Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AKRE 7.24%
2 FCTE 5.00%
3 LDRX 4.61%
4 IAI 4.46%
5 OMAH 4.25%
6 WBIL 3.93%
7 CWS 3.90%
8 UTRN 3.81%
9 GABF 3.20%
10 TOLL 3.04%
11 GFGF 2.85%
12 DEMZ 2.78%
13 GGRW 2.66%
14 EASI 2.65%
15 BRNY 2.46%
16 IWFG 2.22%
17 CLCG 2.19%
18 FTGS 2.14%
19 FGSI 2.12%
20 SEIQ 2.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Berkshire Hathaway Inc 24.67M (14.97%) 0.00
Increased by 0.00%
Jun 30, 25
2 BlackRock Inc 15.11M (9.17%) -434.78K
Decreased by -2.88%
Jun 30, 25
3 Vanguard Group Inc 15.01M (9.11%) 191.37K
Increased by +1.28%
Jun 30, 25
4 TCI Fund Management Limited 13.25M (8.04%) 83.87K
Increased by +0.63%
Jun 30, 25
5 State Street Corp 7.14M (4.34%) -72.99K
Decreased by -1.02%
Jun 30, 25
6 State Street Corporation 6.91M (4.20%) 52.90K
Increased by +0.77%
Mar 31, 24
7 FMR Inc 6.25M (3.79%) -238.28K
Decreased by -3.81%
Jun 30, 25
8 Geode Capital Management, LLC 3.89M (2.36%) 69.45K
Increased by +1.79%
Jun 30, 25
9 JPMorgan Chase & Co 3.22M (1.96%) 306.67K
Increased by +9.52%
Sep 30, 24
10 Bank of New York Mellon Corp 2.61M (1.59%) -105.27K
Decreased by -4.03%
Jun 30, 25
11 Fiera Capital Corporation 2.57M (1.56%) 35.12K
Increased by +1.36%
Jun 30, 25
12 Morgan Stanley - Brokerage Accounts 2.33M (1.41%) -53.69K
Decreased by -2.30%
Jun 30, 25
13 StonePine Asset Management Inc. 2.31M (1.40%) 215.55K
Increased by +9.33%
Jun 30, 25
14 Akre Capital Management, LLC 2.31M (1.40%) -130.03K
Decreased by -5.64%
Jun 30, 25
15 Baillie Gifford & Co Limited. 2.05M (1.25%) -368.81K
Decreased by -17.97%
Sep 30, 24
16 NORGES BANK 1.97M (1.20%) -119.96K
Decreased by -6.09%
Jun 30, 25
17 UBS Asset Mgmt Americas Inc 1.87M (1.13%) 215.40K
Increased by +11.54%
Jun 30, 25
18 Northern Trust Corp 1.74M (1.06%) -21.41K
Decreased by -1.23%
Jun 30, 25
19 Rothschild & Co Wealth Management UK Ltd 1.67M (1.01%) 1.62K
Increased by +0.10%
Mar 31, 24
20 WINDACRE PARTNERSHIP LLC 1.64M (0.99%) -110.00K
Decreased by -6.72%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 4.90M (2.98%) -10.04K
Decreased by -0.20%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 4.80M (2.92%) -112.87K
Decreased by -2.35%
Jul 31, 25
3 Vanguard 500 Index Investor 3.83M (2.32%) -560.95K
Decreased by -14.65%
Jul 31, 25
4 Akre Focus Instl 2.40M (1.46%) -424.50K
Decreased by -17.67%
Jan 31, 25
5 Fidelity 500 Index 1.96M (1.19%) 841.00
Increased by +0.04%
Jul 31, 25
6 SPDR® S&P 500 ETF 1.93M (1.17%) -40.38K
Decreased by -2.10%
Mar 31, 25
7 SPDR® S&P 500® ETF Trust 1.87M (1.14%) -9.83K
Decreased by -0.52%
Mar 31, 25
8 SPDR® S&P 500® ETF 1.87M (1.14%) 23.02K
Increased by +1.23%
Aug 31, 25
9 iShares Core S&P 500 ETF 1.86M (1.13%) 0.00
Increased by 0.00%
Aug 31, 25
10 SPDR® S&P 500 ETF Trust 1.86M (1.13%) 4.18K
Increased by +0.22%
Apr 30, 24
11 Fidelity® 500 Index 1.84M (1.12%) 11.70K
Increased by +0.64%
Nov 30, 23
12 Vanguard Growth Index Investor 1.67M (1.01%) 6.48K
Increased by +0.39%
Jul 31, 25
13 Fidelity® Magellan® 1.15M (0.70%) -48.80K
Decreased by -4.25%
Nov 30, 23
14 The Financial Select Sector SPDR® ETF 1.10M (0.67%) -3.52K
Decreased by -0.32%
Aug 31, 25
15 Financial Select Sector SPDR® ETF 1.06M (0.64%) -3.02K
Decreased by -0.28%
Apr 30, 24
16 American Funds New Perspective A 1.05M (0.64%) 0.00
Increased by 0.00%
Dec 31, 23
17 Capital Group New Perspective Comp 1.05M (0.64%) 0.00
Increased by 0.00%
Dec 31, 23
18 Fidelity Magellan 1.04M (0.63%) -12.08K
Decreased by -1.17%
Jul 31, 25
19 20UGS Pinestone Global Equity A USD acc 986.88K (0.60%) 0.00
Increased by 0.00%
May 31, 25
20 PineStone Global Equity Strategy 986.88K (0.60%) 38.01K
Increased by +3.85%
Jun 30, 25