Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 OMAH 4.94%
2 PTH 3.86%
3 STNC 3.39%
4 BOUT 3.25%
5 NEWZ 2.53%
6 XHS 2.15%
7 VETS 1.98%
8 AZTD 1.97%
9 QVAL 1.94%
10 SAGP 1.92%
11 RSPH 1.75%
12 VTRN 1.60%
13 RYH 1.57%
14 JMID 1.55%
15 CALF 1.52%
16 FLOW 1.41%
17 BUL 1.34%
18 IHF 1.08%
19 LSEQ 1.02%
20 LSAF 0.97%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Berkshire Hathaway Inc 35.14M (98.38%) -953.09K
Decreased by -2.71%
Mar 31, 25
2 Vanguard Group Inc 5.05M (14.15%) -160.75K
Decreased by -3.18%
Mar 31, 25
3 BlackRock Inc 4.20M (11.76%) -32.46K
Decreased by -0.77%
Mar 31, 25
4 State Street Corporation 2.58M (7.23%) 90.99K
Increased by +3.52%
Mar 31, 24
5 State Street Corp 2.20M (6.15%) -147.00K
Decreased by -6.69%
Mar 31, 25
6 Amvescap Plc. 1.64M (4.60%) 53.40K
Increased by +3.25%
Mar 31, 25
7 Millennium Management LLC 1.47M (4.10%) 291.82K
Increased by +19.91%
Sep 30, 23
8 Morgan Stanley - Brokerage Accounts 1.33M (3.71%) -130.81K
Decreased by -9.87%
Mar 31, 25
9 Geode Capital Management, LLC 1.19M (3.32%) 36.68K
Increased by +3.09%
Mar 31, 25
10 JPMorgan Chase & Co 1.17M (3.28%) 184.03K
Increased by +15.71%
Sep 30, 24
11 Jacobs Levy Equity Management, Inc. 970.81K (2.72%) -23.00K
Decreased by -2.37%
Sep 30, 23
12 LSV Asset Management 962.33K (2.69%) -66.10K
Decreased by -6.87%
Mar 31, 25
13 Northern Trust Corp 890.63K (2.49%) 149.86K
Increased by +16.83%
Mar 31, 25
14 Dimensional Fund Advisors, Inc. 877.32K (2.46%) -25.10K
Decreased by -2.86%
Mar 31, 25
15 Lazard Asset Management LLC 845.42K (2.37%) 67.97K
Increased by +8.04%
Sep 30, 23
16 Gates Capital Management Inc 722.21K (2.02%) 4.70K
Increased by +0.65%
Mar 31, 25
17 Bank of America Corp 625.20K (1.75%) 172.56K
Increased by +27.60%
Sep 30, 24
18 Ariel Investments, LLC 616.27K (1.73%) -42.55K
Decreased by -6.90%
Mar 31, 24
19 BNP Paribas Arbitrage, SA 540.70K (1.51%) -50.62K
Decreased by -9.36%
Dec 31, 23
20 Amundi 517.69K (1.45%) 71.30K
Increased by +13.77%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Franklin Senior Loan ETF 2.00M (5.60%) 2.00M
Increased by +100.00%
Jun 30, 24
2 Pacer US Cash Cows 100 ETF 1.78M (5.00%) 3.89K
Increased by +0.22%
Apr 30, 24
3 Vanguard US Total Market Shares ETF 1.34M (3.74%) -196.25K
Decreased by -14.67%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 1.25M (3.50%) 7.94K
Increased by +0.64%
May 31, 25
5 Vanguard Total Stock Mkt Idx Inv 1.21M (3.39%) -71.53K
Decreased by -5.90%
Jun 30, 25
6 Vanguard 500 Index Investor 1.18M (3.30%) -71.56K
Decreased by -6.07%
Jun 30, 25
7 Invesco S&P 500® Equal Weight ETF 1.02M (2.86%) 286.00
Increased by +0.03%
Jul 31, 25
8 Vanguard Small Cap Index 922.43K (2.58%) -86.55K
Decreased by -9.38%
Jun 30, 25
9 SPDR® S&P 500 ETF Trust 638.05K (1.79%) 1.44K
Increased by +0.23%
Apr 30, 24
10 Fidelity® 500 Index 627.50K (1.76%) 4.00K
Increased by +0.64%
Nov 30, 23
11 Vanguard Small Cap Value Index Inv 588.56K (1.65%) -60.05K
Decreased by -10.20%
Jun 30, 25
12 SPDR® S&P 500 ETF 547.33K (1.53%) -22.63K
Decreased by -4.14%
Mar 31, 25
13 Franklin Core Plus FixedIncome Composite 540.00K (1.51%) 540.00K
Increased by +100.00%
Jun 30, 24
14 SPDR® S&P 500® ETF Trust 532.75K (1.49%) -2.81K
Decreased by -0.53%
Mar 31, 25
15 Fidelity 500 Index 526.14K (1.47%) -28.89K
Decreased by -5.49%
Jun 30, 25
16 SPDR® S&P 500® ETF 504.71K (1.41%) -2.06K
Decreased by -0.41%
Jul 31, 25
17 iShares Core S&P 500 ETF 494.26K (1.38%) -50.00
Decreased by -0.01%
Jul 30, 25
18 Pacer US Small Cap Cash Cows 100 ETF 432.93K (1.21%) -1.95K
Decreased by -0.45%
Jul 31, 25
19 Health Care Select Sector SPDR® ETF 391.59K (1.10%) -511.00
Decreased by -0.13%
Apr 30, 24
20 BlackRock Systematic Multi-Strat Instl 388.30K (1.09%) 304.88K
Increased by +78.52%
May 31, 25