Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FTXH 7.32%
2 DJD 5.83%
3 RVER 5.82%
4 PJP 4.99%
5 THNR 4.82%
6 PPH 4.81%
7 THNR 4.79%
8 TINT 4.57%
9 IHE 4.50%
10 TBG 4.48%
11 IDNA 4.23%
12 XLV 4.19%
13 IYH 4.16%
14 BVNSC 4.15%
15 SXQG 4.01%
16 TECB 4.01%
17 GDOC 3.95%
18 UTRN 3.89%
19 SCHD 3.86%
20 AGQI 3.75%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 251.10M (9.96%) 1.29M
Increased by +0.51%
Dec 31, 24
2 BlackRock Inc 222.08M (8.81%) 10.02M
Increased by +4.51%
Dec 31, 24
3 State Street Corp 120.91M (4.79%) 1.88M
Increased by +1.56%
Dec 31, 24
4 State Street Corporation 117.43M (4.66%) 559.55K
Increased by +0.48%
Mar 31, 24
5 Wellington Management Company LLP 80.74M (3.20%) 4.93M
Increased by +6.11%
Dec 31, 24
6 Geode Capital Management, LLC 61.18M (2.43%) 2.03M
Increased by +3.31%
Dec 31, 24
7 Morgan Stanley - Brokerage Accounts 44.18M (1.75%) -208.12K
Decreased by -0.47%
Dec 31, 24
8 FMR Inc 37.36M (1.48%) -12.35M
Decreased by -33.04%
Dec 31, 24
9 Bank of America Corp 36.44M (1.45%) -2.42M
Decreased by -6.65%
Dec 31, 24
10 NORGES BANK 34.98M (1.39%) 1.17M
Increased by +3.35%
Dec 31, 24
11 Northern Trust Corp 31.38M (1.24%) 4.51M
Increased by +14.38%
Dec 31, 24
12 JPMorgan Chase & Co 27.11M (1.07%) -27.02M
Decreased by -99.66%
Dec 31, 24
13 Bank of New York Mellon Corp 24.21M (0.96%) 5.55M
Increased by +22.92%
Dec 31, 24
14 T. Rowe Price Associates, Inc. 22.47M (0.89%) -2.25M
Decreased by -10.03%
Sep 30, 24
15 UBS Asset Mgmt Americas Inc 21.55M (0.85%) 3.79M
Increased by +17.60%
Dec 31, 24
16 Charles Schwab Investment Management Inc 20.13M (0.80%) 1.32M
Increased by +6.55%
Dec 31, 24
17 Franklin Resources Inc 19.87M (0.79%) 3.82M
Increased by +19.24%
Dec 31, 24
18 Legal & General Group PLC 19.48M (0.77%) 241.71K
Increased by +1.24%
Dec 31, 24
19 Deutsche Bank AG 19.25M (0.76%) -322.36K
Decreased by -1.67%
Dec 31, 24
20 Royal Bank of Canada 18.38M (0.73%) 1.80M
Increased by +9.81%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 79.79M (3.16%) 288.61K
Increased by +0.36%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 70.16M (2.78%) 478.20K
Increased by +0.68%
Feb 28, 25
3 Performer (AFRIS) 52.65M (2.09%) 52.65M
Increased by +100.00%
Feb 29, 24
4 Fidelity 500 Index 31.54M (1.25%) 139.18K
Increased by +0.44%
Jan 31, 25
5 SPDR® S&P 500® ETF Trust 31.27M (1.24%) -231.97K
Decreased by -0.74%
Feb 28, 25
6 SPDR® S&P 500 ETF Trust 29.96M (1.19%) 67.72K
Increased by +0.23%
Apr 30, 24
7 iShares Core S&P 500 ETF 29.71M (1.18%) -1.49K
Decreased by -0.01%
Feb 28, 25
8 Fidelity® 500 Index 29.57M (1.17%) 188.17K
Increased by +0.64%
Nov 30, 23
9 Vanguard Value Index Inv 21.84M (0.87%) 140.27K
Increased by +0.64%
Feb 28, 25
10 Vanguard Health Care Inv 21.51M (0.85%) 2.23M
Increased by +10.38%
Dec 31, 24
11 Schwab US Dividend Equity ETF™ 19.34M (0.77%) -11.30K
Decreased by -0.06%
Jan 31, 24
12 The Health Care Select Sector SPDR® ETF 18.49M (0.73%) 242.97K
Increased by +1.31%
Feb 28, 25
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 15.68M (0.62%) -185.87K
Decreased by -1.19%
Feb 28, 25
15 Vanguard Equity-Income Inv 15.33M (0.61%) 1.60M
Increased by +10.42%
Dec 31, 24
16 Vanguard Dividend Appreciation ETF 13.94M (0.55%) 68.01K
Increased by +0.49%
Feb 28, 25
17 State St S&P 500® Indx SL Cl III 12.23M (0.49%) 9.10K
Increased by +0.07%
Feb 28, 25
18 Vanguard High Dividend Yield ETF 10.47M (0.42%) -93.61K
Decreased by -0.89%
Feb 28, 25
19 Vanguard Wellington™ Inv 9.50M (0.38%) -953.92K
Decreased by -10.04%
Dec 31, 24
20 Blackrock Eq Idx Fund CF 9.48M (0.38%) -108.67K
Decreased by -1.15%
Dec 31, 24