Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FTXH 6.89%
2 PPH 5.89%
3 RVER 5.82%
4 FDL 5.29%
5 DJD 5.17%
6 PJP 5.06%
7 THNR 5.05%
8 DOGG 5.03%
9 THNR 4.79%
10 IHE 4.54%
11 PAWZ 4.33%
12 BVNSC 4.15%
13 XLV 4.08%
14 IDNA 4.06%
15 DURA 4.03%
16 HDV 4.02%
17 IYH 3.96%
18 SCHD 3.94%
19 TBG 3.92%
20 UTRN 3.89%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 252.51M (10.07%) 1.42M
Increased by +0.56%
Mar 31, 25
2 BlackRock Inc 225.40M (8.99%) 3.32M
Increased by +1.47%
Mar 31, 25
3 State Street Corp 120.53M (4.81%) -379.67K
Decreased by -0.31%
Mar 31, 25
4 State Street Corporation 117.43M (4.68%) 559.55K
Increased by +0.48%
Mar 31, 24
5 Wellington Management Company LLP 81.67M (3.26%) 927.62K
Increased by +1.14%
Mar 31, 25
6 Geode Capital Management, LLC 59.66M (2.38%) -1.52M
Decreased by -2.56%
Mar 31, 25
7 Charles Schwab Investment Management Inc 49.23M (1.96%) 29.10M
Increased by +59.12%
Mar 31, 25
8 Morgan Stanley - Brokerage Accounts 43.11M (1.72%) -1.07M
Decreased by -2.48%
Mar 31, 25
9 NORGES BANK 34.98M (1.40%) 1.17M
Increased by +3.35%
Dec 31, 24
10 FMR Inc 31.81M (1.27%) -5.55M
Decreased by -17.46%
Mar 31, 25
11 Bank of America Corp 31.08M (1.24%) -5.36M
Decreased by -17.25%
Mar 31, 25
12 Northern Trust Corp 30.39M (1.21%) -986.24K
Decreased by -3.25%
Mar 31, 25
13 JPMorgan Chase & Co 28.51M (1.14%) 1.40M
Increased by +4.91%
Mar 31, 25
14 Fisher Asset Management, LLC 24.45M (0.98%) 8.33M
Increased by +34.09%
Mar 31, 25
15 Bank of New York Mellon Corp 23.13M (0.92%) -1.08M
Decreased by -4.68%
Mar 31, 25
16 T. Rowe Price Associates, Inc. 22.47M (0.90%) -2.25M
Decreased by -10.03%
Sep 30, 24
17 Franklin Resources Inc 21.90M (0.87%) 2.02M
Increased by +9.25%
Mar 31, 25
18 UBS Asset Mgmt Americas Inc 20.74M (0.83%) -810.28K
Decreased by -3.91%
Mar 31, 25
19 Legal & General Group PLC 19.76M (0.79%) 270.80K
Increased by +1.37%
Mar 31, 25
20 Deutsche Bank AG 19.17M (0.76%) -74.01K
Decreased by -0.39%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 81.12M (3.24%) 76.28K
Increased by +0.09%
May 31, 25
2 Vanguard US Total Market Shares ETF 80.32M (3.20%) 128.13K
Increased by +0.16%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 71.95M (2.87%) 499.59K
Increased by +0.69%
May 31, 25
4 Performer (AFRIS) 52.65M (2.10%) 52.65M
Increased by +100.00%
Feb 29, 24
5 Fidelity 500 Index 31.78M (1.27%) 39.23K
Increased by +0.12%
Apr 30, 25
6 SPDR® S&P 500 ETF 31.47M (1.26%) -460.97K
Decreased by -1.46%
Mar 31, 25
7 Schwab US Dividend Equity ETF™ 30.98M (1.24%) 21.42K
Increased by +0.07%
May 31, 25
8 SPDR® S&P 500® ETF Trust 30.64M (1.22%) -160.60K
Decreased by -0.52%
Mar 31, 25
9 SPDR® S&P 500® ETF 30.22M (1.21%) -135.13K
Decreased by -0.45%
May 31, 25
10 SPDR® S&P 500 ETF Trust 29.96M (1.20%) 67.72K
Increased by +0.23%
Apr 30, 24
11 Fidelity® 500 Index 29.57M (1.18%) 188.17K
Increased by +0.64%
Nov 30, 23
12 iShares Core S&P 500 ETF 29.30M (1.17%) 0.00
Increased by 0.00%
May 31, 25
13 Vanguard Value Index Inv 22.20M (0.89%) 29.00K
Increased by +0.13%
May 31, 25
14 Vanguard Health Care Inv 21.14M (0.84%) -364.80K
Decreased by -1.73%
Mar 31, 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 17.97M (0.72%) -111.49K
Decreased by -0.62%
May 31, 25
17 Vanguard Equity-Income Inv 16.45M (0.66%) 1.12M
Increased by +6.78%
Mar 31, 25
18 Vanguard Institutional Index I 15.53M (0.62%) 1.60K
Increased by +0.01%
May 31, 25
19 Vanguard Dividend Appreciation ETF 13.54M (0.54%) 15.22K
Increased by +0.11%
May 31, 25
20 State St S&P 500® Indx SL Cl III 13.44M (0.54%) 227.00K
Increased by +1.69%
May 31, 25