Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FNTC 6.95%
2 OMAH 6.89%
3 IPAY 6.14%
4 DIVO 5.04%
5 JRNY 4.34%
6 DJIA 4.30%
7 DYLG 4.21%
8 DIA 4.14%
9 UTRN 3.97%
10 USCF 3.94%
11 CZAR 3.66%
12 NDJI 3.63%
13 EDOW 3.57%
14 FMK 3.52%
15 LGCF 3.35%
16 DDM 3.29%
17 PWB 3.19%
18 BLCN 3.10%
19 UDOW 3.01%
20 NDVG 2.92%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Berkshire Hathaway Inc 151.61M (27.70%) 0.00
Increased by 0.00%
Dec 31, 24
2 Vanguard Group Inc 45.24M (8.27%) 92.61K
Increased by +0.20%
Dec 31, 24
3 BlackRock Inc 43.94M (8.03%) 1.41M
Increased by +3.22%
Dec 31, 24
4 State Street Corp 29.78M (5.44%) 502.91K
Increased by +1.69%
Dec 31, 24
5 State Street Corporation 29.58M (5.40%) -119.58K
Decreased by -0.40%
Mar 31, 24
6 JPMorgan Chase & Co 16.75M (3.06%) -14.53M
Decreased by -86.75%
Dec 31, 24
7 Wellington Management Company LLP 15.86M (2.90%) -216.85K
Decreased by -1.37%
Dec 31, 24
8 Morgan Stanley - Brokerage Accounts 13.85M (2.53%) 346.35K
Increased by +2.50%
Dec 31, 24
9 Geode Capital Management, LLC 11.75M (2.15%) 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 T. Rowe Price Associates, Inc. 8.43M (1.54%) -966.61K
Decreased by -11.47%
Dec 31, 24
13 Massachusetts Financial Services Company 7.87M (1.44%) -676.80K
Decreased by -8.60%
Mar 31, 25
14 Bank of America Corp 7.46M (1.36%) -1.50M
Decreased by -20.06%
Dec 31, 24
15 Northern Trust Corp 6.83M (1.25%) 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 5.02M (0.92%) 408.28K
Increased by +8.14%
Dec 31, 24
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 US Total Market Shares ETF 15.76M (2.88%) -189.57K
Decreased by -1.20%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 15.54M (2.84%) -12.73K
Decreased by -0.08%
Mar 31, 25
3 Vanguard Institutional 500 Index Trust 15.43M (2.82%) -8.38K
Decreased by -0.05%
Mar 31, 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 6.73M (1.23%) 5.54K
Increased by +0.08%
Apr 30, 25
11 SPDR® S&P 500® ETF Trust 6.72M (1.23%) -35.21K
Decreased by -0.52%
Mar 31, 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 5.52M (1.01%) -3.07K
Decreased by -0.06%
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 4.47M (0.82%) -25.15K
Decreased by -0.56%
Mar 31, 25
17 Vanguard Value Index Inv 4.31M (0.79%) 57.21K
Increased by +1.33%
Mar 31, 25
18 The Financial Select Sector SPDR® ETF 4.04M (0.74%) 26.53K
Increased by +0.66%
Apr 30, 25
19 JPM US Equity Income-MA 4.01M (0.73%) 4.01M
Increased by +99.90%
Sep 30, 23
20 Financial Select Sector SPDR® ETF 3.86M (0.70%) -11.02K
Decreased by -0.29%
Apr 30, 24