Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LEND 2.16%
2 EQOP 1.88%
3 XMVM 1.53%
4 FDFF 1.31%
5 FXO 1.22%
6 SDVY 1.16%
7 XMMO 1.15%
8 RFV 1.08%
9 DQML 0.97%
10 PAMC 0.96%
11 WBIG 0.96%
12 FTA 0.86%
13 IJJ 0.76%
14 MDYV 0.76%
15 IVOV 0.75%
16 WBIY 0.74%
17 CDC 0.68%
18 CDL 0.68%
19 NIXT 0.66%
20 RWK 0.65%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Berkshire Hathaway Inc 29.00M (10.46%) 0.00
Increased by 0.00%
Mar 31, 25
2 BlackRock Inc 28.86M (10.41%) 54.70K
Increased by +0.19%
Mar 31, 25
3 Vanguard Group Inc 28.16M (10.16%) 5.60K
Increased by +0.02%
Jun 30, 25
4 Harris Associates L.P. 26.84M (9.68%) 1.92M
Increased by +7.16%
Jun 30, 25
5 State Street Corp 10.61M (3.83%) -264.61K
Decreased by -2.49%
Mar 31, 25
6 State Street Corporation 10.59M (3.82%) 180.74K
Increased by +1.71%
Mar 31, 24
7 Wellington Management Company LLP 9.98M (3.60%) 3.02M
Increased by +30.25%
Jun 30, 25
8 Dimensional Fund Advisors, Inc. 8.56M (3.09%) -233.69K
Decreased by -2.73%
Jun 30, 25
9 Geode Capital Management, LLC 5.13M (1.85%) 230.49K
Increased by +4.50%
Mar 31, 25
10 London Company of Virginia 4.83M (1.74%) -215.64K
Decreased by -4.46%
Jun 30, 25
11 Sessa Capital IM LP 4.68M (1.69%) 0.00
Increased by 0.00%
Mar 31, 25
12 Jacobs Levy Equity Management, Inc. 4.66M (1.68%) 456.70K
Increased by +9.80%
Mar 31, 25
13 Thrivent Financial For Lutherans 4.39M (1.58%) -1.10M
Decreased by -25.16%
Sep 30, 24
14 Morgan Stanley - Brokerage Accounts 4.38M (1.58%) -122.28K
Decreased by -2.79%
Mar 31, 25
15 First Manhattan Co. LLC 4.26M (1.54%) 32.12K
Increased by +0.75%
Mar 31, 25
16 Arrowstreet Capital Limited Partnership 3.88M (1.40%) -554.50K
Decreased by -14.30%
Mar 31, 25
17 Millennium Management LLC 3.75M (1.35%) 2.73M
Increased by +72.76%
Mar 31, 25
18 Northern Trust Corp 3.64M (1.31%) -297.05K
Decreased by -8.15%
Mar 31, 25
19 Antipodes Partners Limited 3.50M (1.26%) 249.35K
Increased by +7.12%
Jun 30, 25
20 Bank of New York Mellon Corp 3.48M (1.25%) -218.07K
Decreased by -6.27%
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%) -16.17K
Decreased by -0.18%
Jul 31, 25
3 Vanguard Total Stock Mkt Idx Inv 8.69M (3.13%) -212.98K
Decreased by -2.45%
Jul 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 6.71M (2.42%) -43.86K
Decreased by -0.65%
Jul 31, 25
6 Oakmark Select Investor 6.05M (2.18%) 0.00
Increased by 0.00%
Jun 30, 25
7 Vanguard Windsor Investor Shares 4.62M (1.67%) 1.12M
Increased by +24.27%
Jun 30, 25
8 Touchstone Mid Cap Y 4.48M (1.61%) -211.66K
Decreased by -4.73%
Jun 30, 25
9 Vanguard Small Cap Value Index Inv 4.32M (1.56%) 10.16K
Increased by +0.24%
Jul 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 2.97M (1.07%) -1.29M
Decreased by -43.40%
Jul 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 Harris Assoc. Oakmark Eq & Inc CIT 2.17M (0.78%) 369.40K
Increased by +17.03%
Jun 30, 25
15 Oakmark Equity And Income Investor 2.17M (0.78%) 369.40K
Increased by +17.03%
Jun 30, 25
16 DFA US Targeted Value I 2.17M (0.78%) 0.00
Increased by 0.00%
Jun 30, 25
17 SPDR® S&P MIDCAP 400 ETF Trust 2.12M (0.76%) -52.98K
Decreased by -2.50%
Jul 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%) 1.03K
Increased by +0.06%
Jul 31, 25
20 Carillon Scout Mid Cap I 1.75M (0.63%) 1.75M
Increased by +100.00%
Dec 31, 23