Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 STNC 3.39%
2 BOUT 3.25%
3 NEWZ 2.53%
4 PTH 2.41%
5 FXH 2.12%
6 AZTD 2.04%
7 VETS 1.98%
8 XHS 1.94%
9 SAGP 1.77%
10 RSPH 1.61%
11 VTRN 1.60%
12 RYH 1.57%
13 IHF 1.29%
14 AGNG 1.14%
15 JMID 1.04%
16 LSEQ 1.02%
17 DVLU 0.97%
18 EZY 0.93%
19 FDLS 0.89%
20 CNTR 0.89%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Berkshire Hathaway Inc 36.10M (85.28%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Group Inc 5.39M (12.72%) -782.40K
Decreased by -14.53%
Sep 30, 24
3 BlackRock Inc 4.94M (11.67%) 200.71K
Increased by +4.06%
Jun 30, 24
4 State Street Corporation 2.58M (6.10%) 90.99K
Increased by +3.52%
Mar 31, 24
5 State Street Corp 2.41M (5.70%) -130.47K
Decreased by -5.41%
Sep 30, 24
6 Millennium Management LLC 1.47M (3.46%) 291.82K
Increased by +19.91%
Sep 30, 23
7 Morgan Stanley - Brokerage Accounts 1.43M (3.37%) -1.19M
Decreased by -83.19%
Sep 30, 24
8 Amvescap Plc. 1.31M (3.11%) -122.86K
Decreased by -9.35%
Sep 30, 24
9 Geode Capital Management, LLC 1.16M (2.75%) -94.27K
Decreased by -8.10%
Sep 30, 24
10 LSV Asset Management 1.05M (2.49%) -30.80K
Decreased by -2.92%
Sep 30, 24
11 Dimensional Fund Advisors, Inc. 979.28K (2.31%) -2.74K
Decreased by -0.28%
Sep 30, 24
12 Jacobs Levy Equity Management, Inc. 970.81K (2.29%) -23.00K
Decreased by -2.37%
Sep 30, 23
13 Lazard Asset Management LLC 845.42K (2.00%) 67.97K
Increased by +8.04%
Sep 30, 23
14 Gates Capital Management Inc 721.20K (1.70%) 0.00
Increased by 0.00%
Sep 30, 24
15 Northern Trust Corp 658.45K (1.56%) -66.25K
Decreased by -10.06%
Sep 30, 24
16 Ariel Investments, LLC 616.27K (1.46%) -42.55K
Decreased by -6.90%
Mar 31, 24
17 JPMorgan Chase & Co 562.08K (1.33%) 92.01K
Increased by +16.37%
Sep 30, 24
18 Allianz Asset Management AG 550.19K (1.30%) 11.51K
Increased by +2.09%
Sep 30, 24
19 BNP Paribas Arbitrage, SA 540.70K (1.28%) -50.62K
Decreased by -9.36%
Dec 31, 23
20 Amundi 528.35K (1.25%) -163.24K
Decreased by -30.90%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Franklin Senior Loan ETF 2.00M (4.73%) 2.00M
Increased by +100.00%
Jun 30, 24
2 Pacer US Cash Cows 100 ETF 1.78M (4.22%) 3.89K
Increased by +0.22%
Apr 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.33M (3.15%) -5.47K
Decreased by -0.41%
Oct 31, 24
4 Vanguard Institutional 500 Index Trust 1.22M (2.89%) 14.66K
Increased by +1.20%
Oct 31, 24
5 Vanguard Small Cap Index 1.05M (2.49%) 2.05K
Increased by +0.19%
Oct 31, 24
6 Invesco S&P 500® Equal Weight ETF 840.26K (1.99%) 7.92K
Increased by +0.94%
Nov 27, 24
7 Vanguard Small Cap Value Index Inv 710.72K (1.68%) -244.00
Decreased by -0.03%
Oct 31, 24
8 SPDR® S&P 500 ETF Trust 638.05K (1.51%) 1.44K
Increased by +0.23%
Apr 30, 24
9 Fidelity® 500 Index 627.50K (1.48%) 4.00K
Increased by +0.64%
Nov 30, 23
10 Fidelity 500 Index 567.26K (1.34%) -70.20K
Decreased by -12.38%
Sep 30, 24
11 SPDR® S&P 500® ETF Trust 567.21K (1.34%) -3.13K
Decreased by -0.55%
Nov 27, 24
12 Franklin Core Plus FixedIncome Composite 540.00K (1.28%) 540.00K
Increased by +100.00%
Jun 30, 24
13 iShares Core S&P 500 ETF 521.28K (1.23%) 1.59K
Increased by +0.31%
Nov 27, 24
14 Health Care Select Sector SPDR® ETF 391.59K (0.93%) -511.00
Decreased by -0.13%
Apr 30, 24
15 The Health Care Select Sector SPDR® ETF 337.08K (0.80%) -1.07K
Decreased by -0.32%
Nov 27, 24
16 BlackRock Systematic Multi-Strat Instl 322.45K (0.76%) -24.03K
Decreased by -7.45%
Oct 31, 24
17 Vanguard Institutional Index I 292.99K (0.69%) -788.00
Decreased by -0.27%
Oct 31, 24
18 1895 Wereld Multifactor Aandelen D Inc 287.83K (0.68%) 3.00K
Increased by +1.04%
Oct 31, 23
19 iShares Russell Mid-Cap Growth ETF 285.65K (0.67%) 735.00
Increased by +0.26%
Nov 27, 24
20 ÖkoWorld ÖkoVision Classic C 255.00K (0.60%) 0.00
Increased by 0.00%
Jul 31, 24