Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TMET 1000.00%
2 COMT 1000.00%
3 BNKO 10.00%
4 BNKZ 10.00%
5 KNAB 10.00%
6 BNKU 10.00%
7 BNKD 10.00%
8 FTXO 7.94%
9 KBWB 7.90%
10 FAZZ 7.84%
11 RWW 6.55%
12 SPVU 5.31%
13 IYG 5.07%
14 IYF 4.67%
15 GABF 4.58%
16 XLF 4.55%
17 SYV 4.49%
18 FINZ 4.46%
19 SEF 4.46%
20 SKF 4.46%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Berkshire Hathaway Inc 1.03B (13.51%) 0.00
Increased by 0.00%
Jun 30, 24
2 Vanguard Group Inc 660.02M (8.63%) 18.38M
Increased by +2.79%
Sep 30, 24
3 BlackRock Inc 473.12M (6.19%) -14.55M
Decreased by -3.08%
Jun 30, 24
4 State Street Corporation 292.50M (3.83%) 1.76M
Increased by +0.60%
Mar 31, 24
5 State Street Corp 287.79M (3.76%) -4.71M
Decreased by -1.64%
Jun 30, 24
6 Morgan Stanley - Brokerage Accounts 218.32M (2.86%) 135.28K
Increased by +0.06%
Jun 30, 24
7 FMR Inc 190.59M (2.49%) -9.63M
Decreased by -5.05%
Sep 30, 24
8 JPMorgan Chase & Co 147.82M (1.93%) 930.62K
Increased by +0.63%
Jun 30, 24
9 Geode Capital Management, LLC 138.56M (1.81%) 1.53M
Increased by +1.10%
Jun 30, 24
10 NORGES BANK 122.92M (1.61%) 12.00M
Increased by +9.77%
Jun 30, 24
11 T. Rowe Price Associates, Inc. 88.01M (1.15%) -5.58M
Decreased by -6.34%
Jun 30, 24
12 Goldman Sachs Group Inc 76.80M (1.00%) 37.96M
Increased by +49.43%
Dec 31, 23
13 Capital World Investors 71.18M (0.93%) 2.28M
Increased by +3.20%
Sep 30, 24
14 Franklin Resources Inc 71.17M (0.93%) -3.86M
Decreased by -5.43%
Jun 30, 24
15 Northern Trust Corp 57.96M (0.76%) -2.81M
Decreased by -4.85%
Sep 30, 24
16 Legal & General Group PLC 57.54M (0.75%) 895.88K
Increased by +1.56%
Jun 30, 24
17 Ameriprise Financial Inc 53.84M (0.70%) -1.40M
Decreased by -2.59%
Jun 30, 24
18 Dodge & Cox 53.21M (0.70%) -7.41M
Decreased by -13.92%
Sep 30, 24
19 Bank of New York Mellon Corp 50.46M (0.66%) -2.41M
Decreased by -4.77%
Jun 30, 24
20 Harris Associates L.P. 49.50M (0.65%) -4.99M
Decreased by -10.08%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 220.49M (2.88%) -757.67K
Decreased by -0.34%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 178.93M (2.34%) 2.10M
Increased by +1.17%
Oct 31, 24
3 Fidelity 500 Index 82.99M (1.09%) -832.33K
Decreased by -1.00%
Sep 30, 24
4 SPDR® S&P 500® ETF Trust 82.24M (1.08%) 345.33K
Increased by +0.42%
Oct 31, 24
5 SPDR® S&P 500 ETF Trust 81.41M (1.06%) 183.96K
Increased by +0.23%
Apr 30, 24
6 Fidelity® 500 Index 80.05M (1.05%) 637.70K
Increased by +0.80%
Oct 31, 23
7 iShares Core S&P 500 ETF 75.16M (0.98%) 115.68K
Increased by +0.15%
Oct 31, 24
8 Vanguard Value Index Inv 59.30M (0.78%) 229.46K
Increased by +0.39%
Oct 31, 24
9 Performer (AFRIS) 58.80M (0.77%) 58.80M
Increased by +100.00%
Feb 29, 24
10 Financial Select Sector SPDR® ETF 46.54M (0.61%) -132.71K
Decreased by -0.29%
Apr 30, 24
11 The Financial Select Sector SPDR® ETF 46.27M (0.61%) -340.76K
Decreased by -0.74%
Oct 31, 24
12 Vanguard Institutional Index I 42.90M (0.56%) -16.08K
Decreased by -0.04%
Oct 31, 24
13 Dodge & Cox Stock I 38.73M (0.51%) -5.37M
Decreased by -13.86%
Sep 30, 24
14 Vanguard Dividend Appreciation ETF 36.52M (0.48%) 83.47K
Increased by +0.23%
Oct 31, 24
15 State St S&P 500® Indx SL Cl III 32.73M (0.43%) 95.00K
Increased by +0.29%
Oct 31, 24
16 Parnassus Core Equity Investor 30.85M (0.40%) 0.00
Increased by 0.00%
Mar 31, 24
17 JPM US Equity Income-Composite 28.48M (0.37%) -625.50K
Decreased by -2.20%
Sep 30, 24
18 JPMorgan Equity Income I 28.48M (0.37%) -161.63K
Decreased by -0.57%
Sep 30, 24
19 Vanguard High Dividend Yield ETF 27.95M (0.37%) 92.58K
Increased by +0.33%
Oct 31, 24
20 Vanguard Equity-Income Inv 26.37M (0.34%) 4.86M
Increased by +18.44%
Sep 30, 24