Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IHI 9.79%
2 CWS 4.03%
3 UTRN 3.96%
4 MNTL 3.89%
5 WBIL 3.80%
6 LNGR 3.57%
7 BIBL 3.45%
8 AGNG 2.76%
9 JDOC 2.74%
10 FMED 2.58%
11 IYH 2.08%
12 XLV 2.06%
13 VHT 1.95%
14 FTCS 1.94%
15 FHLC 1.83%
16 RUNN 1.83%
17 DEMZ 1.82%
18 ANEW 1.75%
19 HTEC 1.65%
20 LRGE 1.60%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 31.15M (9.12%) 484.28K
Increased by +1.55%
Dec 31, 23
2 BlackRock Inc 24.93M (7.30%) -1.15M
Decreased by -4.63%
Dec 31, 23
3 Greenleaf Trust 18.49M (5.41%) -840.33K
Decreased by -4.55%
Dec 31, 23
4 State Street Corporation 14.27M (4.18%) 265.68K
Increased by +1.86%
Dec 31, 23
5 T. Rowe Price Associates, Inc. 12.54M (3.67%) 642.18K
Increased by +5.12%
Dec 31, 23
6 Wellington Management Company LLP 12.16M (3.56%) -1.50M
Decreased by -12.34%
Dec 31, 23
7 Capital Research Global Investors 10.21M (2.99%) -131.03K
Decreased by -1.28%
Dec 31, 23
8 JPMorgan Chase & Co 7.84M (2.30%) 4.43M
Increased by +56.49%
Dec 31, 23
9 Geode Capital Management, LLC 6.39M (1.87%) 124.23K
Increased by +1.94%
Dec 31, 23
10 Bank of New York Mellon Corp 6.01M (1.76%) -233.87K
Decreased by -3.89%
Dec 31, 23
11 FMR Inc 5.80M (1.70%) -171.35K
Decreased by -2.95%
Dec 31, 23
12 Fundsmith LLP 5.51M (1.61%) -6.18K
Decreased by -0.11%
Dec 31, 23
13 Morgan Stanley - Brokerage Accounts 5.45M (1.60%) 134.76K
Increased by +2.47%
Dec 31, 23
14 Goldman Sachs Group Inc 4.85M (1.42%) 2.55M
Increased by +52.55%
Dec 31, 23
15 Franklin Resources Inc 4.69M (1.37%) 29.21K
Increased by +0.62%
Dec 31, 23
16 NORGES BANK 4.21M (1.23%) 1.03M
Increased by +24.57%
Dec 31, 23
17 Fisher Asset Management, LLC 4.04M (1.18%) 101.32K
Increased by +2.51%
Dec 31, 23
18 First Western Trust Bank 3.77M (1.10%) -1.06K
Decreased by -0.03%
Dec 31, 23
19 Northern Trust Corp 3.41M (1.00%) -99.60K
Decreased by -2.92%
Dec 31, 23
20 Legal & General Group PLC 2.88M (0.84%) 478.01K
Increased by +16.60%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 10.75M (3.15%) 22.88K
Increased by +0.21%
Mar 31, 24
2 Vanguard Institutional 500 Index Trust 8.52M (2.50%) 80.74K
Increased by +0.95%
Mar 31, 24
3 Vanguard Dividend Growth Inv 5.52M (1.62%) -545.28K
Decreased by -9.88%
Mar 31, 24
4 Fidelity 500 Index 4.09M (1.20%) 31.65K
Increased by +0.77%
Mar 31, 24
5 SPDR® S&P 500 ETF Trust 4.00M (1.17%) 9.04K
Increased by +0.23%
Apr 30, 24
6 Fidelity® 500 Index 3.94M (1.15%) 25.06K
Increased by +0.64%
Nov 30, 23
7 iShares Core S&P 500 ETF 3.48M (1.02%) 3.03K
Increased by +0.09%
Apr 30, 24
8 Franklin Rising Dividends A 3.29M (0.96%) 0.00
Increased by 0.00%
Mar 31, 24
9 Franklin Rising Dividends Fund A 3.29M (0.96%) 0.00
Increased by 0.00%
Nov 30, 23
10 Vanguard Growth Index Investor 3.24M (0.95%) 60.10K
Increased by +1.86%
Mar 31, 24
11 Health Care Select Sector SPDR® ETF 2.46M (0.72%) -3.20K
Decreased by -0.13%
Apr 30, 24
12 American Funds Growth Fund of Amer A 2.44M (0.71%) -269.65K
Decreased by -11.06%
Mar 31, 24
13 Capital Group Growth Fnd of Amer Comp 2.44M (0.71%) -269.65K
Decreased by -11.06%
Mar 31, 24
14 Vanguard Institutional Index I 2.22M (0.65%) -3.10K
Decreased by -0.14%
Mar 31, 24
15 American Funds Capital World Gr&Inc A 2.08M (0.61%) 393.30K
Increased by +18.88%
Mar 31, 24
16 Capital Group World Growth & Inc Cmp 2.08M (0.61%) 393.30K
Increased by +18.88%
Mar 31, 24
17 Vanguard Health Care Inv 2.02M (0.59%) -684.30K
Decreased by -33.83%
Mar 31, 24
18 Vanguard Dividend Appreciation ETF 1.83M (0.53%) -122.46K
Decreased by -6.71%
Mar 31, 24
19 Fundsmith Equity I Acc 1.67M (0.49%) 0.00
Increased by 0.00%
Dec 31, 23
20 State St S&P 500® Indx SL Cl III 1.63M (0.48%) -10.80K
Decreased by -0.66%
Apr 30, 24