Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FNTC 6.95%
2 IPAY 6.03%
3 JRNY 4.34%
4 DJIA 4.31%
5 DYLG 4.26%
6 DIA 4.26%
7 DIVO 4.22%
8 UTRN 3.97%
9 EDOW 3.66%
10 NDJI 3.63%
11 USCF 3.63%
12 CZAR 3.60%
13 FMK 3.52%
14 DDM 3.43%
15 GFGF 3.28%
16 UDOW 3.15%
17 VLLU 3.13%
18 EQTY 3.11%
19 NDVG 3.08%
20 SIXH 2.87%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Berkshire Hathaway Inc 151.61M (27.50%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Group Inc 45.15M (8.19%) -52.17K
Decreased by -0.12%
Sep 30, 24
3 BlackRock Inc 41.90M (7.60%) -1.17M
Decreased by -2.80%
Jun 30, 24
4 State Street Corporation 29.58M (5.37%) -119.58K
Decreased by -0.40%
Mar 31, 24
5 State Street Corp 29.28M (5.31%) -5.06K
Decreased by -0.02%
Sep 30, 24
6 Wellington Management Company LLP 16.07M (2.92%) -3.03M
Decreased by -18.87%
Sep 30, 24
7 JPMorgan Chase & Co 15.64M (2.84%) -698.23K
Decreased by -4.46%
Sep 30, 24
8 Morgan Stanley - Brokerage Accounts 13.50M (2.45%) -13.77M
Decreased by -101.98%
Sep 30, 24
9 Geode Capital Management, LLC 11.48M (2.08%) 86.10K
Increased by +0.75%
Sep 30, 24
10 FMR Inc 11.00M (2.00%) 866.11K
Increased by +7.87%
Sep 30, 24
11 Bank of America Corp 9.52M (1.73%) 5.56M
Increased by +58.38%
Jun 30, 24
12 T. Rowe Price Associates, Inc. 9.40M (1.70%) 260.12K
Increased by +2.77%
Sep 30, 24
13 Massachusetts Financial Services Company 9.19M (1.67%) -365.25K
Decreased by -3.97%
Sep 30, 24
14 Fisher Asset Management, LLC 8.67M (1.57%) -230.50K
Decreased by -2.66%
Sep 30, 24
15 NORGES BANK 6.37M (1.15%) 427.10K
Increased by +6.71%
Jun 30, 24
16 Northern Trust Corp 5.87M (1.06%) -295.50K
Decreased by -5.03%
Sep 30, 24
17 Nuveen Asset Management, LLC 5.70M (1.03%) -1.07M
Decreased by -18.68%
Sep 30, 24
18 Amvescap Plc. 4.99M (0.90%) -111.98K
Decreased by -2.25%
Sep 30, 24
19 Legal & General Group PLC 4.97M (0.90%) -171.60K
Decreased by -3.46%
Sep 30, 24
20 Lazard Asset Management LLC 4.93M (0.89%) -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 15.70M (2.85%) -54.87K
Decreased by -0.35%
Oct 31, 24
2 AF High Growth (AFRIS) 14.90M (2.70%) 14.90M
Increased by +100.00%
Feb 29, 24
3 Vanguard Institutional 500 Index Trust 14.88M (2.70%) 173.39K
Increased by +1.16%
Oct 31, 24
4 SPDR® S&P 500® ETF Trust 6.94M (1.26%) 41.04K
Increased by +0.59%
Nov 30, 24
5 Fidelity 500 Index 6.89M (1.25%) -11.32K
Decreased by -0.16%
Oct 31, 24
6 Global Balanced (AFRIS) 6.84M (1.24%) 6.84M
Increased by +100.00%
Feb 29, 24
7 Fidelity® 500 Index 6.78M (1.23%) 43.14K
Increased by +0.64%
Nov 30, 23
8 SPDR® S&P 500 ETF Trust 6.77M (1.23%) 15.30K
Increased by +0.23%
Apr 30, 24
9 iShares Core S&P 500 ETF 6.35M (1.15%) 0.00
Increased by 0.00%
Nov 30, 24
10 SPDR® Dow Jones Industrial Avrg ETF Tr 5.43M (0.99%) 49.15K
Increased by +0.90%
Nov 30, 24
11 MFS Large Cap Value Equity 5.01M (0.91%) -110.83K
Decreased by -2.21%
Sep 30, 24
12 MFS Value A 4.98M (0.90%) -33.29K
Decreased by -0.67%
Oct 31, 24
13 Vanguard Value Index Inv 4.22M (0.77%) 12.99K
Increased by +0.31%
Oct 31, 24
14 The Financial Select Sector SPDR® ETF 4.19M (0.76%) 18.47K
Increased by +0.44%
Nov 30, 24
15 JPM US Equity Income-MA 4.01M (0.73%) 4.01M
Increased by +99.90%
Sep 30, 23
16 Financial Select Sector SPDR® ETF 3.86M (0.70%) -11.02K
Decreased by -0.29%
Apr 30, 24
17 Vanguard Institutional Index I 3.57M (0.65%) -1.15K
Decreased by -0.03%
Oct 31, 24
18 Vanguard Dividend Growth Inv 3.29M (0.60%) -1.14M
Decreased by -34.69%
Sep 30, 24
19 JPM US Equity Income-Composite 3.23M (0.59%) -367.98K
Decreased by -11.40%
Sep 30, 24
20 JPMorgan Equity Income I 3.14M (0.57%) -90.87K
Decreased by -2.90%
Oct 31, 24