Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IYK 11.16%
2 FTXG 8.30%
3 VDC 8.11%
4 FSTA 8.09%
5 OMAH 6.26%
6 XLP 6.21%
7 JHMS 6.21%
8 DOGG 5.48%
9 DJD 5.12%
10 PBJ 4.86%
11 ESGS 4.49%
12 EQIN 4.49%
13 KXI 4.44%
14 BOUT 4.18%
15 BRNY 4.18%
16 UGE 4.05%
17 UTRN 4.00%
18 SCHD 3.89%
19 AGQI 3.86%
20 HDV 3.85%

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, 25
2 Vanguard Group Inc 361.20M (9.33%) 1.11M
Increased by +0.31%
Mar 31, 25
3 BlackRock Inc 312.57M (8.07%) 6.73M
Increased by +2.15%
Mar 31, 25
4 State Street Corporation 169.69M (4.38%) -1.63M
Decreased by -0.96%
Mar 31, 24
5 State Street Corp 164.60M (4.25%) -163.79K
Decreased by -0.10%
Mar 31, 25
6 Geode Capital Management, LLC 95.94M (2.48%) 4.80M
Increased by +5.00%
Mar 31, 25
7 JPMorgan Chase & Co 93.09M (2.40%) -547.43K
Decreased by -0.59%
Mar 31, 25
8 FMR Inc 88.06M (2.27%) 5.06M
Increased by +5.74%
Mar 31, 25
9 Morgan Stanley - Brokerage Accounts 86.04M (2.22%) 3.57M
Increased by +4.15%
Mar 31, 25
10 Charles Schwab Investment Management Inc 70.28M (1.82%) -3.89M
Decreased by -5.53%
Mar 31, 25
11 NORGES BANK 54.64M (1.41%) 2.65M
Increased by +4.85%
Dec 31, 24
12 Wellington Management Company LLP 47.45M (1.23%) 16.38M
Increased by +34.53%
Mar 31, 25
13 Northern Trust Corp 41.94M (1.08%) -1.86M
Decreased by -4.43%
Mar 31, 25
14 Franklin Resources Inc 38.01M (0.98%) 3.91M
Increased by +10.28%
Mar 31, 25
15 GQG Partners LLC 37.79M (0.98%) 11.04M
Increased by +29.21%
Sep 30, 24
16 Goldman Sachs Group Inc 36.80M (0.95%) 17.18M
Increased by +46.70%
Dec 31, 23
17 Bank of America Corp 35.54M (0.92%) 5.97M
Increased by +16.80%
Mar 31, 25
18 T. Rowe Price Associates, Inc. 34.09M (0.88%) -16.28M
Decreased by -47.75%
Mar 31, 25
19 UBS Asset Mgmt Americas Inc 30.89M (0.80%) 1.79M
Increased by +5.81%
Mar 31, 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 110.58M (2.86%) 165.65K
Increased by +0.15%
May 31, 25
3 Vanguard Institutional 500 Index Trust 110.12M (2.84%) 764.22K
Increased by +0.69%
May 31, 25
4 Fidelity 500 Index 48.64M (1.26%) 60.05K
Increased by +0.12%
Apr 30, 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 Trust 46.49M (1.20%) 323.26K
Increased by +0.70%
May 30, 24
8 SPDR® S&P 500® ETF 46.26M (1.20%) -206.75K
Decreased by -0.45%
May 31, 25
9 Fidelity® 500 Index 45.35M (1.17%) 288.61K
Increased by +0.64%
Nov 30, 23
10 iShares Core S&P 500 ETF 44.84M (1.16%) 0.00
Increased by 0.00%
May 31, 25
11 Schwab US Dividend Equity ETF™ 41.19M (1.06%) 28.48K
Increased by +0.07%
May 31, 25
12 Vanguard Value Index Inv 30.24M (0.78%) 40.87K
Increased by +0.14%
May 31, 25
13 JPMorgan Large Cap Growth I 24.12M (0.62%) 0.00
Increased by 0.00%
Apr 30, 25
14 Vanguard Institutional Index I 23.77M (0.61%) -507.00
Decreased by -0.00%
May 31, 25
15 Consumer Staples Select Sector SPDR® ETF 22.55M (0.58%) 56.64K
Increased by +0.25%
May 30, 24
16 Vanguard Dividend Appreciation ETF 20.76M (0.54%) 22.74K
Increased by +0.11%
May 31, 25
17 State St S&P 500® Indx SL Cl III 20.57M (0.53%) 347.40K
Increased by +1.69%
May 31, 25
18 Vanguard Dividend Growth Inv 15.45M (0.40%) -5.46M
Decreased by -35.31%
Mar 31, 25
19 Vanguard High Dividend Yield ETF 14.80M (0.38%) 38.40K
Increased by +0.26%
May 31, 25
20 The Consumer Staples Sel SectSPDR® ETF 14.71M (0.38%) 213.03K
Increased by +1.45%
May 31, 25