Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FNTC 6.95%
2 IPAY 6.15%
3 DIVO 4.89%
4 DJIA 4.35%
5 JRNY 4.34%
6 DYLG 4.32%
7 DIA 4.29%
8 UTRN 3.97%
9 USCF 3.94%
10 CZAR 3.66%
11 NDJI 3.63%
12 FMK 3.52%
13 EDOW 3.39%
14 DDM 3.37%
15 GFGF 3.34%
16 NDVG 3.13%
17 QIDX 2.96%
18 VLLU 2.90%
19 GABF 2.79%
20 UDOW 2.75%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Berkshire Hathaway Inc 151.61M (27.60%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Group Inc 45.15M (8.22%) -52.17K
Decreased by -0.12%
Sep 30, 24
3 BlackRock Inc 42.53M (7.74%) 630.33K
Increased by +1.48%
Sep 30, 24
4 State Street Corporation 29.58M (5.38%) -119.58K
Decreased by -0.40%
Mar 31, 24
5 State Street Corp 29.28M (5.33%) -5.06K
Decreased by -0.02%
Sep 30, 24
6 Wellington Management Company LLP 16.07M (2.93%) -3.03M
Decreased by -18.87%
Sep 30, 24
7 JPMorgan Chase & Co 15.64M (2.85%) -698.23K
Decreased by -4.46%
Sep 30, 24
8 Morgan Stanley - Brokerage Accounts 13.50M (2.46%) -13.77M
Decreased by -101.98%
Sep 30, 24
9 Geode Capital Management, LLC 11.48M (2.09%) 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 (1.71%) 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 (1.58%) -230.50K
Decreased by -2.66%
Sep 30, 24
15 NORGES BANK 6.37M (1.16%) 427.10K
Increased by +6.71%
Jun 30, 24
16 Northern Trust Corp 5.87M (1.07%) -295.50K
Decreased by -5.03%
Sep 30, 24
17 Nuveen Asset Management, LLC 5.70M (1.04%) -1.07M
Decreased by -18.68%
Sep 30, 24
18 Amvescap Plc. 4.99M (0.91%) -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 (0.90%) -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 15.45M (2.81%) -192.93K
Decreased by -1.25%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 15.07M (2.74%) -29.64K
Decreased by -0.20%
Dec 31, 24
3 AF High Growth (AFRIS) 14.90M (2.71%) 14.90M
Increased by +100.00%
Feb 29, 24
4 SPDR® S&P 500® ETF Trust 7.00M (1.27%) 80.77K
Increased by +1.15%
Dec 31, 24
5 Fidelity 500 Index 6.94M (1.26%) 47.15K
Increased by +0.68%
Nov 30, 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 6.53M (1.19%) 4.59K
Increased by +0.07%
Dec 31, 24
10 SPDR® Dow Jones Industrial Avrg ETF Tr 5.54M (1.01%) 190.46K
Increased by +3.43%
Dec 31, 24
11 MFS Large Cap Value Equity 4.85M (0.88%) -159.70K
Decreased by -3.29%
Dec 31, 24
12 MFS Value A 4.85M (0.88%) -60.13K
Decreased by -1.24%
Dec 31, 24
13 Vanguard Value Index Inv 4.20M (0.76%) -56.43K
Decreased by -1.34%
Dec 31, 24
14 JPM US Equity Income-MA 4.01M (0.73%) 4.01M
Increased by +99.90%
Sep 30, 23
15 The Financial Select Sector SPDR® ETF 3.93M (0.72%) -14.26K
Decreased by -0.36%
Dec 31, 24
16 Financial Select Sector SPDR® ETF 3.86M (0.70%) -11.02K
Decreased by -0.29%
Apr 30, 24
17 Vanguard Institutional Index I 3.51M (0.64%) -42.89K
Decreased by -1.22%
Dec 31, 24
18 Vanguard Dividend Growth Inv 3.29M (0.60%) -1.14M
Decreased by -34.69%
Sep 30, 24
19 JPMorgan Equity Income I 3.14M (0.57%) 0.00
Increased by 0.00%
Nov 30, 24
20 JPM US Equity Income-Composite 3.10M (0.56%) -130.42K
Decreased by -4.21%
Dec 31, 24