Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DFNL 10.53%
2 SGRT 8.15%
3 DUSA 7.26%
4 IPAY 5.99%
5 FDFF 5.71%
6 STRN 4.87%
7 DHLX 4.68%
8 MFVL 4.57%
9 OMAH 4.56%
10 BPAY 4.15%
11 KBWB 4.04%
12 UTRN 3.92%
13 NLSI 3.87%
14 GABF 3.77%
15 DIVE 3.73%
16 EAGL 3.68%
17 MBCC 3.67%
18 NEWZ 3.59%
19 OAKM 3.51%
20 ASLV 3.44%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 56.90M (9.47%) 360.07K
Increased by +0.63%
Dec 31, 25
2 BlackRock Inc 50.82M (8.46%) -187.03K
Decreased by -0.37%
Mar 31, 26
3 Vanguard Capital Management, LLC 40.51M (6.74%) 40.51M
Increased by +100.00%
Mar 31, 26
4 State Street Corp 27.55M (4.59%) -319.42K
Decreased by -1.16%
Mar 31, 26
5 Capital World Investors 18.12M (3.02%) -6.61M
Decreased by -36.50%
Mar 31, 26
6 JPMorgan Chase & Co 17.36M (2.89%) 451.48K
Increased by +2.60%
Mar 31, 26
7 State Street Corporation 16.69M (2.78%) 341.86K
Increased by +2.05%
Mar 31, 24
8 Geode Capital Management, LLC 14.29M (2.38%) 223.75K
Increased by +1.57%
Mar 31, 26
9 Franklin Resources Inc 13.73M (2.29%) 1.25M
Increased by +9.12%
Mar 31, 26
10 FMR Inc 12.56M (2.09%) -6.19M
Decreased by -49.28%
Mar 31, 26
11 Vanguard Portfolio Management, LLC 11.88M (1.98%) 11.88M
Increased by +100.00%
Mar 31, 26
12 Harris Associates L.P. 10.36M (1.72%) -467.65K
Decreased by -4.52%
Mar 31, 26
13 Morgan Stanley - Brokerage Accounts 8.93M (1.49%) 252.37K
Increased by +2.83%
Mar 31, 26
14 Dodge & Cox 8.77M (1.46%) -388.13K
Decreased by -4.42%
Mar 31, 26
15 NORGES BANK 8.62M (1.44%) 625.40K
Increased by +7.25%
Dec 31, 25
16 Davis Selected Advisers 8.54M (1.42%) -75.03K
Decreased by -0.88%
Mar 31, 26
17 Capital Research Global Investors 8.43M (1.40%) 302.73K
Increased by +3.59%
Sep 30, 25
18 The Goldman Sachs Group Inc 7.99M (1.33%) 385.63K
Increased by +4.83%
Mar 31, 26
19 Berkshire Hathaway Inc 7.15M (1.19%) 0.00
Increased by 0.00%
Mar 31, 26
20 Bank of New York Mellon Corp 7.01M (1.17%) 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 19.76M (3.29%) -35.13K
Decreased by -0.18%
Jun 30, 26
2 Vanguard 500 Index Investor 16.16M (2.69%) -196.34K
Decreased by -1.21%
Jun 30, 26
3 Vanguard US Total Market Shares ETF 11.48M (1.91%) 8.16K
Increased by +0.07%
Sep 30, 24
4 iShares Core S&P 500 ETF 8.59M (1.43%) 27.15K
Increased by +0.32%
Jun 30, 26
5 Fidelity 500 Index 8.00M (1.33%) -11.13K
Decreased by -0.14%
May 31, 26
6 SPDR® S&P 500® ETF 7.73M (1.29%) 95.13K
Increased by +1.23%
Aug 31, 25
7 State Street® SPDR® S&P 500® ETF 7.52M (1.25%) -98.19K
Decreased by -1.31%
Jun 30, 26
8 Capital Group Wash Mutual Invtrs Comp 6.72M (1.12%) -2.18M
Decreased by -32.35%
Mar 31, 26
9 Dodge & Cox Stock I 6.35M (1.06%) -253.90K
Decreased by -4.00%
Mar 31, 26
10 Vanguard Value Index Inv 5.92M (0.99%) 117.53K
Increased by +1.99%
Jun 30, 26
11 SPDR® S&P 500 ETF 4.74M (0.79%) -69.44K
Decreased by -1.46%
Mar 31, 25
12 Putnam Large Cap Value A 4.73M (0.79%) 0.00
Increased by 0.00%
May 31, 26
13 SPDR® S&P 500® ETF Trust 4.62M (0.77%) -24.19K
Decreased by -0.52%
Mar 31, 25
14 The Financial Select Sector SPDR® ETF 4.55M (0.76%) -14.46K
Decreased by -0.32%
Aug 31, 25
15 SPDR® S&P 500 ETF Trust 4.48M (0.75%) -9.72K
Decreased by -0.22%
Apr 30, 24
16 Putnam US Large Cap Value Equity 4.48M (0.75%) 0.00
Increased by 0.00%
Dec 31, 25
17 Fidelity® 500 Index 4.44M (0.74%) 28.29K
Increased by +0.64%
Nov 30, 23
18 State Street®FinSelSectSPDR®ETF 4.24M (0.71%) 49.28K
Increased by +1.16%
Jun 30, 26
19 American Funds American Balanced A 4.15M (0.69%) -1.39M
Decreased by -33.60%
Mar 31, 26
20 American Funds Invmt Co of Amer A 3.96M (0.66%) -3.12M
Decreased by -78.70%
Dec 31, 24