Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IYK 12.23%
2 GXPS 10.73%
3 FTXG 8.49%
4 FSTA 7.99%
5 VDC 7.91%
6 XLP 6.65%
7 JHMS 6.21%
8 DOGG 5.77%
9 PBJ 5.12%
10 DURA 5.02%
11 DJD 4.87%
12 OMAH 4.69%
13 EASY 4.66%
14 KXI 4.35%
15 BRNY 4.18%
16 QUSA 4.15%
17 SCHD 4.13%
18 UTRN 4.00%
19 ESGS 3.94%
20 HDV 3.94%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Berkshire Hathaway Inc 400.00M (10.33%) 0.00
Increased by 0.00%
Mar 31, 26
2 Vanguard Group Inc 374.77M (9.67%) 5.89M
Increased by +1.57%
Dec 31, 25
3 BlackRock Inc 333.60M (8.61%) 14.92M
Increased by +4.47%
Mar 31, 26
4 Vanguard Capital Management, LLC 237.45M (6.13%) 237.45M
Increased by +100.00%
Mar 31, 26
5 State Street Corporation 169.69M (4.38%) -1.63M
Decreased by -0.96%
Mar 31, 24
6 State Street Corp 167.22M (4.32%) -627.93K
Decreased by -0.38%
Mar 31, 26
7 FMR Inc 107.58M (2.78%) -2.39M
Decreased by -2.23%
Mar 31, 26
8 Vanguard Portfolio Management, LLC 99.95M (2.58%) 99.95M
Increased by +100.00%
Mar 31, 26
9 Geode Capital Management, LLC 92.95M (2.40%) 2.97M
Increased by +3.20%
Mar 31, 26
10 Morgan Stanley - Brokerage Accounts 91.89M (2.37%) -1.31M
Decreased by -1.42%
Mar 31, 26
11 Charles Schwab Investment Management Inc 76.34M (1.97%) 4.84M
Increased by +6.33%
Mar 31, 26
12 JPMorgan Chase & Co 70.59M (1.82%) 548.34K
Increased by +0.78%
Mar 31, 26
13 NORGES BANK 55.30M (1.43%) 932.67K
Increased by +1.69%
Dec 31, 25
14 Bank of America Corp 44.02M (1.14%) 3.84M
Increased by +8.72%
Mar 31, 26
15 Franklin Resources Inc 40.91M (1.06%) 620.08K
Increased by +1.52%
Mar 31, 26
16 Northern Trust Corp 40.24M (1.04%) -237.76K
Decreased by -0.59%
Mar 31, 26
17 Goldman Sachs Group Inc 36.80M (0.95%) 17.18M
Increased by +46.70%
Dec 31, 23
18 UBS Asset Mgmt Americas Inc 36.19M (0.93%) 4.45M
Increased by +12.28%
Mar 31, 26
19 The Goldman Sachs Group Inc 31.74M (0.82%) 3.31M
Increased by +10.44%
Mar 31, 26
20 Amvescap Plc. 30.83M (0.80%) 2.31M
Increased by +7.49%
Mar 31, 26

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 109.64M (2.83%) 354.47K
Increased by +0.32%
Apr 30, 26
3 Vanguard 500 Index Investor 100.38M (2.59%) 1.80M
Increased by +1.80%
Apr 30, 26
4 iShares Core S&P 500 ETF 51.01M (1.32%) 155.94K
Increased by +0.31%
May 29, 26
5 Fidelity 500 Index 49.61M (1.28%) 170.72K
Increased by +0.34%
Apr 30, 26
6 SPDR® S&P 500 ETF 48.16M (1.24%) -780.15K
Decreased by -1.62%
Mar 31, 25
7 Schwab US Dividend Equity ETF™ 47.53M (1.23%) 92.68K
Increased by +0.20%
May 30, 26
8 SPDR® S&P 500® ETF Trust 46.88M (1.21%) -245.70K
Decreased by -0.52%
Mar 31, 25
9 SPDR® S&P 500® ETF 46.78M (1.21%) 575.58K
Increased by +1.23%
Aug 31, 25
10 State Street® SPDR® S&P 500® ETF 46.69M (1.21%) 49.50K
Increased by +0.11%
May 31, 26
11 SPDR® S&P 500 ETF Trust 46.49M (1.20%) 323.26K
Increased by +0.70%
May 30, 24
12 Fidelity® 500 Index 45.35M (1.17%) 288.61K
Increased by +0.64%
Nov 30, 23
13 Vanguard Value Index Inv 31.89M (0.82%) 93.36K
Increased by +0.29%
Apr 30, 26
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 21.74M (0.56%) 60.36K
Increased by +0.28%
Apr 30, 26
16 Vanguard Institutional Index I 21.43M (0.55%) -380.59K
Decreased by -1.78%
Apr 30, 26
17 State St S&P 500® Indx SL Cl I 20.87M (0.54%) 203.85K
Increased by +0.98%
Apr 30, 26
18 State St S&P 500® Idx SL Cl I 20.77M (0.54%) -103.80K
Decreased by -0.50%
May 31, 26
19 State St S&P 500® Indx SL Cl III 20.67M (0.53%) 28.70K
Increased by +0.14%
Mar 31, 26
20 American Funds American Mutual A 19.25M (0.50%) 9.22M
Increased by +47.90%
Mar 31, 26