Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IYK 10.31%
2 VDC 7.77%
3 FSTA 7.69%
4 FTXG 7.64%
5 JHMS 6.21%
6 XLP 5.93%
7 PBJ 4.99%
8 KXI 4.44%
9 BRNY 4.18%
10 DJD 4.14%
11 UTRN 4.06%
12 ESGS 3.94%
13 EQIN 3.94%
14 UDI 3.90%
15 HDV 3.84%
16 AGQI 3.75%
17 KNGS 3.64%
18 SCHD 3.41%
19 JOYY 3.18%
20 FMK 3.16%

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 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 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 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 SPDR® S&P 500® ETF Trust 47.87M (1.24%) 283.09K
Increased by +0.59%
Nov 30, 24
4 Fidelity 500 Index 47.61M (1.23%) -78.21K
Decreased by -0.16%
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 43.84M (1.13%) 0.00
Increased by 0.00%
Nov 30, 24
8 Schwab US Dividend Equity ETF™ 35.22M (0.91%) 76.30K
Increased by +0.22%
Nov 30, 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 18.79M (0.49%) -9.60K
Decreased by -0.05%
Nov 30, 24
15 JPMorgan Large Cap Growth I 18.08M (0.47%) 0.00
Increased by 0.00%
Oct 31, 24
16 Vanguard High Dividend Yield ETF 15.99M (0.41%) 52.91K
Increased by +0.33%
Oct 31, 24
17 The Consumer Staples Sel SectSPDR® ETF 15.77M (0.41%) 34.97K
Increased by +0.22%
Nov 30, 24
18 Blackrock Eq Idx Fund CF 14.70M (0.38%) 984.92K
Increased by +6.70%
Sep 30, 24
19 Blackrock Russ 1000 Eq Idx Composite 12.06M (0.31%) 249.91K
Increased by +2.07%
Sep 30, 24
20 Putnam Large Cap Value A 11.91M (0.31%) 260.64K
Increased by +2.19%
Oct 31, 24