Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LEND 2.16%
2 EQOP 1.88%
3 RFV 1.28%
4 PAMC 1.24%
5 FXO 1.20%
6 SDVY 1.08%
7 XMMO 1.04%
8 DQML 0.97%
9 XMVM 0.95%
10 FDFF 0.85%
11 RWK 0.77%
12 NIXT 0.76%
13 FTA 0.75%
14 WBIY 0.74%
15 IVOV 0.71%
16 MDYV 0.68%
17 IJJ 0.68%
18 TMSL 0.60%
19 CDL 0.60%
20 AIEQ 0.60%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Berkshire Hathaway Inc 29.00M (10.60%) 0.00
Increased by 0.00%
Sep 30, 24
2 BlackRock Inc 28.40M (10.38%) 92.25K
Increased by +0.32%
Jun 30, 24
3 Vanguard Group Inc 28.14M (10.29%) 6.80K
Increased by +0.02%
Sep 30, 24
4 Harris Associates L.P. 21.75M (7.95%) 1.10M
Increased by +5.05%
Sep 30, 24
5 State Street Corp 10.70M (3.91%) 51.43K
Increased by +0.48%
Sep 30, 24
6 State Street Corporation 10.59M (3.87%) 180.74K
Increased by +1.71%
Mar 31, 24
7 Dimensional Fund Advisors, Inc. 9.79M (3.58%) 92.96K
Increased by +0.95%
Sep 30, 24
8 Arrowstreet Capital Limited Partnership 5.37M (1.96%) -116.62K
Decreased by -2.17%
Sep 30, 24
9 Geode Capital Management, LLC 4.71M (1.72%) -149.09K
Decreased by -3.16%
Sep 30, 24
10 Sessa Capital IM LP 4.68M (1.71%) 0.00
Increased by 0.00%
Sep 30, 24
11 Thrivent Financial For Lutherans 4.39M (1.61%) -1.10M
Decreased by -25.16%
Sep 30, 24
12 First Manhattan Co. LLC 4.03M (1.48%) 621.27K
Increased by +15.40%
Sep 30, 24
13 Moore Capital Management, LP 3.82M (1.40%) -5.16K
Decreased by -0.14%
Sep 30, 24
14 Millennium Management LLC 3.60M (1.31%) 1.52M
Increased by +42.31%
Sep 30, 24
15 Morgan Stanley - Brokerage Accounts 3.55M (1.30%) -2.74M
Decreased by -77.10%
Sep 30, 24
16 Bank of New York Mellon Corp 3.48M (1.27%) -218.07K
Decreased by -6.27%
Sep 30, 24
17 Boston Partners Global Investors, Inc 3.48M (1.27%) -1.61M
Decreased by -46.23%
Sep 30, 24
18 FMR Inc 3.22M (1.18%) -246.33K
Decreased by -7.64%
Sep 30, 24
19 Holocene Advisors, LP 3.18M (1.16%) 3.18M
Increased by +100.00%
Jun 30, 24
20 Northern Trust Corp 3.08M (1.13%) -126.27K
Decreased by -4.10%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Oakmark Investor 11.96M (4.37%) 0.00
Increased by 0.00%
Sep 30, 24
2 iShares Core S&P Mid-Cap ETF 8.81M (3.22%) 0.00
Increased by 0.00%
Nov 30, 24
3 Vanguard Total Stock Mkt Idx Inv 8.63M (3.15%) -27.30K
Decreased by -0.32%
Oct 31, 24
4 Vanguard Small Cap Index 6.88M (2.52%) 13.45K
Increased by +0.20%
Oct 31, 24
5 Vanguard Small Cap Value Index Inv 4.65M (1.70%) -1.61K
Decreased by -0.03%
Oct 31, 24
6 Oakmark Select Investor 4.51M (1.65%) -315.00K
Decreased by -6.98%
Sep 30, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 4.06M (1.48%) -25.88K
Decreased by -0.64%
Oct 31, 24
8 JHancock Disciplined Value Mid Cap I 2.55M (0.93%) -1.26M
Decreased by -49.49%
Sep 30, 24
9 Donald Smith & Co. All Eq Accounts Comp 2.49M (0.91%) -38.33K
Decreased by -1.54%
Sep 30, 24
10 First Trust SMID Cp Rising Div Achv ETF 2.19M (0.80%) 9.90K
Increased by +0.45%
Nov 28, 24
11 DFA US Targeted Value I 2.17M (0.79%) 0.00
Increased by 0.00%
Oct 31, 24
12 SPDR® S&P MIDCAP 400 ETF Trust 2.16M (0.79%) -31.75K
Decreased by -1.47%
Oct 31, 24
13 Harris Assoc. Oakmark Eq & Inc CIT 1.80M (0.66%) 0.00
Increased by 0.00%
Sep 30, 24
14 Oakmark Equity And Income Investor 1.80M (0.66%) 0.00
Increased by 0.00%
Sep 30, 24
15 Thrivent Mid Cap Stock A 1.76M (0.64%) -37.33K
Decreased by -2.12%
Sep 30, 24
16 Carillon Scout Mid Cap I 1.75M (0.64%) 1.75M
Increased by +100.00%
Dec 31, 23
17 Scout Mid Cap Equity 1.75M (0.64%) 1.75M
Increased by +100.00%
Dec 31, 23
18 State St Russell Sm/Mid Cp® Indx NL Cl C 1.73M (0.63%) 0.00
Increased by 0.00%
Nov 30, 24
19 Dimensional US Targeted Value ETF 1.59M (0.58%) 492.00
Increased by +0.03%
Nov 29, 24
20 Fidelity Extended Market Index 1.52M (0.56%) -75.31K
Decreased by -4.96%
Oct 31, 24