Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IYK 12.17%
2 GXPS 10.51%
3 FSTA 8.35%
4 VDC 8.32%
5 FTXG 8.15%
6 XLP 6.39%
7 JHMS 6.21%
8 DOGG 5.11%
9 OMAH 5.02%
10 DJD 4.87%
11 PBJ 4.87%
12 DURA 4.82%
13 EASY 4.56%
14 KXI 4.53%
15 BOUT 4.18%
16 BRNY 4.18%
17 SCHD 4.04%
18 UTRN 4.00%
19 HDV 3.96%
20 ESGS 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%
Dec 31, 25
2 Vanguard Group Inc 374.77M (9.67%) 5.89M
Increased by +1.57%
Dec 31, 25
3 BlackRock Inc 318.68M (8.23%) 2.14M
Increased by +0.67%
Dec 31, 25
4 State Street Corporation 169.69M (4.38%) -1.63M
Decreased by -0.96%
Mar 31, 24
5 State Street Corp 167.85M (4.33%) 1.99M
Increased by +1.19%
Dec 31, 25
6 FMR Inc 109.97M (2.84%) 1.73M
Increased by +1.57%
Dec 31, 25
7 Morgan Stanley - Brokerage Accounts 93.20M (2.41%) -2.26M
Decreased by -2.42%
Dec 31, 25
8 Geode Capital Management, LLC 89.98M (2.32%) 433.55K
Increased by +0.48%
Dec 31, 25
9 Charles Schwab Investment Management Inc 71.50M (1.85%) -643.13K
Decreased by -0.90%
Dec 31, 25
10 JPMorgan Chase & Co 70.04M (1.81%) -105.57M
Decreased by -150.73%
Dec 31, 25
11 NORGES BANK 55.30M (1.43%) 932.67K
Increased by +1.69%
Dec 31, 25
12 Northern Trust Corp 40.48M (1.05%) -648.06K
Decreased by -1.60%
Dec 31, 25
13 Franklin Resources Inc 40.29M (1.04%) 1.20M
Increased by +2.97%
Dec 31, 25
14 Bank of America Corp 40.18M (1.04%) 8.99M
Increased by +22.38%
Dec 31, 25
15 Goldman Sachs Group Inc 36.80M (0.95%) 17.18M
Increased by +46.70%
Dec 31, 23
16 UBS Group AG 28.86M (0.75%) 2.21M
Increased by +7.67%
Sep 30, 25
17 Bank of New York Mellon Corp 28.68M (0.74%) 5.53M
Increased by +19.28%
Dec 31, 25
18 Wellington Management Company LLP 28.66M (0.74%) -6.73M
Decreased by -23.48%
Dec 31, 25
19 Amvescap Plc. 28.52M (0.74%) 1.80M
Increased by +6.31%
Dec 31, 25
20 The Goldman Sachs Group Inc 28.43M (0.73%) 2.47M
Increased by +8.68%
Dec 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 109.29M (2.82%) 440.03K
Increased by +0.40%
Mar 31, 26
3 Vanguard 500 Index Investor 98.58M (2.54%) -997.80K
Decreased by -1.01%
Mar 31, 26
4 iShares Core S&P 500 ETF 49.93M (1.29%) 74.58K
Increased by +0.15%
Apr 29, 26
5 Fidelity 500 Index 49.44M (1.28%) 172.34K
Increased by +0.35%
Mar 31, 26
6 SPDR® S&P 500 ETF 48.16M (1.24%) -780.15K
Decreased by -1.62%
Mar 31, 25
7 SPDR® S&P 500® ETF Trust 46.88M (1.21%) -245.70K
Decreased by -0.52%
Mar 31, 25
8 SPDR® S&P 500® ETF 46.78M (1.21%) 575.58K
Increased by +1.23%
Aug 31, 25
9 SPDR® S&P 500 ETF Trust 46.49M (1.20%) 323.26K
Increased by +0.70%
May 30, 24
10 State Street® SPDR® S&P 500® ETF 46.04M (1.19%) -49.52K
Decreased by -0.11%
Apr 30, 26
11 Schwab US Dividend Equity ETF™ 45.99M (1.19%) 39.69K
Increased by +0.09%
Apr 30, 26
12 Fidelity® 500 Index 45.35M (1.17%) 288.61K
Increased by +0.64%
Nov 30, 23
13 Vanguard Value Index Inv 31.80M (0.82%) -252.55K
Decreased by -0.79%
Mar 31, 26
14 Consumer Staples Select Sector SPDR® ETF 22.55M (0.58%) 56.64K
Increased by +0.25%
May 30, 24
15 Vanguard Institutional Index I 21.81M (0.56%) -121.45K
Decreased by -0.56%
Mar 31, 26
16 Vanguard Dividend Appreciation ETF 21.68M (0.56%) 313.21K
Increased by +1.44%
Mar 31, 26
17 State St S&P 500® Indx SL Cl III 20.67M (0.53%) 28.70K
Increased by +0.14%
Mar 31, 26
18 American Funds American Mutual A 19.25M (0.50%) 9.22M
Increased by +47.90%
Mar 31, 26
19 Capital Group American Mutual Comp 19.25M (0.50%) 9.22M
Increased by +47.90%
Mar 31, 26
20 JPMorgan Large Cap Growth I 19.24M (0.50%) 7.10M
Increased by +36.89%
Feb 28, 26