Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 COMT 1000.00%
2 TMET 1000.00%
3 BNKD 10.00%
4 BNKO 10.00%
5 BNKZ 10.00%
6 KNAB 10.00%
7 BNKU 9.50%
8 KBWB 7.93%
9 FAZZ 7.84%
10 FTXO 7.78%
11 RWW 6.55%
12 XAIX 4.62%
13 ESGS 4.58%
14 IYG 4.54%
15 SYV 4.49%
16 IYF 4.49%
17 SEF 4.46%
18 SKF 4.46%
19 FINZ 4.46%
20 EQIN 4.44%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Berkshire Hathaway Inc 680.23M (9.03%) -117.45M
Decreased by -17.27%
Dec 31, 24
2 Vanguard Group Inc 657.83M (8.73%) -2.18M
Decreased by -0.33%
Dec 31, 24
3 BlackRock Inc 522.69M (6.94%) 18.85M
Increased by +3.61%
Dec 31, 24
4 State Street Corp 294.82M (3.91%) 6.10M
Increased by +2.07%
Dec 31, 24
5 State Street Corporation 292.50M (3.88%) 1.76M
Increased by +0.60%
Mar 31, 24
6 FMR Inc 193.35M (2.57%) 2.76M
Increased by +1.43%
Dec 31, 24
7 JPMorgan Chase & Co 169.88M (2.26%) -128.92M
Decreased by -75.89%
Dec 31, 24
8 Geode Capital Management, LLC 142.29M (1.89%) 2.03M
Increased by +1.43%
Dec 31, 24
9 Morgan Stanley - Brokerage Accounts 125.21M (1.66%) 6.16M
Increased by +4.92%
Dec 31, 24
10 T. Rowe Price Associates, Inc. 122.44M (1.63%) 11.69M
Increased by +9.55%
Dec 31, 24
11 NORGES BANK 118.93M (1.58%) -3.98M
Decreased by -3.35%
Dec 31, 24
12 Capital World Investors 88.21M (1.17%) 17.03M
Increased by +19.31%
Dec 31, 24
13 Franklin Resources Inc 84.32M (1.12%) 4.66M
Increased by +5.52%
Dec 31, 24
14 Goldman Sachs Group Inc 76.80M (1.02%) 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 (0.77%) -350.00K
Decreased by -0.61%
Dec 31, 24
19 Legal & General Group PLC 55.51M (0.74%) -2.03M
Decreased by -3.65%
Sep 30, 24
20 Dodge & Cox 53.21M (0.71%) -7.41M
Decreased by -13.92%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 221.25M (2.94%) 10.63M
Increased by +4.81%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 210.25M (2.79%) -3.25M
Decreased by -1.55%
Feb 28, 25
3 Vanguard Institutional 500 Index Trust 178.74M (2.37%) -2.14M
Decreased by -1.20%
Feb 28, 25
4 Fidelity 500 Index 83.61M (1.11%) 372.30K
Increased by +0.45%
Feb 28, 25
5 SPDR® S&P 500 ETF 82.36M (1.09%) -1.91M
Decreased by -2.31%
Mar 31, 25
6 SPDR® S&P 500 ETF Trust 81.41M (1.08%) 183.96K
Increased by +0.23%
Apr 30, 24
7 iShares Core S&P 500 ETF 80.78M (1.07%) 234.06K
Increased by +0.29%
Mar 31, 25
8 SPDR® S&P 500® ETF Trust 80.18M (1.06%) -420.23K
Decreased by -0.52%
Mar 31, 25
9 Fidelity® 500 Index 80.05M (1.06%) 637.70K
Increased by +0.80%
Oct 31, 23
10 SPDR® S&P 500® ETF 79.27M (1.05%) -1.33M
Decreased by -1.68%
Mar 31, 25
11 Performer (AFRIS) 58.80M (0.78%) 58.80M
Increased by +100.00%
Feb 29, 24
12 Vanguard Value Index Inv 57.58M (0.76%) -726.20K
Decreased by -1.26%
Feb 28, 25
13 The Financial Select Sector SPDR® ETF 49.31M (0.65%) 127.55K
Increased by +0.26%
Mar 31, 25
14 Financial Select Sector SPDR® ETF 46.54M (0.62%) -132.71K
Decreased by -0.29%
Apr 30, 24
15 Vanguard Institutional Index I 41.39M (0.55%) -486.80K
Decreased by -1.18%
Feb 28, 25
16 Vanguard Dividend Appreciation ETF 36.79M (0.49%) 179.93K
Increased by +0.49%
Feb 28, 25
17 State St S&P 500® Indx SL Cl III 34.15M (0.45%) 1.87M
Increased by +5.48%
Mar 31, 25
18 Parnassus Core Equity Investor 30.85M (0.41%) 0.00
Increased by 0.00%
Mar 31, 24
19 JPM US Equity Income-Composite 28.63M (0.38%) 0.00
Increased by 0.00%
Mar 31, 25
20 JPMorgan Equity Income I 28.63M (0.38%) 0.00
Increased by 0.00%
Feb 28, 25