Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 OMAH 5.24%
2 PTH 3.86%
3 LSAT 3.43%
4 STNC 3.36%
5 BOUT 3.25%
6 AZTD 3.00%
7 NEWZ 2.53%
8 FXH 2.42%
9 CPAI 2.20%
10 SAGP 2.17%
11 VETS 1.98%
12 XHS 1.92%
13 RSPH 1.85%
14 QVAL 1.80%
15 SURE 1.79%
16 WTV 1.67%
17 RNIN 1.61%
18 VTRN 1.60%
19 RYH 1.57%
20 CALF 1.38%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Berkshire Hathaway Inc 30.10M (88.09%) -1.66M
Decreased by -5.51%
Mar 31, 26
2 Vanguard Group Inc 4.15M (12.16%) -73.55K
Decreased by -1.77%
Dec 31, 25
3 BlackRock Inc 2.77M (8.10%) -159.64K
Decreased by -5.77%
Mar 31, 26
4 State Street Corporation 2.58M (7.55%) 90.99K
Increased by +3.52%
Mar 31, 24
5 Vanguard Capital Management, LLC 2.18M (6.38%) 2.18M
Increased by +100.00%
Mar 31, 26
6 Morgan Stanley - Brokerage Accounts 1.67M (4.88%) 188.99K
Increased by +11.34%
Mar 31, 26
7 Vanguard Portfolio Management, LLC 1.48M (4.33%) 1.48M
Increased by +100.00%
Mar 31, 26
8 Amvescap Plc. 1.47M (4.30%) -215.38K
Decreased by -14.67%
Mar 31, 26
9 State Street Corp 1.35M (3.96%) -86.75K
Decreased by -6.42%
Mar 31, 26
10 Dimensional Fund Advisors, Inc. 1.15M (3.35%) 56.34K
Increased by +4.92%
Mar 31, 26
11 Arrowstreet Capital Limited Partnership 1.11M (3.25%) -79.85K
Decreased by -7.19%
Mar 31, 26
12 Jacobs Levy Equity Management, Inc. 970.81K (2.84%) -23.00K
Decreased by -2.37%
Sep 30, 23
13 Geode Capital Management, LLC 939.78K (2.75%) -39.01K
Decreased by -4.15%
Mar 31, 26
14 LSV Asset Management 931.06K (2.72%) -5.71K
Decreased by -0.61%
Mar 31, 26
15 Millennium Management LLC 852.38K (2.49%) 394.44K
Increased by +46.28%
Dec 31, 25
16 Lazard Asset Management LLC 845.42K (2.47%) 67.97K
Increased by +8.04%
Sep 30, 23
17 Gates Capital Management Inc 723.01K (2.12%) -452.48K
Decreased by -62.58%
Mar 31, 26
18 Citadel Advisors Llc 719.41K (2.11%) 357.94K
Increased by +49.75%
Mar 31, 26
19 JPMorgan Chase & Co 668.73K (1.96%) 185.11K
Increased by +27.68%
Sep 30, 25
20 UBS Group AG 650.55K (1.90%) 334.22K
Increased by +51.37%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Franklin Senior Loan ETF 2.00M (5.85%) 2.00M
Increased by +100.00%
Jun 30, 24
2 Pacer US Cash Cows 100 ETF 1.78M (5.22%) 3.89K
Increased by +0.22%
Apr 30, 24
3 Vanguard US Total Market Shares ETF 1.34M (3.91%) -196.25K
Decreased by -14.67%
Sep 30, 24
4 Loomis Sayles Inv Grade Bond CIT 1.08M (3.15%) 1.08M
Increased by +100.00%
Jun 30, 25
5 Vanguard Total Stock Mkt Idx Inv 1.02M (2.98%) -45.93K
Decreased by -4.51%
Jun 30, 26
6 Invesco S&P 500® Equal Weight ETF 916.96K (2.68%) 2.88K
Increased by +0.31%
Jun 30, 26
7 Vanguard 500 Index Investor 832.24K (2.44%) -42.15K
Decreased by -5.06%
Jun 30, 26
8 Vanguard Small Cap Index 736.20K (2.15%) -32.23K
Decreased by -4.38%
Jun 30, 26
9 Neuberger Quality Equity Inv 675.08K (1.98%) 43.39K
Increased by +6.43%
Jun 30, 26
10 SPDR® S&P 500 ETF Trust 638.05K (1.87%) 1.44K
Increased by +0.23%
Apr 30, 24
11 Fidelity® 500 Index 627.50K (1.84%) 4.00K
Increased by +0.64%
Nov 30, 23
12 SPDR® S&P 500 ETF 547.33K (1.60%) -22.63K
Decreased by -4.14%
Mar 31, 25
13 Franklin Core Plus FixedIncome Composite 540.00K (1.58%) 540.00K
Increased by +100.00%
Jun 30, 24
14 SPDR® S&P 500® ETF Trust 532.75K (1.56%) -2.81K
Decreased by -0.53%
Mar 31, 25
15 SPDR® S&P 500® ETF 502.60K (1.47%) 6.07K
Increased by +1.21%
Aug 31, 25
16 Vanguard Small Cap Value Index Inv 467.37K (1.37%) -27.78K
Decreased by -5.94%
Jun 30, 26
17 iShares Core S&P 500 ETF 443.43K (1.30%) 1.43K
Increased by +0.32%
Jun 30, 26
18 BlackRock Systematic Multi-Strat Instl 429.90K (1.26%) -161.32K
Decreased by -37.53%
Apr 30, 26
19 Fidelity 500 Index 427.42K (1.25%) -590.00
Decreased by -0.14%
May 31, 26
20 Pacer US Small Cap Cash Cows 100 ETF 411.23K (1.20%) -2.39K
Decreased by -0.58%
Aug 29, 25