Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FNTC 6.95%
2 IPAY 5.86%
3 DIVO 5.34%
4 JRNY 4.34%
5 UTRN 3.97%
6 USCF 3.94%
7 DJIA 3.80%
8 DYLG 3.78%
9 DIA 3.78%
10 CZAR 3.66%
11 NDJI 3.63%
12 FMK 3.52%
13 UDOW 3.42%
14 LGCF 3.35%
15 EDOW 3.29%
16 DDM 3.27%
17 PWB 3.19%
18 WBIF 2.85%
19 NDVG 2.72%
20 BOUT 2.72%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Berkshire Hathaway Inc 151.61M (27.62%) 0.00
Increased by 0.00%
Dec 31, 24
2 Vanguard Group Inc 45.24M (8.24%) 92.61K
Increased by +0.20%
Dec 31, 24
3 BlackRock Inc 43.94M (8.00%) 1.41M
Increased by +3.22%
Dec 31, 24
4 State Street Corp 29.78M (5.43%) 502.91K
Increased by +1.69%
Dec 31, 24
5 State Street Corporation 29.58M (5.39%) -119.58K
Decreased by -0.40%
Mar 31, 24
6 JPMorgan Chase & Co 16.75M (3.05%) -14.53M
Decreased by -86.75%
Dec 31, 24
7 Wellington Management Company LLP 15.86M (2.89%) -216.85K
Decreased by -1.37%
Dec 31, 24
8 Morgan Stanley - Brokerage Accounts 13.85M (2.52%) 346.35K
Increased by +2.50%
Dec 31, 24
9 Geode Capital Management, LLC 11.75M (2.14%) 268.57K
Increased by +2.29%
Dec 31, 24
10 FMR Inc 10.91M (1.99%) -89.46K
Decreased by -0.82%
Dec 31, 24
11 Fisher Asset Management, LLC 8.76M (1.60%) 95.93K
Increased by +1.09%
Dec 31, 24
12 Massachusetts Financial Services Company 8.55M (1.56%) -647.32K
Decreased by -7.57%
Dec 31, 24
13 T. Rowe Price Associates, Inc. 8.43M (1.54%) -966.61K
Decreased by -11.47%
Dec 31, 24
14 Bank of America Corp 7.46M (1.36%) -1.50M
Decreased by -20.06%
Dec 31, 24
15 Northern Trust Corp 6.83M (1.24%) 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 5.02M (0.91%) 408.28K
Increased by +8.14%
Dec 31, 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 (0.90%) -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 15.55M (2.83%) 54.76K
Increased by +0.35%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 15.43M (2.81%) 104.48K
Increased by +0.68%
Feb 28, 25
3 AF High Growth (AFRIS) 14.90M (2.71%) 14.90M
Increased by +100.00%
Feb 29, 24
4 Fidelity 500 Index 6.94M (1.26%) 30.62K
Increased by +0.44%
Jan 31, 25
5 SPDR® S&P 500® ETF Trust 6.88M (1.25%) -51.01K
Decreased by -0.74%
Feb 28, 25
6 Global Balanced (AFRIS) 6.84M (1.25%) 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 6.54M (1.19%) -328.00
Decreased by -0.01%
Feb 28, 25
10 SPDR® Dow Jones Industrial Avrg ETF Tr 5.50M (1.00%) 92.16K
Increased by +1.68%
Feb 28, 25
11 MFS Large Cap Value Equity 4.85M (0.88%) -159.70K
Decreased by -3.29%
Dec 31, 24
12 MFS Value A 4.49M (0.82%) -75.02K
Decreased by -1.67%
Feb 28, 25
13 Vanguard Value Index Inv 4.26M (0.78%) 24.79K
Increased by +0.58%
Feb 28, 25
14 The Financial Select Sector SPDR® ETF 4.16M (0.76%) 4.95K
Increased by +0.12%
Feb 28, 25
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 Wellington™ Inv 3.75M (0.68%) 709.44K
Increased by +18.92%
Dec 31, 24
18 Vanguard Institutional Index I 3.45M (0.63%) -40.85K
Decreased by -1.18%
Feb 28, 25
19 Vanguard Dividend Growth Inv 3.16M (0.58%) -128.75K
Decreased by -4.08%
Dec 31, 24
20 JPM US Equity Income-Composite 3.10M (0.56%) -130.42K
Decreased by -4.21%
Dec 31, 24