Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PBJ 5.25%
2 PMR 5.10%
3 GBLO 4.76%
4 AHOY 4.72%
5 UTRN 4.07%
6 JHMS 3.74%
7 WBIL 3.66%
8 NEWZ 3.65%
9 FXG 3.62%
10 WBIE 3.60%
11 OAKM 3.21%
12 STNC 3.19%
13 PSL 3.13%
14 VLLU 3.02%
15 RTH 2.80%
16 XLP 2.74%
17 RHS 2.67%
18 RSPS 2.67%
19 SHRY 2.66%
20 SAMT 2.60%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 82.22M (11.11%) 773.18K
Increased by +0.94%
Dec 31, 24
2 BlackRock Inc 61.56M (8.32%) -5.79M
Decreased by -9.41%
Dec 31, 24
3 Berkshire Hathaway Inc 50.00M (6.75%) 0.00
Increased by 0.00%
Dec 31, 24
4 State Street Corp 33.06M (4.47%) 7.22K
Increased by +0.02%
Dec 31, 24
5 State Street Corporation 31.77M (4.29%) -1.09M
Decreased by -3.44%
Mar 31, 24
6 Sanders Capital, LLC 24.28M (3.28%) 495.18K
Increased by +2.04%
Mar 31, 24
7 Harris Associates L.P. 19.55M (2.64%) -3.05M
Decreased by -15.62%
Dec 31, 24
8 Geode Capital Management, LLC 16.44M (2.22%) 416.96K
Increased by +2.54%
Dec 31, 24
9 Dimensional Fund Advisors, Inc. 14.11M (1.91%) 120.25K
Increased by +0.85%
Dec 31, 24
10 Capital World Investors 11.18M (1.51%) 2.83K
Increased by +0.03%
Dec 31, 24
11 NORGES BANK 9.79M (1.32%) 2.91M
Increased by +29.75%
Dec 31, 24
12 Morgan Stanley - Brokerage Accounts 9.16M (1.24%) -659.54K
Decreased by -7.20%
Dec 31, 24
13 LSV Asset Management 8.47M (1.14%) -339.48K
Decreased by -4.01%
Dec 31, 24
14 Northern Trust Corp 7.83M (1.06%) 916.23K
Increased by +11.70%
Dec 31, 24
15 FMR Inc 7.05M (0.95%) 1.98M
Increased by +28.08%
Dec 31, 24
16 Pacer Advisors, INC. 6.39M (0.86%) 6.33M
Increased by +99.07%
Sep 30, 23
17 UBS Asset Mgmt Americas Inc 6.36M (0.86%) 865.70K
Increased by +13.60%
Dec 31, 24
18 Citadel Advisors Llc 6.24M (0.84%) 1.92M
Increased by +30.80%
Dec 31, 24
19 Amundi 5.96M (0.80%) 2.38M
Increased by +40.01%
Sep 30, 24
20 Amvescap Plc. 5.96M (0.80%) -7.92K
Decreased by -0.13%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 20.52M (2.77%) 82.03K
Increased by +0.40%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 17.46M (2.36%) 121.30K
Increased by +0.69%
Feb 28, 25
3 Vanguard Mid Cap Index Institutional 14.06M (1.90%) 60.16K
Increased by +0.43%
Feb 28, 25
4 American Funds Capital World Gr&Inc A 10.16M (1.37%) 0.00
Increased by 0.00%
Dec 31, 24
5 Capital Group World Growth & Inc Cmp 10.16M (1.37%) 0.00
Increased by 0.00%
Dec 31, 24
6 Oakmark Investor 9.63M (1.30%) 0.00
Increased by 0.00%
Dec 31, 24
7 Fidelity 500 Index 8.30M (1.12%) 36.62K
Increased by +0.44%
Jan 31, 25
8 SPDR® S&P 500® ETF Trust 8.23M (1.11%) -61.00K
Decreased by -0.74%
Feb 28, 25
9 iShares Core S&P 500 ETF 7.82M (1.06%) -393.00
Decreased by -0.01%
Feb 28, 25
10 Fidelity® 500 Index 7.69M (1.04%) 48.97K
Increased by +0.64%
Nov 30, 23
11 SPDR® S&P 500 ETF Trust 7.68M (1.04%) 54.23K
Increased by +0.71%
Feb 29, 24
12 The Consumer Staples Sel SectSPDR® ETF 6.49M (0.88%) -4.82K
Decreased by -0.07%
Feb 28, 25
13 Vanguard Value Index Inv 4.63M (0.63%) 53.35K
Increased by +1.15%
Feb 28, 25
14 Consumer Staples Select Sector SPDR® ETF 4.52M (0.61%) 8.93K
Increased by +0.20%
Feb 29, 24
15 Vanguard Mid-Cap Value ETF 4.38M (0.59%) 8.00K
Increased by +0.18%
Feb 28, 25
16 Vanguard Windsor™ II Inv 4.34M (0.59%) 0.00
Increased by 0.00%
Mar 31, 24
17 Vanguard Institutional Index I 4.13M (0.56%) -45.68K
Decreased by -1.11%
Feb 28, 25
18 State St S&P 500® Indx SL Cl III 3.22M (0.43%) 2.40K
Increased by +0.07%
Feb 28, 25
19 Vanguard Windsor Investor Shares 3.10M (0.42%) 622.77K
Increased by +20.06%
Dec 31, 24
20 DFA US Large Cap Value I 3.03M (0.41%) -5.19K
Decreased by -0.17%
Jan 31, 25