Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CSD 3.27%
2 BCSM 2.91%
3 FPX 0.85%
4 FOVL 0.83%
5 BTAL 0.83%
6 AFMC 0.55%
7 QQQJ 0.31%
8 FCOM 0.22%
9 BBSC 0.22%
10 VOX 0.22%
11 SCHA 0.17%
12 VFMO 0.17%
13 VBR 0.10%
14 IYC 0.08%
15 ISCB 0.07%
16 JKJ 0.07%
17 SMMD 0.06%
18 VB 0.05%
19 VXF 0.05%
20 IWS 0.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Berkshire Hathaway Inc 10.59M (20.12%) -330.52K
Decreased by -3.12%
Mar 31, 26
2 T. Rowe Price Investment Management,Inc. 10.57M (20.08%) -3.25M
Decreased by -30.74%
Mar 31, 26
3 Linonia Partnership LP 6.19M (11.77%) 445.98K
Increased by +7.20%
Mar 31, 26
4 Vanguard Group Inc 4.72M (8.97%) 63.12K
Increased by +1.34%
Dec 31, 25
5 Valueact Holdings, L.p. 3.56M (6.77%) -42.78K
Decreased by -1.20%
Mar 31, 26
6 Vanguard Capital Management, LLC 2.49M (4.74%) 2.49M
Increased by +100.00%
Mar 31, 26
7 Vanguard Portfolio Management, LLC 2.36M (4.49%) 2.36M
Increased by +100.00%
Mar 31, 26
8 Morgan Stanley - Brokerage Accounts 2.16M (4.10%) 93.03K
Increased by +4.32%
Mar 31, 26
9 BlackRock Inc 1.93M (3.66%) 12.29K
Increased by +0.64%
Mar 31, 26
10 Principal Financial Group Inc 1.91M (3.63%) 96.29K
Increased by +5.04%
Mar 31, 26
11 Deutsche Bank AG 1.68M (3.18%) 148.50K
Increased by +8.86%
Mar 31, 26
12 BAMCO Inc 1.53M (2.90%) -88.19K
Decreased by -5.78%
Mar 31, 26
13 D. E. Shaw & Co LP 1.31M (2.49%) 142.31K
Increased by +10.85%
Mar 31, 26
14 JNE Partners LLP 1.17M (2.23%) 0.00
Increased by 0.00%
Mar 31, 26
15 T. Rowe Price Associates, Inc. 1.04M (1.98%) -297.02K
Decreased by -28.44%
Mar 31, 26
16 OZ Management LLC 988.50K (1.88%) 0.00
Increased by 0.00%
Mar 31, 26
17 Geode Capital Management, LLC 923.49K (1.75%) 38.94K
Increased by +4.22%
Mar 31, 26
18 State Street Corp 811.08K (1.54%) 18.99K
Increased by +2.34%
Mar 31, 26
19 NORGES BANK 740.09K (1.41%) 13.40K
Increased by +1.81%
Dec 31, 25
20 Charles Schwab Investment Management Inc 653.53K (1.24%) 18.49K
Increased by +2.83%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price US Small-Cap Core Equity 2.24M (4.25%) 103.35K
Increased by +4.62%
Mar 31, 26
2 T. Rowe Price Small-Cap Stock 2.24M (4.25%) -1.59K
Decreased by -0.07%
Apr 30, 26
3 T. Rowe Price US Mid-Cap Growth Equity 2.13M (4.06%) -1.90K
Decreased by -0.09%
Mar 31, 26
4 T. Rowe Price Mid-Cap Growth 2.13M (4.05%) -926.00
Decreased by -0.04%
Apr 30, 26
5 Vanguard Total Stock Mkt Idx Inv 1.90M (3.60%) 0.00
Increased by 0.00%
Apr 30, 26
6 Principal Aligned MidCap Equity 1.41M (2.67%) 58.90K
Increased by +4.19%
Mar 31, 26
7 Principal MidCap R5 1.41M (2.67%) 0.00
Increased by 0.00%
Apr 30, 26
8 Vanguard Small Cap Index 1.38M (2.62%) 3.17K
Increased by +0.23%
Apr 30, 26
9 T. Rowe Price Instl Small-Cap Stock 1.20M (2.28%) -11.15K
Decreased by -0.93%
Apr 30, 26
10 T. Rowe Price U.S. SC Core Eq Tr-D 1.08M (2.04%) 76.11K
Increased by +7.07%
Mar 31, 26
11 Xtrackers MSCI World Swap ETF 1C 951.30K (1.81%) 124.09K
Increased by +13.04%
Dec 31, 25
12 Vanguard Small Cap Value Index Inv 897.63K (1.71%) 9.84K
Increased by +1.10%
Apr 30, 26
13 T. Rowe Price U.S. Mid-Cap Gr Eq Tr-D 750.66K (1.43%) 42.76K
Increased by +5.70%
Mar 31, 26
14 Baron Discovery Institutional 665.00K (1.26%) -35.00K
Decreased by -5.26%
Mar 31, 26
15 Baron Discovery Strategy 665.00K (1.26%) -35.00K
Decreased by -5.26%
Mar 31, 26
16 Baron Small Cap Retail 600.00K (1.14%) -50.00K
Decreased by -8.33%
Mar 31, 26
17 Baron Small Cap Strategy 600.00K (1.14%) -50.00K
Decreased by -8.33%
Mar 31, 26
18 T. Rowe Price Small-Cap Value 541.11K (1.03%) -337.00
Decreased by -0.06%
Apr 30, 26
19 Vanguard Institutional Extnd Mkt Idx Tr 509.59K (0.97%) 4.39K
Increased by +0.86%
Apr 30, 26
20 T. Rowe Price Comm & Tech Investor 378.47K (0.72%) 378.47K
Increased by +100.00%
Apr 30, 26