Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TMET 1000.00%
2 WBIF 4.15%
3 RNDV 4.09%
4 UTRN 3.99%
5 KNGZ 3.95%
6 SHRY 3.93%
7 STNC 3.22%
8 RNLC 3.17%
9 FCFY 2.99%
10 AHOY 2.77%
11 WBIG 2.03%
12 RYJ 2.00%
13 SDOG 1.93%
14 SPDV 1.83%
15 TDIV 1.77%
16 PEY 1.49%
17 RYT 1.47%
18 MBOX 1.44%
19 VALQ 1.43%
20 SPHD 1.43%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 117.51M (12.02%) 12.88M
Increased by +10.96%
Sep 30, 23
2 Berkshire Hathaway Inc 102.52M (10.49%) -18.43M
Decreased by -17.98%
Sep 30, 23
3 BlackRock Inc 87.96M (9.00%) -95.27K
Decreased by -0.11%
Sep 30, 23
4 State Street Corporation 44.09M (4.51%) -346.86K
Decreased by -0.79%
Sep 30, 23
5 Dodge & Cox 35.41M (3.62%) -370.77K
Decreased by -1.05%
Dec 31, 23
6 PRIMECAP Management Company 20.80M (2.13%) 35.24K
Increased by +0.17%
Dec 31, 23
7 Geode Capital Management, LLC 19.61M (2.01%) 285.19K
Increased by +1.45%
Sep 30, 23
8 LSV Asset Management 12.27M (1.26%) -253.96K
Decreased by -2.07%
Dec 31, 23
9 Morgan Stanley - Brokerage Accounts 11.69M (1.20%) -290.42K
Decreased by -2.48%
Sep 30, 23
10 Northern Trust Corp 10.13M (1.04%) 589.77K
Increased by +5.82%
Sep 30, 23
11 Amundi 9.63M (0.99%) 2.33M
Increased by +24.17%
Sep 30, 23
12 Dimensional Fund Advisors, Inc. 9.38M (0.96%) -2.59M
Decreased by -27.61%
Dec 31, 23
13 Legal & General Group PLC 8.36M (0.86%) -252.04K
Decreased by -3.02%
Sep 30, 23
14 Amvescap Plc. 8.22M (0.84%) 995.13K
Increased by +12.11%
Sep 30, 23
15 Bank of New York Mellon Corp 8.19M (0.84%) -221.16K
Decreased by -2.70%
Sep 30, 23
16 Arrowstreet Capital Limited Partnership 7.43M (0.76%) 876.34K
Increased by +11.80%
Dec 31, 23
17 Goldman Sachs Group Inc 7.35M (0.75%) 494.49K
Increased by +6.73%
Sep 30, 23
18 Maj Invest Holding A/S 7.04M (0.72%) -1.13M
Decreased by -16.04%
Dec 31, 23
19 NORGES BANK 6.22M (0.64%) 602.86K
Increased by +9.69%
Dec 31, 23
20 UBS Asset Mgmt Americas Inc 6.21M (0.64%) -111.08K
Decreased by -1.79%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 27.95M (2.86%) 37.00K
Increased by +0.13%
Jan 31, 24
2 Dodge & Cox Stock I 26.32M (2.69%) 0.00
Increased by 0.00%
Dec 31, 23
3 Vanguard Institutional 500 Index Trust 21.50M (2.20%) 261.96K
Increased by +1.22%
Jan 31, 24
4 Vanguard Mid Cap Index Institutional 19.93M (2.04%) -4.59K
Decreased by -0.02%
Jan 31, 24
5 Vanguard PRIMECAP Inv 13.04M (1.33%) 159.00K
Increased by +1.22%
Dec 31, 23
6 SPDR® S&P 500 ETF Trust 10.35M (1.06%) 77.92K
Increased by +0.75%
Jan 31, 24
7 Fidelity 500 Index 10.22M (1.05%) 109.33K
Increased by +1.07%
Dec 31, 23
8 Fidelity® 500 Index 10.11M (1.03%) 64.34K
Increased by +0.64%
Nov 30, 23
9 Pacer US Cash Cows 100 ETF 9.90M (1.01%) 25.61K
Increased by +0.26%
Jan 31, 24
10 iShares Core S&P 500 ETF 8.93M (0.91%) 7.25K
Increased by +0.08%
Jan 31, 24
11 Vanguard Value Index Inv 7.41M (0.76%) 5.92K
Increased by +0.08%
Jan 31, 24
12 iShares Select Dividend ETF 7.39M (0.76%) -7.04K
Decreased by -0.10%
Jan 31, 24
13 Vanguard Mid-Cap Value ETF 6.76M (0.69%) -54.04K
Decreased by -0.80%
Jan 31, 24
14 Vanguard Institutional Index I 5.75M (0.59%) 0.00
Increased by 0.00%
Jan 31, 24
15 Vanguard Information Technology ETF 5.60M (0.57%) 86.07K
Increased by +1.54%
Jan 31, 24
16 Technology Select Sector SPDR® ETF 5.59M (0.57%) 17.31K
Increased by +0.31%
Jan 31, 24
17 Vanguard Dividend Appreciation ETF 5.10M (0.52%) -68.27K
Decreased by -1.34%
Jan 31, 24
18 DFA US Large Cap Value I 4.69M (0.48%) -140.89K
Decreased by -3.01%
Dec 31, 23
19 Vanguard Equity-Income Inv 4.68M (0.48%) 0.00
Increased by 0.00%
Dec 31, 23
20 State St S&P 500® Indx SL Cl III 4.19M (0.43%) 46.40K
Increased by +1.11%
Jan 31, 24