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 VETS 1.98%
7 QVAL 1.98%
8 SAGP 1.91%
9 XHS 1.86%
10 AZTD 1.75%
11 RSPH 1.64%
12 FXH 1.62%
13 VTRN 1.60%
14 RYH 1.57%
15 JMID 1.55%
16 BUL 1.32%
17 LSEQ 1.02%
18 EZY 0.93%
19 IHF 0.92%
20 FDLS 0.90%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Berkshire Hathaway Inc 35.14M (92.28%) -953.09K
Decreased by -2.71%
Mar 31, 25
2 Vanguard Group Inc 5.05M (13.27%) -160.75K
Decreased by -3.18%
Mar 31, 25
3 BlackRock Inc 4.20M (11.03%) -32.46K
Decreased by -0.77%
Mar 31, 25
4 State Street Corporation 2.58M (6.78%) 90.99K
Increased by +3.52%
Mar 31, 24
5 State Street Corp 2.20M (5.77%) -147.00K
Decreased by -6.69%
Mar 31, 25
6 Amvescap Plc. 1.64M (4.31%) 53.40K
Increased by +3.25%
Mar 31, 25
7 Millennium Management LLC 1.47M (3.85%) 291.82K
Increased by +19.91%
Sep 30, 23
8 Morgan Stanley - Brokerage Accounts 1.33M (3.48%) -130.81K
Decreased by -9.87%
Mar 31, 25
9 Geode Capital Management, LLC 1.19M (3.12%) 36.68K
Increased by +3.09%
Mar 31, 25
10 JPMorgan Chase & Co 1.17M (3.08%) 184.03K
Increased by +15.71%
Sep 30, 24
11 Jacobs Levy Equity Management, Inc. 970.81K (2.55%) -23.00K
Decreased by -2.37%
Sep 30, 23
12 LSV Asset Management 962.33K (2.53%) -66.10K
Decreased by -6.87%
Mar 31, 25
13 Northern Trust Corp 890.63K (2.34%) 149.86K
Increased by +16.83%
Mar 31, 25
14 Dimensional Fund Advisors, Inc. 877.32K (2.30%) -25.10K
Decreased by -2.86%
Mar 31, 25
15 Lazard Asset Management LLC 845.42K (2.22%) 67.97K
Increased by +8.04%
Sep 30, 23
16 UBS Group AG 755.57K (1.98%) 607.40K
Increased by +80.39%
Dec 31, 24
17 Gates Capital Management Inc 722.21K (1.90%) 4.70K
Increased by +0.65%
Mar 31, 25
18 Bank of America Corp 625.20K (1.64%) 172.56K
Increased by +27.60%
Sep 30, 24
19 Ariel Investments, LLC 616.27K (1.62%) -42.55K
Decreased by -6.90%
Mar 31, 24
20 BNP Paribas Arbitrage, SA 540.70K (1.42%) -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 (5.25%) 2.00M
Increased by +100.00%
Jun 30, 24
2 Pacer US Cash Cows 100 ETF 1.78M (4.69%) 3.89K
Increased by +0.22%
Apr 30, 24
3 Vanguard US Total Market Shares ETF 1.34M (3.51%) -196.25K
Decreased by -14.67%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.28M (3.37%) 18.06K
Increased by +1.41%
Apr 30, 25
5 Vanguard Institutional 500 Index Trust 1.24M (3.26%) 20.02K
Increased by +1.61%
Apr 30, 25
6 Vanguard Small Cap Index 1.00M (2.64%) 5.84K
Increased by +0.58%
Apr 30, 25
7 Invesco S&P 500® Equal Weight ETF 967.86K (2.54%) 3.26K
Increased by +0.34%
May 30, 25
8 Vanguard Small Cap Value Index Inv 649.16K (1.70%) 2.04K
Increased by +0.31%
Apr 30, 25
9 SPDR® S&P 500 ETF Trust 638.05K (1.68%) 1.44K
Increased by +0.23%
Apr 30, 24
10 Fidelity® 500 Index 627.50K (1.65%) 4.00K
Increased by +0.64%
Nov 30, 23
11 Fidelity 500 Index 552.71K (1.45%) 681.00
Increased by +0.12%
Apr 30, 25
12 SPDR® S&P 500 ETF 547.33K (1.44%) -22.63K
Decreased by -4.14%
Mar 31, 25
13 Franklin Core Plus FixedIncome Composite 540.00K (1.42%) 540.00K
Increased by +100.00%
Jun 30, 24
14 SPDR® S&P 500® ETF Trust 532.75K (1.40%) -2.81K
Decreased by -0.53%
Mar 31, 25
15 SPDR® S&P 500® ETF 526.45K (1.38%) -2.37K
Decreased by -0.45%
May 31, 25
16 iShares Core S&P 500 ETF 508.97K (1.34%) 0.00
Increased by 0.00%
May 31, 25
17 Health Care Select Sector SPDR® ETF 391.59K (1.03%) -511.00
Decreased by -0.13%
Apr 30, 24
18 BlackRock Systematic Multi-Strat Instl 322.45K (0.85%) -24.03K
Decreased by -7.45%
Oct 31, 24
19 The Health Care Select Sector SPDR® ETF 312.52K (0.82%) -1.95K
Decreased by -0.62%
May 31, 25
20 1895 Wereld Multifactor Aandelen D Inc 287.83K (0.76%) 3.00K
Increased by +1.04%
Oct 31, 23