Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 COMT 1000.00%
2 TMET 1000.00%
3 BNKD 10.00%
4 KNAB 10.00%
5 BNKZ 10.00%
6 BNKO 10.00%
7 BNKU 9.85%
8 FTXO 7.98%
9 FAZZ 7.84%
10 KBWB 7.70%
11 RWW 6.55%
12 SPVU 5.23%
13 TFNS 5.12%
14 IYG 4.79%
15 OMAH 4.76%
16 IYF 4.62%
17 ESGS 4.58%
18 SYV 4.49%
19 SEF 4.46%
20 FINZ 4.46%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 639.15M (8.66%) -2.04M
Decreased by -0.32%
Jun 30, 25
2 Berkshire Hathaway Inc 631.57M (8.56%) -48.66M
Decreased by -7.70%
Mar 31, 25
3 BlackRock Inc 532.78M (7.22%) 10.09M
Increased by +1.89%
Mar 31, 25
4 State Street Corp 295.13M (4.00%) 308.54K
Increased by +0.10%
Mar 31, 25
5 State Street Corporation 292.50M (3.96%) 1.76M
Increased by +0.60%
Mar 31, 24
6 FMR Inc 203.34M (2.76%) 9.99M
Increased by +4.91%
Mar 31, 25
7 JPMorgan Chase & Co 165.29M (2.24%) -4.59M
Decreased by -2.78%
Mar 31, 25
8 Geode Capital Management, LLC 147.77M (2.00%) 5.48M
Increased by +3.71%
Mar 31, 25
9 Capital World Investors 130.10M (1.76%) 19.29M
Increased by +14.83%
Jun 30, 25
10 NORGES BANK 107.60M (1.46%) -11.33M
Decreased by -10.53%
Jun 30, 25
11 Morgan Stanley - Brokerage Accounts 107.23M (1.45%) -17.98M
Decreased by -16.77%
Mar 31, 25
12 T. Rowe Price Associates, Inc. 102.86M (1.39%) -2.01M
Decreased by -1.95%
Jun 30, 25
13 Wellington Management Company LLP 87.31M (1.18%) -2.63M
Decreased by -3.02%
Jun 30, 25
14 Goldman Sachs Group Inc 76.80M (1.04%) 37.96M
Increased by +49.43%
Dec 31, 23
15 Northern Trust Corp 67.28M (0.91%) -660.45K
Decreased by -0.98%
Mar 31, 25
16 Amvescap Plc. 60.48M (0.82%) 11.51M
Increased by +19.03%
Mar 31, 25
17 Bank of New York Mellon Corp 60.42M (0.82%) 803.57K
Increased by +1.33%
Mar 31, 25
18 Ameriprise Financial Inc 58.82M (0.80%) 1.13M
Increased by +1.92%
Mar 31, 25
19 Franklin Resources Inc 56.42M (0.76%) -12.59M
Decreased by -22.31%
Jun 30, 25
20 Legal & General Group PLC 55.51M (0.75%) -2.03M
Decreased by -3.65%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 221.25M (3.00%) 10.63M
Increased by +4.81%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 206.77M (2.80%) -1.94M
Decreased by -0.94%
Jun 30, 25
3 Vanguard Institutional 500 Index Trust 178.82M (2.42%) -1.79M
Decreased by -1.00%
May 31, 25
4 Vanguard 500 Index Investor 176.47M (2.39%) -2.35M
Decreased by -1.33%
Jun 30, 25
5 Fidelity 500 Index 83.03M (1.13%) -511.43K
Decreased by -0.62%
Jun 30, 25
6 SPDR® S&P 500 ETF 82.36M (1.12%) -1.91M
Decreased by -2.31%
Mar 31, 25
7 SPDR® S&P 500 ETF Trust 81.41M (1.10%) 183.96K
Increased by +0.23%
Apr 30, 24
8 SPDR® S&P 500® ETF Trust 80.18M (1.09%) -420.23K
Decreased by -0.52%
Mar 31, 25
9 SPDR® S&P 500® ETF 80.16M (1.09%) 342.65K
Increased by +0.43%
Jul 31, 25
10 Fidelity® 500 Index 80.05M (1.08%) 637.70K
Increased by +0.80%
Oct 31, 23
11 iShares Core S&P 500 ETF 78.27M (1.06%) 355.86K
Increased by +0.45%
Jul 31, 25
12 Performer (AFRIS) 58.80M (0.80%) 58.80M
Increased by +100.00%
Feb 29, 24
13 Vanguard Value Index Inv 57.20M (0.78%) 9.53K
Increased by +0.02%
Jun 30, 25
14 The Financial Select Sector SPDR® ETF 46.71M (0.63%) 352.18K
Increased by +0.75%
Jul 31, 25
15 Financial Select Sector SPDR® ETF 46.54M (0.63%) -132.71K
Decreased by -0.29%
Apr 30, 24
16 Vanguard Institutional Index I 40.05M (0.54%) -600.26K
Decreased by -1.50%
Jun 30, 25
17 American Funds Washington Mutual A 38.37M (0.52%) 13.18M
Increased by +34.36%
Jun 30, 25
18 Capital Group Wash Mutual Invtrs Comp 38.37M (0.52%) 13.18M
Increased by +34.36%
Jun 30, 25
19 Vanguard Dividend Appreciation ETF 35.43M (0.48%) -313.98K
Decreased by -0.89%
Jun 30, 25
20 State St S&P 500® Indx SL Cl III 35.03M (0.47%) 61.32K
Increased by +0.18%
Jul 31, 25