Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JGRW 6.44%
2 IHI 4.54%
3 GGRW 4.12%
4 CWS 4.00%
5 UTRN 3.98%
6 LNGR 3.59%
7 JDOC 3.52%
8 BIBL 3.45%
9 DEMZ 3.33%
10 NEWZ 3.20%
11 AGNG 3.09%
12 MNTL 3.08%
13 KLDW 2.98%
14 GK 2.88%
15 IYH 2.79%
16 XLV 2.73%
17 FMED 2.52%
18 XOUT 2.43%
19 DRUP 2.43%
20 FHLC 2.36%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 33.06M (9.60%) 361.14K
Increased by +1.09%
Mar 31, 25
2 BlackRock Inc 27.18M (7.90%) 372.77K
Increased by +1.37%
Mar 31, 25
3 Greenleaf Trust 17.12M (4.97%) -628.36K
Decreased by -3.67%
Mar 31, 25
4 State Street Corp 14.81M (4.30%) 27.41K
Increased by +0.19%
Mar 31, 25
5 State Street Corporation 14.35M (4.17%) 86.75K
Increased by +0.60%
Mar 31, 24
6 JPMorgan Chase & Co 12.62M (3.66%) 1.81M
Increased by +14.33%
Mar 31, 25
7 T. Rowe Price Associates, Inc. 12.13M (3.52%) 1.02M
Increased by +8.42%
Mar 31, 25
8 FMR Inc 7.75M (2.25%) -286.30K
Decreased by -3.69%
Mar 31, 25
9 Geode Capital Management, LLC 7.31M (2.12%) 240.40K
Increased by +3.29%
Mar 31, 25
10 Capital Research Global Investors 6.86M (1.99%) 22.70K
Increased by +0.33%
Mar 31, 25
11 Wellington Management Company LLP 6.40M (1.86%) -1.98M
Decreased by -30.99%
Mar 31, 25
12 Morgan Stanley - Brokerage Accounts 6.12M (1.78%) 559.17K
Increased by +9.13%
Mar 31, 25
13 Bank of New York Mellon Corp 5.15M (1.50%) -202.47K
Decreased by -3.93%
Mar 31, 25
14 Fundsmith LLP 5.07M (1.47%) -264.79K
Decreased by -5.22%
Mar 31, 25
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 Bank of America Corp 4.01M (1.17%) 1.04M
Increased by +25.93%
Mar 31, 25
18 Fisher Asset Management, LLC 3.66M (1.06%) -424.39K
Decreased by -11.61%
Mar 31, 25
19 Northern Trust Corp 3.61M (1.05%) 420.15K
Increased by +11.65%
Dec 31, 24
20 Franklin Resources Inc 3.45M (1.00%) -71.33K
Decreased by -2.07%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 11.02M (3.20%) 163.90K
Increased by +1.49%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 10.87M (3.16%) 12.51K
Increased by +0.12%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 9.70M (2.82%) 155.24K
Increased by +1.60%
Apr 30, 25
4 Fundsmith Equity I Acc 5.01M (1.46%) 0.00
Increased by 0.00%
Dec 31, 24
5 Fidelity 500 Index 4.31M (1.25%) 11.53K
Increased by +0.27%
Mar 31, 25
6 SPDR® S&P 500 ETF 4.27M (1.24%) -62.62K
Decreased by -1.47%
Mar 31, 25
7 SPDR® S&P 500® ETF Trust 4.15M (1.21%) -21.82K
Decreased by -0.53%
Mar 31, 25
8 SPDR® S&P 500® ETF 4.13M (1.20%) -24.85K
Decreased by -0.60%
Apr 30, 25
9 iShares Core S&P 500 ETF 4.07M (1.18%) -4.24K
Decreased by -0.10%
Apr 30, 25
10 SPDR® S&P 500 ETF Trust 4.00M (1.16%) 9.04K
Increased by +0.23%
Apr 30, 24
11 Fidelity® 500 Index 3.94M (1.14%) 25.06K
Increased by +0.64%
Nov 30, 23
12 Vanguard Dividend Growth Inv 3.76M (1.09%) -1.56M
Decreased by -41.43%
Mar 31, 25
13 Vanguard Growth Index Investor 3.65M (1.06%) 33.80K
Increased by +0.93%
Apr 30, 25
14 Health Care Select Sector SPDR® ETF 2.46M (0.72%) -3.20K
Decreased by -0.13%
Apr 30, 24
15 The Health Care Select Sector SPDR® ETF 2.46M (0.71%) 17.46K
Increased by +0.71%
Apr 30, 25
16 Vanguard Institutional Index I 2.11M (0.61%) -5.54K
Decreased by -0.26%
Apr 30, 25
17 American Funds Capital World Gr&Inc A 2.05M (0.60%) -29.00K
Decreased by -1.41%
Mar 31, 25
18 Capital Group World Growth & Inc Cmp 2.05M (0.60%) -29.00K
Decreased by -1.41%
Mar 31, 25
19 American Funds Growth Fund of Amer A 2.00M (0.58%) -3.34K
Decreased by -0.17%
Mar 31, 25
20 Capital Group Growth Fnd of Amer Comp 2.00M (0.58%) -3.34K
Decreased by -0.17%
Mar 31, 25