Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DFNL 9.56%
2 DUSA 9.40%
3 STRN 6.85%
4 FDFF 6.14%
5 SGRT 5.88%
6 DHLX 4.91%
7 DWLD 4.10%
8 EAGL 4.05%
9 UTRN 3.92%
10 KBWB 3.74%
11 BPAY 3.57%
12 CGMM 3.24%
13 TFNS 3.21%
14 FNTC 3.19%
15 GEND 3.17%
16 OAKM 3.16%
17 JPEF 2.88%
18 DVLU 2.83%
19 EQOP 2.83%
20 BOUT 2.72%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 56.38M (9.05%) -7.62M
Decreased by -13.51%
Jun 30, 25
2 BlackRock Inc 50.95M (8.18%) 1.75M
Increased by +3.44%
Jun 30, 25
3 State Street Corp 27.78M (4.46%) -363.24K
Decreased by -1.31%
Jun 30, 25
4 Capital World Investors 25.96M (4.17%) 1.26M
Increased by +4.87%
Jun 30, 25
5 State Street Corporation 16.69M (2.68%) 341.86K
Increased by +2.05%
Mar 31, 24
6 FMR Inc 16.59M (2.66%) -1.17M
Decreased by -7.04%
Jun 30, 25
7 JPMorgan Chase & Co 15.32M (2.46%) -467.70K
Decreased by -3.05%
Jun 30, 25
8 Geode Capital Management, LLC 14.01M (2.25%) -1.04M
Decreased by -7.45%
Jun 30, 25
9 Dodge & Cox 12.86M (2.06%) -3.42M
Decreased by -26.60%
Jun 30, 25
10 Franklin Resources Inc 10.50M (1.69%) -334.68K
Decreased by -3.19%
Jun 30, 25
11 Harris Associates L.P. 10.07M (1.62%) 216.74K
Increased by +2.15%
Jun 30, 25
12 Davis Selected Advisers 8.96M (1.44%) -43.71K
Decreased by -0.49%
Jun 30, 25
13 Capital Research Global Investors 8.12M (1.30%) 1.54M
Increased by +19.02%
Jun 30, 25
14 Morgan Stanley - Brokerage Accounts 8.10M (1.30%) -484.66K
Decreased by -5.98%
Jun 30, 25
15 NORGES BANK 8.00M (1.28%) 423.20K
Increased by +5.29%
Jun 30, 25
16 UBS Asset Mgmt Americas Inc 7.77M (1.25%) 966.03K
Increased by +12.44%
Jun 30, 25
17 Aristotle Capital Management LLC 7.76M (1.25%) -8.59K
Decreased by -0.11%
Jun 30, 25
18 Fisher Asset Management, LLC 7.65M (1.23%) -518.85K
Decreased by -6.78%
Jun 30, 25
19 Northern Trust Corp 7.26M (1.17%) -121.19K
Decreased by -1.67%
Jun 30, 25
20 Berkshire Hathaway Inc 7.15M (1.15%) 0.00
Increased by 0.00%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 20.10M (3.23%) -471.27K
Decreased by -2.34%
Jul 31, 25
2 Vanguard Institutional 500 Index Trust 18.12M (2.91%) 124.91K
Increased by +0.69%
May 31, 25
3 Vanguard 500 Index Investor 15.83M (2.54%) -2.32M
Decreased by -14.65%
Jul 31, 25
4 Vanguard US Total Market Shares ETF 11.48M (1.84%) 8.16K
Increased by +0.07%
Sep 30, 24
5 American Funds Washington Mutual A 10.30M (1.65%) -1.00
Decreased by -0.00%
Jun 30, 25
6 Capital Group Wash Mutual Invtrs Comp 10.30M (1.65%) -1.00
Decreased by -0.00%
Jun 30, 25
7 Dodge & Cox Stock I 9.32M (1.50%) -2.53M
Decreased by -27.17%
Jun 30, 25
8 Fidelity 500 Index 8.11M (1.30%) 3.48K
Increased by +0.04%
Jul 31, 25
9 SPDR® S&P 500® ETF 7.73M (1.24%) 95.13K
Increased by +1.23%
Aug 31, 25
10 iShares Core S&P 500 ETF 7.70M (1.24%) 0.00
Increased by 0.00%
Aug 31, 25
11 American Funds American Balanced A 5.75M (0.92%) 649.65K
Increased by +11.30%
Jun 30, 25
12 Vanguard Value Index Inv 5.67M (0.91%) -6.68K
Decreased by -0.12%
Jul 31, 25
13 SPDR® S&P 500 ETF 4.74M (0.76%) -69.44K
Decreased by -1.46%
Mar 31, 25
14 SPDR® S&P 500® ETF Trust 4.62M (0.74%) -24.19K
Decreased by -0.52%
Mar 31, 25
15 The Financial Select Sector SPDR® ETF 4.55M (0.73%) -14.46K
Decreased by -0.32%
Aug 31, 25
16 SPDR® S&P 500 ETF Trust 4.48M (0.72%) -9.72K
Decreased by -0.22%
Apr 30, 24
17 Fidelity® 500 Index 4.44M (0.71%) 28.29K
Increased by +0.64%
Nov 30, 23
18 Putnam Large Cap Value A 4.41M (0.71%) 0.00
Increased by 0.00%
Jul 31, 25
19 Putnam US Large Cap Value Equity 4.41M (0.71%) 0.00
Increased by 0.00%
Jun 30, 25
20 American Funds Invmt Co of Amer A 3.96M (0.64%) -3.12M
Decreased by -78.70%
Dec 31, 24