Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IYK 10.83%
2 FSTA 8.04%
3 FTXG 8.03%
4 VDC 7.98%
5 JHMS 6.21%
6 XLP 6.02%
7 PBJ 5.09%
8 KXI 4.73%
9 HDV 4.24%
10 BRNY 4.18%
11 SCHD 4.12%
12 UGE 4.10%
13 DJD 4.10%
14 UTRN 4.00%
15 ESGS 3.87%
16 EQIN 3.87%
17 AGQI 3.79%
18 KNGS 3.64%
19 EDOW 3.39%
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%
Sep 30, 24
2 Vanguard Group Inc 376.04M (9.71%) 5.34M
Increased by +1.42%
Sep 30, 24
3 BlackRock Inc 317.54M (8.20%) 7.64M
Increased by +2.41%
Sep 30, 24
4 State Street Corporation 169.69M (4.38%) -1.63M
Decreased by -0.96%
Mar 31, 24
5 State Street Corp 164.77M (4.25%) -4.74M
Decreased by -2.87%
Sep 30, 24
6 FMR Inc 92.96M (2.40%) 11.21M
Increased by +12.06%
Sep 30, 24
7 Geode Capital Management, LLC 92.96M (2.40%) 2.97M
Increased by +3.19%
Sep 30, 24
8 JPMorgan Chase & Co 86.95M (2.24%) 19.86M
Increased by +22.84%
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 62.59M (1.62%) -574.97K
Decreased by -0.92%
Sep 30, 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 (0.94%) -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 Bank of New York Mellon Corp 32.13M (0.83%) -679.55K
Decreased by -2.11%
Sep 30, 24
19 Wellington Management Company LLP 31.62M (0.82%) 4.01M
Increased by +12.70%
Sep 30, 24
20 UBS Asset Mgmt Americas Inc 29.35M (0.76%) -823.50K
Decreased by -2.81%
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 SPDR® S&P 500® ETF Trust 48.75M (1.26%) 563.16K
Increased by +1.16%
Dec 31, 24
4 Fidelity 500 Index 47.93M (1.24%) 325.68K
Increased by +0.68%
Nov 30, 24
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 45.52M (1.17%) 32.00K
Increased by +0.07%
Dec 31, 24
7 Fidelity® 500 Index 45.35M (1.17%) 288.61K
Increased by +0.64%
Nov 30, 23
8 Schwab US Dividend Equity ETF™ 44.07M (1.14%) 46.87K
Increased by +0.11%
Dec 31, 24
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 Growth Inv 21.68M (0.56%) 2.13M
Increased by +9.82%
Sep 30, 24
13 Vanguard Dividend Appreciation ETF 21.40M (0.55%) 291.64K
Increased by +1.36%
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%
Nov 30, 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 15.31M (0.40%) -7.45K
Decreased by -0.05%
Dec 31, 24
18 Blackrock Eq Idx Fund CF 14.54M (0.38%) -168.11K
Decreased by -1.16%
Dec 31, 24
19 Putnam US Large Cap Value Equity 12.20M (0.31%) 552.82K
Increased by +4.53%
Dec 31, 24
20 Blackrock Russ 1000 Eq Idx Composite 12.06M (0.31%) 249.91K
Increased by +2.07%
Sep 30, 24