Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IYK 11.95%
2 GXPS 10.49%
3 FSTA 8.22%
4 VDC 8.22%
5 FTXG 7.97%
6 XLP 6.35%
7 JHMS 6.21%
8 DOGG 5.43%
9 OMAH 5.17%
10 UGE 5.09%
11 PBJ 4.87%
12 DURA 4.68%
13 DJD 4.66%
14 KXI 4.50%
15 EASY 4.39%
16 BOUT 4.18%
17 BRNY 4.18%
18 UTRN 4.00%
19 ESGS 3.94%
20 SCHD 3.91%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Berkshire Hathaway Inc 400.00M (10.33%) 0.00
Increased by 0.00%
Sep 30, 25
2 Vanguard Group Inc 374.77M (9.68%) 5.89M
Increased by +1.57%
Dec 31, 25
3 BlackRock Inc 316.54M (8.17%) 3.24M
Increased by +1.02%
Sep 30, 25
4 JPMorgan Chase & Co 175.62M (4.54%) 95.36M
Increased by +54.30%
Sep 30, 25
5 State Street Corporation 169.69M (4.38%) -1.63M
Decreased by -0.96%
Mar 31, 24
6 State Street Corp 165.86M (4.28%) 923.28K
Increased by +0.56%
Sep 30, 25
7 FMR Inc 109.97M (2.84%) 1.73M
Increased by +1.57%
Dec 31, 25
8 Morgan Stanley - Brokerage Accounts 95.45M (2.46%) 4.90M
Increased by +5.13%
Sep 30, 25
9 Geode Capital Management, LLC 89.98M (2.32%) 433.55K
Increased by +0.48%
Dec 31, 25
10 Charles Schwab Investment Management Inc 71.50M (1.85%) -643.13K
Decreased by -0.90%
Dec 31, 25
11 NORGES BANK 55.30M (1.43%) 932.67K
Increased by +1.69%
Dec 31, 25
12 Northern Trust Corp 41.13M (1.06%) -173.44K
Decreased by -0.42%
Sep 30, 25
13 Franklin Resources Inc 39.09M (1.01%) 5.14M
Increased by +13.14%
Sep 30, 25
14 Goldman Sachs Group Inc 36.80M (0.95%) 17.18M
Increased by +46.70%
Dec 31, 23
15 Bank of America Corp 31.19M (0.81%) -1.95M
Decreased by -6.26%
Sep 30, 25
16 T. Rowe Price Associates, Inc. 29.97M (0.77%) -2.21M
Decreased by -7.38%
Sep 30, 25
17 UBS Group AG 28.86M (0.75%) 2.21M
Increased by +7.67%
Sep 30, 25
18 Wellington Management Company LLP 28.66M (0.74%) -6.73M
Decreased by -23.48%
Dec 31, 25
19 UBS Asset Mgmt Americas Inc 27.54M (0.71%) -9.23M
Decreased by -33.51%
Sep 30, 25
20 Capital Research & Mgmt Co - Division 3 27.44M (0.71%) 2.49M
Increased by +9.08%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 122.89M (3.17%) -16.90K
Decreased by -0.01%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 108.85M (2.81%) 367.94K
Increased by +0.34%
Feb 28, 26
3 Vanguard 500 Index Investor 99.58M (2.57%) 947.26K
Increased by +0.95%
Feb 28, 26
4 iShares Core S&P 500 ETF 49.35M (1.27%) 0.00
Increased by 0.00%
Feb 28, 26
5 Fidelity 500 Index 49.19M (1.27%) 228.01K
Increased by +0.46%
Jan 31, 26
6 SPDR® S&P 500 ETF 48.16M (1.24%) -780.15K
Decreased by -1.62%
Mar 31, 25
7 SPDR® S&P 500® ETF Trust 46.88M (1.21%) -245.70K
Decreased by -0.52%
Mar 31, 25
8 SPDR® S&P 500® ETF 46.78M (1.21%) 575.58K
Increased by +1.23%
Aug 31, 25
9 SPDR® S&P 500 ETF Trust 46.49M (1.20%) 323.26K
Increased by +0.70%
May 30, 24
10 State Street® SPDR® S&P 500® ETF 45.55M (1.18%) -345.17K
Decreased by -0.76%
Feb 28, 26
11 Fidelity® 500 Index 45.35M (1.17%) 288.61K
Increased by +0.64%
Nov 30, 23
12 Schwab US Dividend Equity ETF™ 42.45M (1.10%) 108.19K
Increased by +0.25%
Feb 28, 26
13 Vanguard Value Index Inv 32.05M (0.83%) 383.09K
Increased by +1.20%
Feb 28, 26
14 Consumer Staples Select Sector SPDR® ETF 22.55M (0.58%) 56.64K
Increased by +0.25%
May 30, 24
15 Vanguard Institutional Index I 21.93M (0.57%) -165.69K
Decreased by -0.76%
Feb 28, 26
16 Vanguard Dividend Appreciation ETF 21.36M (0.55%) 87.06K
Increased by +0.41%
Feb 28, 26
17 State St S&P 500® Indx SL Cl III 20.64M (0.53%) 23.20K
Increased by +0.11%
Feb 28, 26
18 JPMorgan Large Cap Growth I 19.46M (0.50%) -4.66M
Decreased by -23.96%
Jun 30, 25
19 Vanguard Institutional 500 Index Trust 17.39M (0.45%) 102.89K
Increased by +0.59%
Feb 28, 26
20 Vanguard High Dividend Yield ETF 15.83M (0.41%) 171.43K
Increased by +1.08%
Feb 28, 26