Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ESGU 1000.00%
2 IAK 13.61%
3 KBWP 8.11%
4 DFNL 5.12%
5 EASY 4.47%
6 OMAH 4.40%
7 VDIG 4.10%
8 UTRN 3.92%
9 KAT 3.72%
10 NEWZ 3.56%
11 CCOR 3.37%
12 BEEX 3.05%
13 STNC 3.00%
14 TFNS 2.94%
15 GKAT 2.88%
16 USCF 2.80%
17 ESN 2.69%
18 FMCX 2.68%
19 DVOL 2.66%
20 BDVG 2.44%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 35.82M (10.12%) -805.89K
Decreased by -2.25%
Dec 31, 25
2 Berkshire Hathaway Inc 31.33M (8.85%) 4.30M
Increased by +13.72%
Sep 30, 25
3 BlackRock Inc 27.68M (7.82%) 167.39K
Increased by +0.60%
Sep 30, 25
4 State Street Corporation 18.27M (5.16%) -248.85K
Decreased by -1.36%
Mar 31, 24
5 State Street Corp 17.05M (4.82%) 68.55K
Increased by +0.40%
Sep 30, 25
6 GQG Partners LLC 12.48M (3.53%) 1.65M
Increased by +13.20%
Dec 31, 25
7 T. Rowe Price Associates, Inc. 11.90M (3.36%) -2.23M
Decreased by -18.77%
Sep 30, 25
8 FMR Inc 10.92M (3.09%) -1.47M
Decreased by -13.45%
Dec 31, 25
9 JPMorgan Chase & Co 10.49M (2.96%) 5.50M
Increased by +52.41%
Sep 30, 25
10 Capital World Investors 9.94M (2.81%) -42.92K
Decreased by -0.43%
Dec 31, 25
11 Geode Capital Management, LLC 8.88M (2.51%) -25.77K
Decreased by -0.29%
Dec 31, 25
12 Wellington Management Company LLP 7.51M (2.12%) -622.93K
Decreased by -8.30%
Dec 31, 25
13 Massachusetts Financial Services Company 6.89M (1.95%) -307.09K
Decreased by -4.46%
Dec 31, 25
14 Demars Financial Group, LLC 6.24M (1.76%) 878.18K
Increased by +14.08%
Mar 31, 25
15 Capital Research Global Investors 5.69M (1.61%) -176.62K
Decreased by -3.11%
Dec 31, 25
16 Morgan Stanley - Brokerage Accounts 5.34M (1.51%) -1.11M
Decreased by -20.76%
Sep 30, 25
17 Ameriprise Financial Inc 5.05M (1.43%) 427.51K
Increased by +8.46%
Sep 30, 25
18 Wells Fargo & Co 4.81M (1.36%) -975.06K
Decreased by -20.29%
Sep 30, 25
19 Bank of America Corp 4.60M (1.30%) -331.89K
Decreased by -7.22%
Sep 30, 25
20 AQR Capital Management LLC 4.24M (1.20%) 1.44M
Increased by +34.03%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 12.16M (3.44%) -698.70K
Decreased by -5.75%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 11.20M (3.17%) 20.38K
Increased by +0.18%
Feb 28, 26
3 Vanguard Institutional 500 Index Trust 10.60M (2.99%) 73.18K
Increased by +0.69%
May 31, 25
4 Vanguard 500 Index Investor 9.41M (2.66%) 89.28K
Increased by +0.95%
Feb 28, 26
5 Goldman Sachs GQG Ptnrs Intl Opps Instl 7.18M (2.03%) 1.21M
Increased by +16.88%
Dec 31, 25
6 SPDR® S&P 500 ETF Trust 4.89M (1.38%) -38.08K
Decreased by -0.78%
Mar 31, 24
7 Fidelity® 500 Index 4.79M (1.35%) 30.46K
Increased by +0.64%
Nov 30, 23
8 iShares Core S&P 500 ETF 4.67M (1.32%) 0.00
Increased by 0.00%
Feb 28, 26
9 Fidelity 500 Index 4.65M (1.31%) 21.55K
Increased by +0.46%
Jan 31, 26
10 SPDR® S&P 500 ETF 4.64M (1.31%) -98.06K
Decreased by -2.12%
Mar 31, 25
11 SPDR® S&P 500® ETF Trust 4.51M (1.27%) -23.65K
Decreased by -0.52%
Mar 31, 25
12 SPDR® S&P 500® ETF 4.50M (1.27%) 55.41K
Increased by +1.23%
Aug 31, 25
13 State Street® SPDR® S&P 500® ETF 4.31M (1.22%) -32.59K
Decreased by -0.76%
Feb 28, 26
14 Vanguard Dividend Growth Inv 3.35M (0.95%) -493.77K
Decreased by -14.74%
Dec 31, 25
15 Vanguard Value Index Inv 3.30M (0.93%) 41.53K
Increased by +1.26%
Feb 28, 26
16 American Funds Washington Mutual A 3.25M (0.92%) -622.06K
Decreased by -19.14%
Dec 31, 25
17 Capital Group Wash Mutual Invtrs Comp 3.25M (0.92%) -622.06K
Decreased by -19.14%
Dec 31, 25
18 MFS Large Cap Value Equity 3.15M (0.89%) -128.85K
Decreased by -4.09%
Dec 31, 25
19 Invesco Equity and Income Composite 3.13M (0.88%) 3.13M
Increased by +100.00%
Mar 31, 24
20 MFS Value A 3.11M (0.88%) -4.26M
Decreased by -137.08%
Jan 31, 26