Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TMET 1000.00%
2 COMT 1000.00%
3 BNKD 10.00%
4 BNKZ 10.00%
5 BNKU 10.00%
6 BNKO 10.00%
7 KNAB 10.00%
8 KBWB 7.97%
9 FAZZ 7.84%
10 FTXO 7.83%
11 RWW 6.55%
12 XAIX 4.62%
13 ESGS 4.58%
14 IYG 4.52%
15 SPVU 4.50%
16 SYV 4.49%
17 IYF 4.47%
18 FINZ 4.46%
19 SKF 4.46%
20 SEF 4.46%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Berkshire Hathaway Inc 680.23M (8.98%) -117.45M
Decreased by -17.27%
Dec 31, 24
2 Vanguard Group Inc 657.83M (8.68%) -2.18M
Decreased by -0.33%
Dec 31, 24
3 BlackRock Inc 522.69M (6.90%) 18.85M
Increased by +3.61%
Dec 31, 24
4 State Street Corp 294.82M (3.89%) 6.10M
Increased by +2.07%
Dec 31, 24
5 State Street Corporation 292.50M (3.86%) 1.76M
Increased by +0.60%
Mar 31, 24
6 FMR Inc 193.35M (2.55%) 2.76M
Increased by +1.43%
Dec 31, 24
7 JPMorgan Chase & Co 169.88M (2.24%) -128.92M
Decreased by -75.89%
Dec 31, 24
8 Geode Capital Management, LLC 142.29M (1.88%) 2.03M
Increased by +1.43%
Dec 31, 24
9 Morgan Stanley - Brokerage Accounts 125.21M (1.65%) 6.16M
Increased by +4.92%
Dec 31, 24
10 T. Rowe Price Associates, Inc. 122.44M (1.62%) 11.69M
Increased by +9.55%
Dec 31, 24
11 NORGES BANK 118.93M (1.57%) -3.98M
Decreased by -3.35%
Dec 31, 24
12 Capital World Investors 88.21M (1.16%) 17.03M
Increased by +19.31%
Dec 31, 24
13 Franklin Resources Inc 84.32M (1.11%) 4.66M
Increased by +5.52%
Dec 31, 24
14 Goldman Sachs Group Inc 76.80M (1.01%) 37.96M
Increased by +49.43%
Dec 31, 23
15 Northern Trust Corp 67.94M (0.90%) 9.98M
Increased by +14.69%
Dec 31, 24
16 Wellington Management Company LLP 65.90M (0.87%) 18.71M
Increased by +28.38%
Dec 31, 24
17 Bank of New York Mellon Corp 59.61M (0.79%) 2.81M
Increased by +4.71%
Dec 31, 24
18 Ameriprise Financial Inc 57.69M (0.76%) -350.00K
Decreased by -0.61%
Dec 31, 24
19 Legal & General Group PLC 55.51M (0.73%) -2.03M
Decreased by -3.65%
Sep 30, 24
20 Dodge & Cox 53.21M (0.70%) -7.41M
Decreased by -13.92%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 210.25M (2.77%) -3.25M
Decreased by -1.55%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 178.74M (2.36%) -2.14M
Decreased by -1.20%
Feb 28, 25
3 Fidelity 500 Index 83.23M (1.10%) 367.26K
Increased by +0.44%
Jan 31, 25
4 SPDR® S&P 500® ETF Trust 82.52M (1.09%) -612.14K
Decreased by -0.74%
Feb 28, 25
5 SPDR® S&P 500 ETF Trust 81.41M (1.07%) 183.96K
Increased by +0.23%
Apr 30, 24
6 Fidelity® 500 Index 80.05M (1.06%) 637.70K
Increased by +0.80%
Oct 31, 23
7 iShares Core S&P 500 ETF 78.41M (1.03%) -3.94K
Decreased by -0.01%
Feb 28, 25
8 Performer (AFRIS) 58.80M (0.78%) 58.80M
Increased by +100.00%
Feb 29, 24
9 Vanguard Value Index Inv 57.58M (0.76%) -726.20K
Decreased by -1.26%
Feb 28, 25
10 The Financial Select Sector SPDR® ETF 49.92M (0.66%) 59.45K
Increased by +0.12%
Feb 28, 25
11 Financial Select Sector SPDR® ETF 46.54M (0.61%) -132.71K
Decreased by -0.29%
Apr 30, 24
12 Vanguard Institutional Index I 41.39M (0.55%) -486.80K
Decreased by -1.18%
Feb 28, 25
13 Vanguard Dividend Appreciation ETF 36.79M (0.49%) 179.93K
Increased by +0.49%
Feb 28, 25
14 State St S&P 500® Indx SL Cl III 32.28M (0.43%) 24.00K
Increased by +0.07%
Feb 28, 25
15 Parnassus Core Equity Investor 30.85M (0.41%) 0.00
Increased by 0.00%
Mar 31, 24
16 JPM US Equity Income-Composite 28.63M (0.38%) 157.47K
Increased by +0.55%
Dec 31, 24
17 JPMorgan Equity Income I 28.63M (0.38%) 0.00
Increased by 0.00%
Jan 31, 25
18 Vanguard Equity-Income Inv 27.76M (0.37%) 1.39M
Increased by +5.02%
Dec 31, 24
19 Vanguard High Dividend Yield ETF 27.49M (0.36%) -245.63K
Decreased by -0.89%
Feb 28, 25
20 JPM US Equity Income-MA 25.64M (0.34%) 25.61M
Increased by +99.90%
Sep 30, 23