Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ESGU 1000.00%
2 IAK 11.37%
3 KBWP 7.64%
4 OMAH 4.68%
5 DFNL 4.34%
6 GABF 4.11%
7 UTRN 3.92%
8 BEEX 3.29%
9 STNC 2.96%
10 FMCX 2.94%
11 CCOR 2.83%
12 USCF 2.80%
13 TFNS 2.78%
14 SPMV 2.72%
15 DVLU 2.64%
16 DVOL 2.63%
17 AIEQ 2.54%
18 BDVG 2.41%
19 ESN 2.39%
20 FTCS 2.19%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 36.18M (9.79%) -2.50M
Decreased by -6.91%
Sep 30, 24
2 BlackRock Inc 27.94M (7.56%) -980.68K
Decreased by -3.51%
Sep 30, 24
3 Berkshire Hathaway Inc 27.03M (7.32%) 0.00
Increased by 0.00%
Sep 30, 24
4 State Street Corporation 18.27M (4.95%) -248.85K
Decreased by -1.36%
Mar 31, 24
5 T. Rowe Price Associates, Inc. 17.34M (4.69%) -233.91K
Decreased by -1.35%
Sep 30, 24
6 State Street Corp 17.27M (4.68%) -934.80K
Decreased by -5.41%
Sep 30, 24
7 FMR Inc 15.58M (4.22%) 1.05M
Increased by +6.76%
Sep 30, 24
8 Capital World Investors 11.27M (3.05%) 25.11K
Increased by +0.22%
Sep 30, 24
9 Wellington Management Company LLP 8.92M (2.41%) -645.06K
Decreased by -7.23%
Sep 30, 24
10 Capital Research Global Investors 8.76M (2.37%) 1.40M
Increased by +15.92%
Sep 30, 24
11 Massachusetts Financial Services Company 8.72M (2.36%) -198.83K
Decreased by -2.28%
Sep 30, 24
12 Geode Capital Management, LLC 8.60M (2.33%) -311.66K
Decreased by -3.62%
Sep 30, 24
13 Capital Research & Mgmt Co - Division 3 7.20M (1.95%) 205.16K
Increased by +2.85%
Sep 30, 24
14 JPMorgan Chase & Co 6.85M (1.86%) -178.73K
Decreased by -2.61%
Sep 30, 24
15 Morgan Stanley - Brokerage Accounts 6.08M (1.65%) -5.78M
Decreased by -95.06%
Sep 30, 24
16 Wells Fargo & Co 5.93M (1.61%) -5.86K
Decreased by -0.10%
Sep 30, 24
17 Ameriprise Financial Inc 4.79M (1.30%) -139.93K
Decreased by -2.92%
Sep 30, 24
18 Bank of America Corp 4.46M (1.21%) -95.11K
Decreased by -2.13%
Sep 30, 24
19 NORGES BANK 4.22M (1.14%) -14.91K
Decreased by -0.35%
Jun 30, 24
20 Legal & General Group PLC 3.41M (0.92%) -268.11K
Decreased by -7.86%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 12.31M (3.33%) 14.57K
Increased by +0.12%
May 31, 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 American Funds Washington Mutual A 6.72M (1.82%) 0.00
Increased by 0.00%
Jun 30, 25
5 Capital Group Wash Mutual Invtrs Comp 6.72M (1.82%) 0.00
Increased by 0.00%
Jun 30, 25
6 Goldman Sachs GQG Ptnrs Intl Opps Instl 5.20M (1.41%) 0.00
Increased by 0.00%
May 31, 25
7 SPDR® S&P 500 ETF Trust 4.89M (1.32%) -38.08K
Decreased by -0.78%
Mar 31, 24
8 Fidelity® 500 Index 4.79M (1.30%) 30.46K
Increased by +0.64%
Nov 30, 23
9 Fidelity 500 Index 4.70M (1.27%) 20.50K
Increased by +0.44%
May 31, 25
10 SPDR® S&P 500 ETF 4.64M (1.25%) -98.06K
Decreased by -2.12%
Mar 31, 25
11 SPDR® S&P 500® ETF Trust 4.51M (1.22%) -23.65K
Decreased by -0.52%
Mar 31, 25
12 SPDR® S&P 500® ETF 4.50M (1.22%) -15.77K
Decreased by -0.35%
Jun 30, 25
13 iShares Core S&P 500 ETF 4.42M (1.20%) 7.04K
Increased by +0.16%
Jun 30, 25
14 Vanguard Dividend Growth Inv 3.67M (0.99%) -582.08K
Decreased by -15.88%
Mar 31, 25
15 Capital Group American Mutual Comp 3.61M (0.98%) 42.50K
Increased by +1.18%
Mar 31, 25
16 MFS Value A 3.40M (0.92%) -21.06K
Decreased by -0.62%
May 31, 25
17 Vanguard Value Index Inv 3.37M (0.91%) 4.75K
Increased by +0.14%
May 31, 25
18 MFS Large Cap Value Equity 3.36M (0.91%) -114.86K
Decreased by -3.42%
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