Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JGRW 6.40%
2 IHI 4.47%
3 CWS 4.02%
4 UTRN 3.98%
5 LNGR 3.59%
6 BIBL 3.45%
7 DEMZ 3.44%
8 GGRW 3.18%
9 NEWZ 3.12%
10 JDOC 3.06%
11 AGNG 2.99%
12 KLDW 2.97%
13 MNTL 2.91%
14 GK 2.84%
15 IYH 2.50%
16 XLV 2.48%
17 DRUP 2.43%
18 XOUT 2.43%
19 FMED 2.36%
20 BOUT 2.29%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 32.70M (9.52%) 252.19K
Increased by +0.77%
Dec 31, 24
2 BlackRock Inc 26.81M (7.81%) -813.09K
Decreased by -3.03%
Dec 31, 24
3 Greenleaf Trust 17.75M (5.17%) -780.06K
Decreased by -4.40%
Dec 31, 24
4 State Street Corp 14.78M (4.30%) 196.16K
Increased by +1.33%
Dec 31, 24
5 State Street Corporation 14.35M (4.18%) 86.75K
Increased by +0.60%
Mar 31, 24
6 T. Rowe Price Associates, Inc. 11.11M (3.24%) 54.69K
Increased by +0.49%
Dec 31, 24
7 JPMorgan Chase & Co 10.81M (3.15%) -10.83M
Decreased by -100.21%
Dec 31, 24
8 Wellington Management Company LLP 8.38M (2.44%) -1.72M
Decreased by -20.49%
Dec 31, 24
9 FMR Inc 8.03M (2.34%) 727.85K
Increased by +9.06%
Dec 31, 24
10 Geode Capital Management, LLC 7.07M (2.06%) 168.44K
Increased by +2.38%
Dec 31, 24
11 Capital Research Global Investors 6.84M (1.99%) -210.56K
Decreased by -3.08%
Dec 31, 24
12 Morgan Stanley - Brokerage Accounts 5.56M (1.62%) 367.90K
Increased by +6.61%
Dec 31, 24
13 Bank of New York Mellon Corp 5.36M (1.56%) -171.24K
Decreased by -3.20%
Dec 31, 24
14 Fundsmith LLP 5.33M (1.55%) -2.84K
Decreased by -0.05%
Dec 31, 24
15 Goldman Sachs Group Inc 4.85M (1.41%) 2.55M
Increased by +52.55%
Dec 31, 23
16 NORGES BANK 4.75M (1.38%) -250.75K
Decreased by -5.28%
Dec 31, 24
17 Fisher Asset Management, LLC 4.08M (1.19%) -159.94K
Decreased by -3.92%
Dec 31, 24
18 Northern Trust Corp 3.61M (1.05%) 420.15K
Increased by +11.65%
Dec 31, 24
19 Franklin Resources Inc 3.52M (1.03%) -501.07K
Decreased by -14.23%
Dec 31, 24
20 First Western Trust Bank 3.50M (1.02%) -1.23K
Decreased by -0.04%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 10.87M (3.17%) 12.51K
Increased by +0.12%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 10.86M (3.16%) 32.77K
Increased by +0.30%
Mar 31, 25
3 Vanguard Institutional 500 Index Trust 9.54M (2.78%) 29.21K
Increased by +0.31%
Mar 31, 25
4 Vanguard Dividend Growth Inv 5.31M (1.55%) -197.56K
Decreased by -3.72%
Dec 31, 24
5 Fundsmith Equity I Acc 5.01M (1.46%) 0.00
Increased by 0.00%
Dec 31, 24
6 Fidelity 500 Index 4.30M (1.25%) 19.14K
Increased by +0.45%
Feb 28, 25
7 SPDR® S&P 500 ETF 4.27M (1.24%) -62.62K
Decreased by -1.47%
Mar 31, 25
8 iShares Core S&P 500 ETF 4.19M (1.22%) 12.12K
Increased by +0.29%
Mar 31, 25
9 SPDR® S&P 500® ETF Trust 4.15M (1.21%) -21.82K
Decreased by -0.53%
Mar 31, 25
10 SPDR® S&P 500® ETF 4.11M (1.20%) -69.08K
Decreased by -1.68%
Mar 31, 25
11 SPDR® S&P 500 ETF Trust 4.00M (1.16%) 9.04K
Increased by +0.23%
Apr 30, 24
12 Fidelity® 500 Index 3.94M (1.15%) 25.06K
Increased by +0.64%
Nov 30, 23
13 Vanguard Growth Index Investor 3.62M (1.05%) 84.77K
Increased by +2.34%
Mar 31, 25
14 The Health Care Select Sector SPDR® ETF 2.48M (0.72%) -3.30K
Decreased by -0.13%
Mar 31, 25
15 Health Care Select Sector SPDR® ETF 2.46M (0.72%) -3.20K
Decreased by -0.13%
Apr 30, 24
16 Franklin Rising Dividends A 2.18M (0.64%) -45.00K
Decreased by -2.06%
Dec 31, 24
17 Vanguard Institutional Index I 2.11M (0.62%) -13.32K
Decreased by -0.63%
Mar 31, 25
18 Capital Group World Growth & Inc Cmp 2.08M (0.61%) 0.00
Increased by 0.00%
Dec 31, 24
19 American Funds Capital World Gr&Inc A 2.05M (0.60%) -29.00K
Decreased by -1.41%
Mar 31, 25
20 Capital Group Growth Fnd of Amer Comp 2.00M (0.58%) -137.27K
Decreased by -6.86%
Dec 31, 24