Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 OMAH 9.34%
2 FNTC 6.95%
3 IPAY 6.35%
4 FMCE 6.14%
5 TGLR 4.68%
6 DIVO 4.54%
7 JRNY 4.34%
8 DJIA 4.27%
9 DYLG 4.27%
10 DIA 4.27%
11 VDIG 4.10%
12 UTRN 3.97%
13 USCF 3.94%
14 DFNL 3.90%
15 PFI 3.78%
16 CZAR 3.66%
17 NDJI 3.63%
18 BAMG 3.56%
19 FMK 3.52%
20 PWB 3.45%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Berkshire Hathaway Inc 151.61M (28.42%) 0.00
Increased by 0.00%
Jun 30, 25
2 Vanguard Group Inc 46.43M (8.70%) 581.37K
Increased by +1.25%
Jun 30, 25
3 BlackRock Inc 43.64M (8.18%) -1.39M
Decreased by -3.18%
Jun 30, 25
4 State Street Corporation 29.58M (5.54%) -119.58K
Decreased by -0.40%
Mar 31, 24
5 State Street Corp 29.44M (5.52%) -328.27K
Decreased by -1.11%
Jun 30, 25
6 JPMorgan Chase & Co 19.04M (3.57%) 686.38K
Increased by +3.60%
Jun 30, 25
7 Wellington Management Company LLP 14.89M (2.79%) -3.13M
Decreased by -21.03%
Jun 30, 25
8 Morgan Stanley - Brokerage Accounts 13.52M (2.53%) 237.36K
Increased by +1.76%
Jun 30, 25
9 Geode Capital Management, LLC 13.49M (2.53%) 1.35M
Increased by +10.01%
Jun 30, 25
10 Fisher Asset Management, LLC 8.73M (1.64%) -237.55K
Decreased by -2.72%
Jun 30, 25
11 FMR Inc 8.29M (1.55%) -2.19M
Decreased by -26.40%
Jun 30, 25
12 Bank of America Corp 7.42M (1.39%) 572.56K
Increased by +7.72%
Jun 30, 25
13 Massachusetts Financial Services Company 7.36M (1.38%) -508.79K
Decreased by -6.91%
Jun 30, 25
14 T. Rowe Price Associates, Inc. 7.32M (1.37%) 53.26K
Increased by +0.73%
Jun 30, 25
15 Northern Trust Corp 6.61M (1.24%) -67.12K
Decreased by -1.02%
Jun 30, 25
16 NORGES BANK 5.95M (1.11%) -69.14K
Decreased by -1.16%
Jun 30, 25
17 UBS Asset Mgmt Americas Inc 5.89M (1.10%) 793.76K
Increased by +13.48%
Jun 30, 25
18 Nuveen Asset Management, LLC 5.69M (1.07%) -12.64K
Decreased by -0.22%
Dec 31, 24
19 Nuveen, LLC 5.12M (0.96%) -281.86K
Decreased by -5.50%
Jun 30, 25
20 Capital World Investors 5.10M (0.96%) 1.18M
Increased by +23.24%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Institutional 500 Index Trust 15.78M (2.96%) 108.74K
Increased by +0.69%
May 31, 25
2 Vanguard US Total Market Shares ETF 15.76M (2.95%) -189.57K
Decreased by -1.20%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 15.41M (2.89%) -356.49K
Decreased by -2.31%
Jul 31, 25
4 AF High Growth (AFRIS) 14.90M (2.79%) 14.90M
Increased by +100.00%
Feb 29, 24
5 Vanguard 500 Index Investor 13.70M (2.57%) -2.01M
Decreased by -14.65%
Jul 31, 25
6 Fidelity 500 Index 7.02M (1.31%) 3.02K
Increased by +0.04%
Jul 31, 25
7 SPDR® S&P 500 ETF 6.90M (1.29%) -118.93K
Decreased by -1.72%
Mar 31, 25
8 Global Balanced (AFRIS) 6.84M (1.28%) 6.84M
Increased by +100.00%
Feb 29, 24
9 Fidelity® 500 Index 6.78M (1.27%) 43.14K
Increased by +0.64%
Nov 30, 23
10 SPDR® S&P 500 ETF Trust 6.77M (1.27%) 15.30K
Increased by +0.23%
Apr 30, 24
11 SPDR® S&P 500® ETF Trust 6.72M (1.26%) -35.21K
Decreased by -0.52%
Mar 31, 25
12 SPDR® S&P 500® ETF 6.68M (1.25%) 82.22K
Increased by +1.23%
Aug 31, 25
13 iShares Core S&P 500 ETF 6.66M (1.25%) 0.00
Increased by 0.00%
Aug 31, 25
14 SPDR® Dow Jones Industrial Avrg ETF Tr 5.33M (1.00%) -9.22K
Decreased by -0.17%
Aug 31, 25
15 Vanguard Dividend Growth Inv 4.97M (0.93%) -430.25K
Decreased by -8.66%
Jun 30, 25
16 Vanguard Value Index Inv 4.35M (0.81%) -5.54K
Decreased by -0.13%
Jul 31, 25
17 MFS Large Cap Value Equity 4.32M (0.81%) -147.58K
Decreased by -3.42%
Jun 30, 25
18 MFS Value A 4.30M (0.81%) -25.12K
Decreased by -0.58%
Jul 31, 25
19 JPM US Equity Income-MA 4.01M (0.75%) 4.01M
Increased by +99.90%
Sep 30, 23
20 The Financial Select Sector SPDR® ETF 3.94M (0.74%) -12.48K
Decreased by -0.32%
Aug 31, 25