Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IHI 10.65%
2 JGRW 5.87%
3 CWS 4.27%
4 UTRN 3.98%
5 GGRW 3.78%
6 LNGR 3.59%
7 BIBL 3.45%
8 JDOC 3.32%
9 AGNG 3.08%
10 FMED 2.66%
11 MNTL 2.64%
12 IYH 2.52%
13 XLV 2.49%
14 DRUP 2.40%
15 XOUT 2.40%
16 BOUT 2.18%
17 VHT 2.15%
18 FHLC 2.14%
19 CURE 2.12%
20 FTCS 2.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 32.45M (9.48%) 385.33K
Increased by +1.19%
Sep 30, 24
2 BlackRock Inc 26.80M (7.83%) 557.70K
Increased by +2.08%
Jun 30, 24
3 Greenleaf Trust 18.53M (5.41%) -28.22K
Decreased by -0.15%
Sep 30, 24
4 State Street Corp 14.58M (4.26%) 316.40K
Increased by +2.17%
Sep 30, 24
5 State Street Corporation 14.35M (4.19%) 86.75K
Increased by +0.60%
Mar 31, 24
6 T. Rowe Price Associates, Inc. 11.06M (3.23%) -642.33K
Decreased by -5.81%
Sep 30, 24
7 JPMorgan Chase & Co 10.82M (3.16%) -399.70K
Decreased by -3.69%
Sep 30, 24
8 Wellington Management Company LLP 10.09M (2.95%) -1.14M
Decreased by -11.30%
Sep 30, 24
9 FMR Inc 7.31M (2.13%) 215.78K
Increased by +2.95%
Sep 30, 24
10 Capital Research Global Investors 7.05M (2.06%) -278.64K
Decreased by -3.95%
Sep 30, 24
11 Geode Capital Management, LLC 6.91M (2.02%) 165.49K
Increased by +2.40%
Sep 30, 24
12 Bank of New York Mellon Corp 5.53M (1.61%) -156.92K
Decreased by -2.84%
Sep 30, 24
13 Fundsmith LLP 5.34M (1.56%) -19.44K
Decreased by -0.36%
Sep 30, 24
14 Morgan Stanley - Brokerage Accounts 5.20M (1.52%) -5.06M
Decreased by -97.31%
Sep 30, 24
15 NORGES BANK 5.00M (1.46%) 792.71K
Increased by +15.85%
Jun 30, 24
16 Goldman Sachs Group Inc 4.85M (1.42%) 2.55M
Increased by +52.55%
Dec 31, 23
17 Fisher Asset Management, LLC 4.24M (1.24%) -42.73K
Decreased by -1.01%
Sep 30, 24
18 Franklin Resources Inc 4.02M (1.18%) -381.46K
Decreased by -9.48%
Sep 30, 24
19 First Western Trust Bank 3.50M (1.02%) -2.60K
Decreased by -0.07%
Sep 30, 24
20 Bank of America Corp 3.23M (0.94%) 42.08K
Increased by +1.30%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 10.83M (3.17%) -38.01K
Decreased by -0.35%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 9.09M (2.66%) 107.78K
Increased by +1.19%
Oct 31, 24
3 Vanguard Dividend Growth Inv 5.51M (1.61%) 84.77K
Increased by +1.54%
Sep 30, 24
4 Fundsmith Equity I Acc 5.01M (1.46%) 0.00
Increased by 0.00%
Jun 30, 24
5 SPDR® S&P 500® ETF Trust 4.23M (1.24%) 25.05K
Increased by +0.59%
Nov 30, 24
6 Fidelity 500 Index 4.21M (1.23%) -6.91K
Decreased by -0.16%
Oct 31, 24
7 SPDR® S&P 500 ETF Trust 4.00M (1.17%) 9.04K
Increased by +0.23%
Apr 30, 24
8 Fidelity® 500 Index 3.94M (1.15%) 25.06K
Increased by +0.64%
Nov 30, 23
9 iShares Core S&P 500 ETF 3.87M (1.13%) 0.00
Increased by 0.00%
Nov 30, 24
10 Vanguard Growth Index Investor 3.53M (1.03%) 21.79K
Increased by +0.62%
Oct 31, 24
11 The Health Care Select Sector SPDR® ETF 2.50M (0.73%) -4.21K
Decreased by -0.17%
Nov 30, 24
12 Health Care Select Sector SPDR® ETF 2.46M (0.72%) -3.20K
Decreased by -0.13%
Apr 30, 24
13 Franklin Rising Dividends A 2.35M (0.69%) -217.50K
Decreased by -9.24%
Oct 31, 24
14 Franklin Rising Dividends Fund A 2.35M (0.69%) -217.50K
Decreased by -9.24%
Oct 31, 24
15 Vanguard Institutional Index I 2.18M (0.64%) -828.00
Decreased by -0.04%
Oct 31, 24
16 American Funds Growth Fund of Amer A 2.14M (0.62%) -111.69K
Decreased by -5.22%
Sep 30, 24
17 Capital Group Growth Fnd of Amer Comp 2.14M (0.62%) -111.69K
Decreased by -5.22%
Sep 30, 24
18 American Funds Capital World Gr&Inc A 2.08M (0.61%) -999.00
Decreased by -0.05%
Sep 30, 24
19 Capital Group World Growth & Inc Cmp 2.08M (0.61%) -999.00
Decreased by -0.05%
Sep 30, 24
20 Vanguard Dividend Appreciation ETF 1.85M (0.54%) 4.35K
Increased by +0.23%
Oct 31, 24