Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ESGU 1000.00%
2 IAK 12.16%
3 KBWP 8.61%
4 OMAH 4.44%
5 DFNL 4.37%
6 EASY 4.18%
7 UTRN 3.92%
8 KAT 3.35%
9 STNC 3.00%
10 CCOR 2.95%
11 FMCX 2.94%
12 BEEX 2.92%
13 TFNS 2.90%
14 GKAT 2.88%
15 USCF 2.80%
16 DVOL 2.66%
17 ESN 2.46%
18 DVLU 2.40%
19 DFND 2.32%
20 MVFD 2.26%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 36.74M (10.21%) 210.05K
Increased by +0.57%
Jun 30, 25
2 BlackRock Inc 27.52M (7.65%) -509.39K
Decreased by -1.85%
Jun 30, 25
3 Berkshire Hathaway Inc 27.03M (7.51%) 0.00
Increased by 0.00%
Jun 30, 25
4 State Street Corporation 18.27M (5.08%) -248.85K
Decreased by -1.36%
Mar 31, 24
5 State Street Corp 16.98M (4.72%) -460.61K
Decreased by -2.71%
Jun 30, 25
6 T. Rowe Price Associates, Inc. 14.13M (3.93%) -443.51K
Decreased by -3.14%
Jun 30, 25
7 FMR Inc 13.95M (3.88%) -1.02M
Decreased by -7.31%
Jun 30, 25
8 Capital World Investors 12.00M (3.34%) 78.18K
Increased by +0.65%
Jun 30, 25
9 GQG Partners LLC 9.82M (2.73%) 424.97K
Increased by +4.33%
Jun 30, 25
10 Geode Capital Management, LLC 8.81M (2.45%) 30.72K
Increased by +0.35%
Jun 30, 25
11 Wellington Management Company LLP 8.16M (2.27%) 991.89K
Increased by +12.15%
Jun 30, 25
12 Massachusetts Financial Services Company 7.29M (2.03%) -437.12K
Decreased by -6.00%
Jun 30, 25
13 Capital Research Global Investors 6.66M (1.85%) -2.64M
Decreased by -39.65%
Jun 30, 25
14 Morgan Stanley - Brokerage Accounts 6.45M (1.79%) 22.68K
Increased by +0.35%
Jun 30, 25
15 Demars Financial Group, LLC 6.24M (1.73%) 878.18K
Increased by +14.08%
Mar 31, 25
16 Capital Research & Mgmt Co - Division 3 6.19M (1.72%) 70.37K
Increased by +1.14%
Jun 30, 25
17 Wells Fargo & Co 5.78M (1.61%) -45.05K
Decreased by -0.78%
Jun 30, 25
18 JPMorgan Chase & Co 4.99M (1.39%) -356.97K
Decreased by -7.15%
Jun 30, 25
19 Bank of America Corp 4.93M (1.37%) 512.85K
Increased by +10.40%
Jun 30, 25
20 Ameriprise Financial Inc 4.63M (1.29%) -70.70K
Decreased by -1.53%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 12.16M (3.38%) -698.70K
Decreased by -5.75%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 11.96M (3.32%) -280.95K
Decreased by -2.35%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 10.60M (2.94%) 73.18K
Increased by +0.69%
May 31, 25
4 Vanguard 500 Index Investor 9.23M (2.56%) -1.35M
Decreased by -14.65%
Jul 31, 25
5 American Funds Washington Mutual A 6.72M (1.87%) 0.00
Increased by 0.00%
Jun 30, 25
6 Capital Group Wash Mutual Invtrs Comp 6.72M (1.87%) 0.00
Increased by 0.00%
Jun 30, 25
7 Goldman Sachs GQG Ptnrs Intl Opps Instl 5.20M (1.45%) 228.14K
Increased by +4.38%
Jun 30, 25
8 SPDR® S&P 500 ETF Trust 4.89M (1.36%) -38.08K
Decreased by -0.78%
Mar 31, 24
9 Fidelity® 500 Index 4.79M (1.33%) 30.46K
Increased by +0.64%
Nov 30, 23
10 Fidelity 500 Index 4.72M (1.31%) 2.02K
Increased by +0.04%
Jul 31, 25
11 SPDR® S&P 500 ETF 4.64M (1.29%) -98.06K
Decreased by -2.12%
Mar 31, 25
12 SPDR® S&P 500® ETF Trust 4.51M (1.25%) -23.65K
Decreased by -0.52%
Mar 31, 25
13 SPDR® S&P 500® ETF 4.50M (1.25%) 55.41K
Increased by +1.23%
Aug 31, 25
14 iShares Core S&P 500 ETF 4.48M (1.25%) 0.00
Increased by 0.00%
Aug 31, 25
15 Vanguard Dividend Growth Inv 3.94M (1.09%) 273.61K
Increased by +6.94%
Jun 30, 25
16 Vanguard Value Index Inv 3.37M (0.94%) -4.16K
Decreased by -0.12%
Jul 31, 25
17 MFS Large Cap Value Equity 3.36M (0.93%) -114.86K
Decreased by -3.42%
Jun 30, 25
18 MFS Value A 3.34M (0.93%) -19.55K
Decreased by -0.58%
Jul 31, 25
19 American Funds New Perspective A 3.17M (0.88%) 0.00
Increased by 0.00%
Jun 30, 25
20 Capital Group New Perspective Comp 3.17M (0.88%) 0.00
Increased by 0.00%
Jun 30, 25