Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FTXH 6.39%
2 THNR 5.07%
3 PJP 4.83%
4 PPH 4.80%
5 THNR 4.79%
6 XLV 4.71%
7 AIEQ 4.62%
8 IYH 4.56%
9 SCHD 4.38%
10 TINT 4.35%
11 RVER 4.34%
12 BVNSC 4.15%
13 UTRN 4.10%
14 FHLC 4.07%
15 MEDX 4.04%
16 VHT 4.00%
17 IHE 4.00%
18 GDOC 4.00%
19 DJD 3.76%
20 AGQI 3.75%

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 117.49M (4.65%) 64.41K
Increased by +0.05%
Jun 30, 24
4 State Street Corporation 117.43M (4.65%) 559.55K
Increased by +0.48%
Mar 31, 24
5 Morgan Stanley - Brokerage Accounts 84.43M (3.34%) 1.42M
Increased by +1.69%
Jun 30, 24
6 Wellington Management Company LLP 72.48M (2.87%) -13.87M
Decreased by -19.13%
Jun 30, 24
7 Geode Capital Management, LLC 57.02M (2.26%) 609.48K
Increased by +1.07%
Jun 30, 24
8 FMR Inc 49.71M (1.97%) -946.95K
Decreased by -1.91%
Sep 30, 24
9 Bank of America Corp 39.28M (1.56%) 3.27M
Increased by +8.32%
Jun 30, 24
10 NORGES BANK 33.81M (1.34%) 5.30M
Increased by +15.66%
Jun 30, 24
11 JPMorgan Chase & Co 27.84M (1.10%) 1.18M
Increased by +4.25%
Jun 30, 24
12 Northern Trust Corp 26.87M (1.06%) 45.09K
Increased by +0.17%
Sep 30, 24
13 T. Rowe Price Associates, Inc. 24.73M (0.98%) -4.91M
Decreased by -19.88%
Jun 30, 24
14 Goldman Sachs Group Inc 24.21M (0.96%) 11.19M
Increased by +46.22%
Dec 31, 23
15 Legal & General Group PLC 23.43M (0.93%) 50.03K
Increased by +0.21%
Jun 30, 24
16 Deutsche Bank AG 20.80M (0.82%) -438.98K
Decreased by -2.11%
Jun 30, 24
17 Bank of New York Mellon Corp 19.15M (0.76%) -490.65K
Decreased by -2.56%
Jun 30, 24
18 Charles Schwab Investment Management Inc 18.81M (0.74%) 514.06K
Increased by +2.73%
Sep 30, 24
19 UBS Asset Mgmt Americas Inc 17.76M (0.70%) 309.66K
Increased by +1.74%
Sep 30, 24
20 Franklin Resources Inc 17.69M (0.70%) 7.58M
Increased by +42.84%
Mar 31, 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 Fidelity 500 Index 31.16M (1.23%) -43.18K
Decreased by -0.14%
Sep 30, 24
5 SPDR® S&P 500® ETF Trust 30.88M (1.22%) 129.15K
Increased by +0.42%
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 28.22M (1.12%) 43.44K
Increased by +0.15%
Oct 31, 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 18.61M (0.74%) -103.71K
Decreased by -0.56%
Oct 31, 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 12.29M (0.49%) 35.60K
Increased by +0.29%
Oct 31, 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