Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 OMAH 7.05%
2 FNTC 6.95%
3 IPAY 6.12%
4 JRNY 4.34%
5 DJIA 4.30%
6 DYLG 4.28%
7 DIA 4.21%
8 DIVO 4.04%
9 UTRN 3.97%
10 USCF 3.94%
11 CZAR 3.66%
12 EDOW 3.65%
13 NDJI 3.63%
14 FMK 3.52%
15 LGCF 3.37%
16 DDM 3.30%
17 PWB 3.16%
18 NDVG 3.01%
19 PFI 2.89%
20 UDOW 2.86%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Berkshire Hathaway Inc 151.61M (27.70%) 0.00
Increased by 0.00%
Mar 31, 25
2 Vanguard Group Inc 45.84M (8.38%) 605.90K
Increased by +1.32%
Mar 31, 25
3 BlackRock Inc 45.03M (8.23%) 1.08M
Increased by +2.41%
Mar 31, 25
4 State Street Corp 29.77M (5.44%) -11.18K
Decreased by -0.04%
Mar 31, 25
5 State Street Corporation 29.58M (5.40%) -119.58K
Decreased by -0.40%
Mar 31, 24
6 JPMorgan Chase & Co 18.36M (3.35%) 1.60M
Increased by +8.74%
Mar 31, 25
7 Wellington Management Company LLP 18.03M (3.29%) 2.17M
Increased by +12.03%
Mar 31, 25
8 Morgan Stanley - Brokerage Accounts 13.28M (2.43%) -561.87K
Decreased by -4.23%
Mar 31, 25
9 Geode Capital Management, LLC 12.14M (2.22%) 385.49K
Increased by +3.18%
Mar 31, 25
10 FMR Inc 10.47M (1.91%) -442.27K
Decreased by -4.22%
Mar 31, 25
11 Fisher Asset Management, LLC 8.97M (1.64%) 211.18K
Increased by +2.35%
Mar 31, 25
12 Massachusetts Financial Services Company 7.87M (1.44%) -676.80K
Decreased by -8.60%
Mar 31, 25
13 T. Rowe Price Associates, Inc. 7.27M (1.33%) -1.16M
Decreased by -16.01%
Mar 31, 25
14 Bank of America Corp 6.85M (1.25%) -618.16K
Decreased by -9.03%
Mar 31, 25
15 Northern Trust Corp 6.83M (1.25%) 955.81K
Increased by +14.00%
Dec 31, 24
16 NORGES BANK 6.02M (1.10%) -349.54K
Decreased by -5.81%
Dec 31, 24
17 Nuveen Asset Management, LLC 5.69M (1.04%) -12.64K
Decreased by -0.22%
Dec 31, 24
18 UBS Asset Mgmt Americas Inc 5.09M (0.93%) 78.54K
Increased by +1.54%
Mar 31, 25
19 Legal & General Group PLC 4.97M (0.91%) -171.60K
Decreased by -3.46%
Sep 30, 24
20 Lazard Asset Management LLC 4.93M (0.90%) -169.41K
Decreased by -3.44%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 15.78M (2.88%) 239.98K
Increased by +1.52%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 15.76M (2.88%) -189.57K
Decreased by -1.20%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 15.68M (2.86%) 250.42K
Increased by +1.60%
Apr 30, 25
4 AF High Growth (AFRIS) 14.90M (2.72%) 14.90M
Increased by +100.00%
Feb 29, 24
5 Fidelity 500 Index 6.96M (1.27%) -6.91K
Decreased by -0.10%
Mar 31, 25
6 SPDR® S&P 500 ETF 6.90M (1.26%) -118.93K
Decreased by -1.72%
Mar 31, 25
7 Global Balanced (AFRIS) 6.84M (1.25%) 6.84M
Increased by +100.00%
Feb 29, 24
8 Fidelity® 500 Index 6.78M (1.24%) 43.14K
Increased by +0.64%
Nov 30, 23
9 SPDR® S&P 500 ETF Trust 6.77M (1.24%) 15.30K
Increased by +0.23%
Apr 30, 24
10 SPDR® S&P 500® ETF Trust 6.72M (1.23%) -35.21K
Decreased by -0.52%
Mar 31, 25
11 SPDR® S&P 500® ETF 6.69M (1.22%) -40.10K
Decreased by -0.60%
Apr 30, 25
12 iShares Core S&P 500 ETF 6.57M (1.20%) -6.87K
Decreased by -0.10%
Apr 30, 25
13 SPDR® Dow Jones Industrial Avrg ETF Tr 5.54M (1.01%) 9.22K
Increased by +0.17%
Apr 30, 25
14 Vanguard Dividend Growth Inv 5.40M (0.99%) 2.24M
Increased by +41.50%
Mar 31, 25
15 MFS Large Cap Value Equity 4.47M (0.82%) -383.29K
Decreased by -8.58%
Mar 31, 25
16 MFS Value A 4.40M (0.80%) -71.76K
Decreased by -1.63%
Apr 30, 25
17 Vanguard Value Index Inv 4.31M (0.79%) -960.00
Decreased by -0.02%
Apr 30, 25
18 JPM US Equity Income-MA 4.01M (0.73%) 4.01M
Increased by +99.90%
Sep 30, 23
19 The Financial Select Sector SPDR® ETF 3.98M (0.73%) -29.70K
Decreased by -0.75%
Apr 30, 25
20 Financial Select Sector SPDR® ETF 3.86M (0.70%) -11.02K
Decreased by -0.29%
Apr 30, 24