Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IYK 11.18%
2 FTXG 8.20%
3 VDC 8.15%
4 FSTA 7.99%
5 JHMS 6.21%
6 XLP 6.12%
7 OMAH 6.08%
8 DOGG 5.14%
9 DJD 5.11%
10 PBJ 4.86%
11 EQIN 4.53%
12 ESGS 4.49%
13 KXI 4.35%
14 BOUT 4.18%
15 BRNY 4.18%
16 UGE 4.15%
17 UTRN 4.00%
18 SCHD 3.87%
19 ACSI 3.82%
20 HDV 3.75%

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 (8.08%) 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 110.69M (2.86%) 102.77K
Increased by +0.09%
Jun 30, 25
3 Vanguard Institutional 500 Index Trust 110.12M (2.84%) 764.22K
Increased by +0.69%
May 31, 25
4 Vanguard 500 Index Investor 109.94M (2.84%) -181.66K
Decreased by -0.17%
Jun 30, 25
5 Fidelity 500 Index 49.08M (1.27%) 232.53K
Increased by +0.47%
Jun 30, 25
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 46.98M (1.21%) -195.74K
Decreased by -0.42%
Jul 31, 25
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 Trust 46.49M (1.20%) 323.26K
Increased by +0.70%
May 30, 24
10 iShares Core S&P 500 ETF 46.06M (1.19%) -4.57K
Decreased by -0.01%
Jul 30, 25
11 Fidelity® 500 Index 45.35M (1.17%) 288.61K
Increased by +0.64%
Nov 30, 23
12 Schwab US Dividend Equity ETF™ 38.13M (0.99%) -6.57K
Decreased by -0.02%
Jul 31, 25
13 Vanguard Value Index Inv 30.56M (0.79%) 319.07K
Increased by +1.04%
Jun 30, 25
14 Vanguard Institutional Index I 23.68M (0.61%) -92.26K
Decreased by -0.39%
Jun 30, 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 20.80M (0.54%) 43.21K
Increased by +0.21%
Jun 30, 25
17 State St S&P 500® Indx SL Cl III 20.67M (0.53%) 104.10K
Increased by +0.50%
Jun 30, 25
18 JPMorgan Large Cap Growth I 19.46M (0.50%) -4.66M
Decreased by -23.96%
Jun 30, 25
19 Vanguard High Dividend Yield ETF 14.90M (0.38%) 99.91K
Increased by +0.67%
Jun 30, 25
20 Blackrock Eq Idx Fund CF 14.66M (0.38%) 193.67K
Increased by +1.32%
Jun 30, 25