Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IYK 10.04%
2 VDC 8.35%
3 FSTA 7.77%
4 FTXG 7.51%
5 JHMS 6.21%
6 XLP 5.94%
7 PBJ 4.33%
8 BRNY 4.18%
9 KXI 4.15%
10 DJD 4.02%
11 UTRN 3.99%
12 ESGS 3.88%
13 EQIN 3.88%
14 UDI 3.86%
15 AGQI 3.73%
16 HDV 3.66%
17 KNGS 3.64%
18 UGE 3.40%
19 SCHD 3.29%
20 JOYY 3.18%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Berkshire Hathaway Inc 400.00M (10.32%) 0.00
Increased by 0.00%
Jun 30, 24
2 Vanguard Group Inc 376.04M (9.71%) 5.34M
Increased by +1.42%
Sep 30, 24
3 BlackRock Inc 309.90M (8.00%) 1.05M
Increased by +0.34%
Jun 30, 24
4 State Street Corporation 169.69M (4.38%) -1.63M
Decreased by -0.96%
Mar 31, 24
5 State Street Corp 169.51M (4.37%) -180.39K
Decreased by -0.11%
Jun 30, 24
6 Morgan Stanley - Brokerage Accounts 160.22M (4.14%) -1.63M
Decreased by -1.02%
Jun 30, 24
7 FMR Inc 92.96M (2.40%) 11.21M
Increased by +12.06%
Sep 30, 24
8 Geode Capital Management, LLC 89.99M (2.32%) 2.56M
Increased by +2.85%
Jun 30, 24
9 JPMorgan Chase & Co 67.09M (1.73%) 5.52M
Increased by +8.23%
Jun 30, 24
10 Charles Schwab Investment Management Inc 62.59M (1.62%) -574.97K
Decreased by -0.92%
Sep 30, 24
11 T. Rowe Price Associates, Inc. 53.85M (1.39%) 4.56M
Increased by +8.46%
Jun 30, 24
12 NORGES BANK 51.99M (1.34%) 4.34M
Increased by +8.35%
Jun 30, 24
13 Northern Trust Corp 39.99M (1.03%) -1.41M
Decreased by -3.53%
Sep 30, 24
14 Legal & General Group PLC 38.70M (1.00%) 1.08M
Increased by +2.80%
Jun 30, 24
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 New York Mellon Corp 32.81M (0.85%) -918.16K
Decreased by -2.80%
Jun 30, 24
18 Bank of America Corp 31.77M (0.82%) -2.76M
Decreased by -8.68%
Jun 30, 24
19 UBS Asset Mgmt Americas Inc 29.35M (0.76%) -823.50K
Decreased by -2.81%
Sep 30, 24
20 Wellington Management Company LLP 27.60M (0.71%) 2.63M
Increased by +9.52%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 122.47M (3.16%) -423.52K
Decreased by -0.35%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 102.81M (2.65%) 1.20M
Increased by +1.17%
Oct 31, 24
3 Fidelity 500 Index 47.68M (1.23%) -82.64K
Decreased by -0.17%
Sep 30, 24
4 SPDR® S&P 500® ETF Trust 47.25M (1.22%) 196.79K
Increased by +0.42%
Oct 31, 24
5 SPDR® S&P 500 ETF Trust 46.49M (1.20%) 323.26K
Increased by +0.70%
May 30, 24
6 Fidelity® 500 Index 45.35M (1.17%) 288.61K
Increased by +0.64%
Nov 30, 23
7 iShares Core S&P 500 ETF 43.18M (1.11%) 66.47K
Increased by +0.15%
Oct 31, 24
8 Schwab US Dividend Equity ETF™ 34.23M (0.88%) 30.44K
Increased by +0.09%
Oct 31, 24
9 Vanguard Value Index Inv 32.91M (0.85%) 97.90K
Increased by +0.30%
Oct 31, 24
10 Vanguard Institutional Index I 24.65M (0.64%) -10.04K
Decreased by -0.04%
Oct 31, 24
11 Consumer Staples Select Sector SPDR® ETF 22.55M (0.58%) 56.64K
Increased by +0.25%
May 30, 24
12 Vanguard Dividend Growth Inv 21.68M (0.56%) 2.13M
Increased by +9.82%
Sep 30, 24
13 Vanguard Dividend Appreciation ETF 20.99M (0.54%) 53.41K
Increased by +0.25%
Oct 31, 24
14 State St S&P 500® Indx SL Cl III 18.80M (0.49%) 54.60K
Increased by +0.29%
Oct 31, 24
15 JPMorgan Large Cap Growth I 18.08M (0.47%) 2.25M
Increased by +12.43%
Sep 30, 24
16 The Consumer Staples Sel SectSPDR® ETF 16.21M (0.42%) -38.80K
Decreased by -0.24%
Oct 31, 24
17 Vanguard High Dividend Yield ETF 15.99M (0.41%) 52.91K
Increased by +0.33%
Oct 31, 24
18 Blackrock Eq Idx Fund CF 14.70M (0.38%) 984.92K
Increased by +6.70%
Sep 30, 24
19 Russell 1000 Index Fund 12.17M (0.31%) 132.50K
Increased by +1.09%
Oct 31, 24
20 Blackrock Russ 1000 Eq Idx Composite 12.06M (0.31%) 249.91K
Increased by +2.07%
Sep 30, 24