Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JKL 1000.00%
2 ISCB 1000.00%
3 ISCV 1000.00%
4 ITOT 1000.00%
5 IWB 1000.00%
6 IWD 1000.00%
7 IWR 1000.00%
8 IWS 1000.00%
9 IWV 1000.00%
10 IYC 1000.00%
11 IYY 1000.00%
12 JKJ 1000.00%
13 FMCX 1.79%
14 ONEK 0.02%
15 THRK 0.02%
16 RWCD 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Berkshire Hathaway Inc 35.18M (12.10%) 2.43M
Increased by +6.90%
Jun 30, 24
2 Vanguard Group Inc 9.62M (3.31%) -2.65M
Decreased by -27.52%
Jun 30, 24
3 JPMorgan Chase & Co 3.95M (1.36%) 1.37M
Increased by +34.76%
Jun 30, 24
4 BlackRock Inc 3.39M (1.16%) 211.15K
Increased by +6.24%
Jun 30, 24
5 Aristeia Capital, LLC 2.84M (0.98%) -1.14M
Decreased by -40.22%
Mar 31, 24
6 Millennium Management LLC 2.83M (0.97%) 834.39K
Increased by +29.50%
Jun 30, 24
7 Point72 Asset Management, L.P. 2.43M (0.84%) 2.43M
Increased by +100.00%
Sep 30, 23
8 OZ Management LLC 2.22M (0.76%) -2.15M
Decreased by -97.21%
Mar 31, 24
9 Citadel Advisors Llc 2.04M (0.70%) 2.04M
Increased by +100.00%
Sep 30, 23
10 Corvex Management LP 1.74M (0.60%) 1.74M
Increased by +100.00%
Sep 30, 23
11 FPR Partners LLC 1.57M (0.54%) -70.54K
Decreased by -4.50%
Jun 30, 24
12 Cadian Capital Management LP 1.47M (0.51%) 384.00K
Increased by +26.04%
Dec 31, 23
13 State Street Corp 1.27M (0.44%) 57.89K
Increased by +4.55%
Jun 30, 24
14 Foxhaven Asset Management, LP 1.27M (0.44%) 1.27M
Increased by +100.00%
Sep 30, 23
15 Pentwater Capital Management LP 1.25M (0.43%) 0.00
Increased by 0.00%
Jun 30, 24
16 State Street Corporation 1.21M (0.42%) 30.63K
Increased by +2.52%
Mar 31, 24
17 Walleye Trading Advisors, LLC 1.18M (0.40%) 191.86K
Increased by +16.33%
Mar 31, 24
18 Geode Capital Management, LLC 1.17M (0.40%) 11.29K
Increased by +0.97%
Jun 30, 24
19 Doma Perpetual Capital Management LLC 1.11M (0.38%) 1.11M
Increased by +100.00%
Jun 30, 24
20 Morgan Stanley - Brokerage Accounts 1.02M (0.35%) -71.78K
Decreased by -7.07%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.76M (0.95%) 2.25K
Increased by +0.08%
Aug 31, 24
2 Vanguard Small Cap Index 2.29M (0.79%) 3.54K
Increased by +0.15%
Aug 31, 24
3 Vanguard Small Cap Value Index Inv 1.54M (0.53%) -87.00
Decreased by -0.01%
Aug 31, 24
4 Vanguard Institutional Extnd Mkt Idx Tr 1.45M (0.50%) 3.96K
Increased by +0.27%
Aug 31, 24
5 JPM US Large Cap Value-Composite 664.90K (0.23%) 664.90K
Increased by +100.00%
Dec 31, 23
6 JPMorgan Large Cap Value I 664.90K (0.23%) 664.90K
Increased by +100.00%
Dec 31, 23
7 JPMorgan Hedged Equity R6 634.74K (0.22%) 0.00
Increased by 0.00%
Aug 31, 24
8 Strategic Advisers Large Cap 512.91K (0.18%) 0.00
Increased by 0.00%
Jul 31, 24
9 Strategic Advisers U.S. Total Stock 512.91K (0.18%) 0.00
Increased by 0.00%
Jul 31, 24
10 Fidelity Extended Market Index 494.94K (0.17%) 47.39K
Increased by +9.58%
Aug 31, 24
11 State St Russell Sm/Mid Cp® Indx NL Cl C 456.09K (0.16%) 0.00
Increased by 0.00%
Jul 31, 24
12 Fidelity® Extended Market Index 384.42K (0.13%) 0.00
Increased by 0.00%
Nov 30, 23
13 JPMorgan US Large Cap Core Plus I 329.74K (0.11%) 0.00
Increased by 0.00%
Aug 31, 24
14 Xtrackers S&P 500 Swap ETF 1C 320.63K (0.11%) 0.00
Increased by 0.00%
Aug 31, 24
15 JPMorgan US Research Enhanced Equity R6 308.63K (0.11%) 7.43K
Increased by +2.41%
Aug 31, 24
16 JPM US Large Cap Core 130/30-Composite 286.75K (0.10%) 1.20K
Increased by +0.42%
Mar 31, 24
17 JPMCB U.S. Active Core Plus Equity Inv 283.18K (0.10%) 6.36K
Increased by +2.24%
Jun 30, 24
18 Vanguard Mid Cap Index Institutional 264.05K (0.09%) 0.00
Increased by 0.00%
Aug 31, 24
19 Russell 1000 Index Fund 237.46K (0.08%) 464.00
Increased by +0.20%
Aug 31, 24
20 Blackrock Russ 1000 Eq Idx Composite 237.00K (0.08%) 0.00
Increased by 0.00%
Jun 30, 24