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 0.07%
18 VXF 0.05%
19 VB 0.05%
20 IWS 0.05%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Berkshire Hathaway Inc 10.59M (18.26%) -330.52K
Decreased by -3.12%
Mar 31, 26
2 T. Rowe Price Investment Management,Inc. 10.57M (18.23%) -3.25M
Decreased by -30.74%
Mar 31, 26
3 Linonia Partnership LP 6.19M (10.68%) 445.98K
Increased by +7.20%
Mar 31, 26
4 Vanguard Group Inc 4.72M (8.15%) 63.12K
Increased by +1.34%
Dec 31, 25
5 Valueact Holdings, L.p. 3.56M (6.14%) -42.78K
Decreased by -1.20%
Mar 31, 26
6 Vanguard Capital Management, LLC 2.49M (4.30%) 2.49M
Increased by +100.00%
Mar 31, 26
7 Vanguard Portfolio Management, LLC 2.36M (4.07%) 2.36M
Increased by +100.00%
Mar 31, 26
8 Morgan Stanley - Brokerage Accounts 2.16M (3.72%) 93.03K
Increased by +4.32%
Mar 31, 26
9 BlackRock Inc 1.93M (3.32%) 12.29K
Increased by +0.64%
Mar 31, 26
10 Principal Financial Group Inc 1.91M (3.29%) 96.29K
Increased by +5.04%
Mar 31, 26
11 Deutsche Bank AG 1.68M (2.89%) 148.50K
Increased by +8.86%
Mar 31, 26
12 BAMCO Inc 1.53M (2.63%) -88.19K
Decreased by -5.78%
Mar 31, 26
13 D. E. Shaw & Co LP 1.31M (2.26%) 142.31K
Increased by +10.85%
Mar 31, 26
14 JNE Partners LLP 1.17M (2.02%) 0.00
Increased by 0.00%
Mar 31, 26
15 T. Rowe Price Associates, Inc. 1.04M (1.80%) -297.02K
Decreased by -28.44%
Mar 31, 26
16 OZ Management LLC 988.50K (1.71%) 0.00
Increased by 0.00%
Mar 31, 26
17 Geode Capital Management, LLC 923.49K (1.59%) 38.94K
Increased by +4.22%
Mar 31, 26
18 State Street Corp 811.08K (1.40%) 18.99K
Increased by +2.34%
Mar 31, 26
19 NORGES BANK 740.09K (1.28%) 13.40K
Increased by +1.81%
Dec 31, 25
20 Charles Schwab Investment Management Inc 653.53K (1.13%) 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 (3.86%) 103.35K
Increased by +4.62%
Mar 31, 26
2 T. Rowe Price Small-Cap Stock 2.24M (3.86%) -833.00
Decreased by -0.04%
Jun 30, 26
3 T. Rowe Price US Mid-Cap Growth Equity 2.13M (3.68%) -1.90K
Decreased by -0.09%
Mar 31, 26
4 T. Rowe Price Mid-Cap Growth 2.13M (3.68%) -513.00
Decreased by -0.02%
Jun 30, 26
5 Principal MidCap R5 1.58M (2.73%) 176.21K
Increased by +11.13%
May 31, 26
6 Vanguard Total Stock Mkt Idx Inv 1.53M (2.63%) -360.58K
Decreased by -23.62%
Jun 30, 26
7 Principal Aligned MidCap Equity 1.41M (2.43%) 58.90K
Increased by +4.19%
Mar 31, 26
8 T. Rowe Price Instl Small-Cap Stock 1.20M (2.07%) 0.00
Increased by 0.00%
Jun 30, 26
9 Vanguard Small Cap Index 1.10M (1.90%) -278.77K
Decreased by -25.36%
Jun 30, 26
10 T. Rowe Price U.S. SC Core Eq Tr-D 1.05M (1.80%) -30.50K
Decreased by -2.92%
Jun 30, 26
11 Xtrackers MSCI World Swap ETF 1C 951.30K (1.64%) 124.09K
Increased by +13.04%
Dec 31, 25
12 T. Rowe Price U.S. Mid-Cap Gr Eq Tr-D 774.36K (1.34%) 23.70K
Increased by +3.06%
Jun 30, 26
13 Vanguard Small Cap Value Index Inv 697.52K (1.20%) -201.10K
Decreased by -28.83%
Jun 30, 26
14 Baron Discovery Strategy 665.00K (1.15%) -35.00K
Decreased by -5.26%
Mar 31, 26
15 T. Rowe Price New Horizons 621.36K (1.07%) 431.45K
Increased by +69.44%
Jun 30, 26
16 Baron Small Cap Retail 600.00K (1.04%) 0.00
Increased by 0.00%
Jun 30, 26
17 Baron Small Cap Strategy 600.00K (1.04%) 0.00
Increased by 0.00%
Jun 30, 26
18 Vanguard Institutional Extnd Mkt Idx Tr 510.14K (0.88%) 0.00
Increased by 0.00%
Jun 30, 26
19 T. Rowe Price Small-Cap Value 494.91K (0.85%) -46.20K
Decreased by -9.34%
Jun 30, 26
20 T. Rowe Price Comm & Tech Investor 468.07K (0.81%) 89.60K
Increased by +19.14%
Jun 30, 26