Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AZTD 4.34%
2 BOUT 3.71%
3 STNC 3.39%
4 NEWZ 2.77%
5 PTH 2.40%
6 FXH 2.22%
7 VETS 1.98%
8 XHS 1.98%
9 SAGP 1.94%
10 RSPH 1.62%
11 VTRN 1.60%
12 RYH 1.57%
13 JMID 1.26%
14 IHF 1.24%
15 DVLU 1.23%
16 LSEQ 1.20%
17 AGNG 1.17%
18 FDLS 0.99%
19 LSAF 0.98%
20 EZY 0.93%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Berkshire Hathaway Inc 36.10M (81.62%) 0.00
Increased by 0.00%
Jun 30, 24
2 Vanguard Group Inc 6.17M (13.95%) -99.61K
Decreased by -1.61%
Jun 30, 24
3 BlackRock Inc 4.94M (11.17%) 200.71K
Increased by +4.06%
Jun 30, 24
4 State Street Corporation 2.58M (5.84%) 90.99K
Increased by +3.52%
Mar 31, 24
5 State Street Corp 2.54M (5.75%) -38.46K
Decreased by -1.51%
Jun 30, 24
6 Millennium Management LLC 1.47M (3.31%) 291.82K
Increased by +19.91%
Sep 30, 23
7 Amvescap Plc. 1.44M (3.25%) -77.64K
Decreased by -5.40%
Jun 30, 24
8 Geode Capital Management, LLC 1.26M (2.85%) -13.54K
Decreased by -1.08%
Jun 30, 24
9 Morgan Stanley - Brokerage Accounts 1.22M (2.75%) -87.98K
Decreased by -7.24%
Mar 31, 24
10 LSV Asset Management 1.08M (2.45%) -32.20K
Decreased by -2.97%
Jun 30, 24
11 Citadel Advisors Llc 1.07M (2.43%) -211.83K
Decreased by -19.72%
Sep 30, 23
12 Dimensional Fund Advisors, Inc. 982.01K (2.22%) -18.54K
Decreased by -1.89%
Jun 30, 24
13 Jacobs Levy Equity Management, Inc. 970.81K (2.20%) -23.00K
Decreased by -2.37%
Sep 30, 23
14 Lazard Asset Management LLC 845.42K (1.91%) 67.97K
Increased by +8.04%
Sep 30, 23
15 Northern Trust Corp 724.69K (1.64%) -7.19K
Decreased by -0.99%
Jun 30, 24
16 Gates Capital Management Inc 721.20K (1.63%) -41.36K
Decreased by -5.74%
Jun 30, 24
17 Ariel Investments, LLC 616.27K (1.39%) -42.55K
Decreased by -6.90%
Mar 31, 24
18 Charles Schwab Investment Management Inc 546.63K (1.24%) -12.08K
Decreased by -2.21%
Jun 30, 24
19 BNP Paribas Arbitrage, SA 540.70K (1.22%) -50.62K
Decreased by -9.36%
Dec 31, 23
20 Allianz Asset Management AG 538.67K (1.22%) -48.29K
Decreased by -8.96%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Franklin Senior Loan ETF 2.00M (4.52%) 2.00M
Increased by +100.00%
Jun 30, 24
2 Pacer US Cash Cows 100 ETF 1.78M (4.04%) 3.89K
Increased by +0.22%
Apr 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.53M (3.47%) 3.79K
Increased by +0.25%
Aug 31, 24
4 Vanguard Institutional 500 Index Trust 1.35M (3.06%) 10.06K
Increased by +0.74%
Aug 31, 24
5 Vanguard Small Cap Index 1.22M (2.76%) 2.93K
Increased by +0.24%
Aug 31, 24
6 Vanguard Small Cap Value Index Inv 818.65K (1.85%) -71.00
Decreased by -0.01%
Aug 31, 24
7 Invesco S&P 500® Equal Weight ETF 769.52K (1.74%) 441.00
Increased by +0.06%
Sep 30, 24
8 SPDR® S&P 500 ETF Trust 638.05K (1.44%) 1.44K
Increased by +0.23%
Apr 30, 24
9 Fidelity 500 Index 637.47K (1.44%) 4.94K
Increased by +0.78%
Aug 31, 24
10 Fidelity® 500 Index 627.50K (1.42%) 4.00K
Increased by +0.64%
Nov 30, 23
11 SPDR® S&P 500® ETF Trust 558.62K (1.26%) -2.24K
Decreased by -0.40%
Sep 30, 24
12 Franklin Core Plus FixedIncome Composite 540.00K (1.22%) 540.00K
Increased by +100.00%
Jun 30, 24
13 iShares Core S&P 500 ETF 503.57K (1.14%) 1.65K
Increased by +0.33%
Sep 30, 24
14 Health Care Select Sector SPDR® ETF 391.59K (0.89%) -511.00
Decreased by -0.13%
Apr 30, 24
15 BlackRock Systematic Multi-Strat Instl 352.65K (0.80%) -30.51K
Decreased by -8.65%
Aug 31, 24
16 The Health Care Select Sector SPDR® ETF 341.21K (0.77%) -1.13K
Decreased by -0.33%
Sep 30, 24
17 Vanguard Institutional Index I 331.99K (0.75%) -1.96K
Decreased by -0.59%
Aug 31, 24
18 1895 Wereld Multifactor Aandelen D Inc 287.83K (0.65%) 3.00K
Increased by +1.04%
Oct 31, 23
19 iShares Russell Mid-Cap Growth ETF 269.16K (0.61%) 105.00
Increased by +0.04%
Sep 30, 24
20 ÖkoWorld ÖkoVision Classic C 255.00K (0.58%) 0.00
Increased by 0.00%
Jun 30, 24