Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ESGU 1000.00%
2 IAK 13.32%
3 KBWP 8.02%
4 DFNL 4.61%
5 EASY 4.51%
6 OMAH 4.17%
7 VDIG 4.10%
8 UTRN 3.92%
9 KAT 3.59%
10 NEWZ 3.56%
11 CCOR 3.38%
12 STNC 3.00%
13 QUVU 2.88%
14 GKAT 2.88%
15 USCF 2.80%
16 BEEX 2.72%
17 FMCX 2.68%
18 DVOL 2.66%
19 TFNS 2.57%
20 ESN 2.44%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 35.82M (10.19%) -805.89K
Decreased by -2.25%
Dec 31, 25
2 Berkshire Hathaway Inc 34.25M (9.75%) 2.92M
Increased by +8.51%
Dec 31, 25
3 BlackRock Inc 28.27M (8.04%) 587.18K
Increased by +2.08%
Dec 31, 25
4 State Street Corporation 18.27M (5.20%) -248.85K
Decreased by -1.36%
Mar 31, 24
5 State Street Corp 16.85M (4.79%) -200.74K
Decreased by -1.19%
Dec 31, 25
6 T. Rowe Price Associates, Inc. 14.95M (4.25%) 3.05M
Increased by +20.40%
Dec 31, 25
7 GQG Partners LLC 12.48M (3.55%) 1.65M
Increased by +13.20%
Dec 31, 25
8 FMR Inc 10.92M (3.11%) -1.47M
Decreased by -13.45%
Dec 31, 25
9 Capital World Investors 9.94M (2.83%) -42.92K
Decreased by -0.43%
Dec 31, 25
10 Geode Capital Management, LLC 8.88M (2.53%) -25.77K
Decreased by -0.29%
Dec 31, 25
11 Wellington Management Company LLP 7.51M (2.14%) -622.93K
Decreased by -8.30%
Dec 31, 25
12 Massachusetts Financial Services Company 6.89M (1.96%) -307.09K
Decreased by -4.46%
Dec 31, 25
13 Demars Financial Group, LLC 6.24M (1.78%) 878.18K
Increased by +14.08%
Mar 31, 25
14 Capital Research Global Investors 5.69M (1.62%) -176.62K
Decreased by -3.11%
Dec 31, 25
15 JPMorgan Chase & Co 5.33M (1.52%) -5.16M
Decreased by -96.88%
Dec 31, 25
16 Morgan Stanley - Brokerage Accounts 5.16M (1.47%) -179.35K
Decreased by -3.48%
Dec 31, 25
17 Ameriprise Financial Inc 5.03M (1.43%) -25.25K
Decreased by -0.50%
Dec 31, 25
18 Bank of America Corp 4.76M (1.35%) 162.78K
Increased by +3.42%
Dec 31, 25
19 Wells Fargo & Co 4.70M (1.34%) -107.78K
Decreased by -2.29%
Dec 31, 25
20 AQR Capital Management LLC 4.24M (1.21%) 1.44M
Increased by +34.03%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 12.16M (3.46%) -698.70K
Decreased by -5.75%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 11.18M (3.18%) -24.19K
Decreased by -0.22%
Mar 31, 26
3 Vanguard Institutional 500 Index Trust 10.60M (3.02%) 73.18K
Increased by +0.69%
May 31, 25
4 Vanguard 500 Index Investor 9.26M (2.63%) -152.17K
Decreased by -1.64%
Mar 31, 26
5 Goldman Sachs GQG Ptnrs Intl Opps Instl 7.18M (2.04%) 1.21M
Increased by +16.88%
Dec 31, 25
6 SPDR® S&P 500 ETF Trust 4.89M (1.39%) -38.08K
Decreased by -0.78%
Mar 31, 24
7 Fidelity® 500 Index 4.79M (1.36%) 30.46K
Increased by +0.64%
Nov 30, 23
8 iShares Core S&P 500 ETF 4.69M (1.33%) 7.07K
Increased by +0.15%
Apr 29, 26
9 Fidelity 500 Index 4.66M (1.33%) 7.68K
Increased by +0.16%
Feb 28, 26
10 SPDR® S&P 500 ETF 4.64M (1.32%) -98.06K
Decreased by -2.12%
Mar 31, 25
11 SPDR® S&P 500® ETF Trust 4.51M (1.28%) -23.65K
Decreased by -0.52%
Mar 31, 25
12 SPDR® S&P 500® ETF 4.50M (1.28%) 55.41K
Increased by +1.23%
Aug 31, 25
13 State Street® SPDR® S&P 500® ETF 4.33M (1.23%) 26.08K
Increased by +0.60%
Apr 29, 26
14 Vanguard Value Index Inv 3.25M (0.93%) -48.32K
Decreased by -1.49%
Mar 31, 26
15 Invesco Equity and Income Composite 3.13M (0.89%) 3.13M
Increased by +100.00%
Mar 31, 24
16 American Funds Invmt Co of Amer A 3.09M (0.88%) -491.13K
Decreased by -15.92%
Mar 31, 25
17 Capital Group Investment Co of Amer Comp 3.09M (0.88%) -491.13K
Decreased by -15.92%
Mar 31, 25
18 Columbia Dividend Income Inst 3.00M (0.85%) -21.45K
Decreased by -0.72%
Mar 31, 26
19 Columbia Dividend Value 3.00M (0.85%) -59.36K
Decreased by -1.98%
Mar 31, 26
20 American Funds New Perspective A 2.96M (0.84%) -210.15K
Decreased by -7.10%
Dec 31, 25