Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ESGU 1000.00%
2 IAK 12.83%
3 KBWP 7.61%
4 OMAH 4.78%
5 EASY 4.74%
6 DFNL 4.44%
7 UTRN 3.92%
8 NEWZ 3.56%
9 PCPP 3.56%
10 CCOR 3.55%
11 VDIG 3.09%
12 QUVU 3.03%
13 STNC 3.00%
14 GKAT 2.88%
15 BWTG 2.85%
16 USCF 2.80%
17 FMCX 2.68%
18 DVOL 2.66%
19 KAT 2.59%
20 BEEX 2.56%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 35.82M (10.52%) -805.89K
Decreased by -2.25%
Dec 30, 25
2 Berkshire Hathaway Inc 34.25M (10.06%) 0.00
Increased by 0.00%
Mar 30, 26
3 BlackRock Inc 27.89M (8.19%) -383.10K
Decreased by -1.37%
Mar 30, 26
4 Vanguard Capital Management, LLC 23.26M (6.83%) 23.26M
Increased by +100.00%
Mar 30, 26
5 State Street Corporation 18.27M (5.37%) -248.85K
Decreased by -1.36%
Mar 30, 24
6 State Street Corp 16.71M (4.91%) -138.87K
Decreased by -0.83%
Mar 30, 26
7 T. Rowe Price Associates, Inc. 15.79M (4.64%) 845.75K
Increased by +5.36%
Mar 30, 26
8 GQG Partners LLC 12.42M (3.65%) -62.38K
Decreased by -0.50%
Mar 30, 26
9 FMR Inc 12.22M (3.59%) 1.30M
Increased by +10.66%
Mar 30, 26
10 Geode Capital Management, LLC 9.12M (2.68%) 235.03K
Increased by +2.58%
Mar 30, 26
11 Vanguard Portfolio Management, LLC 8.93M (2.62%) 8.93M
Increased by +100.00%
Mar 30, 26
12 Massachusetts Financial Services Company 6.51M (1.91%) -371.61K
Decreased by -5.70%
Mar 30, 26
13 Wellington Management Company LLP 6.31M (1.85%) -1.20M
Decreased by -19.02%
Mar 30, 26
14 Capital Research Global Investors 6.30M (1.85%) 610.68K
Increased by +9.70%
Mar 30, 26
15 Demars Financial Group, LLC 6.24M (1.83%) 878.18K
Increased by +14.08%
Mar 30, 25
16 Capital World Investors 6.05M (1.78%) -3.88M
Decreased by -64.11%
Mar 30, 26
17 Ameriprise Financial Inc 5.31M (1.56%) 286.15K
Increased by +5.38%
Mar 30, 26
18 Morgan Stanley - Brokerage Accounts 5.03M (1.48%) -132.61K
Decreased by -2.64%
Mar 30, 26
19 Bank of America Corp 4.91M (1.44%) 147.88K
Increased by +3.01%
Mar 30, 26
20 JPMorgan Chase & Co 4.82M (1.42%) -512.52K
Decreased by -10.64%
Mar 30, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 12.16M (3.57%) -698.70K
Decreased by -5.75%
Sep 29, 24
2 Vanguard Morn Total Stk Mkt Idx Investor 11.08M (3.26%) -117.61K
Decreased by -1.06%
Jun 29, 26
3 Vanguard Total Stock Mkt Idx Inv 11.08M (3.26%) -117.61K
Decreased by -1.06%
Jun 29, 26
4 Vanguard Institutional 500 Index Trust 10.60M (3.11%) 73.18K
Increased by +0.69%
May 30, 25
5 Vanguard 500 Index Investor 9.37M (2.75%) -150.26K
Decreased by -1.60%
Jun 29, 26
6 Goldman Sachs GQG Ptnrs Intl Opps Instl 7.32M (2.15%) 134.51K
Increased by +1.84%
Mar 30, 26
7 SPDR® S&P 500 ETF Trust 4.89M (1.44%) -38.08K
Decreased by -0.78%
Mar 30, 24
8 iShares Core S&P 500 ETF 4.88M (1.43%) -11.34K
Decreased by -0.23%
Jul 27, 26
9 Fidelity® 500 Index 4.79M (1.41%) 30.46K
Increased by +0.64%
Nov 29, 23
10 SPDR® S&P 500 ETF 4.64M (1.36%) -98.06K
Decreased by -2.12%
Mar 30, 25
11 Fidelity 500 Index 4.63M (1.36%) -27.28K
Decreased by -0.59%
Jun 29, 26
12 SPDR® S&P 500® ETF Trust 4.51M (1.33%) -23.65K
Decreased by -0.52%
Mar 30, 25
13 SPDR® S&P 500® ETF 4.50M (1.32%) 55.41K
Increased by +1.23%
Aug 30, 25
14 State Street® SPDR® S&P 500® ETF 4.46M (1.31%) 1.25K
Increased by +0.03%
Jul 28, 26
15 Vanguard Morn Value Index Investor 3.32M (0.98%) 35.28K
Increased by +1.06%
Jun 29, 26
16 Vanguard Value Index Inv 3.32M (0.98%) 35.28K
Increased by +1.06%
Jun 29, 26
17 Invesco Equity and Income Composite 3.13M (0.92%) 3.13M
Increased by +100.00%
Mar 30, 24
18 American Funds Invmt Co of Amer A 3.09M (0.91%) -491.13K
Decreased by -15.92%
Mar 30, 25
19 Capital Group Investment Co of Amer Comp 3.09M (0.91%) -491.13K
Decreased by -15.92%
Mar 30, 25
20 Columbia Dividend Income Inst 2.99M (0.88%) 0.00
Increased by 0.00%
Jun 29, 26