Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IYK 11.10%
2 FTXG 7.92%
3 FSTA 7.85%
4 VDC 7.64%
5 XLP 6.44%
6 JHMS 6.21%
7 DJD 5.48%
8 PBJ 5.13%
9 ESGS 4.95%
10 EQIN 4.89%
11 KXI 4.53%
12 AGQI 4.50%
13 SCHD 4.32%
14 UGE 4.32%
15 BOUT 4.18%
16 BRNY 4.18%
17 UTRN 4.00%
18 LRGG 3.82%
19 HDV 3.68%
20 KNGS 3.64%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Berkshire Hathaway Inc 400.00M (10.34%) 0.00
Increased by 0.00%
Dec 31, 24
2 Vanguard Group Inc 360.09M (9.31%) -15.95M
Decreased by -4.43%
Dec 31, 24
3 BlackRock Inc 305.84M (7.91%) -11.70M
Decreased by -3.83%
Dec 31, 24
4 State Street Corporation 169.69M (4.39%) -1.63M
Decreased by -0.96%
Mar 31, 24
5 State Street Corp 164.76M (4.26%) -7.30K
Decreased by -0.00%
Dec 31, 24
6 JPMorgan Chase & Co 93.63M (2.42%) -80.28M
Decreased by -85.73%
Dec 31, 24
7 Geode Capital Management, LLC 91.14M (2.36%) -1.82M
Decreased by -1.99%
Dec 31, 24
8 FMR Inc 83.00M (2.15%) -9.96M
Decreased by -12.00%
Dec 31, 24
9 Morgan Stanley - Brokerage Accounts 82.47M (2.13%) 3.18M
Increased by +3.85%
Dec 31, 24
10 Charles Schwab Investment Management Inc 74.16M (1.92%) 11.57M
Increased by +15.60%
Dec 31, 24
11 NORGES BANK 54.64M (1.41%) 2.65M
Increased by +4.85%
Dec 31, 24
12 T. Rowe Price Associates, Inc. 50.37M (1.30%) -3.90M
Decreased by -7.74%
Dec 31, 24
13 Northern Trust Corp 43.80M (1.13%) 3.81M
Increased by +8.70%
Dec 31, 24
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 Franklin Resources Inc 34.10M (0.88%) 6.12M
Increased by +17.94%
Dec 31, 24
17 Wellington Management Company LLP 31.06M (0.80%) -551.87K
Decreased by -1.78%
Dec 31, 24
18 Bank of America Corp 29.57M (0.76%) -4.26M
Decreased by -14.40%
Dec 31, 24
19 UBS Asset Mgmt Americas Inc 29.09M (0.75%) -258.23K
Decreased by -0.89%
Dec 31, 24
20 Royal Bank of Canada 27.77M (0.72%) -469.35K
Decreased by -1.69%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 108.72M (2.81%) 376.94K
Increased by +0.35%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 107.52M (2.78%) 728.58K
Increased by +0.68%
Feb 28, 25
3 Fidelity 500 Index 48.34M (1.25%) 213.30K
Increased by +0.44%
Jan 31, 25
4 SPDR® S&P 500® ETF Trust 47.92M (1.24%) -355.52K
Decreased by -0.74%
Feb 28, 25
5 SPDR® S&P 500 ETF Trust 46.49M (1.20%) 323.26K
Increased by +0.70%
May 30, 24
6 Schwab US Dividend Equity ETF™ 45.57M (1.18%) 37.92K
Increased by +0.08%
Feb 28, 25
7 iShares Core S&P 500 ETF 45.54M (1.18%) -2.29K
Decreased by -0.01%
Feb 28, 25
8 Fidelity® 500 Index 45.35M (1.17%) 288.61K
Increased by +0.64%
Nov 30, 23
9 Vanguard Value Index Inv 29.76M (0.77%) 194.10K
Increased by +0.65%
Feb 28, 25
10 JPMorgan Large Cap Growth I 24.12M (0.62%) 6.04M
Increased by +25.05%
Jan 31, 25
11 Vanguard Institutional Index I 24.04M (0.62%) -285.26K
Decreased by -1.19%
Feb 28, 25
12 Consumer Staples Select Sector SPDR® ETF 22.55M (0.58%) 56.64K
Increased by +0.25%
May 30, 24
13 Vanguard Dividend Appreciation ETF 21.37M (0.55%) 104.01K
Increased by +0.49%
Feb 28, 25
14 Vanguard Dividend Growth Inv 20.91M (0.54%) -764.13K
Decreased by -3.65%
Dec 31, 24
15 State St S&P 500® Indx SL Cl III 18.75M (0.48%) 14.00K
Increased by +0.07%
Feb 28, 25
16 Vanguard High Dividend Yield ETF 16.03M (0.41%) -143.79K
Decreased by -0.90%
Feb 28, 25
17 The Consumer Staples Sel SectSPDR® ETF 15.12M (0.39%) -11.21K
Decreased by -0.07%
Feb 28, 25
18 Blackrock Eq Idx Fund CF 14.54M (0.38%) -168.11K
Decreased by -1.16%
Dec 31, 24
19 Putnam Large Cap Value A 13.61M (0.35%) 0.00
Increased by 0.00%
Feb 28, 25
20 Putnam US Large Cap Value Equity 12.20M (0.32%) 552.82K
Increased by +4.53%
Dec 31, 24