Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 OMAH 4.94%
2 PTH 3.86%
3 STNC 3.39%
4 BOUT 3.25%
5 NEWZ 2.53%
6 VETS 1.98%
7 AZTD 1.96%
8 XHS 1.93%
9 SAGP 1.87%
10 RSPH 1.75%
11 FXH 1.72%
12 JMID 1.70%
13 LQAI 1.65%
14 VTRN 1.60%
15 RYH 1.57%
16 BUL 1.44%
17 IHF 1.05%
18 LSEQ 1.02%
19 AGNG 0.93%
20 EZY 0.93%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Berkshire Hathaway Inc 36.10M (94.26%) 0.00
Increased by 0.00%
Dec 31, 24
2 Vanguard Group Inc 5.21M (13.62%) -170.75K
Decreased by -3.27%
Dec 31, 24
3 BlackRock Inc 4.23M (11.05%) -465.29K
Decreased by -10.99%
Dec 31, 24
4 State Street Corporation 2.58M (6.74%) 90.99K
Increased by +3.52%
Mar 31, 24
5 State Street Corp 2.34M (6.12%) -68.93K
Decreased by -2.94%
Dec 31, 24
6 Amvescap Plc. 1.59M (4.15%) 275.28K
Increased by +17.32%
Dec 31, 24
7 Millennium Management LLC 1.47M (3.83%) 291.82K
Increased by +19.91%
Sep 30, 23
8 Morgan Stanley - Brokerage Accounts 1.46M (3.80%) 27.79K
Increased by +1.91%
Dec 31, 24
9 JPMorgan Chase & Co 1.17M (3.06%) 184.03K
Increased by +15.71%
Sep 30, 24
10 Geode Capital Management, LLC 1.15M (3.00%) -14.40K
Decreased by -1.25%
Dec 31, 24
11 LSV Asset Management 1.03M (2.69%) -25.40K
Decreased by -2.47%
Dec 31, 24
12 Jacobs Levy Equity Management, Inc. 970.81K (2.54%) -23.00K
Decreased by -2.37%
Sep 30, 23
13 Dimensional Fund Advisors, Inc. 902.42K (2.36%) -76.86K
Decreased by -8.52%
Dec 31, 24
14 Lazard Asset Management LLC 845.42K (2.21%) 67.97K
Increased by +8.04%
Sep 30, 23
15 UBS Group AG 755.57K (1.97%) 607.40K
Increased by +80.39%
Dec 31, 24
16 Northern Trust Corp 740.77K (1.93%) 82.33K
Increased by +11.11%
Dec 31, 24
17 Gates Capital Management Inc 717.51K (1.87%) -3.70K
Decreased by -0.52%
Dec 31, 24
18 Bank of America Corp 625.20K (1.63%) 172.56K
Increased by +27.60%
Sep 30, 24
19 Ariel Investments, LLC 616.27K (1.61%) -42.55K
Decreased by -6.90%
Mar 31, 24
20 BNP Paribas Arbitrage, SA 540.70K (1.41%) -50.62K
Decreased by -9.36%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Franklin Senior Loan ETF 2.00M (5.22%) 2.00M
Increased by +100.00%
Jun 30, 24
2 Pacer US Cash Cows 100 ETF 1.78M (4.66%) 3.89K
Increased by +0.22%
Apr 30, 24
3 Vanguard US Total Market Shares ETF 1.34M (3.49%) -196.25K
Decreased by -14.67%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.27M (3.30%) -26.90K
Decreased by -2.13%
Mar 31, 25
5 Vanguard Institutional 500 Index Trust 1.22M (3.19%) -28.04K
Decreased by -2.29%
Mar 31, 25
6 Vanguard Small Cap Index 998.37K (2.61%) -48.43K
Decreased by -4.85%
Mar 31, 25
7 Invesco S&P 500® Equal Weight ETF 986.06K (2.57%) -3.24K
Decreased by -0.33%
Apr 30, 25
8 Vanguard Small Cap Value Index Inv 647.12K (1.69%) -42.25K
Decreased by -6.53%
Mar 31, 25
9 SPDR® S&P 500 ETF Trust 638.05K (1.67%) 1.44K
Increased by +0.23%
Apr 30, 24
10 Fidelity® 500 Index 627.50K (1.64%) 4.00K
Increased by +0.64%
Nov 30, 23
11 Fidelity 500 Index 552.03K (1.44%) -12.82K
Decreased by -2.32%
Mar 31, 25
12 SPDR® S&P 500 ETF 547.33K (1.43%) -22.63K
Decreased by -4.14%
Mar 31, 25
13 Franklin Core Plus FixedIncome Composite 540.00K (1.41%) 540.00K
Increased by +100.00%
Jun 30, 24
14 SPDR® S&P 500® ETF Trust 532.75K (1.39%) -2.81K
Decreased by -0.53%
Mar 31, 25
15 SPDR® S&P 500® ETF 529.94K (1.38%) -3.20K
Decreased by -0.60%
Apr 30, 25
16 iShares Core S&P 500 ETF 521.21K (1.36%) -546.00
Decreased by -0.10%
Apr 30, 25
17 Health Care Select Sector SPDR® ETF 391.59K (1.02%) -511.00
Decreased by -0.13%
Apr 30, 24
18 BlackRock Systematic Multi-Strat Instl 322.45K (0.84%) -24.03K
Decreased by -7.45%
Oct 31, 24
19 The Health Care Select Sector SPDR® ETF 315.12K (0.82%) 2.22K
Increased by +0.70%
Apr 30, 25
20 1895 Wereld Multifactor Aandelen D Inc 287.83K (0.75%) 3.00K
Increased by +1.04%
Oct 31, 23