Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FTXG 6.79%
2 FOANC 5.67%
3 WBIG 4.73%
4 PBJ 4.69%
5 WBIY 4.65%
6 UTRN 3.88%
7 RDIV 3.79%
8 RSPS 2.61%
9 SIXA 2.60%
10 RHS 2.59%
11 SIXH 2.53%
12 PSL 2.48%
13 EQRR 2.25%
14 SPHD 2.20%
15 GRES 2.07%
16 BLCV 1.98%
17 HDLB 1.93%
18 LVHD 1.90%
19 UPGD 1.90%
20 RYJ 1.88%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Berkshire Hathaway Inc 325.63M (37.75%) 0.00
Increased by 0.00%
Sep 30, 24
2 BlackRock Inc 95.82M (11.11%) 3.45M
Increased by +3.60%
Sep 30, 24
3 Vanguard Group Inc 75.51M (8.75%) 4.27M
Increased by +5.65%
Sep 30, 24
4 State Street Corp 44.40M (5.15%) 6.37M
Increased by +14.34%
Sep 30, 24
5 State Street Corporation 37.75M (4.38%) -464.75K
Decreased by -1.23%
Mar 31, 24
6 Bank of America Corp 31.11M (3.61%) 1.74M
Increased by +5.61%
Sep 30, 24
7 Amvescap Plc. 24.16M (2.80%) -841.56K
Decreased by -3.48%
Sep 30, 24
8 Geode Capital Management, LLC 19.15M (2.22%) 1.94M
Increased by +10.15%
Sep 30, 24
9 T. Rowe Price Associates, Inc. 15.47M (1.79%) 2.86M
Increased by +18.50%
Dec 31, 23
10 Morgan Stanley - Brokerage Accounts 12.86M (1.49%) -12.40M
Decreased by -96.35%
Sep 30, 24
11 Capital World Investors 12.45M (1.44%) 2.67M
Increased by +21.45%
Sep 30, 24
12 JPMorgan Chase & Co 12.35M (1.43%) -1.92M
Decreased by -15.52%
Sep 30, 24
13 Capital Research & Mgmt Co - Division 3 11.82M (1.37%) -1.28M
Decreased by -10.87%
Sep 30, 24
14 Hotchkis & Wiley Capital Management LLC 11.71M (1.36%) 11.71M
Increased by +100.00%
Sep 30, 24
15 Nuveen Asset Management, LLC 10.81M (1.25%) 1.49M
Increased by +13.81%
Jun 30, 24
16 Amundi 10.57M (1.23%) -975.62K
Decreased by -9.23%
Sep 30, 24
17 Franklin Resources Inc 10.54M (1.22%) -12.89K
Decreased by -0.12%
Sep 30, 24
18 NORGES BANK 9.37M (1.09%) 9.01M
Increased by +96.13%
Jun 30, 24
19 LSV Asset Management 9.21M (1.07%) 107.05K
Increased by +1.16%
Sep 30, 24
20 Goldman Sachs Group Inc 9.21M (1.07%) -465.87K
Decreased by -5.06%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 26.54M (3.08%) 1.87M
Increased by +7.05%
Dec 31, 24
2 Invesco QQQ Trust 24.67M (2.86%) 33.37K
Increased by +0.14%
Jan 31, 25
3 Vanguard Institutional 500 Index Trust 23.91M (2.77%) 173.91K
Increased by +0.73%
Dec 31, 24
4 American Funds Washington Mutual A 11.01M (1.28%) -8.50M
Decreased by -77.20%
Dec 31, 24
5 Capital Group Wash Mutual Invtrs Comp 11.01M (1.28%) -8.50M
Decreased by -77.20%
Dec 31, 24
6 Fidelity 500 Index 10.96M (1.27%) 50.96K
Increased by +0.47%
Dec 31, 24
7 SPDR® S&P 500® ETF Trust 10.82M (1.25%) -48.27K
Decreased by -0.45%
Jan 31, 25
8 BlackRock Equity Dividend Instl 10.45M (1.21%) -248.94K
Decreased by -2.38%
Dec 31, 24
9 iShares Core S&P 500 ETF 10.35M (1.20%) 14.96K
Increased by +0.14%
Jan 31, 25
10 SPDR® S&P 500 ETF Trust 9.60M (1.11%) -74.73K
Decreased by -0.78%
Mar 31, 24
11 Fidelity® 500 Index 9.30M (1.08%) 59.20K
Increased by +0.64%
Nov 30, 23
12 Vanguard Mid Cap Index Institutional 9.10M (1.05%) 9.10M
Increased by +100.00%
Dec 31, 24
13 Vanguard Windsor™ II Inv 8.98M (1.04%) 2.41M
Increased by +26.81%
Dec 31, 24
14 The Consumer Staples Sel SectSPDR® ETF 8.93M (1.03%) -12.75K
Decreased by -0.14%
Jan 31, 25
15 Vanguard Value Index Inv 7.22M (0.84%) 500.38K
Increased by +6.93%
Dec 31, 24
16 Vanguard Institutional Index I 5.57M (0.65%) -18.43K
Decreased by -0.33%
Dec 31, 24
17 Consumer Staples Select Sector SPDR® ETF 5.36M (0.62%) -10.52K
Decreased by -0.20%
Mar 31, 24
18 Invesco S&P 500® Equal Weight ETF 4.83M (0.56%) 15.68K
Increased by +0.32%
Jan 31, 25
19 CREF Stock R1 4.26M (0.49%) -62.08K
Decreased by -1.46%
May 31, 24
20 State St S&P 500® Indx SL Cl III 4.24M (0.49%) -37.04K
Decreased by -0.87%
Dec 31, 24