Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DFNL 9.65%
2 SGRT 8.15%
3 DUSA 6.77%
4 IPAY 5.56%
5 FDFF 5.45%
6 STRN 4.87%
7 DHLX 4.15%
8 OMAH 4.13%
9 UTRN 3.92%
10 BPAY 3.91%
11 GABF 3.77%
12 MBCC 3.67%
13 NLSI 3.45%
14 KBWB 3.39%
15 RSMV 3.26%
16 EAGL 3.23%
17 FNTC 3.19%
18 DIVE 3.16%
19 ASLV 3.09%
20 DWLD 3.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 56.90M (9.34%) 360.07K
Increased by +0.63%
Dec 31, 25
2 BlackRock Inc 50.82M (8.34%) -187.03K
Decreased by -0.37%
Mar 31, 26
3 Vanguard Capital Management, LLC 40.51M (6.65%) 40.51M
Increased by +100.00%
Mar 31, 26
4 State Street Corp 27.55M (4.52%) -319.42K
Decreased by -1.16%
Mar 31, 26
5 Capital World Investors 18.12M (2.97%) -6.61M
Decreased by -36.50%
Mar 31, 26
6 JPMorgan Chase & Co 17.36M (2.85%) 451.48K
Increased by +2.60%
Mar 31, 26
7 State Street Corporation 16.69M (2.74%) 341.86K
Increased by +2.05%
Mar 31, 24
8 Geode Capital Management, LLC 14.29M (2.35%) 223.75K
Increased by +1.57%
Mar 31, 26
9 Franklin Resources Inc 13.73M (2.25%) 1.25M
Increased by +9.12%
Mar 31, 26
10 FMR Inc 12.56M (2.06%) -6.19M
Decreased by -49.28%
Mar 31, 26
11 Vanguard Portfolio Management, LLC 11.88M (1.95%) 11.88M
Increased by +100.00%
Mar 31, 26
12 Harris Associates L.P. 10.36M (1.70%) -467.65K
Decreased by -4.52%
Mar 31, 26
13 Morgan Stanley - Brokerage Accounts 8.93M (1.47%) 252.37K
Increased by +2.83%
Mar 31, 26
14 Dodge & Cox 8.77M (1.44%) -388.13K
Decreased by -4.42%
Mar 31, 26
15 NORGES BANK 8.62M (1.41%) 625.40K
Increased by +7.25%
Dec 31, 25
16 Davis Selected Advisers 8.54M (1.40%) -75.03K
Decreased by -0.88%
Mar 31, 26
17 Capital Research Global Investors 8.43M (1.38%) 302.73K
Increased by +3.59%
Sep 30, 25
18 The Goldman Sachs Group Inc 7.99M (1.31%) 385.63K
Increased by +4.83%
Mar 31, 26
19 Berkshire Hathaway Inc 7.15M (1.17%) 0.00
Increased by 0.00%
Mar 31, 26
20 Bank of New York Mellon Corp 7.01M (1.15%) 416.81K
Increased by +5.95%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 19.81M (3.25%) 57.32K
Increased by +0.29%
Apr 30, 26
2 Vanguard 500 Index Investor 16.20M (2.66%) 290.68K
Increased by +1.79%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 11.48M (1.88%) 8.16K
Increased by +0.07%
Sep 30, 24
4 iShares Core S&P 500 ETF 8.24M (1.35%) 25.18K
Increased by +0.31%
May 29, 26
5 Fidelity 500 Index 8.01M (1.31%) 27.54K
Increased by +0.34%
Apr 30, 26
6 SPDR® S&P 500® ETF 7.73M (1.27%) 95.13K
Increased by +1.23%
Aug 31, 25
7 State Street® SPDR® S&P 500® ETF 7.53M (1.24%) 10.16K
Increased by +0.14%
May 29, 26
8 American Funds Washington Mutual A 6.72M (1.10%) -2.18M
Decreased by -32.35%
Mar 31, 26
9 Capital Group Wash Mutual Invtrs Comp 6.72M (1.10%) -2.18M
Decreased by -32.35%
Mar 31, 26
10 Dodge & Cox Stock I 6.35M (1.04%) -253.90K
Decreased by -4.00%
Mar 31, 26
11 Vanguard Value Index Inv 5.76M (0.95%) 18.13K
Increased by +0.31%
Apr 30, 26
12 SPDR® S&P 500 ETF 4.74M (0.78%) -69.44K
Decreased by -1.46%
Mar 31, 25
13 Putnam Large Cap Value A 4.73M (0.78%) 0.00
Increased by 0.00%
Apr 30, 26
14 SPDR® S&P 500® ETF Trust 4.62M (0.76%) -24.19K
Decreased by -0.52%
Mar 31, 25
15 The Financial Select Sector SPDR® ETF 4.55M (0.75%) -14.46K
Decreased by -0.32%
Aug 31, 25
16 SPDR® S&P 500 ETF Trust 4.48M (0.74%) -9.72K
Decreased by -0.22%
Apr 30, 24
17 Putnam US Large Cap Value Equity 4.48M (0.74%) 0.00
Increased by 0.00%
Dec 31, 25
18 Fidelity® 500 Index 4.44M (0.73%) 28.29K
Increased by +0.64%
Nov 30, 23
19 State Street®FinSelSectSPDR®ETF 4.20M (0.69%) -28.16K
Decreased by -0.67%
May 29, 26
20 American Funds American Balanced A 4.15M (0.68%) -1.39M
Decreased by -33.60%
Mar 31, 26