Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LEND 2.16%
2 EQOP 1.88%
3 RFV 1.23%
4 FXO 1.16%
5 SDVY 1.03%
6 DQML 0.97%
7 XMMO 0.97%
8 XMVM 0.90%
9 FDFF 0.83%
10 RWK 0.75%
11 WBIY 0.74%
12 NIXT 0.72%
13 FTA 0.70%
14 IVOV 0.68%
15 MDYV 0.66%
16 IJJ 0.66%
17 TMSL 0.60%
18 AIEQ 0.60%
19 EZY 0.59%
20 USVT 0.56%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Berkshire Hathaway Inc 29.00M (10.60%) 0.00
Increased by 0.00%
Jun 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. 20.65M (7.55%) -427.85K
Decreased by -2.07%
Jun 30, 24
5 State Street Corp 10.65M (3.90%) 59.02K
Increased by +0.55%
Jun 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 Morgan Stanley - Brokerage Accounts 6.29M (2.30%) -806.61K
Decreased by -12.82%
Jun 30, 24
9 Arrowstreet Capital Limited Partnership 5.49M (2.01%) -938.25K
Decreased by -17.10%
Jun 30, 24
10 Goldman Sachs Group Inc 5.41M (1.98%) 2.30M
Increased by +42.62%
Dec 31, 23
11 Boston Partners Global Investors, Inc 5.08M (1.86%) 1.34M
Increased by +26.31%
Jun 30, 24
12 Geode Capital Management, LLC 4.86M (1.78%) 110.13K
Increased by +2.27%
Jun 30, 24
13 Sessa Capital IM LP 4.68M (1.71%) 0.00
Increased by 0.00%
Sep 30, 24
14 Thrivent Financial For Lutherans 4.39M (1.61%) -1.10M
Decreased by -25.16%
Sep 30, 24
15 Moore Capital Management, LP 3.82M (1.40%) 639.73K
Increased by +16.74%
Jun 30, 24
16 Bank of New York Mellon Corp 3.70M (1.35%) 31.49K
Increased by +0.85%
Jun 30, 24
17 First Manhattan Co. LLC 3.41M (1.25%) -116.86K
Decreased by -3.42%
Jun 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 8.63M (3.16%) 4.67K
Increased by +0.05%
Oct 31, 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 4.08M (1.49%) -84.66K
Decreased by -2.07%
Sep 30, 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 DFA US Targeted Value I 2.17M (0.79%) 0.00
Increased by 0.00%
Sep 30, 24
11 SPDR® S&P MIDCAP 400 ETF Trust 2.16M (0.79%) -31.75K
Decreased by -1.47%
Oct 31, 24
12 First Trust SMID Cp Rising Div Achv ETF 1.94M (0.71%) 6.60K
Increased by +0.34%
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 1.80M (0.66%) -8.99K
Decreased by -0.50%
Aug 31, 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%) -60.70K
Decreased by -3.51%
Oct 31, 24
19 Dimensional US Targeted Value ETF 1.60M (0.58%) -35.48K
Decreased by -2.22%
Oct 31, 24
20 Fidelity Extended Market Index 1.59M (0.58%) -51.83K
Decreased by -3.25%
Sep 30, 24