Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PTH 3.86%
2 STNC 3.39%
3 BOUT 3.25%
4 NEWZ 2.53%
5 SAGP 2.05%
6 XHS 2.01%
7 VETS 1.98%
8 FXH 1.83%
9 AZTD 1.82%
10 RSPH 1.78%
11 LQAI 1.65%
12 JMID 1.64%
13 VTRN 1.60%
14 BUL 1.58%
15 RYH 1.57%
16 AGNG 1.14%
17 DVLU 1.09%
18 IHF 1.04%
19 LSAF 1.03%
20 LSEQ 1.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Berkshire Hathaway Inc 36.10M (87.55%) 0.00
Increased by 0.00%
Dec 31, 24
2 Vanguard Group Inc 5.21M (12.65%) -170.75K
Decreased by -3.27%
Dec 31, 24
3 BlackRock Inc 4.23M (10.27%) -465.29K
Decreased by -10.99%
Dec 31, 24
4 State Street Corporation 2.58M (6.26%) 90.99K
Increased by +3.52%
Mar 31, 24
5 State Street Corp 2.34M (5.69%) -68.93K
Decreased by -2.94%
Dec 31, 24
6 Amvescap Plc. 1.59M (3.86%) 275.28K
Increased by +17.32%
Dec 31, 24
7 Millennium Management LLC 1.47M (3.56%) 291.82K
Increased by +19.91%
Sep 30, 23
8 Morgan Stanley - Brokerage Accounts 1.46M (3.53%) 27.79K
Increased by +1.91%
Dec 31, 24
9 JPMorgan Chase & Co 1.17M (2.84%) 184.03K
Increased by +15.71%
Sep 30, 24
10 Geode Capital Management, LLC 1.15M (2.79%) -14.40K
Decreased by -1.25%
Dec 31, 24
11 LSV Asset Management 1.03M (2.49%) -25.40K
Decreased by -2.47%
Dec 31, 24
12 Jacobs Levy Equity Management, Inc. 970.81K (2.35%) -23.00K
Decreased by -2.37%
Sep 30, 23
13 Dimensional Fund Advisors, Inc. 902.42K (2.19%) -76.86K
Decreased by -8.52%
Dec 31, 24
14 Lazard Asset Management LLC 845.42K (2.05%) 67.97K
Increased by +8.04%
Sep 30, 23
15 UBS Group AG 755.57K (1.83%) 607.40K
Increased by +80.39%
Dec 31, 24
16 Northern Trust Corp 740.77K (1.80%) 82.33K
Increased by +11.11%
Dec 31, 24
17 Gates Capital Management Inc 717.51K (1.74%) -3.70K
Decreased by -0.52%
Dec 31, 24
18 Bank of America Corp 625.20K (1.52%) 172.56K
Increased by +27.60%
Sep 30, 24
19 Ariel Investments, LLC 616.27K (1.49%) -42.55K
Decreased by -6.90%
Mar 31, 24
20 BNP Paribas Arbitrage, SA 540.70K (1.31%) -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 (4.85%) 2.00M
Increased by +100.00%
Jun 30, 24
2 Pacer US Cash Cows 100 ETF 1.78M (4.33%) 3.89K
Increased by +0.22%
Apr 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.29M (3.13%) 1.94K
Increased by +0.15%
Feb 28, 25
4 Vanguard Institutional 500 Index Trust 1.25M (3.03%) 7.51K
Increased by +0.60%
Feb 28, 25
5 Vanguard Small Cap Index 1.05M (2.54%) 861.00
Increased by +0.08%
Feb 28, 25
6 Invesco S&P 500® Equal Weight ETF 981.71K (2.38%) 1.13K
Increased by +0.11%
Feb 28, 25
7 Vanguard Small Cap Value Index Inv 689.37K (1.67%) -2.52K
Decreased by -0.37%
Feb 28, 25
8 SPDR® S&P 500 ETF Trust 638.05K (1.55%) 1.44K
Increased by +0.23%
Apr 30, 24
9 Fidelity® 500 Index 627.50K (1.52%) 4.00K
Increased by +0.64%
Nov 30, 23
10 Fidelity 500 Index 562.34K (1.36%) 2.48K
Increased by +0.44%
Jan 31, 25
11 SPDR® S&P 500® ETF Trust 557.92K (1.35%) -4.21K
Decreased by -0.75%
Feb 28, 25
12 Franklin Core Plus FixedIncome Composite 540.00K (1.31%) 540.00K
Increased by +100.00%
Jun 30, 24
13 iShares Core S&P 500 ETF 529.02K (1.28%) -27.00
Decreased by -0.01%
Feb 28, 25
14 Health Care Select Sector SPDR® ETF 391.59K (0.95%) -511.00
Decreased by -0.13%
Apr 30, 24
15 The Health Care Select Sector SPDR® ETF 329.71K (0.80%) 4.34K
Increased by +1.32%
Feb 28, 25
16 BlackRock Systematic Multi-Strat Instl 322.45K (0.78%) -24.03K
Decreased by -7.45%
Oct 31, 24
17 1895 Wereld Multifactor Aandelen D Inc 287.83K (0.70%) 3.00K
Increased by +1.04%
Oct 31, 23
18 Vanguard Institutional Index I 279.51K (0.68%) -3.16K
Decreased by -1.13%
Feb 28, 25
19 iShares Russell Mid-Cap Growth ETF 271.86K (0.66%) -1.29K
Decreased by -0.47%
Feb 28, 25
20 Lazard Global Eq Franchise A Acc USD 220.53K (0.53%) 8.89K
Increased by +4.03%
Sep 30, 23