Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 OMAH 3.95%
2 PTH 3.86%
3 STNC 3.39%
4 BOUT 3.25%
5 NEWZ 2.53%
6 VETS 1.98%
7 QVAL 1.80%
8 SAGP 1.69%
9 XHS 1.69%
10 AZTD 1.66%
11 VTRN 1.60%
12 RYH 1.57%
13 JMID 1.55%
14 CALF 1.38%
15 RSPH 1.37%
16 FLOW 1.23%
17 RNIN 1.19%
18 BRIF 1.08%
19 LSEQ 1.02%
20 SURE 1.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Berkshire Hathaway Inc 33.80M (90.45%) -1.35M
Decreased by -3.98%
Jun 30, 25
2 Vanguard Group Inc 4.75M (12.71%) -306.54K
Decreased by -6.46%
Jun 30, 25
3 BlackRock Inc 4.11M (11.01%) -87.59K
Decreased by -2.13%
Jun 30, 25
4 State Street Corporation 2.58M (6.91%) 90.99K
Increased by +3.52%
Mar 31, 24
5 State Street Corp 2.09M (5.60%) -103.39K
Decreased by -4.94%
Jun 30, 25
6 Amvescap Plc. 1.65M (4.41%) 3.94K
Increased by +0.24%
Jun 30, 25
7 Morgan Stanley - Brokerage Accounts 1.55M (4.15%) 224.63K
Increased by +14.50%
Jun 30, 25
8 Geode Capital Management, LLC 1.11M (2.97%) -76.77K
Decreased by -6.92%
Jun 30, 25
9 Gates Capital Management Inc 1.10M (2.94%) 376.77K
Increased by +34.28%
Jun 30, 25
10 Dimensional Fund Advisors, Inc. 997.53K (2.67%) 120.21K
Increased by +12.05%
Jun 30, 25
11 Jacobs Levy Equity Management, Inc. 970.81K (2.60%) -23.00K
Decreased by -2.37%
Sep 30, 23
12 LSV Asset Management 940.73K (2.52%) -21.60K
Decreased by -2.30%
Jun 30, 25
13 Lazard Asset Management LLC 845.42K (2.26%) 67.97K
Increased by +8.04%
Sep 30, 23
14 Northern Trust Corp 717.18K (1.92%) -173.45K
Decreased by -24.19%
Jun 30, 25
15 Bank of America Corp 625.20K (1.67%) 172.56K
Increased by +27.60%
Sep 30, 24
16 Ariel Investments, LLC 616.27K (1.65%) -42.55K
Decreased by -6.90%
Mar 31, 24
17 UBS Group AG 566.18K (1.52%) 81.48K
Increased by +14.39%
Jun 30, 25
18 BNP Paribas Arbitrage, SA 540.70K (1.45%) -50.62K
Decreased by -9.36%
Dec 31, 23
19 Squarepoint Ops LLC 504.04K (1.35%) 134.16K
Increased by +26.62%
Jun 30, 25
20 Doma Perpetual Capital Management LLC 503.63K (1.35%) -1.85K
Decreased by -0.37%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Franklin Senior Loan ETF 2.00M (5.35%) 2.00M
Increased by +100.00%
Jun 30, 24
2 Pacer US Cash Cows 100 ETF 1.78M (4.78%) 3.89K
Increased by +0.22%
Apr 30, 24
3 Vanguard US Total Market Shares ETF 1.34M (3.58%) -196.25K
Decreased by -14.67%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.18M (3.16%) -30.77K
Decreased by -2.60%
Jul 31, 25
5 Vanguard 500 Index Investor 1.03M (2.75%) -150.78K
Decreased by -14.67%
Jul 31, 25
6 Invesco S&P 500® Equal Weight ETF 1.02M (2.74%) 1.51K
Increased by +0.15%
Aug 29, 25
7 Vanguard Small Cap Index 916.55K (2.45%) -5.87K
Decreased by -0.64%
Jul 31, 25
8 SPDR® S&P 500 ETF Trust 638.05K (1.71%) 1.44K
Increased by +0.23%
Apr 30, 24
9 Fidelity® 500 Index 627.50K (1.68%) 4.00K
Increased by +0.64%
Nov 30, 23
10 Vanguard Small Cap Value Index Inv 590.43K (1.58%) 1.87K
Increased by +0.32%
Jul 31, 25
11 SPDR® S&P 500 ETF 547.33K (1.46%) -22.63K
Decreased by -4.14%
Mar 31, 25
12 Franklin Core Plus FixedIncome Composite 540.00K (1.45%) 540.00K
Increased by +100.00%
Jun 30, 24
13 SPDR® S&P 500® ETF Trust 532.75K (1.43%) -2.81K
Decreased by -0.53%
Mar 31, 25
14 Fidelity 500 Index 526.37K (1.41%) 230.00
Increased by +0.04%
Jul 31, 25
15 SPDR® S&P 500® ETF 502.60K (1.35%) 6.07K
Increased by +1.21%
Aug 31, 25
16 iShares Core S&P 500 ETF 500.31K (1.34%) 0.00
Increased by 0.00%
Aug 31, 25
17 BlackRock Systematic Multi-Strat Instl 466.48K (1.25%) 78.18K
Increased by +16.76%
Jun 30, 25
18 Pacer US Small Cap Cash Cows 100 ETF 411.23K (1.10%) -2.39K
Decreased by -0.58%
Aug 29, 25
19 Health Care Select Sector SPDR® ETF 391.59K (1.05%) -511.00
Decreased by -0.13%
Apr 30, 24
20 1895 Wereld Multifactor Aandelen D Inc 287.83K (0.77%) 3.00K
Increased by +1.04%
Oct 31, 23