Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 OMAH 4.51%
2 LSAT 3.87%
3 PTH 3.86%
4 STNC 3.39%
5 BOUT 3.25%
6 FXH 2.80%
7 SAGP 2.66%
8 AZTD 2.58%
9 NEWZ 2.53%
10 XHS 2.21%
11 RSPH 2.17%
12 VETS 1.98%
13 QVAL 1.80%
14 RNIN 1.61%
15 VTRN 1.60%
16 SURE 1.59%
17 RYH 1.57%
18 WTV 1.49%
19 CALF 1.38%
20 AMOM 1.26%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Berkshire Hathaway Inc 30.10M (88.29%) -1.66M
Decreased by -5.51%
Mar 31, 26
2 Vanguard Group Inc 4.15M (12.19%) -73.55K
Decreased by -1.77%
Dec 31, 25
3 BlackRock Inc 2.77M (8.12%) -159.64K
Decreased by -5.77%
Mar 31, 26
4 State Street Corporation 2.58M (7.57%) 90.99K
Increased by +3.52%
Mar 31, 24
5 Vanguard Capital Management, LLC 2.18M (6.40%) 2.18M
Increased by +100.00%
Mar 31, 26
6 Morgan Stanley - Brokerage Accounts 1.67M (4.89%) 188.99K
Increased by +11.34%
Mar 31, 26
7 Vanguard Portfolio Management, LLC 1.48M (4.34%) 1.48M
Increased by +100.00%
Mar 31, 26
8 Amvescap Plc. 1.47M (4.31%) -215.38K
Decreased by -14.67%
Mar 31, 26
9 State Street Corp 1.35M (3.97%) -86.75K
Decreased by -6.42%
Mar 31, 26
10 Dimensional Fund Advisors, Inc. 1.15M (3.36%) 56.34K
Increased by +4.92%
Mar 31, 26
11 Arrowstreet Capital Limited Partnership 1.11M (3.26%) -79.85K
Decreased by -7.19%
Mar 31, 26
12 Jacobs Levy Equity Management, Inc. 970.81K (2.85%) -23.00K
Decreased by -2.37%
Sep 30, 23
13 Geode Capital Management, LLC 939.78K (2.76%) -39.01K
Decreased by -4.15%
Mar 31, 26
14 LSV Asset Management 931.06K (2.73%) -5.71K
Decreased by -0.61%
Mar 31, 26
15 Millennium Management LLC 852.38K (2.50%) 394.44K
Increased by +46.28%
Dec 31, 25
16 Lazard Asset Management LLC 845.42K (2.48%) 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 (1.91%) 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 (5.87%) 2.00M
Increased by +100.00%
Jun 30, 24
2 Pacer US Cash Cows 100 ETF 1.78M (5.24%) 3.89K
Increased by +0.22%
Apr 30, 24
3 Vanguard US Total Market Shares ETF 1.34M (3.92%) -196.25K
Decreased by -14.67%
Sep 30, 24
4 Invesco S&P 500® Equal Weight ETF 1.09M (3.19%) 2.05K
Increased by +0.19%
May 29, 26
5 Loomis Sayles Inv Grade Bond CIT 1.08M (3.16%) 1.08M
Increased by +100.00%
Jun 30, 25
6 Vanguard Total Stock Mkt Idx Inv 1.07M (3.13%) 2.72K
Increased by +0.25%
Apr 30, 26
7 Vanguard 500 Index Investor 865.96K (2.54%) 15.64K
Increased by +1.81%
Apr 30, 26
8 Vanguard Small Cap Index 769.70K (2.26%) -1.56K
Decreased by -0.20%
Apr 30, 26
9 SPDR® S&P 500 ETF Trust 638.05K (1.87%) 1.44K
Increased by +0.23%
Apr 30, 24
10 Fidelity® 500 Index 627.50K (1.84%) 4.00K
Increased by +0.64%
Nov 30, 23
11 SPDR® S&P 500 ETF 547.33K (1.61%) -22.63K
Decreased by -4.14%
Mar 31, 25
12 Franklin Core Plus FixedIncome Composite 540.00K (1.58%) 540.00K
Increased by +100.00%
Jun 30, 24
13 SPDR® S&P 500® ETF Trust 532.75K (1.56%) -2.81K
Decreased by -0.53%
Mar 31, 25
14 SPDR® S&P 500® ETF 502.60K (1.47%) 6.07K
Increased by +1.21%
Aug 31, 25
15 Vanguard Small Cap Value Index Inv 494.48K (1.45%) 3.76K
Increased by +0.76%
Apr 30, 26
16 Neuberger Quality Equity Inv 484.76K (1.42%) 175.22K
Increased by +36.15%
Apr 30, 26
17 iShares Core S&P 500 ETF 438.73K (1.29%) 1.31K
Increased by +0.30%
May 29, 26
18 BlackRock Systematic Multi-Strat Instl 429.90K (1.26%) -161.32K
Decreased by -37.53%
Apr 30, 26
19 Fidelity 500 Index 428.01K (1.26%) 1.47K
Increased by +0.34%
Apr 30, 26
20 Pacer US Small Cap Cash Cows 100 ETF 411.23K (1.21%) -2.39K
Decreased by -0.58%
Aug 29, 25