Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LEND 2.16%
2 EQOP 1.88%
3 XMVM 1.45%
4 FXO 1.28%
5 FDFF 1.28%
6 SDVY 1.16%
7 XMMO 1.15%
8 RFV 1.01%
9 PAMC 1.00%
10 DQML 0.97%
11 FTA 0.86%
12 WBIY 0.74%
13 MDYV 0.71%
14 IJJ 0.71%
15 IVOV 0.71%
16 RWK 0.71%
17 NIXT 0.67%
18 CDL 0.62%
19 DFAT 0.62%
20 CDC 0.60%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Berkshire Hathaway Inc 29.00M (10.47%) 0.00
Increased by 0.00%
Sep 30, 24
2 BlackRock Inc 28.29M (10.22%) -103.49K
Decreased by -0.37%
Sep 30, 24
3 Vanguard Group Inc 28.14M (10.16%) 6.80K
Increased by +0.02%
Sep 30, 24
4 Harris Associates L.P. 21.75M (7.86%) 1.10M
Increased by +5.05%
Sep 30, 24
5 State Street Corp 10.70M (3.87%) 51.43K
Increased by +0.48%
Sep 30, 24
6 State Street Corporation 10.59M (3.83%) 180.74K
Increased by +1.71%
Mar 31, 24
7 Dimensional Fund Advisors, Inc. 9.79M (3.54%) 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 (1.59%) -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 (1.26%) -218.07K
Decreased by -6.27%
Sep 30, 24
17 Boston Partners Global Investors, Inc 3.48M (1.26%) -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 12.52M (4.52%) 557.18K
Increased by +4.45%
Dec 31, 24
2 iShares Core S&P Mid-Cap ETF 8.90M (3.21%) 6.67K
Increased by +0.07%
Feb 28, 25
3 Vanguard Total Stock Mkt Idx Inv 8.63M (3.12%) 4.44K
Increased by +0.05%
Feb 28, 25
4 Vanguard Small Cap Index 7.00M (2.53%) 5.74K
Increased by +0.08%
Feb 28, 25
5 Oakmark Select Investor 5.17M (1.87%) 658.00K
Increased by +12.73%
Dec 31, 24
6 Vanguard Small Cap Value Index Inv 4.61M (1.67%) -16.93K
Decreased by -0.37%
Feb 28, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 4.16M (1.50%) 17.69K
Increased by +0.43%
Feb 28, 25
8 JHancock Disciplined Value Mid Cap I 2.55M (0.92%) -1.26M
Decreased by -49.49%
Sep 30, 24
9 First Trust SMID Cp Rising Div Achv ETF 2.52M (0.91%) 5.41K
Increased by +0.21%
Feb 27, 25
10 Donald Smith & Co. All Eq Accounts Comp 2.51M (0.91%) 20.23K
Increased by +0.80%
Dec 31, 24
11 SPDR® S&P MIDCAP 400 ETF Trust 2.22M (0.80%) 21.07K
Increased by +0.95%
Feb 28, 25
12 DFA US Targeted Value I 2.17M (0.78%) 0.00
Increased by 0.00%
Jan 31, 25
13 Harris Assoc. Oakmark Eq & Inc CIT 1.80M (0.65%) 0.00
Increased by 0.00%
Dec 31, 24
14 Oakmark Equity And Income Investor 1.80M (0.65%) 0.00
Increased by 0.00%
Dec 31, 24
15 Thrivent Mid Cap Stock A 1.76M (0.64%) 0.00
Increased by 0.00%
Dec 31, 24
16 Carillon Scout Mid Cap I 1.75M (0.63%) 1.75M
Increased by +100.00%
Dec 31, 23
17 Scout Mid Cap Equity 1.75M (0.63%) 1.75M
Increased by +100.00%
Dec 31, 23
18 Dimensional US Targeted Value ETF 1.73M (0.63%) 83.00
Increased by +0.00%
Feb 28, 25
19 State St Russell Sm/Mid Cp® Indx NL Cl C 1.67M (0.60%) 14.40K
Increased by +0.86%
Feb 28, 25
20 iShares S&P Mid-Cap 400 Value ETF 1.64M (0.59%) -1.20K
Decreased by -0.07%
Feb 28, 25