Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IYK 11.43%
2 FTXG 8.87%
3 FSTA 8.40%
4 VDC 8.00%
5 XLP 6.36%
6 JHMS 6.21%
7 PBJ 5.50%
8 SCHD 4.59%
9 HDV 4.58%
10 KXI 4.56%
11 DJD 4.35%
12 ESGS 4.18%
13 EQIN 4.18%
14 BRNY 4.18%
15 AGQI 4.03%
16 UTRN 4.00%
17 KNGS 3.64%
18 EDOW 3.61%
19 UGE 3.32%
20 LRGG 3.25%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Berkshire Hathaway Inc 400.00M (10.34%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Group Inc 376.04M (9.72%) 5.34M
Increased by +1.42%
Sep 30, 24
3 BlackRock Inc 317.54M (8.21%) 7.64M
Increased by +2.41%
Sep 30, 24
4 JPMorgan Chase & Co 173.91M (4.49%) 38.95M
Increased by +22.40%
Sep 30, 24
5 State Street Corporation 169.69M (4.39%) -1.63M
Decreased by -0.96%
Mar 31, 24
6 State Street Corp 164.77M (4.26%) -4.74M
Decreased by -2.87%
Sep 30, 24
7 FMR Inc 92.96M (2.40%) 11.21M
Increased by +12.06%
Sep 30, 24
8 Geode Capital Management, LLC 92.96M (2.40%) 2.97M
Increased by +3.19%
Sep 30, 24
9 Morgan Stanley - Brokerage Accounts 79.29M (2.05%) -80.93M
Decreased by -102.06%
Sep 30, 24
10 Charles Schwab Investment Management Inc 74.16M (1.92%) 11.57M
Increased by +15.60%
Dec 31, 24
11 T. Rowe Price Associates, Inc. 54.26M (1.40%) 409.95K
Increased by +0.76%
Sep 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 GQG Partners LLC 37.79M (0.98%) 11.04M
Increased by +29.21%
Sep 30, 24
15 Goldman Sachs Group Inc 36.80M (0.95%) 17.18M
Increased by +46.70%
Dec 31, 23
16 Legal & General Group PLC 36.61M (0.95%) -2.10M
Decreased by -5.73%
Sep 30, 24
17 Bank of America Corp 33.83M (0.87%) 2.06M
Increased by +6.09%
Sep 30, 24
18 Wellington Management Company LLP 31.62M (0.82%) 4.01M
Increased by +12.70%
Sep 30, 24
19 UBS Asset Mgmt Americas Inc 29.35M (0.76%) -823.50K
Decreased by -2.81%
Sep 30, 24
20 Royal Bank of Canada 28.24M (0.73%) 889.43K
Increased by +3.15%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 108.06M (2.79%) -13.85M
Decreased by -12.82%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 105.00M (2.71%) 703.57K
Increased by +0.67%
Dec 31, 24
3 Fidelity 500 Index 48.13M (1.24%) 196.90K
Increased by +0.41%
Dec 31, 24
4 SPDR® S&P 500® ETF Trust 47.53M (1.23%) -212.04K
Decreased by -0.45%
Jan 31, 25
5 SPDR® S&P 500 ETF Trust 46.49M (1.20%) 323.26K
Increased by +0.70%
May 30, 24
6 iShares Core S&P 500 ETF 45.47M (1.18%) 66.10K
Increased by +0.15%
Jan 31, 25
7 Fidelity® 500 Index 45.35M (1.17%) 288.61K
Increased by +0.64%
Nov 30, 23
8 Schwab US Dividend Equity ETF™ 44.79M (1.16%) 45.18K
Increased by +0.10%
Jan 31, 25
9 Vanguard Value Index Inv 29.36M (0.76%) -3.82M
Decreased by -13.02%
Dec 31, 24
10 Vanguard Institutional Index I 24.47M (0.63%) -86.76K
Decreased by -0.35%
Dec 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 Appreciation ETF 21.40M (0.55%) 291.64K
Increased by +1.36%
Dec 31, 24
13 Vanguard Dividend Growth Inv 20.91M (0.54%) -764.13K
Decreased by -3.65%
Dec 31, 24
14 State St S&P 500® Indx SL Cl III 18.62M (0.48%) -173.25K
Decreased by -0.93%
Dec 31, 24
15 JPMorgan Large Cap Growth I 18.08M (0.47%) 0.00
Increased by 0.00%
Dec 31, 24
16 Vanguard High Dividend Yield ETF 16.23M (0.42%) 208.92K
Increased by +1.29%
Dec 31, 24
17 The Consumer Staples Sel SectSPDR® ETF 15.68M (0.41%) -22.40K
Decreased by -0.14%
Jan 31, 25
18 Blackrock Eq Idx Fund CF 14.54M (0.38%) -168.11K
Decreased by -1.16%
Dec 31, 24
19 Putnam Large Cap Value A 12.20M (0.32%) 260.43K
Increased by +2.13%
Dec 31, 24
20 Putnam US Large Cap Value Equity 12.20M (0.32%) 552.82K
Increased by +4.53%
Dec 31, 24