Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PMR 5.10%
2 PBJ 5.08%
3 GBLO 4.76%
4 AHOY 4.72%
5 OMAH 4.53%
6 UTRN 4.07%
7 JHMS 3.74%
8 WBIL 3.66%
9 NEWZ 3.65%
10 WBIE 3.60%
11 MDPL 3.46%
12 STNC 3.19%
13 PSL 3.15%
14 VLLU 2.93%
15 OAKM 2.90%
16 RSPS 2.73%
17 RHS 2.73%
18 XLP 2.70%
19 SAMT 2.67%
20 SHRY 2.66%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 76.65M (10.35%) -5.58M
Decreased by -7.28%
Jun 30, 25
2 BlackRock Inc 58.07M (7.84%) -3.48M
Decreased by -6.00%
Mar 31, 25
3 Berkshire Hathaway Inc 50.00M (6.75%) 0.00
Increased by 0.00%
Mar 31, 25
4 State Street Corp 33.33M (4.50%) 269.82K
Increased by +0.81%
Mar 31, 25
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 Wellington Management Company LLP 20.72M (2.80%) 14.32M
Increased by +69.12%
Jun 30, 25
8 Geode Capital Management, LLC 17.06M (2.30%) 622.93K
Increased by +3.65%
Mar 31, 25
9 Dimensional Fund Advisors, Inc. 13.37M (1.81%) -925.74K
Decreased by -6.92%
Jun 30, 25
10 Harris Associates L.P. 10.04M (1.36%) -9.52M
Decreased by -94.83%
Mar 31, 25
11 Morgan Stanley - Brokerage Accounts 9.81M (1.33%) 653.39K
Increased by +6.66%
Mar 31, 25
12 FMR Inc 9.05M (1.22%) 2.00M
Increased by +22.05%
Mar 31, 25
13 Capital World Investors 8.36M (1.13%) -2.16M
Decreased by -25.89%
Jun 30, 25
14 Citadel Advisors Llc 8.08M (1.09%) 1.84M
Increased by +22.81%
Mar 31, 25
15 Northern Trust Corp 7.37M (1.00%) -456.97K
Decreased by -6.20%
Mar 31, 25
16 NORGES BANK 7.23M (0.98%) -2.56M
Decreased by -35.44%
Jun 30, 25
17 UBS Asset Mgmt Americas Inc 7.21M (0.97%) 1.04M
Increased by +14.50%
Jun 30, 25
18 LSV Asset Management 7.00M (0.95%) -1.05M
Decreased by -15.05%
Jun 30, 25
19 JPMorgan Chase & Co 6.69M (0.90%) 1.24M
Increased by +18.53%
Mar 31, 25
20 Pacer Advisors, INC. 6.39M (0.86%) 6.33M
Increased by +99.07%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 20.57M (2.78%) 14.15K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 18.84M (2.55%) -442.03K
Decreased by -2.35%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 17.93M (2.42%) 134.00K
Increased by +0.75%
May 31, 25
4 Vanguard 500 Index Investor 14.17M (1.91%) -2.22M
Decreased by -15.68%
Jul 31, 25
5 Vanguard Mid Cap Index Institutional 13.37M (1.81%) 144.02K
Increased by +1.08%
Jul 31, 25
6 Vanguard Wellington™ Inv 9.60M (1.30%) 9.60M
Increased by +100.00%
Jun 30, 25
7 SPDR® S&P 500 ETF 8.28M (1.12%) -121.21K
Decreased by -1.46%
Mar 31, 25
8 SPDR® S&P 500® ETF Trust 8.07M (1.09%) -42.23K
Decreased by -0.52%
Mar 31, 25
9 American Funds Capital World Gr&Inc A 7.96M (1.08%) -2.16M
Decreased by -27.18%
Jun 30, 25
10 Capital Group World Growth & Inc Cmp 7.96M (1.08%) -2.16M
Decreased by -27.18%
Jun 30, 25
11 Fidelity 500 Index 7.76M (1.05%) -636.97K
Decreased by -8.21%
Jun 30, 25
12 Fidelity® 500 Index 7.69M (1.04%) 48.97K
Increased by +0.64%
Nov 30, 23
13 SPDR® S&P 500 ETF Trust 7.68M (1.04%) 54.23K
Increased by +0.71%
Feb 29, 24
14 SPDR® S&P 500® ETF 7.51M (1.01%) 32.04K
Increased by +0.43%
Jul 31, 25
15 iShares Core S&P 500 ETF 7.32M (0.99%) 33.30K
Increased by +0.46%
Jul 31, 25
16 Oakmark Investor 6.80M (0.92%) -2.83M
Decreased by -41.54%
Mar 31, 25
17 The Consumer Staples Sel SectSPDR® ETF 6.18M (0.83%) -10.92K
Decreased by -0.18%
Jul 31, 25
18 Consumer Staples Select Sector SPDR® ETF 4.52M (0.61%) 8.93K
Increased by +0.20%
Feb 29, 24
19 Vanguard Windsor™ II Inv 4.34M (0.59%) 0.00
Increased by 0.00%
Mar 31, 24
20 Vanguard Value Index Inv 4.31M (0.58%) -7.66K
Decreased by -0.18%
Jul 31, 25