Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IYK 10.95%
2 FSTA 8.23%
3 VDC 8.15%
4 JHMS 6.21%
5 XLP 6.04%
6 DJD 5.02%
7 PBJ 4.86%
8 DURA 4.57%
9 UGE 4.54%
10 OMAH 4.52%
11 KXI 4.50%
12 BOUT 4.18%
13 BRNY 4.18%
14 UTRN 4.00%
15 SCHD 3.98%
16 ESGS 3.94%
17 DOGG 3.91%
18 HDV 3.86%
19 KNGS 3.64%
20 ACSI 3.62%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Berkshire Hathaway Inc 400.00M (10.33%) 0.00
Increased by 0.00%
Jun 30, 25
2 Vanguard Group Inc 367.44M (9.49%) 6.24M
Increased by +1.70%
Jun 30, 25
3 BlackRock Inc 313.30M (8.09%) 727.68K
Increased by +0.23%
Jun 30, 25
4 State Street Corporation 169.69M (4.38%) -1.63M
Decreased by -0.96%
Mar 31, 24
5 State Street Corp 164.93M (4.26%) 336.05K
Increased by +0.20%
Jun 30, 25
6 FMR Inc 100.30M (2.59%) 12.25M
Increased by +12.21%
Jun 30, 25
7 Morgan Stanley - Brokerage Accounts 90.56M (2.34%) 4.52M
Increased by +4.99%
Jun 30, 25
8 Geode Capital Management, LLC 88.90M (2.30%) -7.04M
Decreased by -7.91%
Jun 30, 25
9 JPMorgan Chase & Co 80.26M (2.07%) -12.83M
Decreased by -15.98%
Jun 30, 25
10 Charles Schwab Investment Management Inc 68.52M (1.77%) -1.75M
Decreased by -2.56%
Jun 30, 25
11 NORGES BANK 54.36M (1.40%) -280.01K
Decreased by -0.52%
Jun 30, 25
12 Wellington Management Company LLP 45.50M (1.18%) -1.95M
Decreased by -4.28%
Jun 30, 25
13 Northern Trust Corp 41.30M (1.07%) -638.49K
Decreased by -1.55%
Jun 30, 25
14 GQG Partners LLC 37.79M (0.98%) 11.04M
Increased by +29.21%
Sep 30, 24
15 Goldman Sachs Group Inc 36.80M (0.95%) 17.18M
Increased by +46.70%
Dec 31, 23
16 UBS Asset Mgmt Americas Inc 36.77M (0.95%) 5.88M
Increased by +15.99%
Jun 30, 25
17 Franklin Resources Inc 33.96M (0.88%) -4.05M
Decreased by -11.93%
Jun 30, 25
18 Bank of America Corp 33.14M (0.86%) -2.40M
Decreased by -7.24%
Jun 30, 25
19 T. Rowe Price Associates, Inc. 32.18M (0.83%) -1.91M
Decreased by -5.93%
Jun 30, 25
20 Capital Research & Mgmt Co - Division 3 27.44M (0.71%) 2.49M
Increased by +9.08%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 122.89M (3.17%) -16.90K
Decreased by -0.01%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 108.18M (2.79%) -2.50M
Decreased by -2.32%
Jul 31, 25
3 Vanguard 500 Index Investor 95.89M (2.48%) -14.05M
Decreased by -14.65%
Jul 31, 25
4 Fidelity 500 Index 49.10M (1.27%) 21.08K
Increased by +0.04%
Jul 31, 25
5 SPDR® S&P 500 ETF 48.16M (1.24%) -780.15K
Decreased by -1.62%
Mar 31, 25
6 SPDR® S&P 500® ETF Trust 46.88M (1.21%) -245.70K
Decreased by -0.52%
Mar 31, 25
7 SPDR® S&P 500® ETF 46.78M (1.21%) 575.58K
Increased by +1.23%
Aug 31, 25
8 iShares Core S&P 500 ETF 46.61M (1.20%) 0.00
Increased by 0.00%
Aug 31, 25
9 SPDR® S&P 500 ETF Trust 46.49M (1.20%) 323.26K
Increased by +0.70%
May 30, 24
10 Fidelity® 500 Index 45.35M (1.17%) 288.61K
Increased by +0.64%
Nov 30, 23
11 Schwab US Dividend Equity ETF™ 38.12M (0.98%) 8.06K
Increased by +0.02%
Aug 30, 25
12 Vanguard Value Index Inv 30.52M (0.79%) -37.04K
Decreased by -0.12%
Jul 31, 25
13 Vanguard Institutional Index I 23.42M (0.60%) -259.34K
Decreased by -1.11%
Jul 31, 25
14 Consumer Staples Select Sector SPDR® ETF 22.55M (0.58%) 56.64K
Increased by +0.25%
May 30, 24
15 Vanguard Dividend Appreciation ETF 20.84M (0.54%) 40.47K
Increased by +0.19%
Jul 31, 25
16 State St S&P 500® Indx SL Cl III 20.68M (0.53%) -31.78K
Decreased by -0.15%
Aug 31, 25
17 JPMorgan Large Cap Growth I 19.46M (0.50%) -4.66M
Decreased by -23.96%
Jun 30, 25
18 Vanguard High Dividend Yield ETF 14.95M (0.39%) 49.93K
Increased by +0.33%
Jul 31, 25
19 Vanguard Institutional 500 Index Trust 14.79M (0.38%) 14.79M
Increased by +100.00%
Jul 31, 25
20 Blackrock Eq Idx Fund CF 14.66M (0.38%) 193.67K
Increased by +1.32%
Jun 30, 25