Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IHE 23.42%
2 XLV 11.16%
3 DOGG 10.82%
4 IYH 10.01%
5 PBPH 9.60%
6 FHLC 9.34%
7 JDOC 9.23%
8 GDOC 9.08%
9 RXL 8.78%
10 VHT 8.77%
11 CURE 8.52%
12 BMED 7.88%
13 IXJ 7.68%
14 FTXH 7.61%
15 DHS 6.71%
16 MEDX 6.05%
17 HDV 6.04%
18 BGIG 6.01%
19 JHMH 5.83%
20 OUSA 5.81%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 240.35M (9.99%) 3.73M
Increased by +1.55%
Dec 31, 25
2 BlackRock Inc 207.26M (8.61%) 3.41M
Increased by +1.65%
Sep 30, 25
3 State Street Corporation 133.52M (5.55%) 615.49K
Increased by +0.46%
Mar 31, 24
4 State Street Corp 132.21M (5.49%) -591.27K
Decreased by -0.45%
Sep 30, 25
5 JPMorgan Chase & Co 117.28M (4.87%) 61.18M
Increased by +52.16%
Sep 30, 25
6 Geode Capital Management, LLC 57.95M (2.41%) 1.74M
Increased by +3.00%
Dec 31, 25
7 Morgan Stanley - Brokerage Accounts 48.23M (2.00%) 1.25M
Increased by +2.59%
Sep 30, 25
8 NORGES BANK 33.46M (1.39%) 1.53M
Increased by +4.57%
Dec 31, 25
9 State Farm Mutual Automobile Ins Co 31.59M (1.31%) 0.00
Increased by 0.00%
Dec 31, 25
10 Northern Trust Corp 29.97M (1.25%) -360.49K
Decreased by -1.20%
Sep 30, 25
11 Bank of America Corp 28.42M (1.18%) 898.83K
Increased by +3.16%
Sep 30, 25
12 Goldman Sachs Group Inc 26.33M (1.09%) 13.67M
Increased by +51.92%
Dec 31, 23
13 Bank of New York Mellon Corp 24.64M (1.02%) 835.15K
Increased by +3.39%
Sep 30, 25
14 Wellington Management Company LLP 23.24M (0.97%) -2.59M
Decreased by -11.16%
Dec 31, 25
15 Charles Schwab Investment Management Inc 19.03M (0.79%) 22.24K
Increased by +0.12%
Dec 31, 25
16 FMR Inc 18.78M (0.78%) 5.33M
Increased by +28.40%
Dec 31, 25
17 Legal & General Group PLC 18.74M (0.78%) -705.48K
Decreased by -3.76%
Dec 31, 25
18 Amvescap Plc. 18.47M (0.77%) -651.37K
Decreased by -3.53%
Mar 31, 25
19 Wells Fargo & Co 18.45M (0.77%) 523.34K
Increased by +2.84%
Sep 30, 25
20 Dimensional Fund Advisors, Inc. 17.26M (0.72%) -780.77K
Decreased by -4.52%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 102.20M (4.25%) 102.20M
Increased by +100.00%
Feb 29, 24
2 Vanguard US Total Market Shares ETF 76.28M (3.17%) 79.81K
Increased by +0.10%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 76.21M (3.17%) 331.18K
Increased by +0.43%
Feb 28, 26
4 Vanguard 500 Index Investor 61.97M (2.58%) 589.22K
Increased by +0.95%
Feb 28, 26
5 iShares Core S&P 500 ETF 30.71M (1.28%) 0.00
Increased by 0.00%
Feb 28, 26
6 Fidelity 500 Index 30.61M (1.27%) 141.90K
Increased by +0.46%
Jan 31, 26
7 SPDR® S&P 500 ETF 29.95M (1.24%) -450.05K
Decreased by -1.50%
Mar 31, 25
8 SPDR® S&P 500® ETF Trust 29.15M (1.21%) -152.82K
Decreased by -0.52%
Mar 31, 25
9 SPDR® S&P 500® ETF 29.06M (1.21%) 357.49K
Increased by +1.23%
Aug 31, 25
10 SPDR® S&P 500 ETF Trust 29.03M (1.21%) -225.78K
Decreased by -0.78%
Mar 31, 24
11 State Street® SPDR® S&P 500® ETF 28.35M (1.18%) -214.81K
Decreased by -0.76%
Feb 28, 26
12 Fidelity® 500 Index 28.06M (1.17%) 178.57K
Increased by +0.64%
Nov 30, 23
13 Vanguard Value Index Inv 22.44M (0.93%) 267.76K
Increased by +1.19%
Feb 28, 26
14 Health Care Select Sector SPDR® ETF 18.06M (0.75%) -91.03K
Decreased by -0.50%
Mar 31, 24
15 State Street®HlthCrSelSectSPDR®ETF 17.84M (0.74%) -76.73K
Decreased by -0.43%
Feb 28, 26
16 The Health Care Select Sector SPDR® ETF 16.43M (0.68%) 26.60K
Increased by +0.16%
Aug 31, 25
17 Vanguard Institutional Index I 13.65M (0.57%) -103.76K
Decreased by -0.76%
Feb 28, 26
18 Vanguard Dividend Appreciation ETF 13.28M (0.55%) 51.53K
Increased by +0.39%
Feb 28, 26
19 State St S&P 500® Indx SL Cl III 12.84M (0.53%) 14.40K
Increased by +0.11%
Feb 28, 26
20 Vanguard Institutional 500 Index Trust 10.82M (0.45%) 64.13K
Increased by +0.59%
Feb 28, 26