Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FTXG 6.78%
2 FOANC 5.67%
3 PBJ 5.01%
4 UTRN 3.88%
5 RDIV 3.54%
6 FXG 3.02%
7 WBIG 2.76%
8 EQRR 2.62%
9 SIXA 2.61%
10 SIXH 2.52%
11 PSL 2.48%
12 RSPS 2.27%
13 RHS 2.27%
14 SPHD 2.14%
15 RYJ 2.08%
16 UPGD 2.08%
17 GRES 2.07%
18 LVHD 1.98%
19 DIV 1.95%
20 HDLB 1.93%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Berkshire Hathaway Inc 325.63M (38.26%) 0.00
Increased by 0.00%
Mar 31, 25
2 Vanguard Group Inc 101.98M (11.98%) 11.47M
Increased by +11.25%
Mar 31, 25
3 BlackRock Inc 93.76M (11.02%) -1.41M
Decreased by -1.50%
Mar 31, 25
4 State Street Corp 45.91M (5.39%) 778.26K
Increased by +1.70%
Mar 31, 25
5 State Street Corporation 37.75M (4.44%) -464.75K
Decreased by -1.23%
Mar 31, 24
6 Geode Capital Management, LLC 23.05M (2.71%) 3.31M
Increased by +14.35%
Mar 31, 25
7 Amvescap Plc. 17.00M (2.00%) -7.16M
Decreased by -42.11%
Dec 31, 24
8 Morgan Stanley - Brokerage Accounts 16.21M (1.90%) 2.64M
Increased by +16.29%
Mar 31, 25
9 Bank of America Corp 15.80M (1.86%) -15.31M
Decreased by -96.94%
Dec 31, 24
10 Hotchkis & Wiley Capital Management LLC 15.60M (1.83%) -222.68K
Decreased by -1.43%
Mar 31, 25
11 T. Rowe Price Associates, Inc. 15.47M (1.82%) 2.86M
Increased by +18.50%
Dec 31, 23
12 Capital World Investors 12.45M (1.46%) 2.67M
Increased by +21.45%
Sep 30, 24
13 JPMorgan Chase & Co 12.35M (1.45%) -1.92M
Decreased by -15.52%
Sep 30, 24
14 UBS Group AG 11.29M (1.33%) 7.40M
Increased by +65.56%
Dec 31, 24
15 Nuveen Asset Management, LLC 10.81M (1.27%) 1.49M
Increased by +13.81%
Jun 30, 24
16 NORGES BANK 10.58M (1.24%) 1.21M
Increased by +11.41%
Dec 31, 24
17 Franklin Resources Inc 10.54M (1.24%) -12.89K
Decreased by -0.12%
Sep 30, 24
18 UBS Asset Mgmt Americas Inc 10.48M (1.23%) 1.90M
Increased by +18.09%
Mar 31, 25
19 Northern Trust Corp 9.29M (1.09%) 1.04M
Increased by +11.19%
Dec 31, 24
20 LSV Asset Management 8.86M (1.04%) -302.07K
Decreased by -3.41%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 26.82M (3.15%) 452.69K
Increased by +1.69%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 24.83M (2.92%) -122.32K
Decreased by -0.49%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 24.64M (2.90%) 393.97K
Increased by +1.60%
Apr 30, 25
4 Invesco QQQ Trust 24.40M (2.87%) -25.25K
Decreased by -0.10%
Apr 30, 25
5 Vanguard Mid Cap Index Institutional 18.19M (2.14%) 174.51K
Increased by +0.96%
Apr 30, 25
6 Fidelity 500 Index 10.94M (1.29%) -110.79K
Decreased by -1.01%
Mar 31, 25
7 SPDR® S&P 500 ETF 10.85M (1.27%) -295.87K
Decreased by -2.73%
Mar 31, 25
8 SPDR® S&P 500® ETF Trust 10.56M (1.24%) -55.40K
Decreased by -0.52%
Mar 31, 25
9 SPDR® S&P 500® ETF 10.51M (1.23%) -63.10K
Decreased by -0.60%
Apr 30, 25
10 iShares Core S&P 500 ETF 10.33M (1.21%) -10.79K
Decreased by -0.10%
Apr 30, 25
11 SPDR® S&P 500 ETF Trust 9.60M (1.13%) -74.73K
Decreased by -0.78%
Mar 31, 24
12 BlackRock Equity Dividend Instl 9.45M (1.11%) 457.42K
Increased by +4.84%
Apr 30, 25
13 Fidelity® 500 Index 9.30M (1.09%) 59.20K
Increased by +0.64%
Nov 30, 23
14 Vanguard Windsor™ II Inv 8.74M (1.03%) -1.08M
Decreased by -12.35%
Mar 31, 25
15 The Consumer Staples Sel SectSPDR® ETF 8.41M (0.99%) -84.70K
Decreased by -1.01%
Apr 30, 25
16 Vanguard Value Index Inv 7.35M (0.86%) 22.74K
Increased by +0.31%
Apr 30, 25
17 American Funds Washington Mutual A 6.99M (0.82%) -4.02M
Decreased by -57.47%
Mar 31, 25
18 Capital Group Wash Mutual Invtrs Comp 6.99M (0.82%) -4.02M
Decreased by -57.47%
Mar 31, 25
19 Pacer US Cash Cows 100 ETF 6.89M (0.81%) -8.51K
Decreased by -0.12%
Apr 30, 25
20 Vanguard Mid-Cap Value ETF 5.39M (0.63%) 20.08K
Increased by +0.37%
Apr 30, 25