Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IHF 24.13%
2 XLV 10.47%
3 IYH 9.89%
4 JDOC 9.18%
5 FHLC 9.04%
6 NDJI 8.88%
7 DJIA 8.41%
8 VHT 8.38%
9 DYLG 8.35%
10 DIA 8.35%
11 CURE 8.29%
12 RXL 7.56%
13 IXJ 7.41%
14 FMCX 6.84%
15 JHMH 6.35%
16 DDM 6.14%
17 DIVO 5.54%
18 HART 5.40%
19 GDOC 5.35%
20 MEDI 5.29%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 84.95M (9.26%) 1.01M
Increased by +1.18%
Sep 30, 24
2 BlackRock Inc 73.43M (8.00%) -241.66K
Decreased by -0.33%
Jun 30, 24
3 State Street Corporation 45.70M (4.98%) 180.33K
Increased by +0.39%
Mar 31, 24
4 State Street Corp 44.98M (4.90%) -722.71K
Decreased by -1.61%
Jun 30, 24
5 Morgan Stanley - Brokerage Accounts 40.11M (4.37%) -274.54K
Decreased by -0.68%
Jun 30, 24
6 FMR Inc 32.50M (3.54%) -196.56K
Decreased by -0.60%
Sep 30, 24
7 Capital World Investors 26.24M (2.86%) -1.78M
Decreased by -6.79%
Sep 30, 24
8 T. Rowe Price Associates, Inc. 26.02M (2.84%) -42.32K
Decreased by -0.16%
Jun 30, 24
9 Wellington Management Company LLP 25.88M (2.82%) 1.60M
Increased by +6.18%
Jun 30, 24
10 JPMorgan Chase & Co 24.35M (2.65%) 508.30K
Increased by +2.09%
Jun 30, 24
11 Geode Capital Management, LLC 19.32M (2.10%) 374.00K
Increased by +1.94%
Jun 30, 24
12 Capital Research Global Investors 17.98M (1.96%) 413.27K
Increased by +2.30%
Sep 30, 24
13 Capital Research & Mgmt Co - Division 3 14.71M (1.60%) 1.39M
Increased by +9.45%
Sep 30, 24
14 NORGES BANK 11.71M (1.28%) 689.17K
Increased by +5.89%
Jun 30, 24
15 Goldman Sachs Group Inc 11.22M (1.22%) 5.74M
Increased by +51.20%
Dec 31, 23
16 Bank of America Corp 9.45M (1.03%) -1.66M
Decreased by -17.58%
Mar 31, 24
17 Royal Bank of Canada 8.51M (0.93%) -376.00K
Decreased by -4.42%
Jun 30, 24
18 Northern Trust Corp 8.45M (0.92%) -597.72K
Decreased by -7.08%
Sep 30, 24
19 Legal & General Group PLC 8.30M (0.90%) -507.43K
Decreased by -6.11%
Jun 30, 24
20 Wells Fargo & Co 8.17M (0.89%) 103.84K
Increased by +1.27%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 55.10M (6.00%) 55.10M
Increased by +100.00%
Feb 29, 24
2 Vanguard Total Stock Mkt Idx Inv 29.16M (3.18%) -103.55K
Decreased by -0.36%
Oct 31, 24
3 Vanguard Institutional 500 Index Trust 24.47M (2.67%) 287.42K
Increased by +1.17%
Oct 31, 24
4 2ndVote Advisers LIF Index 21.92M (2.39%) 0.00
Increased by 0.00%
Mar 31, 23
5 Fidelity 500 Index 11.35M (1.24%) 12.65K
Increased by +0.11%
Sep 30, 24
6 SPDR® S&P 500® ETF Trust 11.25M (1.23%) 49.95K
Increased by +0.44%
Oct 31, 24
7 SPDR® S&P 500 ETF Trust 10.94M (1.19%) 24.70K
Increased by +0.23%
Apr 30, 24
8 Fidelity® 500 Index 10.79M (1.18%) 68.69K
Increased by +0.64%
Nov 30, 23
9 iShares Core S&P 500 ETF 10.28M (1.12%) 15.83K
Increased by +0.15%
Oct 31, 24
10 American Funds Washington Mutual A 9.89M (1.08%) -743.49K
Decreased by -7.52%
Sep 30, 24
11 Capital Group Wash Mutual Invtrs Comp 9.89M (1.08%) -743.49K
Decreased by -7.52%
Sep 30, 24
12 American Funds Growth Fund of Amer A 9.53M (1.04%) 235.08K
Increased by +2.47%
Sep 30, 24
13 Capital Group Growth Fnd of Amer Comp 9.53M (1.04%) 235.08K
Increased by +2.47%
Sep 30, 24
14 American Funds American Balanced A 8.56M (0.93%) -120.92K
Decreased by -1.41%
Sep 30, 24
15 Fidelity® Contrafund® 8.22M (0.90%) 0.00
Increased by 0.00%
Nov 30, 23
16 Vanguard Value Index Inv 7.84M (0.85%) 26.14K
Increased by +0.33%
Oct 31, 24
17 The Health Care Select Sector SPDR® ETF 6.78M (0.74%) -37.80K
Decreased by -0.56%
Oct 31, 24
18 Health Care Select Sector SPDR® ETF 6.74M (0.73%) -8.75K
Decreased by -0.13%
Apr 30, 24
19 Vanguard Health Care Inv 6.35M (0.69%) -42.66K
Decreased by -0.67%
Sep 30, 24
20 2ndVote Advisers SDI Index 6.02M (0.66%) 0.00
Increased by 0.00%
Mar 31, 23