Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FTXG 7.38%
2 FOANC 5.67%
3 PBJ 5.01%
4 WBIY 4.65%
5 RDIV 4.02%
6 UTRN 3.88%
7 WBIG 2.73%
8 SIXA 2.63%
9 RSPS 2.55%
10 RHS 2.55%
11 SIXH 2.52%
12 PSL 2.48%
13 EQRR 2.37%
14 SPHD 2.27%
15 BLCV 2.13%
16 DIV 2.09%
17 RYJ 2.08%
18 UPGD 2.08%
19 GRES 2.07%
20 SPDV 2.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Berkshire Hathaway Inc 325.63M (37.76%) 0.00
Increased by 0.00%
Dec 31, 24
2 BlackRock Inc 95.17M (11.04%) -649.65K
Decreased by -0.68%
Dec 31, 24
3 Vanguard Group Inc 90.51M (10.50%) 15.00M
Increased by +16.57%
Dec 31, 24
4 State Street Corp 45.14M (5.23%) 734.76K
Increased by +1.63%
Dec 31, 24
5 State Street Corporation 37.75M (4.38%) -464.75K
Decreased by -1.23%
Mar 31, 24
6 Geode Capital Management, LLC 19.75M (2.29%) 595.41K
Increased by +3.02%
Dec 31, 24
7 Amvescap Plc. 17.00M (1.97%) -7.16M
Decreased by -42.11%
Dec 31, 24
8 Hotchkis & Wiley Capital Management LLC 15.83M (1.84%) 4.11M
Increased by +25.98%
Dec 31, 24
9 Bank of America Corp 15.80M (1.83%) -15.31M
Decreased by -96.94%
Dec 31, 24
10 T. Rowe Price Associates, Inc. 15.47M (1.79%) 2.86M
Increased by +18.50%
Dec 31, 23
11 Morgan Stanley - Brokerage Accounts 13.57M (1.57%) 702.74K
Increased by +5.18%
Dec 31, 24
12 Capital World Investors 12.45M (1.44%) 2.67M
Increased by +21.45%
Sep 30, 24
13 JPMorgan Chase & Co 12.35M (1.43%) -1.92M
Decreased by -15.52%
Sep 30, 24
14 Capital Research & Mgmt Co - Division 3 11.80M (1.37%) -13.16K
Decreased by -0.11%
Dec 31, 24
15 UBS Group AG 11.29M (1.31%) 7.40M
Increased by +65.56%
Dec 31, 24
16 Nuveen Asset Management, LLC 10.81M (1.25%) 1.49M
Increased by +13.81%
Jun 30, 24
17 NORGES BANK 10.58M (1.23%) 1.21M
Increased by +11.41%
Dec 31, 24
18 Franklin Resources Inc 10.54M (1.22%) -12.89K
Decreased by -0.12%
Sep 30, 24
19 Northern Trust Corp 9.29M (1.08%) 1.04M
Increased by +11.19%
Dec 31, 24
20 LSV Asset Management 9.17M (1.06%) -48.30K
Decreased by -0.53%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 26.65M (3.09%) 56.52K
Increased by +0.21%
Feb 28, 25
2 Invesco QQQ Trust 25.01M (2.90%) -1.96K
Decreased by -0.01%
Feb 28, 25
3 Vanguard Institutional 500 Index Trust 24.48M (2.84%) 166.39K
Increased by +0.68%
Feb 28, 25
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 11.01M (1.28%) 48.56K
Increased by +0.44%
Jan 31, 25
7 SPDR® S&P 500® ETF Trust 10.92M (1.27%) -80.96K
Decreased by -0.74%
Feb 28, 25
8 BlackRock Equity Dividend Instl 10.52M (1.22%) -145.58K
Decreased by -1.38%
Feb 28, 25
9 iShares Core S&P 500 ETF 10.37M (1.20%) -521.00
Decreased by -0.01%
Feb 28, 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 9.14M (1.06%) 41.41K
Increased by +0.45%
Feb 28, 25
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 8.61M (1.00%) -6.38K
Decreased by -0.07%
Feb 28, 25
15 Vanguard Value Index Inv 7.30M (0.85%) 31.40K
Increased by +0.43%
Feb 28, 25
16 Vanguard Institutional Index I 5.47M (0.63%) -60.66K
Decreased by -1.11%
Feb 28, 25
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 4.88M (0.57%) 5.50K
Increased by +0.11%
Feb 28, 25
19 State St S&P 500® Indx SL Cl III 4.27M (0.50%) 3.20K
Increased by +0.07%
Feb 28, 25
20 CREF Stock R1 4.26M (0.49%) -62.08K
Decreased by -1.46%
May 31, 24