Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LEND 2.16%
2 EQOP 1.88%
3 XMVM 1.53%
4 FDFF 1.27%
5 FXO 1.21%
6 SDVY 1.16%
7 XMMO 1.15%
8 RFV 1.07%
9 DQML 0.97%
10 PAMC 0.96%
11 FTA 0.86%
12 IVOV 0.78%
13 MDYV 0.75%
14 IJJ 0.75%
15 WBIY 0.74%
16 CDL 0.68%
17 CDC 0.68%
18 NIXT 0.67%
19 RWK 0.65%
20 DFAT 0.62%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Berkshire Hathaway Inc 29.00M (10.46%) 0.00
Increased by 0.00%
Sep 30, 24
2 BlackRock Inc 28.29M (10.21%) -103.49K
Decreased by -0.37%
Sep 30, 24
3 Vanguard Group Inc 28.14M (10.15%) 6.80K
Increased by +0.02%
Sep 30, 24
4 Harris Associates L.P. 21.75M (7.85%) 1.10M
Increased by +5.05%
Sep 30, 24
5 State Street Corp 10.70M (3.86%) 51.43K
Increased by +0.48%
Sep 30, 24
6 State Street Corporation 10.59M (3.82%) 180.74K
Increased by +1.71%
Mar 31, 24
7 Dimensional Fund Advisors, Inc. 9.79M (3.53%) 92.96K
Increased by +0.95%
Sep 30, 24
8 Arrowstreet Capital Limited Partnership 5.37M (1.94%) -116.62K
Decreased by -2.17%
Sep 30, 24
9 Geode Capital Management, LLC 4.71M (1.70%) -149.09K
Decreased by -3.16%
Sep 30, 24
10 Sessa Capital IM LP 4.68M (1.69%) 0.00
Increased by 0.00%
Sep 30, 24
11 Thrivent Financial For Lutherans 4.39M (1.58%) -1.10M
Decreased by -25.16%
Sep 30, 24
12 First Manhattan Co. LLC 4.03M (1.46%) 621.27K
Increased by +15.40%
Sep 30, 24
13 Moore Capital Management, LP 3.82M (1.38%) -5.16K
Decreased by -0.14%
Sep 30, 24
14 Millennium Management LLC 3.60M (1.30%) 1.52M
Increased by +42.31%
Sep 30, 24
15 Morgan Stanley - Brokerage Accounts 3.55M (1.28%) -2.74M
Decreased by -77.10%
Sep 30, 24
16 Bank of New York Mellon Corp 3.48M (1.25%) -218.07K
Decreased by -6.27%
Sep 30, 24
17 Boston Partners Global Investors, Inc 3.48M (1.25%) -1.61M
Decreased by -46.23%
Sep 30, 24
18 FMR Inc 3.22M (1.16%) -246.33K
Decreased by -7.64%
Sep 30, 24
19 Holocene Advisors, LP 3.18M (1.15%) 3.18M
Increased by +100.00%
Jun 30, 24
20 Northern Trust Corp 3.08M (1.11%) -126.27K
Decreased by -4.10%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Oakmark Investor 13.71M (4.94%) 260.00K
Increased by +1.90%
Jun 30, 25
2 iShares Core S&P Mid-Cap ETF 9.01M (3.25%) 4.70K
Increased by +0.05%
Jun 30, 25
3 Vanguard Total Stock Mkt Idx Inv 8.87M (3.20%) 5.49K
Increased by +0.06%
May 31, 25
4 Vanguard US Total Market Shares ETF 8.66M (3.12%) 6.22K
Increased by +0.07%
Sep 30, 24
5 Vanguard Small Cap Index 6.97M (2.51%) 32.16K
Increased by +0.46%
May 31, 25
6 Oakmark Select Investor 6.05M (2.18%) 0.00
Increased by 0.00%
Jun 30, 25
7 Vanguard Small Cap Value Index Inv 4.48M (1.62%) -4.05K
Decreased by -0.09%
May 31, 25
8 Touchstone Mid Cap Y 4.48M (1.61%) -211.66K
Decreased by -4.73%
Jun 30, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 4.28M (1.55%) 28.50K
Increased by +0.67%
May 31, 25
10 Vanguard Windsor Investor Shares 3.50M (1.26%) 3.50M
Increased by +100.00%
Mar 31, 25
11 Donald Smith & Co. All Eq Accounts Comp 2.55M (0.92%) -15.54K
Decreased by -0.61%
Jun 30, 25
12 JHancock Disciplined Value Mid Cap I 2.55M (0.92%) -1.26M
Decreased by -49.49%
Sep 30, 24
13 First Trust SMID Cp Rising Div Achv ETF 2.52M (0.91%) 5.41K
Increased by +0.21%
Feb 27, 25
14 SPDR® S&P MIDCAP 400 ETF Trust 2.17M (0.78%) 48.57K
Increased by +2.24%
Jun 30, 25
15 Harris Assoc. Oakmark Eq & Inc CIT 2.17M (0.78%) 369.40K
Increased by +17.03%
Jun 30, 25
16 Oakmark Equity And Income Investor 2.17M (0.78%) 369.40K
Increased by +17.03%
Jun 30, 25
17 DFA US Targeted Value I 2.17M (0.78%) 0.00
Increased by 0.00%
May 31, 25
18 AustralianSuper Balanced Sup 1.88M (0.68%) 126.20K
Increased by +6.70%
Jun 30, 24
19 Dimensional US Targeted Value ETF 1.77M (0.64%) 0.00
Increased by 0.00%
Jun 30, 25
20 Carillon Scout Mid Cap I 1.75M (0.63%) 1.75M
Increased by +100.00%
Dec 31, 23