Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FNTC 6.95%
2 IPAY 5.68%
3 JRNY 4.34%
4 DJIA 4.07%
5 DYLG 4.04%
6 DIA 4.04%
7 UTRN 3.97%
8 DIVO 3.96%
9 GABF 3.83%
10 NDJI 3.63%
11 FMK 3.52%
12 EDOW 3.51%
13 CZAR 3.46%
14 USCF 3.34%
15 GFGF 3.17%
16 EQTY 3.03%
17 VLLU 2.97%
18 DDM 2.97%
19 NDVG 2.95%
20 SIXA 2.73%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Berkshire Hathaway Inc 151.61M (27.50%) 0.00
Increased by 0.00%
Jun 30, 24
2 Vanguard Group Inc 45.15M (8.19%) -52.17K
Decreased by -0.12%
Sep 30, 24
3 BlackRock Inc 41.90M (7.60%) -1.17M
Decreased by -2.80%
Jun 30, 24
4 State Street Corporation 29.58M (5.37%) -119.58K
Decreased by -0.40%
Mar 31, 24
5 State Street Corp 29.28M (5.31%) -290.87K
Decreased by -0.99%
Jun 30, 24
6 Morgan Stanley - Brokerage Accounts 27.27M (4.95%) 693.65K
Increased by +2.54%
Jun 30, 24
7 Wellington Management Company LLP 19.11M (3.47%) -2.91M
Decreased by -15.25%
Jun 30, 24
8 JPMorgan Chase & Co 16.34M (2.96%) 229.72K
Increased by +1.41%
Jun 30, 24
9 Geode Capital Management, LLC 11.40M (2.07%) 167.92K
Increased by +1.47%
Jun 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 Massachusetts Financial Services Company 9.19M (1.67%) -365.25K
Decreased by -3.97%
Sep 30, 24
13 T. Rowe Price Associates, Inc. 9.14M (1.66%) 688.96K
Increased by +7.54%
Jun 30, 24
14 Fisher Asset Management, LLC 8.67M (1.57%) -230.50K
Decreased by -2.66%
Sep 30, 24
15 Nuveen Asset Management, LLC 6.77M (1.23%) -119.75K
Decreased by -1.77%
Jun 30, 24
16 NORGES BANK 6.37M (1.15%) 427.10K
Increased by +6.71%
Jun 30, 24
17 Northern Trust Corp 5.87M (1.06%) -295.50K
Decreased by -5.03%
Sep 30, 24
18 Legal & General Group PLC 5.14M (0.93%) 12.32K
Increased by +0.24%
Jun 30, 24
19 Amvescap Plc. 5.10M (0.92%) -457.46K
Decreased by -8.97%
Jun 30, 24
20 Lazard Asset Management LLC 4.93M (0.89%) -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 15.70M (2.85%) -54.87K
Decreased by -0.35%
Oct 31, 24
2 AF High Growth (AFRIS) 14.90M (2.70%) 14.90M
Increased by +100.00%
Feb 29, 24
3 Vanguard Institutional 500 Index Trust 14.88M (2.70%) 173.39K
Increased by +1.16%
Oct 31, 24
4 Fidelity 500 Index 6.90M (1.25%) -96.70K
Decreased by -1.40%
Sep 30, 24
5 SPDR® S&P 500® ETF Trust 6.84M (1.24%) 28.25K
Increased by +0.41%
Oct 31, 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 6.25M (1.13%) 9.63K
Increased by +0.15%
Oct 31, 24
10 SPDR® Dow Jones Industrial Avrg ETF Tr 5.57M (1.01%) 32.84K
Increased by +0.59%
Oct 31, 24
11 MFS Large Cap Value Equity 5.01M (0.91%) -110.83K
Decreased by -2.21%
Sep 30, 24
12 MFS Value A 5.01M (0.91%) -35.89K
Decreased by -0.72%
Sep 30, 24
13 Vanguard Value Index Inv 4.22M (0.77%) 12.99K
Increased by +0.31%
Oct 31, 24
14 JPM US Equity Income-MA 4.01M (0.73%) 4.01M
Increased by +99.90%
Sep 30, 23
15 Financial Select Sector SPDR® ETF 3.86M (0.70%) -11.02K
Decreased by -0.29%
Apr 30, 24
16 The Financial Select Sector SPDR® ETF 3.85M (0.70%) -28.28K
Decreased by -0.73%
Oct 31, 24
17 Vanguard Institutional Index I 3.57M (0.65%) -1.15K
Decreased by -0.03%
Oct 31, 24
18 Vanguard Dividend Growth Inv 3.29M (0.60%) -1.14M
Decreased by -34.69%
Sep 30, 24
19 JPM US Equity Income-Composite 3.23M (0.59%) -367.98K
Decreased by -11.40%
Sep 30, 24
20 JPMorgan Equity Income I 3.23M (0.59%) -18.32K
Decreased by -0.57%
Sep 30, 24