Top 20 ETF Stock Exposure

Rank ETF Weight % in ETF
1 IPAY 6.08%
2 JRNY 4.57%
3 GABF 4.57%
4 UTRN 3.97%
5 EQTY 3.92%
6 DIA 3.8%
7 DJIA 3.8%
8 NDJI 3.63%
9 EDOW 3.33%
10 USCF 3.12%
11 DDM 2.93%
12 GFGF 2.89%
13 IYG 2.59%
14 NDVG 2.56%
15 PFI 2.5%
16 UDOW 2.45%
17 XLF 2.28%
18 RFFC 2.11%
19 BOUT 2.07%
20 BMVP 2.06%

Top 20 Institutional Holders

Rank Holder SharesFloat % Change Date reported
1 Berkshire Hathaway Inc 151.61M (26.61%) 0
Increased by 0%
Dec 31, 23
2 Vanguard Group Inc 46.65M (8.19%) -215.42K
Decreased by -0.46%
Dec 31, 23
3 BlackRock Inc 44.12M (7.74%) 1.44M
Increased by +3.26%
Dec 31, 23
4 State Street Corporation 29.69M (5.21%) 681.23K
Increased by +2.29%
Dec 31, 23
5 Wellington Management Company LLP 17.86M (3.13%) -2.5M
Decreased by -13.99%
Dec 31, 23
6 JPMorgan Chase & Co 16.35M (2.87%) -1.11M
Decreased by -6.77%
Dec 31, 23
7 Morgan Stanley - Brokerage Accounts 13.58M (2.38%) 582.53K
Increased by +4.29%
Dec 31, 23
8 Bank of America Corp 12.33M (2.16%) -130.04K
Decreased by -1.06%
Dec 31, 23
9 Geode Capital Management, LLC 10.92M (1.92%) 96.66K
Increased by +0.88%
Dec 31, 23
10 Massachusetts Financial Services Company 10.5M (1.84%) -767.25K
Decreased by -7.31%
Dec 31, 23
11 Fisher Asset Management, LLC 9.78M (1.72%) -655.58K
Decreased by -6.7%
Dec 31, 23
12 T. Rowe Price Associates, Inc. 7.79M (1.37%) 448.06K
Increased by +5.76%
Dec 31, 23
13 Goldman Sachs Group Inc 7.64M (1.34%) 3.62M
Increased by +47.36%
Dec 31, 23
14 Nuveen Asset Management, LLC 6.98M (1.23%) 270.17K
Increased by +3.87%
Dec 31, 23
15 Northern Trust Corp 6.59M (1.16%) -367.27K
Decreased by -5.58%
Dec 31, 23
16 FMR Inc 6.38M (1.12%) 1.09M
Increased by +17.06%
Dec 31, 23
17 Amvescap Plc. 5.94M (1.04%) 194.93K
Increased by +3.28%
Dec 31, 23
18 NORGES BANK 5.94M (1.04%) -229.85K
Decreased by -3.87%
Dec 31, 23
19 Legal & General Group PLC 5.27M (0.93%) 1.13M
Increased by +21.47%
Dec 31, 23
20 Bank of New York Mellon Corp 5.06M (0.89%) -81.99K
Decreased by -1.62%
Dec 31, 23

Top 20 Mutual Fund Holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 17.14M (3.01%) -36.54K
Decreased by -0.21%
Feb 29, 24
2 AF High Growth (AFRIS) 14.9M (2.62%) 14.9M
Increased by +100%
Feb 29, 24
3 Vanguard Institutional 500 Index Trust 14.37M (2.52%) 145.75K
Increased by +1.01%
Feb 29, 24
4 Vanguard Dividend Growth Inv 7.42M (1.3%) -314.17K
Decreased by -4.23%
Dec 31, 23
5 Fidelity 500 Index 6.9M (1.21%) 69.48K
Increased by +1.01%
Feb 29, 24
6 SPDR® S&P 500 ETF Trust 6.9M (1.21%) -53.56K
Decreased by -0.78%
Mar 31, 24
7 Global Balanced (AFRIS) 6.84M (1.2%) 6.84M
Increased by +100%
Feb 29, 24
8 Fidelity® 500 Index 6.78M (1.19%) 43.14K
Increased by +0.64%
Nov 30, 23
9 iShares Core S&P 500 ETF 5.93M (1.04%) 43.52K
Increased by +0.73%
Mar 28, 24
10 SPDR® Dow Jones Industrial Avrg ETF Tr 5.68M (1%) 24.65K
Increased by +0.43%
Mar 31, 24
11 MFS Large Cap Value Equity 5.67M (1%) -661.86K
Decreased by -11.67%
Dec 31, 23
12 MFS Value A 5.26M (0.92%) -344.06K
Decreased by -6.54%
Feb 29, 24
13 Vanguard Value Index Inv 4.56M (0.8%) 15.68K
Increased by +0.34%
Feb 29, 24
14 JPM US Equity Income-MA 4.01M (0.7%) 4.01M
Increased by +99.9%
Sep 30, 23
15 Vanguard Institutional Index I 3.79M (0.67%) -15.53K
Decreased by -0.41%
Feb 29, 24
16 Financial Select Sector SPDR® ETF 3.78M (0.66%) -4.78K
Decreased by -0.13%
Mar 31, 24
17 JPMorgan Equity Income I 3.74M (0.66%) -64.46K
Decreased by -1.72%
Feb 29, 24
18 JPM US Equity Income-Composite 3.69M (0.65%) -165K
Decreased by -4.47%
Mar 31, 24
19 Vanguard Windsor™ II Inv 2.9M (0.51%) 0
Increased by 0%
Dec 31, 23
20 State St S&P 500® Indx SL Cl III 2.78M (0.49%) -6.2K
Decreased by -0.22%
Mar 31, 24