Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PTH 3.50%
2 STNC 3.39%
3 BOUT 3.25%
4 NEWZ 2.53%
5 VETS 1.98%
6 XHS 1.82%
7 SAGP 1.82%
8 FXH 1.81%
9 AZTD 1.75%
10 RSPH 1.66%
11 VTRN 1.60%
12 RYH 1.57%
13 JMID 1.43%
14 BUL 1.39%
15 AGNG 1.15%
16 IHF 1.11%
17 DVLU 1.09%
18 LSEQ 1.02%
19 LSAF 0.98%
20 EZY 0.93%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Berkshire Hathaway Inc 36.10M (89.09%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Group Inc 5.21M (12.87%) -170.75K
Decreased by -3.27%
Dec 31, 24
3 BlackRock Inc 4.70M (11.60%) -242.49K
Decreased by -5.16%
Sep 30, 24
4 State Street Corporation 2.58M (6.37%) 90.99K
Increased by +3.52%
Mar 31, 24
5 State Street Corp 2.41M (5.96%) -130.47K
Decreased by -5.41%
Sep 30, 24
6 Millennium Management LLC 1.47M (3.62%) 291.82K
Increased by +19.91%
Sep 30, 23
7 Morgan Stanley - Brokerage Accounts 1.43M (3.52%) -1.19M
Decreased by -83.19%
Sep 30, 24
8 Amvescap Plc. 1.31M (3.24%) -122.86K
Decreased by -9.35%
Sep 30, 24
9 JPMorgan Chase & Co 1.17M (2.89%) 184.03K
Increased by +15.71%
Sep 30, 24
10 Geode Capital Management, LLC 1.16M (2.87%) -94.27K
Decreased by -8.10%
Sep 30, 24
11 LSV Asset Management 1.03M (2.54%) -25.40K
Decreased by -2.47%
Dec 31, 24
12 Jacobs Levy Equity Management, Inc. 970.81K (2.40%) -23.00K
Decreased by -2.37%
Sep 30, 23
13 Dimensional Fund Advisors, Inc. 902.42K (2.23%) -76.86K
Decreased by -8.52%
Dec 31, 24
14 Lazard Asset Management LLC 845.42K (2.09%) 67.97K
Increased by +8.04%
Sep 30, 23
15 Gates Capital Management Inc 717.51K (1.77%) -3.70K
Decreased by -0.52%
Dec 31, 24
16 Northern Trust Corp 658.45K (1.63%) -66.25K
Decreased by -10.06%
Sep 30, 24
17 Bank of America Corp 625.20K (1.54%) 172.56K
Increased by +27.60%
Sep 30, 24
18 Ariel Investments, LLC 616.27K (1.52%) -42.55K
Decreased by -6.90%
Mar 31, 24
19 BNP Paribas Arbitrage, SA 540.70K (1.33%) -50.62K
Decreased by -9.36%
Dec 31, 23
20 Allianz Asset Management AG 534.14K (1.32%) -16.05K
Decreased by -3.00%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Franklin Senior Loan ETF 2.00M (4.94%) 2.00M
Increased by +100.00%
Jun 30, 24
2 Pacer US Cash Cows 100 ETF 1.78M (4.41%) 3.89K
Increased by +0.22%
Apr 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.29M (3.18%) -36.44K
Decreased by -2.83%
Dec 31, 24
4 Vanguard Institutional 500 Index Trust 1.22M (3.01%) -18.43K
Decreased by -1.51%
Dec 31, 24
5 Vanguard Small Cap Index 1.04M (2.58%) -14.23K
Decreased by -1.36%
Dec 31, 24
6 Invesco S&P 500® Equal Weight ETF 974.43K (2.41%) 3.22K
Increased by +0.33%
Jan 31, 25
7 Vanguard Small Cap Value Index Inv 693.19K (1.71%) -22.36K
Decreased by -3.23%
Dec 31, 24
8 SPDR® S&P 500 ETF Trust 638.05K (1.57%) 1.44K
Increased by +0.23%
Apr 30, 24
9 Fidelity® 500 Index 627.50K (1.55%) 4.00K
Increased by +0.64%
Nov 30, 23
10 Fidelity 500 Index 559.85K (1.38%) -10.36K
Decreased by -1.85%
Dec 31, 24
11 SPDR® S&P 500® ETF Trust 550.04K (1.36%) -5.51K
Decreased by -1.00%
Jan 31, 25
12 Franklin Core Plus FixedIncome Composite 540.00K (1.33%) 540.00K
Increased by +100.00%
Jun 30, 24
13 iShares Core S&P 500 ETF 528.19K (1.30%) 108.00
Increased by +0.02%
Jan 31, 25
14 Health Care Select Sector SPDR® ETF 391.59K (0.97%) -511.00
Decreased by -0.13%
Apr 30, 24
15 The Health Care Select Sector SPDR® ETF 330.01K (0.81%) 1.18K
Increased by +0.36%
Jan 31, 25
16 BlackRock Systematic Multi-Strat Instl 322.45K (0.80%) -24.03K
Decreased by -7.45%
Oct 31, 24
17 1895 Wereld Multifactor Aandelen D Inc 287.83K (0.71%) 3.00K
Increased by +1.04%
Oct 31, 23
18 Vanguard Institutional Index I 284.81K (0.70%) -7.26K
Decreased by -2.55%
Dec 31, 24
19 iShares Russell Mid-Cap Growth ETF 270.67K (0.67%) 495.00
Increased by +0.18%
Jan 31, 25
20 ÖkoWorld ÖkoVision Classic C 255.00K (0.63%) 0.00
Increased by 0.00%
Oct 31, 24