Top 20 ETF Stock Exposure

Rank ETF Weight % in ETF
1 RDIV 2.56%
2 RFV 1.47%
3 FXO 1.36%
4 SDVY 1.07%
5 MDYV 0.87%
6 IJJ 0.87%
7 IVOV 0.85%
8 RWK 0.79%
9 WBIY 0.74%
10 DON 0.66%
11 EZM 0.65%
12 AIEQ 0.62%
13 CDL 0.62%
14 CDC 0.62%
15 FNK 0.61%
16 USVT 0.56%
17 DFAT 0.55%
18 FVAL 0.54%
19 AUSF 0.53%
20 ISCV 0.53%

Top 20 Institutional Holders

Rank Holder SharesFloat % Change Date reported
1 Berkshire Hathaway Inc 29M (10.63%) 0
Increased by 0%
Sep 30, 23
2 BlackRock Inc 28.54M (10.46%) -727.81K
Decreased by -2.55%
Dec 31, 23
3 Vanguard Group Inc 28.06M (10.29%) 51.11K
Increased by +0.18%
Dec 31, 23
4 Harris Associates L.P. 23.48M (8.61%) -2.68M
Decreased by -11.42%
Dec 31, 23
5 State Street Corporation 10.41M (3.82%) 779.67K
Increased by +7.49%
Dec 31, 23
6 Dimensional Fund Advisors, Inc. 6.89M (2.52%) -693.83K
Decreased by -10.07%
Dec 31, 23
7 Thrivent Financial For Lutherans 6M (2.2%) -88.27K
Decreased by -1.47%
Dec 31, 23
8 Goldman Sachs Group Inc 5.41M (1.98%) 2.3M
Increased by +42.62%
Dec 31, 23
9 Arrowstreet Capital Limited Partnership 4.67M (1.71%) 2.7M
Increased by +57.84%
Dec 31, 23
10 Geode Capital Management, LLC 4.53M (1.66%) 163.03K
Increased by +3.6%
Dec 31, 23
11 Morgan Stanley - Brokerage Accounts 4.43M (1.62%) 767.21K
Increased by +17.34%
Dec 31, 23
12 Sessa Capital IM LP 3.93M (1.44%) -4.99M
Decreased by -127.1%
Sep 30, 23
13 Bank of New York Mellon Corp 3.73M (1.37%) 113.36K
Increased by +3.04%
Dec 31, 23
14 FMR Inc 3.73M (1.37%) 408.7K
Increased by +10.97%
Dec 31, 23
15 Moore Capital Management, LP 3.55M (1.3%) -627.45K
Decreased by -17.65%
Dec 31, 23
16 First Manhattan Co. LLC 3.55M (1.3%) 502.05K
Increased by +14.13%
Dec 31, 23
17 Punch Card Management, L.P. 3.01M (1.1%) -288.18K
Decreased by -9.57%
Dec 31, 23
18 Northern Trust Corp 2.94M (1.08%) -187.47K
Decreased by -6.39%
Dec 31, 23
19 LSV Asset Management 2.85M (1.05%) -481.39K
Decreased by -16.87%
Dec 31, 23
20 Donald Smith & Co Inc 2.75M (1.01%) 495.58K
Increased by +18%
Dec 31, 23

Top 20 Mutual Fund Holders

Rank Holder SharesFloat % Change Date reported
1 Oakmark Investor 11.96M (4.38%) -1.4M
Decreased by -11.71%
Dec 31, 23
2 Vanguard Total Stock Mkt Idx Inv 8.46M (3.1%) -18.42K
Decreased by -0.22%
Feb 29, 24
3 iShares Core S&P Mid-Cap ETF 8.45M (3.1%) -5.11K
Decreased by -0.06%
Mar 28, 24
4 Vanguard Small Cap Index 7M (2.57%) 64.93K
Increased by +0.93%
Feb 29, 24
5 Oakmark Select Investor 6.25M (2.29%) -747.3K
Decreased by -11.95%
Dec 31, 23
6 Vanguard Small Cap Value Index Inv 4.77M (1.75%) 23.43K
Increased by +0.49%
Feb 29, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 4.02M (1.47%) 22.84K
Increased by +0.57%
Feb 29, 24
8 Harris Assoc. Oakmark Eq & Inc CIT 3.43M (1.26%) -340K
Decreased by -9.92%
Dec 31, 23
9 Oakmark Equity And Income Investor 3.43M (1.26%) -340K
Decreased by -9.92%
Dec 31, 23
10 Donald Smith & Co. All Eq Accounts Comp 2.73M (1%) 493.77K
Increased by +18.07%
Dec 31, 23
11 SPDR® S&P MIDCAP 400 ETF Trust 2.17M (0.79%) 8.16K
Increased by +0.38%
Feb 29, 24
12 Thrivent Mid Cap Stock A 1.81M (0.66%) 0
Increased by 0%
Jan 31, 24
13 Carillon Scout Mid Cap I 1.75M (0.64%) 1.75M
Increased by +100%
Dec 31, 23
14 Scout Mid Cap Equity 1.75M (0.64%) 1.75M
Increased by +100%
Dec 31, 23
15 Thrivent Small Cap Stock A 1.67M (0.61%) 29.4K
Increased by +1.76%
Jan 31, 24
16 State St Russell Sm/Mid Cp® Indx NL Cl C 1.66M (0.61%) 14.5K
Increased by +0.87%
Mar 31, 24
17 iShares S&P Mid-Cap 400 Value ETF 1.59M (0.58%) 4.54K
Increased by +0.29%
Mar 28, 24
18 DFA US Large Cap Value I 1.58M (0.58%) -369
Decreased by -0.02%
Feb 29, 24
19 Fidelity Extended Market Index 1.53M (0.56%) 9.51K
Increased by +0.62%
Feb 29, 24
20 Fidelity® Extended Market Index 1.46M (0.54%) -7.57K
Decreased by -0.52%
Nov 30, 23