Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MJJ 9.90%
2 MJO 9.90%
3 HDLB 9.80%
4 MEDX 8.42%
5 FDL 7.28%
6 XLV 7.13%
7 FTXH 7.09%
8 JDOC 6.94%
9 IYH 6.88%
10 PBPH 6.14%
11 VHT 6.10%
12 FHLC 6.04%
13 CURE 5.77%
14 RXL 5.68%
15 GDOC 5.62%
16 MEDI 5.51%
17 HDV 5.48%
18 SYNB 5.37%
19 PJP 5.03%
20 USCF 4.96%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 180.78M (10.24%) 3.03M
Increased by +1.68%
Dec 31, 25
2 BlackRock Inc 145.98M (8.27%) -1.48M
Decreased by -1.01%
Sep 30, 25
3 JPMorgan Chase & Co 113.07M (6.41%) 55.86M
Increased by +49.40%
Sep 30, 25
4 State Street Corp 79.82M (4.52%) -202.47K
Decreased by -0.25%
Sep 30, 25
5 State Street Corporation 77.97M (4.42%) -230.21K
Decreased by -0.30%
Mar 31, 24
6 Geode Capital Management, LLC 44.63M (2.53%) 4.19M
Increased by +9.39%
Dec 31, 25
7 Morgan Stanley - Brokerage Accounts 41.65M (2.36%) -45.22K
Decreased by -0.11%
Sep 30, 25
8 NORGES BANK 25.67M (1.45%) 2.57M
Increased by +10.00%
Dec 31, 25
9 Capital Research Global Investors 25.41M (1.44%) 177.37K
Increased by +0.70%
Dec 31, 25
10 Charles Schwab Investment Management Inc 25.17M (1.43%) -788.26K
Decreased by -3.13%
Dec 31, 25
11 Bank of America Corp 25.15M (1.43%) 45.26K
Increased by +0.18%
Sep 30, 25
12 FMR Inc 22.61M (1.28%) 1.57M
Increased by +6.96%
Dec 31, 25
13 Northern Trust Corp 22.05M (1.25%) 32.85K
Increased by +0.15%
Sep 30, 25
14 Wellington Management Company LLP 14.93M (0.85%) 4.39M
Increased by +29.41%
Dec 31, 25
15 Franklin Resources Inc 14.55M (0.82%) -556.47K
Decreased by -3.82%
Sep 30, 25
16 The Goldman Sachs Group Inc 13.40M (0.76%) 1.23M
Increased by +9.16%
Sep 30, 25
17 Capital World Investors 13.07M (0.74%) 6.74M
Increased by +51.53%
Dec 31, 25
18 UBS Asset Mgmt Americas Inc 12.58M (0.71%) -2.02M
Decreased by -16.07%
Sep 30, 25
19 Ameriprise Financial Inc 12.40M (0.70%) -635.33K
Decreased by -5.13%
Mar 31, 25
20 Bank of New York Mellon Corp 12.30M (0.70%) -204.58K
Decreased by -1.66%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 55.95M (3.17%) 55.18K
Increased by +0.10%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 55.90M (3.17%) 252.74K
Increased by +0.45%
Feb 28, 26
3 Vanguard 500 Index Investor 45.46M (2.58%) 432.62K
Increased by +0.95%
Feb 28, 26
4 iShares Core S&P 500 ETF 22.53M (1.28%) 0.00
Increased by 0.00%
Feb 28, 26
5 Fidelity 500 Index 22.46M (1.27%) 104.09K
Increased by +0.46%
Jan 31, 26
6 SPDR® S&P 500 ETF 21.96M (1.24%) -352.92K
Decreased by -1.61%
Mar 31, 25
7 SPDR® S&P 500® ETF Trust 21.38M (1.21%) -112.00K
Decreased by -0.52%
Mar 31, 25
8 SPDR® S&P 500® ETF 21.33M (1.21%) 262.36K
Increased by +1.23%
Aug 31, 25
9 SPDR® S&P 500 ETF Trust 20.87M (1.18%) 47.16K
Increased by +0.23%
Apr 30, 24
10 State Street® SPDR® S&P 500® ETF 20.79M (1.18%) -157.59K
Decreased by -0.76%
Feb 28, 26
11 Fidelity® 500 Index 20.57M (1.17%) 130.89K
Increased by +0.64%
Nov 30, 23
12 Vanguard Value Index Inv 16.46M (0.93%) 199.78K
Increased by +1.21%
Feb 28, 26
13 State Street®HlthCrSelSectSPDR®ETF 13.09M (0.74%) -56.28K
Decreased by -0.43%
Feb 28, 26
14 Schwab US Dividend Equity ETF™ 13.06M (0.74%) 33.41K
Increased by +0.26%
Feb 28, 26
15 Health Care Select Sector SPDR® ETF 12.87M (0.73%) -16.70K
Decreased by -0.13%
Apr 30, 24
16 The Health Care Select Sector SPDR® ETF 12.06M (0.68%) 19.53K
Increased by +0.16%
Aug 31, 25
17 Vanguard Institutional Index I 10.01M (0.57%) -76.41K
Decreased by -0.76%
Feb 28, 26
18 Vanguard Dividend Appreciation ETF 9.75M (0.55%) 38.75K
Increased by +0.40%
Feb 28, 26
19 State St S&P 500® Indx SL Cl III 9.42M (0.53%) 10.50K
Increased by +0.11%
Feb 28, 26
20 American Funds American Mutual A 9.07M (0.51%) 0.00
Increased by 0.00%
Dec 31, 25