Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IHF 24.96%
2 XLV 9.85%
3 MEDI 9.62%
4 JDOC 9.07%
5 NDJI 8.88%
6 IYH 8.81%
7 FHLC 8.63%
8 DJIA 8.50%
9 DYLG 8.48%
10 DIA 8.47%
11 RXL 8.30%
12 UDOW 7.65%
13 IXJ 7.52%
14 CURE 7.35%
15 DDM 7.33%
16 GDOC 7.21%
17 HRTS 7.17%
18 VHT 7.03%
19 FMCX 6.84%
20 JHMH 6.35%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 85.15M (9.33%) 192.64K
Increased by +0.23%
Dec 31, 24
2 BlackRock Inc 72.01M (7.89%) -1.60M
Decreased by -2.22%
Dec 31, 24
3 State Street Corporation 45.70M (5.01%) 180.33K
Increased by +0.39%
Mar 31, 24
4 State Street Corp 45.59M (5.00%) 52.80K
Increased by +0.12%
Dec 31, 24
5 FMR Inc 30.12M (3.30%) -2.38M
Decreased by -7.90%
Dec 31, 24
6 JPMorgan Chase & Co 24.43M (2.68%) -28.27M
Decreased by -115.70%
Dec 31, 24
7 Wellington Management Company LLP 23.36M (2.56%) -1.50M
Decreased by -6.44%
Dec 31, 24
8 Capital World Investors 21.52M (2.36%) -4.73M
Decreased by -21.96%
Dec 31, 24
9 T. Rowe Price Associates, Inc. 21.40M (2.35%) -3.62M
Decreased by -16.92%
Dec 31, 24
10 Morgan Stanley - Brokerage Accounts 21.40M (2.35%) 1.40M
Increased by +6.53%
Dec 31, 24
11 Geode Capital Management, LLC 19.96M (2.19%) 319.51K
Increased by +1.60%
Dec 31, 24
12 Capital Research Global Investors 17.97M (1.97%) -15.81K
Decreased by -0.09%
Dec 31, 24
13 Capital Research & Mgmt Co - Division 3 15.62M (1.71%) 906.37K
Increased by +5.80%
Dec 31, 24
14 NORGES BANK 12.60M (1.38%) 893.60K
Increased by +7.09%
Dec 31, 24
15 Goldman Sachs Group Inc 11.22M (1.23%) 5.74M
Increased by +51.20%
Dec 31, 23
16 Northern Trust Corp 9.50M (1.04%) 1.06M
Increased by +11.14%
Dec 31, 24
17 Franklin Resources Inc 8.92M (0.98%) 861.85K
Increased by +9.66%
Dec 31, 24
18 UBS Asset Mgmt Americas Inc 8.59M (0.94%) 2.30M
Increased by +26.78%
Dec 31, 24
19 Legal & General Group PLC 8.26M (0.91%) -40.94K
Decreased by -0.50%
Sep 30, 24
20 Royal Bank of Canada 8.15M (0.89%) 123.05K
Increased by +1.51%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 55.10M (6.04%) 55.10M
Increased by +100.00%
Feb 29, 24
2 Vanguard Total Stock Mkt Idx Inv 29.03M (3.18%) 101.09K
Increased by +0.35%
Feb 28, 25
3 Vanguard Institutional 500 Index Trust 25.52M (2.80%) 173.05K
Increased by +0.68%
Feb 28, 25
4 2ndVote Advisers LIF Index 21.92M (2.40%) 0.00
Increased by 0.00%
Mar 31, 23
5 Fidelity 500 Index 11.47M (1.26%) 50.63K
Increased by +0.44%
Jan 31, 25
6 SPDR® S&P 500® ETF Trust 11.38M (1.25%) -80.20K
Decreased by -0.70%
Feb 28, 25
7 SPDR® S&P 500 ETF Trust 10.94M (1.20%) 24.70K
Increased by +0.23%
Apr 30, 24
8 iShares Core S&P 500 ETF 10.81M (1.18%) -543.00
Decreased by -0.01%
Feb 28, 25
9 Fidelity® 500 Index 10.79M (1.18%) 68.69K
Increased by +0.64%
Nov 30, 23
10 American Funds Washington Mutual A 9.44M (1.03%) -449.45K
Decreased by -4.76%
Dec 31, 24
11 Capital Group Wash Mutual Invtrs Comp 9.44M (1.03%) -449.45K
Decreased by -4.76%
Dec 31, 24
12 Fidelity® Contrafund® 8.22M (0.90%) 0.00
Increased by 0.00%
Nov 30, 23
13 Vanguard Value Index Inv 7.94M (0.87%) 49.05K
Increased by +0.62%
Feb 28, 25
14 American Funds Growth Fund of Amer A 7.23M (0.79%) -2.30M
Decreased by -31.83%
Dec 31, 24
15 Capital Group Growth Fnd of Amer Comp 7.23M (0.79%) -2.30M
Decreased by -31.83%
Dec 31, 24
16 American Funds American Balanced A 6.95M (0.76%) -1.61M
Decreased by -23.10%
Dec 31, 24
17 Health Care Select Sector SPDR® ETF 6.74M (0.74%) -8.75K
Decreased by -0.13%
Apr 30, 24
18 The Health Care Select Sector SPDR® ETF 6.73M (0.74%) 88.41K
Increased by +1.31%
Feb 28, 25
19 American Funds Invmt Co of Amer A 6.64M (0.73%) 1.48M
Increased by +22.31%
Dec 31, 24
20 Capital Group Investment Co of Amer Comp 6.64M (0.73%) 1.48M
Increased by +22.31%
Dec 31, 24