Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IHF 26.89%
2 UNHW 21.45%
3 NDJI 8.88%
4 TMED 8.19%
5 DJD 7.55%
6 XLV 6.72%
7 EAGL 6.63%
8 IYH 6.61%
9 JDOC 6.53%
10 JHMH 6.35%
11 PFOE 5.94%
12 FHLC 5.72%
13 EASY 5.58%
14 HRTS 5.58%
15 DOGG 5.57%
16 DIVZ 5.53%
17 RXL 5.52%
18 FLAG 5.42%
19 CURE 5.32%
20 SCHD 5.26%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 91.60M (10.17%) 995.21K
Increased by +1.09%
Dec 31, 25
2 BlackRock Inc 74.74M (8.30%) 451.65K
Increased by +0.60%
Dec 31, 25
3 State Street Corporation 45.70M (5.08%) 180.33K
Increased by +0.39%
Mar 31, 24
4 State Street Corp 45.23M (5.02%) 1.12M
Increased by +2.48%
Dec 31, 25
5 Capital World Investors 22.59M (2.51%) 824.12K
Increased by +3.65%
Dec 31, 25
6 Geode Capital Management, LLC 21.79M (2.42%) 5.57K
Increased by +0.03%
Dec 31, 25
7 T. Rowe Price Associates, Inc. 18.83M (2.09%) 680.08K
Increased by +3.61%
Dec 31, 25
8 Capital Research & Mgmt Co - Division 3 18.66M (2.07%) 1.16M
Increased by +6.19%
Dec 31, 25
9 JPMorgan Chase & Co 17.20M (1.91%) -19.91M
Decreased by -115.76%
Dec 31, 25
10 Morgan Stanley - Brokerage Accounts 15.79M (1.75%) 553.41K
Increased by +3.50%
Dec 31, 25
11 Wellington Management Company LLP 15.69M (1.74%) -827.15K
Decreased by -5.27%
Dec 31, 25
12 NORGES BANK 13.26M (1.47%) 956.77K
Increased by +7.22%
Dec 31, 25
13 Capital Research Global Investors 13.04M (1.45%) 7.29M
Increased by +55.92%
Sep 30, 25
14 FMR Inc 12.70M (1.41%) -991.95K
Decreased by -7.81%
Dec 31, 25
15 Bank of America Corp 9.62M (1.07%) -841.72K
Decreased by -8.75%
Dec 31, 25
16 Dodge & Cox 9.17M (1.02%) -332.87K
Decreased by -3.63%
Dec 31, 25
17 Bank of New York Mellon Corp 9.16M (1.02%) 1.41M
Increased by +15.37%
Dec 31, 25
18 Franklin Resources Inc 8.85M (0.98%) -74.54K
Decreased by -0.84%
Mar 31, 25
19 Northern Trust Corp 8.85M (0.98%) -262.78K
Decreased by -2.97%
Dec 31, 25
20 Charles Schwab Investment Management Inc 8.44M (0.94%) 378.45K
Increased by +4.48%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 55.10M (6.12%) 55.10M
Increased by +100.00%
Feb 29, 24
2 Vanguard US Total Market Shares ETF 29.26M (3.25%) 113.67K
Increased by +0.39%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 28.77M (3.20%) 121.00K
Increased by +0.42%
Mar 31, 26
4 Vanguard Institutional 500 Index Trust 26.17M (2.91%) 180.80K
Increased by +0.69%
May 31, 25
5 Vanguard 500 Index Investor 23.07M (2.56%) -232.16K
Decreased by -1.01%
Mar 31, 26
6 2ndVote Advisers LIF Index 21.92M (2.43%) 0.00
Increased by 0.00%
Mar 31, 23
7 Schwab US Dividend Equity ETF™ 12.29M (1.37%) 9.94K
Increased by +0.08%
Apr 29, 26
8 iShares Core S&P 500 ETF 11.68M (1.30%) 17.57K
Increased by +0.15%
Apr 29, 26
9 Fidelity 500 Index 11.53M (1.28%) 19.00K
Increased by +0.16%
Feb 28, 26
10 SPDR® S&P 500 ETF 11.45M (1.27%) -171.81K
Decreased by -1.50%
Mar 31, 25
11 SPDR® S&P 500® ETF Trust 11.14M (1.24%) -58.43K
Decreased by -0.52%
Mar 31, 25
12 SPDR® S&P 500® ETF 10.96M (1.22%) 134.85K
Increased by +1.23%
Aug 31, 25
13 SPDR® S&P 500 ETF Trust 10.94M (1.21%) 24.70K
Increased by +0.23%
Apr 30, 24
14 Fidelity® 500 Index 10.79M (1.20%) 68.69K
Increased by +0.64%
Nov 30, 23
15 State Street® SPDR® S&P 500® ETF 10.78M (1.20%) 64.82K
Increased by +0.60%
Apr 29, 26
16 American Funds Washington Mutual A 9.39M (1.04%) -1.39M
Decreased by -14.75%
Mar 31, 26
17 Capital Group Wash Mutual Invtrs Comp 9.39M (1.04%) -1.39M
Decreased by -14.75%
Mar 31, 26
18 Vanguard Value Index Inv 8.37M (0.93%) -64.86K
Decreased by -0.77%
Mar 31, 26
19 American Funds American Balanced A 8.36M (0.93%) 1.18M
Increased by +14.12%
Mar 31, 26
20 Fidelity® Contrafund® 8.22M (0.91%) 0.00
Increased by 0.00%
Nov 30, 23