Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FTXG 7.59%
2 PBJ 4.81%
3 RDIV 4.13%
4 SIXA 3.90%
5 UTRN 3.86%
6 SIXH 3.82%
7 FXG 3.33%
8 RSPS 2.91%
9 PSL 2.75%
10 RHS 2.71%
11 ICAP 2.28%
12 LVHD 2.22%
13 WBIY 2.13%
14 DIV 2.05%
15 SDOG 2.01%
16 HDLB 1.93%
17 RYJ 1.90%
18 WBIG 1.82%
19 SPDV 1.79%
20 QQXT 1.77%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Berkshire Hathaway Inc 325.63M (36.83%) 0.00
Increased by 0.00%
Sep 30, 23
2 BlackRock Inc 86.45M (9.78%) 3.15M
Increased by +3.65%
Sep 30, 23
3 Vanguard Group Inc 70.22M (7.94%) 417.12K
Increased by +0.59%
Sep 30, 23
4 State Street Corporation 37.15M (4.20%) 73.53K
Increased by +0.20%
Sep 30, 23
5 Bank of America Corp 30.54M (3.45%) -2.91M
Decreased by -9.54%
Sep 30, 23
6 Amvescap Plc. 24.60M (2.78%) 2.37M
Increased by +9.63%
Sep 30, 23
7 Capital Research & Mgmt Co - Division 3 23.95M (2.71%) -2.22M
Decreased by -9.28%
Dec 31, 23
8 Geode Capital Management, LLC 15.84M (1.79%) 359.01K
Increased by +2.27%
Sep 30, 23
9 T. Rowe Price Associates, Inc. 15.47M (1.75%) 2.86M
Increased by +18.50%
Dec 31, 23
10 Franklin Resources Inc 12.77M (1.44%) -736.29K
Decreased by -5.76%
Dec 31, 23
11 Morgan Stanley - Brokerage Accounts 12.58M (1.42%) 850.33K
Increased by +6.76%
Sep 30, 23
12 Bank of New York Mellon Corp 9.27M (1.05%) 3.16K
Increased by +0.03%
Sep 30, 23
13 Northern Trust Corp 9.12M (1.03%) 324.45K
Increased by +3.56%
Sep 30, 23
14 LSV Asset Management 9.09M (1.03%) -168.55K
Decreased by -1.85%
Dec 31, 23
15 Nuveen Asset Management, LLC 7.18M (0.81%) -69.10K
Decreased by -0.96%
Sep 30, 23
16 JPMorgan Chase & Co 7.00M (0.79%) -923.03K
Decreased by -13.19%
Sep 30, 23
17 Legal & General Group PLC 6.97M (0.79%) 85.30K
Increased by +1.22%
Sep 30, 23
18 Arnhold & S. Bleichroeder Advisers, LLC 6.40M (0.72%) -64.31K
Decreased by -1.01%
Dec 31, 23
19 Capital Research Global Investors 6.00M (0.68%) -2.23M
Decreased by -37.11%
Sep 30, 23
20 Goldman Sachs Group Inc 5.94M (0.67%) 232.60K
Increased by +3.91%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 24.85M (2.81%) -139.54K
Decreased by -0.56%
Mar 31, 24
2 Invesco QQQ Trust 22.74M (2.57%) 0.00
Increased by 0.00%
Mar 31, 24
3 Vanguard Institutional 500 Index Trust 20.10M (2.27%) 191.76K
Increased by +0.95%
Mar 31, 24
4 Capital Group Wash Mutual Invtrs Comp 18.21M (2.06%) 257.23K
Increased by +1.41%
Dec 31, 23
5 American Funds Washington Mutual A 15.20M (1.72%) -3.01M
Decreased by -19.82%
Mar 31, 24
6 BlackRock Equity Dividend Instl 11.45M (1.30%) -64.02K
Decreased by -0.56%
Mar 31, 24
7 SPDR® S&P 500 ETF Trust 9.60M (1.09%) -74.73K
Decreased by -0.78%
Mar 31, 24
8 Fidelity 500 Index 9.56M (1.08%) 96.22K
Increased by +1.01%
Feb 29, 24
9 Fidelity® 500 Index 9.30M (1.05%) 59.20K
Increased by +0.64%
Nov 30, 23
10 iShares Core S&P 500 ETF 8.26M (0.93%) 60.80K
Increased by +0.74%
Mar 28, 24
11 Vanguard Value Index Inv 6.56M (0.74%) -106.49K
Decreased by -1.62%
Mar 31, 24
12 Consumer Staples Select Sector SPDR® ETF 5.36M (0.61%) -10.52K
Decreased by -0.20%
Mar 31, 24
13 Vanguard Institutional Index I 5.25M (0.59%) 1.48K
Increased by +0.03%
Mar 31, 24
14 Franklin Mutual Global Discovery Z 4.80M (0.54%) 0.00
Increased by 0.00%
Mar 31, 24
15 Franklin Mutual Shares Z 4.70M (0.53%) 0.00
Increased by 0.00%
Mar 31, 24
16 First Eagle Global A 4.47M (0.51%) 0.00
Increased by 0.00%
Mar 31, 24
17 State St S&P 500® Indx SL Cl III 3.87M (0.44%) 14.50K
Increased by +0.37%
Mar 31, 24
18 CREF Stock R1 3.45M (0.39%) -46.57K
Decreased by -1.35%
Feb 29, 24
19 American Funds Income Fund of Amer A 3.35M (0.38%) -1.65M
Decreased by -49.32%
Mar 31, 24
20 iShares MSCI USA Min Vol Factor ETF 3.29M (0.37%) 0.00
Increased by 0.00%
Mar 28, 24