 SPDR® S&P 500 ETF Trust 29.96M (1.18%) 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 27.03M (1.07%) 137.14K
Increased by +0.51%
Jun 28, 24
9 Vanguard Value Index Inv 20.76M (0.82%) -316.17K
Decreased by -1.52%
Jun 30, 24
10 Vanguard Health Care Inv 20.48M (0.81%) 0.00
Increased by 0.00%
Mar 31, 24
11 Schwab US Dividend Equity ETF™ 19.34M (0.76%) -11.30K
Decreased by -0.06%
Jan 31, 24
12 Health Care Select Sector SPDR® ETF 18.47M (0.73%) -23.97K
Decreased by -0.13%
Apr 30, 24
13 The Health Care Select Sector SPDR® ETF 18.33M (0.72%) -72.11K
Decreased by -0.39%
Jun 30, 24
14 Vanguard Institutional Index I 16.42M (0.65%) -105.19K
Decreased by -0.64%
Jun 30, 24
15 Vanguard Dividend Appreciation ETF 13.67M (0.54%) 63.00
Increased by +0.00%
Jun 30, 24
16 Vanguard Wellington™ Inv 13.09M (0.52%) 1.89M
Increased by +14.41%
Mar 31, 24
17 State St S&P 500® Indx SL Cl III 12.35M (0.49%) 54.70K
Increased by +0.44%
Jun 30, 24
18 Vanguard Equity-Income Inv 11.67M (0.46%) -1.77M
Decreased by -15.17%
Mar 31, 24
19 Vanguard High Dividend Yield ETF 10.24M (0.40%) -36.21K
Decreased by -0.35%
Jun 30, 24
20 Fidelity Contrafund 9.22M (0.36%) 105.00K
Increased by +1.14%
May 31, 24