Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ESGU 1000.00%
2 IAK 11.27%
3 KBWP 7.64%
4 DFNL 4.37%
5 OMAH 4.21%
6 GABF 4.11%
7 UTRN 3.92%
8 FMCX 2.94%
9 STNC 2.93%
10 BEEX 2.84%
11 CCOR 2.83%
12 USCF 2.80%
13 SPMV 2.74%
14 DVLU 2.69%
15 TFNS 2.67%
16 DVOL 2.66%
17 ESN 2.48%
18 BDVG 2.41%
19 FTCS 2.19%
20 DFND 2.17%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 36.74M (9.94%) 210.05K
Increased by +0.57%
Jun 30, 25
2 BlackRock Inc 28.03M (7.58%) -317.85K
Decreased by -1.13%
Mar 31, 25
3 Berkshire Hathaway Inc 27.03M (7.32%) 0.00
Increased by 0.00%
Mar 31, 25
4 State Street Corporation 18.27M (4.95%) -248.85K
Decreased by -1.36%
Mar 31, 24
5 State Street Corp 17.44M (4.72%) -10.08K
Decreased by -0.06%
Mar 31, 25
6 FMR Inc 14.97M (4.05%) -701.55K
Decreased by -4.69%
Mar 31, 25
7 T. Rowe Price Associates, Inc. 14.13M (3.82%) -443.51K
Decreased by -3.14%
Jun 30, 25
8 Capital World Investors 12.00M (3.25%) 78.18K
Increased by +0.65%
Jun 30, 25
9 GQG Partners LLC 9.39M (2.54%) 4.96M
Increased by +52.85%
Mar 31, 25
10 Geode Capital Management, LLC 8.78M (2.38%) 161.52K
Increased by +1.84%
Mar 31, 25
11 Wellington Management Company LLP 8.16M (2.21%) 991.89K
Increased by +12.15%
Jun 30, 25
12 Massachusetts Financial Services Company 7.29M (1.97%) -437.12K
Decreased by -6.00%
Jun 30, 25
13 Capital Research Global Investors 6.66M (1.80%) -2.64M
Decreased by -39.65%
Jun 30, 25
14 Morgan Stanley - Brokerage Accounts 6.42M (1.74%) 52.29K
Increased by +0.81%
Mar 31, 25
15 Demars Financial Group, LLC 6.24M (1.69%) 878.18K
Increased by +14.08%
Mar 31, 25
16 Capital Research & Mgmt Co - Division 3 6.19M (1.67%) 70.37K
Increased by +1.14%
Jun 30, 25
17 Wells Fargo & Co 5.83M (1.58%) -40.99K
Decreased by -0.70%
Mar 31, 25
18 JPMorgan Chase & Co 5.35M (1.45%) -974.00K
Decreased by -18.20%
Mar 31, 25
19 Ameriprise Financial Inc 4.70M (1.27%) 304.75K
Increased by +6.49%
Mar 31, 25
20 Bank of America Corp 4.42M (1.20%) 211.31K
Increased by +4.78%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 12.24M (3.31%) -67.14K
Decreased by -0.55%
Jun 30, 25
2 Vanguard US Total Market Shares ETF 12.16M (3.29%) -698.70K
Decreased by -5.75%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 10.60M (2.87%) 73.18K
Increased by +0.69%
May 31, 25
4 Vanguard 500 Index Investor 10.58M (2.86%) -21.98K
Decreased by -0.21%
Jun 30, 25
5 American Funds Washington Mutual A 6.72M (1.82%) 0.00
Increased by 0.00%
Jun 30, 25
6 Capital Group Wash Mutual Invtrs Comp 6.72M (1.82%) 0.00
Increased by 0.00%
Jun 30, 25
7 Goldman Sachs GQG Ptnrs Intl Opps Instl 5.20M (1.41%) 0.00
Increased by 0.00%
Jun 30, 25
8 SPDR® S&P 500 ETF Trust 4.89M (1.32%) -38.08K
Decreased by -0.78%
Mar 31, 24
9 Fidelity® 500 Index 4.79M (1.30%) 30.46K
Increased by +0.64%
Nov 30, 23
10 Fidelity 500 Index 4.72M (1.28%) 20.40K
Increased by +0.43%
Jun 30, 25
11 SPDR® S&P 500 ETF 4.64M (1.25%) -98.06K
Decreased by -2.12%
Mar 31, 25
12 SPDR® S&P 500® ETF 4.56M (1.23%) 19.49K
Increased by +0.43%
Jul 31, 25
13 SPDR® S&P 500® ETF Trust 4.51M (1.22%) -23.65K
Decreased by -0.52%
Mar 31, 25
14 iShares Core S&P 500 ETF 4.45M (1.20%) 20.24K
Increased by +0.45%
Jul 31, 25
15 Vanguard Dividend Growth Inv 3.94M (1.07%) 273.61K
Increased by +6.94%
Jun 30, 25
16 Vanguard Value Index Inv 3.38M (0.91%) 11.33K
Increased by +0.34%
Jun 30, 25
17 MFS Large Cap Value Equity 3.36M (0.91%) -114.86K
Decreased by -3.42%
Jun 30, 25
18 MFS Value A 3.36M (0.91%) -37.95K
Decreased by -1.13%
Jun 30, 25
19 American Funds New Perspective A 3.17M (0.86%) 0.00
Increased by 0.00%
Jun 30, 25
20 Capital Group New Perspective Comp 3.17M (0.86%) 0.00
Increased by 0.00%
Jun 30, 25