Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 COMT 1000.00%
2 TMET 1000.00%
3 BNKO 10.00%
4 KNAB 10.00%
5 BNKZ 10.00%
6 BNKD 10.00%
7 BNKU 9.50%
8 FTXO 8.13%
9 KBWB 8.09%
10 FAZZ 7.84%
11 RWW 6.55%
12 SPVU 4.95%
13 OMAH 4.94%
14 IYF 4.74%
15 IYG 4.65%
16 ESGS 4.58%
17 SYV 4.49%
18 SEF 4.46%
19 FINZ 4.46%
20 SKF 4.46%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 641.19M (8.54%) -16.64M
Decreased by -2.60%
Mar 31, 25
2 Berkshire Hathaway Inc 631.57M (8.42%) -48.66M
Decreased by -7.70%
Mar 31, 25
3 BlackRock Inc 532.78M (7.10%) 10.09M
Increased by +1.89%
Mar 31, 25
4 State Street Corp 295.13M (3.93%) 308.54K
Increased by +0.10%
Mar 31, 25
5 State Street Corporation 292.50M (3.90%) 1.76M
Increased by +0.60%
Mar 31, 24
6 FMR Inc 203.34M (2.71%) 9.99M
Increased by +4.91%
Mar 31, 25
7 JPMorgan Chase & Co 165.29M (2.20%) -4.59M
Decreased by -2.78%
Mar 31, 25
8 Geode Capital Management, LLC 147.77M (1.97%) 5.48M
Increased by +3.71%
Mar 31, 25
9 NORGES BANK 118.93M (1.58%) -3.98M
Decreased by -3.35%
Dec 31, 24
10 Capital World Investors 110.80M (1.48%) 22.59M
Increased by +20.39%
Mar 31, 25
11 Morgan Stanley - Brokerage Accounts 107.23M (1.43%) -17.98M
Decreased by -16.77%
Mar 31, 25
12 T. Rowe Price Associates, Inc. 104.87M (1.40%) -17.57M
Decreased by -16.75%
Mar 31, 25
13 Wellington Management Company LLP 89.94M (1.20%) 24.04M
Increased by +26.73%
Mar 31, 25
14 Goldman Sachs Group Inc 76.80M (1.02%) 37.96M
Increased by +49.43%
Dec 31, 23
15 Franklin Resources Inc 69.01M (0.92%) -15.31M
Decreased by -22.18%
Mar 31, 25
16 Northern Trust Corp 67.94M (0.91%) 9.98M
Increased by +14.69%
Dec 31, 24
17 Bank of New York Mellon Corp 60.42M (0.81%) 803.57K
Increased by +1.33%
Mar 31, 25
18 Ameriprise Financial Inc 58.82M (0.78%) 1.13M
Increased by +1.92%
Mar 31, 25
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 (2.95%) 10.63M
Increased by +4.81%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 211.99M (2.83%) 3.27M
Increased by +1.54%
Apr 30, 25
3 Vanguard Institutional 500 Index Trust 180.61M (2.41%) 2.99M
Increased by +1.65%
Apr 30, 25
4 Fidelity 500 Index 83.07M (1.11%) -532.40K
Decreased by -0.64%
Mar 31, 25
5 SPDR® S&P 500 ETF 82.36M (1.10%) -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 SPDR® S&P 500® ETF Trust 80.18M (1.07%) -420.23K
Decreased by -0.52%
Mar 31, 25
8 Fidelity® 500 Index 80.05M (1.07%) 637.70K
Increased by +0.80%
Oct 31, 23
9 SPDR® S&P 500® ETF 79.76M (1.06%) -478.59K
Decreased by -0.60%
Apr 30, 25
10 iShares Core S&P 500 ETF 78.43M (1.05%) -81.92K
Decreased by -0.10%
Apr 30, 25
11 Performer (AFRIS) 58.80M (0.78%) 58.80M
Increased by +100.00%
Feb 29, 24
12 Vanguard Value Index Inv 58.01M (0.77%) 10.38K
Increased by +0.02%
Apr 30, 25
13 The Financial Select Sector SPDR® ETF 47.53M (0.63%) -354.75K
Decreased by -0.75%
Apr 30, 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 40.65M (0.54%) -103.56K
Decreased by -0.25%
Apr 30, 25
16 Vanguard Dividend Appreciation ETF 35.70M (0.48%) 401.07K
Increased by +1.12%
Apr 30, 25
17 State St S&P 500® Indx SL Cl III 34.58M (0.46%) 427.01K
Increased by +1.23%
Apr 30, 25
18 Vanguard Equity-Income Inv 34.36M (0.46%) 6.60M
Increased by +19.22%
Mar 31, 25
19 Parnassus Core Equity Investor 30.85M (0.41%) 0.00
Increased by 0.00%
Mar 31, 24
20 JPM US Equity Income-Composite 28.63M (0.38%) 0.00
Increased by 0.00%
Mar 31, 25