Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FTXH 7.38%
2 ROPE 5.37%
3 RDIV 5.25%
4 MEDX 5.14%
5 MVAL 4.82%
6 IHE 4.62%
7 PPH 4.62%
8 CAMX 4.47%
9 UTRN 4.05%
10 LSAT 3.73%
11 DIVP 3.71%
12 CANC 3.68%
13 JDOC 3.49%
14 DFNV 3.40%
15 STNC 3.26%
16 FDL 3.20%
17 SCHD 3.18%
18 HART 3.17%
19 PBPH 3.14%
20 ABFL 3.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 198.73M (9.77%) 2.74M
Increased by +1.38%
Dec 31, 25
2 BlackRock Inc 175.52M (8.63%) 3.29M
Increased by +1.87%
Sep 30, 25
3 JPMorgan Chase & Co 172.36M (8.48%) 68.40M
Increased by +39.68%
Sep 30, 25
4 State Street Corp 96.60M (4.75%) 1.86M
Increased by +1.92%
Sep 30, 25
5 State Street Corporation 91.57M (4.50%) 2.12M
Increased by +2.32%
Mar 31, 24
6 Charles Schwab Investment Management Inc 71.32M (3.51%) -1.72M
Decreased by -2.41%
Dec 31, 25
7 Geode Capital Management, LLC 52.64M (2.59%) 6.08M
Increased by +11.56%
Dec 31, 25
8 NORGES BANK 36.10M (1.78%) 2.53M
Increased by +7.00%
Dec 31, 25
9 Ameriprise Financial Inc 32.47M (1.60%) -105.78K
Decreased by -0.33%
Sep 30, 25
10 Morgan Stanley - Brokerage Accounts 27.87M (1.37%) 1.06M
Increased by +3.80%
Sep 30, 25
11 Wellington Management Company LLP 25.82M (1.27%) 2.09M
Increased by +8.11%
Jun 30, 25
12 AQR Capital Management LLC 25.80M (1.27%) 16.33M
Increased by +63.31%
Dec 31, 25
13 PRIMECAP Management Company 24.88M (1.22%) 2.78M
Increased by +11.18%
Dec 31, 25
14 Northern Trust Corp 24.62M (1.21%) -257.37K
Decreased by -1.05%
Sep 30, 25
15 UBS Asset Mgmt Americas Inc 21.79M (1.07%) -3.42M
Decreased by -15.70%
Sep 30, 25
16 Capital Research & Mgmt Co - Division 3 20.99M (1.03%) -11.40M
Decreased by -54.29%
Dec 31, 25
17 Bank of New York Mellon Corp 20.86M (1.03%) -6.00M
Decreased by -28.78%
Jun 30, 25
18 Independent Franchise Partners LLP 20.83M (1.02%) 204.80K
Increased by +0.98%
Dec 31, 25
19 T. Rowe Price Associates, Inc. 20.24M (1.00%) 4.94M
Increased by +24.40%
Sep 30, 24
20 Dimensional Fund Advisors, Inc. 18.24M (0.90%) 98.59K
Increased by +0.54%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 64.39M (3.17%) 250.54K
Increased by +0.39%
Feb 28, 26
2 Vanguard US Total Market Shares ETF 64.21M (3.16%) 47.00K
Increased by +0.07%
Sep 30, 24
3 Schwab US Dividend Equity ETF™ 58.98M (2.90%) 150.50K
Increased by +0.26%
Feb 28, 26
4 Vanguard 500 Index Investor 52.36M (2.58%) 498.35K
Increased by +0.95%
Feb 28, 26
5 iShares Core S&P 500 ETF 25.95M (1.28%) 0.00
Increased by 0.00%
Feb 28, 26
6 Fidelity 500 Index 25.86M (1.27%) 119.90K
Increased by +0.46%
Jan 31, 26
7 SPDR® S&P 500 ETF 25.22M (1.24%) -369.06K
Decreased by -1.46%
Mar 31, 25
8 SPDR® S&P 500® ETF 24.56M (1.21%) 302.33K
Increased by +1.23%
Aug 31, 25
9 SPDR® S&P 500® ETF Trust 24.55M (1.21%) -128.84K
Decreased by -0.52%
Mar 31, 25
10 Fidelity® 500 Index 24.34M (1.20%) 154.92K
Increased by +0.64%
Nov 30, 23
11 SPDR® S&P 500 ETF Trust 24.06M (1.18%) 54.36K
Increased by +0.23%
Apr 30, 24
12 State Street® SPDR® S&P 500® ETF 23.93M (1.18%) -181.46K
Decreased by -0.76%
Feb 28, 26
13 Vanguard Value Index Inv 18.97M (0.93%) 239.27K
Increased by +1.26%
Feb 28, 26
14 JPM US Equity Income-MA 18.01M (0.89%) 18.00M
Increased by +99.90%
Sep 30, 23
15 Vanguard Health Care Inv 17.25M (0.85%) 2.49M
Increased by +14.43%
Jun 30, 25
16 State Street®HlthCrSelSectSPDR®ETF 15.07M (0.74%) -64.81K
Decreased by -0.43%
Feb 28, 26
17 Health Care Select Sector SPDR® ETF 14.83M (0.73%) -19.25K
Decreased by -0.13%
Apr 30, 24
18 Vanguard PRIMECAP Inv 14.23M (0.70%) 2.22M
Increased by +15.58%
Dec 31, 25
19 The Health Care Select Sector SPDR® ETF 13.90M (0.68%) 22.50K
Increased by +0.16%
Aug 31, 25
20 American Funds Fundamental Invs A 13.16M (0.65%) 37.23K
Increased by +0.28%
Jun 30, 25