Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 OMAH 4.73%
2 LSAT 4.40%
3 PTH 3.86%
4 STNC 3.39%
5 BOUT 3.25%
6 AZTD 2.94%
7 XHS 2.68%
8 NEWZ 2.53%
9 RSPH 2.20%
10 SAGP 2.04%
11 VETS 1.98%
12 QVAL 1.80%
13 RNIN 1.63%
14 VTRN 1.60%
15 RYH 1.57%
16 CALF 1.38%
17 SURE 1.35%
18 FLOW 1.23%
19 BRIF 1.04%
20 LSEQ 1.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Berkshire Hathaway Inc 32.16M (91.04%) -1.64M
Decreased by -5.09%
Sep 30, 25
2 Vanguard Group Inc 4.15M (11.76%) -73.55K
Decreased by -1.77%
Dec 31, 25
3 BlackRock Inc 3.58M (10.12%) -537.34K
Decreased by -15.03%
Sep 30, 25
4 State Street Corporation 2.58M (7.31%) 90.99K
Increased by +3.52%
Mar 31, 24
5 State Street Corp 1.83M (5.19%) -258.50K
Decreased by -14.09%
Sep 30, 25
6 Amvescap Plc. 1.68M (4.75%) 32.36K
Increased by +1.93%
Sep 30, 25
7 Morgan Stanley - Brokerage Accounts 1.41M (3.98%) -143.76K
Decreased by -10.23%
Sep 30, 25
8 Gates Capital Management Inc 1.19M (3.37%) 91.40K
Increased by +7.68%
Sep 30, 25
9 Arrowstreet Capital Limited Partnership 1.19M (3.37%) 636.19K
Increased by +53.46%
Dec 31, 25
10 Dimensional Fund Advisors, Inc. 1.09M (3.08%) 3.51K
Increased by +0.32%
Dec 31, 25
11 Geode Capital Management, LLC 1.02M (2.90%) -86.31K
Decreased by -8.43%
Sep 30, 25
12 Jacobs Levy Equity Management, Inc. 970.81K (2.75%) -23.00K
Decreased by -2.37%
Sep 30, 23
13 LSV Asset Management 936.77K (2.65%) 9.74K
Increased by +1.04%
Dec 31, 25
14 Lazard Asset Management LLC 845.42K (2.39%) 67.97K
Increased by +8.04%
Sep 30, 23
15 JPMorgan Chase & Co 668.73K (1.89%) 185.11K
Increased by +27.68%
Sep 30, 25
16 Northern Trust Corp 635.27K (1.80%) -81.91K
Decreased by -12.89%
Sep 30, 25
17 Bank of America Corp 625.20K (1.77%) 172.56K
Increased by +27.60%
Sep 30, 24
18 Ariel Investments, LLC 616.27K (1.74%) -42.55K
Decreased by -6.90%
Mar 31, 24
19 BNP Paribas Arbitrage, SA 540.70K (1.53%) -50.62K
Decreased by -9.36%
Dec 31, 23
20 UBS Group AG 528.12K (1.49%) -38.06K
Decreased by -7.21%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Franklin Senior Loan ETF 2.00M (5.66%) 2.00M
Increased by +100.00%
Jun 30, 24
2 Pacer US Cash Cows 100 ETF 1.78M (5.05%) 3.89K
Increased by +0.22%
Apr 30, 24
3 Invesco S&P 500® Equal Weight ETF 1.43M (4.06%) -608.00
Decreased by -0.04%
Feb 27, 26
4 Vanguard US Total Market Shares ETF 1.34M (3.79%) -196.25K
Decreased by -14.67%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 1.12M (3.18%) 2.24K
Increased by +0.20%
Jan 31, 26
6 Loomis Sayles Inv Grade Bond CIT 1.08M (3.05%) 1.08M
Increased by +100.00%
Jun 30, 25
7 Vanguard 500 Index Investor 896.94K (2.54%) 5.33K
Increased by +0.59%
Jan 31, 26
8 Vanguard Small Cap Index 799.60K (2.26%) 150.00
Increased by +0.02%
Jan 31, 26
9 SPDR® S&P 500 ETF Trust 638.05K (1.81%) 1.44K
Increased by +0.23%
Apr 30, 24
10 Fidelity® 500 Index 627.50K (1.78%) 4.00K
Increased by +0.64%
Nov 30, 23
11 SPDR® S&P 500 ETF 547.33K (1.55%) -22.63K
Decreased by -4.14%
Mar 31, 25
12 Franklin Core Plus FixedIncome Composite 540.00K (1.53%) 540.00K
Increased by +100.00%
Jun 30, 24
13 SPDR® S&P 500® ETF Trust 532.75K (1.51%) -2.81K
Decreased by -0.53%
Mar 31, 25
14 Vanguard Small Cap Value Index Inv 513.38K (1.45%) -3.96K
Decreased by -0.77%
Jan 31, 26
15 SPDR® S&P 500® ETF 502.60K (1.42%) 6.07K
Increased by +1.21%
Aug 31, 25
16 BlackRock Systematic Multi-Strat Instl 470.71K (1.33%) 470.71K
Increased by +100.00%
Dec 31, 25
17 iShares Core S&P 500 ETF 449.40K (1.27%) 0.00
Increased by 0.00%
Feb 28, 26
18 Fidelity 500 Index 448.50K (1.27%) 2.08K
Increased by +0.46%
Jan 31, 26
19 State Street® SPDR® S&P 500® ETF 419.81K (1.19%) 1.78K
Increased by +0.43%
Feb 27, 26
20 Pacer US Small Cap Cash Cows 100 ETF 411.23K (1.16%) -2.39K
Decreased by -0.58%
Aug 29, 25