| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | ISCV | 1000.00% |
| 2 | IYC | 1000.00% |
| 3 | IWV | 1000.00% |
| 4 | IWS | 1000.00% |
| 5 | IWR | 1000.00% |
| 6 | IWD | 1000.00% |
| 7 | IWB | 1000.00% |
| 8 | FOVL | 1000.00% |
| 9 | ISCB | 1000.00% |
| 10 | ITOT | 1000.00% |
| 11 | JKL | 1000.00% |
| 12 | JKJ | 1000.00% |
| 13 | IYY | 1000.00% |
| 14 | FMCX | 4.22% |
| 15 | FXD | 1.40% |
| 16 | QQQN | 0.53% |
| 17 | VOX | 0.27% |
| 18 | FCOM | 0.26% |
| 19 | EZM | 0.23% |
| 20 | SCHM | 0.12% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc | 70.00M (24.08%) | 4.52M Increased by +6.45% | Jun 30, 24 |
| 2 | Vanguard Group Inc | 14.03M (4.83%) | -1.37M Decreased by -9.79% | Jun 30, 24 |
| 3 | BlackRock Inc | 6.39M (2.20%) | -2.58M Decreased by -40.33% | Jun 30, 24 |
| 4 | JPMorgan Chase & Co | 6.31M (2.17%) | -4.76M Decreased by -75.46% | Jun 30, 24 |
| 5 | FPR Partners LLC | 6.04M (2.08%) | -18.09K Decreased by -0.30% | Jun 30, 24 |
| 6 | Aristeia Capital, LLC | 5.49M (1.89%) | -392.72K Decreased by -7.15% | Jun 30, 24 |
| 7 | Baupost Group LLC | 4.35M (1.50%) | -10.50M Decreased by -241.32% | Mar 31, 24 |
| 8 | State Street Corporation | 3.98M (1.37%) | 315.09K Increased by +7.91% | Mar 31, 24 |
| 9 | D. E. Shaw & Co LP | 3.55M (1.22%) | 3.55M Increased by +100.00% | Sep 30, 23 |
| 10 | Millennium Management LLC | 3.51M (1.21%) | 1.40M Increased by +39.90% | Jun 30, 24 |
| 11 | Point72 Asset Management, L.P. | 3.32M (1.14%) | 3.32M Increased by +100.00% | Sep 30, 23 |
| 12 | Thompson, Siegel & Walmsley LLC | 3.14M (1.08%) | 181.34K Increased by +5.78% | Jun 30, 24 |
| 13 | State Street Corp | 2.98M (1.03%) | -1.00M Decreased by -33.71% | Jun 30, 24 |
| 14 | Balyasny Asset Management LLC | 2.85M (0.98%) | 1.13M Increased by +39.69% | Jun 30, 24 |
| 15 | Geode Capital Management, LLC | 2.55M (0.88%) | -36.83K Decreased by -1.44% | Jun 30, 24 |
| 16 | NORGES BANK | 2.44M (0.84%) | 351.72K Increased by +14.43% | Jun 30, 24 |
| 17 | Newsouth Capital Management Inc | 2.30M (0.79%) | 1.34M Increased by +58.53% | Dec 31, 23 |
| 18 | Morgan Stanley - Brokerage Accounts | 2.19M (0.75%) | -81.96K Decreased by -3.74% | Jun 30, 24 |
| 19 | Adage Capital Partners Gp LLC | 1.97M (0.68%) | 375.00K Increased by +19.04% | Jun 30, 24 |
| 20 | Hudson Bay Capital Management LP | 1.93M (0.66%) | 1.93M Increased by +100.00% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 4.89M (1.68%) | 14.15K Increased by +0.29% | Aug 31, 24 |
| 2 | JPM US Mid Cap Value-Composite | 4.17M (1.43%) | -80.26K Decreased by -1.92% | Dec 31, 23 |
| 3 | Vanguard Small Cap Index | 2.81M (0.97%) | 29.46K Increased by +1.05% | Aug 31, 24 |
| 4 | JPM US Mid Cap Value-MA | 2.48M (0.85%) | 2.47M Increased by +99.50% | Mar 31, 24 |
| 5 | JPMorgan Mid Cap Value L | 2.48M (0.85%) | -928.21K Decreased by -37.38% | Mar 31, 24 |
| 6 | Vanguard Institutional Extnd Mkt Idx Tr | 2.38M (0.82%) | 431.00 Increased by +0.02% | Aug 31, 24 |
| 7 | JPM US Value Advantage-MA | 2.23M (0.77%) | 2.15M Increased by +96.64% | Sep 30, 23 |
| 8 | Vanguard Small Cap Value Index Inv | 1.87M (0.64%) | -218.00 Decreased by -0.01% | Aug 31, 24 |
| 9 | JPMorgan Value Advantage L | 1.62M (0.56%) | -24.07K Decreased by -1.48% | Aug 31, 24 |
| 10 | Transamerica Mid Cap Value Opps I3 | 1.07M (0.37%) | 59.00K Increased by +5.53% | Aug 31, 24 |
| 11 | Strategic Advisers Large Cap | 1.05M (0.36%) | 0.00 Increased by 0.00% | Jul 31, 24 |
| 12 | Strategic Advisers U.S. Total Stock | 1.05M (0.36%) | 0.00 Increased by 0.00% | Jul 31, 24 |
| 13 | State St Russell Sm/Mid Cp® Indx NL Cl C | 959.15K (0.33%) | 0.00 Increased by 0.00% | Jul 31, 24 |
| 14 | First Trust Cnsmr Discret AlphaDEX® ETF | 896.14K (0.31%) | 0.00 Increased by 0.00% | Aug 29, 24 |
| 15 | Fidelity Extended Market Index | 857.63K (0.30%) | -13.80K Decreased by -1.61% | Aug 31, 24 |
| 16 | Fidelity® Extended Market Index | 814.83K (0.28%) | 4.86K Increased by +0.60% | Nov 30, 23 |
| 17 | JPMorgan Mid Cap Equity I | 799.46K (0.27%) | 56.22K Increased by +7.03% | Dec 31, 23 |
| 18 | Weitiz Large-Cap Value | 660.00K (0.23%) | -23.81K Decreased by -3.61% | Mar 31, 24 |
| 19 | Weitz Large Cap Equity-Investor Cl | 660.00K (0.23%) | -23.81K Decreased by -3.61% | Mar 31, 24 |
| 20 | Russell Inv Tax-Managed US Large Cap S | 609.18K (0.21%) | 609.18K Increased by +100.00% | Aug 31, 24 |