Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PBJ 5.21%
2 PMR 5.10%
3 GBLO 4.76%
4 AHOY 4.72%
5 OMAH 4.58%
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 PSL 3.31%
13 STNC 3.19%
14 VLLU 2.94%
15 OAKM 2.90%
16 RSPS 2.85%
17 RHS 2.85%
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 82.23M (11.10%) 1.49K
Increased by +0.00%
Mar 31, 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 Geode Capital Management, LLC 17.06M (2.30%) 622.93K
Increased by +3.65%
Mar 31, 25
8 Dimensional Fund Advisors, Inc. 14.30M (1.93%) 186.30K
Increased by +1.30%
Mar 31, 25
9 Capital World Investors 10.52M (1.42%) -658.24K
Decreased by -6.26%
Mar 31, 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 (1.32%) 653.39K
Increased by +6.66%
Mar 31, 25
12 NORGES BANK 9.79M (1.32%) 2.91M
Increased by +29.75%
Dec 31, 24
13 FMR Inc 9.05M (1.22%) 2.00M
Increased by +22.05%
Mar 31, 25
14 Citadel Advisors Llc 8.08M (1.09%) 1.84M
Increased by +22.81%
Mar 31, 25
15 LSV Asset Management 8.06M (1.09%) -411.56K
Decreased by -5.11%
Mar 31, 25
16 Northern Trust Corp 7.37M (1.00%) -456.97K
Decreased by -6.20%
Mar 31, 25
17 JPMorgan Chase & Co 6.69M (0.90%) 1.24M
Increased by +18.53%
Mar 31, 25
18 Wellington Management Company LLP 6.40M (0.86%) 2.95M
Increased by +46.04%
Mar 31, 25
19 Pacer Advisors, INC. 6.39M (0.86%) 6.33M
Increased by +99.07%
Sep 30, 23
20 UBS Asset Mgmt Americas Inc 6.16M (0.83%) -202.02K
Decreased by -3.28%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 20.91M (2.82%) 26.34K
Increased by +0.13%
May 31, 25
2 Vanguard US Total Market Shares ETF 20.57M (2.78%) 14.15K
Increased by +0.07%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 17.93M (2.42%) 134.00K
Increased by +0.75%
May 31, 25
4 Vanguard Mid Cap Index Institutional 14.30M (1.93%) 134.73K
Increased by +0.94%
May 31, 25
5 American Funds Capital World Gr&Inc A 10.12M (1.37%) -35.67K
Decreased by -0.35%
Mar 31, 25
6 Capital Group World Growth & Inc Cmp 10.12M (1.37%) -35.67K
Decreased by -0.35%
Mar 31, 25
7 Fidelity 500 Index 8.36M (1.13%) 10.32K
Increased by +0.12%
Apr 30, 25
8 SPDR® S&P 500 ETF 8.28M (1.12%) -121.21K
Decreased by -1.46%
Mar 31, 25
9 SPDR® S&P 500® ETF Trust 8.07M (1.09%) -42.23K
Decreased by -0.52%
Mar 31, 25
10 SPDR® S&P 500® ETF 7.97M (1.08%) -35.58K
Decreased by -0.45%
May 31, 25
11 iShares Core S&P 500 ETF 7.71M (1.04%) 0.00
Increased by 0.00%
May 31, 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 Oakmark Investor 6.80M (0.92%) -2.83M
Decreased by -41.54%
Mar 31, 25
15 The Consumer Staples Sel SectSPDR® ETF 6.63M (0.89%) 95.99K
Increased by +1.45%
May 31, 25
16 Vanguard Value Index Inv 4.72M (0.64%) 3.61K
Increased by +0.08%
May 31, 25
17 Consumer Staples Select Sector SPDR® ETF 4.52M (0.61%) 8.93K
Increased by +0.20%
Feb 29, 24
18 Vanguard Windsor™ II Inv 4.34M (0.59%) 0.00
Increased by 0.00%
Mar 31, 24
19 Vanguard Mid-Cap Value ETF 4.23M (0.57%) 31.14K
Increased by +0.74%
May 31, 25
20 Vanguard Institutional Index I 4.09M (0.55%) 3.88K
Increased by +0.09%
May 31, 25