Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AKRE 5.55%
2 FCTE 5.00%
3 IAI 4.74%
4 LDRX 4.61%
5 FDIQ 4.46%
6 OMAH 4.40%
7 KBWR 4.18%
8 WBIL 3.93%
9 UTRN 3.81%
10 CWS 3.58%
11 BCFN 3.32%
12 GABF 2.90%
13 TOLL 2.74%
14 GFGF 2.74%
15 DEMZ 2.68%
16 EASI 2.65%
17 RW 2.63%
18 BRNY 2.46%
19 ESLG 2.40%
20 WCAP 2.35%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Berkshire Hathaway Inc 24.67M (15.07%) 0.00
Increased by 0.00%
Sep 30, 25
2 Vanguard Group Inc 15.27M (9.33%) 102.68K
Increased by +0.67%
Dec 31, 25
3 BlackRock Inc 14.65M (8.95%) -456.05K
Decreased by -3.11%
Sep 30, 25
4 TCI Fund Management Limited 13.31M (8.13%) 0.00
Increased by 0.00%
Dec 31, 25
5 State Street Corp 7.14M (4.36%) -4.92K
Decreased by -0.07%
Sep 30, 25
6 State Street Corporation 6.91M (4.22%) 52.90K
Increased by +0.77%
Mar 31, 24
7 FMR Inc 5.48M (3.34%) -212.60K
Decreased by -3.88%
Dec 31, 25
8 Geode Capital Management, LLC 3.92M (2.40%) 33.73K
Increased by +0.86%
Sep 30, 25
9 Fiera Capital Corporation 2.49M (1.52%) -89.81K
Decreased by -3.61%
Sep 30, 25
10 Bank of New York Mellon Corp 2.39M (1.46%) -221.16K
Decreased by -9.25%
Sep 30, 25
11 StonePine Asset Management Inc. 2.38M (1.45%) 111.72K
Increased by +4.70%
Dec 31, 25
12 Morgan Stanley - Brokerage Accounts 2.31M (1.41%) -22.34K
Decreased by -0.97%
Sep 30, 25
13 NORGES BANK 2.15M (1.31%) 178.81K
Increased by +8.33%
Dec 31, 25
14 JPMorgan Chase & Co 2.07M (1.26%) 918.80K
Increased by +44.42%
Sep 30, 25
15 Baillie Gifford & Co Limited. 2.05M (1.25%) -368.81K
Decreased by -17.97%
Sep 30, 24
16 Akre Capital Management, LLC 1.74M (1.06%) -383.72K
Decreased by -22.11%
Dec 31, 25
17 Northern Trust Corp 1.71M (1.04%) -31.89K
Decreased by -1.87%
Sep 30, 25
18 Rothschild & Co Wealth Management UK Ltd 1.67M (1.02%) 1.62K
Increased by +0.10%
Mar 31, 24
19 WINDACRE PARTNERSHIP LLC 1.64M (1.00%) -110.00K
Decreased by -6.72%
Jun 30, 24
20 Veritas Asset Management LLP 1.59M (0.97%) -639.75K
Decreased by -40.19%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 4.90M (2.99%) -10.04K
Decreased by -0.20%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 4.78M (2.92%) 16.62K
Increased by +0.35%
Jan 31, 26
3 Vanguard 500 Index Investor 3.91M (2.39%) 24.27K
Increased by +0.62%
Jan 31, 26
4 Akre Focus Instl 2.40M (1.47%) -424.50K
Decreased by -17.67%
Jan 31, 25
5 iShares Core S&P 500 ETF 1.96M (1.19%) 0.00
Increased by 0.00%
Feb 28, 26
6 Fidelity 500 Index 1.95M (1.19%) 9.04K
Increased by +0.46%
Jan 31, 26
7 SPDR® S&P 500 ETF 1.93M (1.18%) -40.38K
Decreased by -2.10%
Mar 31, 25
8 SPDR® S&P 500® ETF Trust 1.87M (1.14%) -9.83K
Decreased by -0.52%
Mar 31, 25
9 SPDR® S&P 500® ETF 1.87M (1.14%) 23.02K
Increased by +1.23%
Aug 31, 25
10 SPDR® S&P 500 ETF Trust 1.86M (1.14%) 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 State Street® SPDR® S&P 500® ETF 1.82M (1.11%) 7.57K
Increased by +0.42%
Feb 27, 26
13 Vanguard Growth Index Investor 1.73M (1.06%) 10.68K
Increased by +0.62%
Jan 31, 26
14 Long Corporate Disciplined Alpha CIT 1.67M (1.02%) 0.00
Increased by 0.00%
Dec 31, 25
15 Fidelity® Magellan® 1.15M (0.70%) -48.80K
Decreased by -4.25%
Nov 30, 23
16 The Financial Select Sector SPDR® ETF 1.10M (0.67%) -3.52K
Decreased by -0.32%
Aug 31, 25
17 Financial Select Sector SPDR® ETF 1.06M (0.65%) -3.02K
Decreased by -0.28%
Apr 30, 24
18 American Funds New Perspective A 1.05M (0.64%) 0.00
Increased by 0.00%
Dec 31, 23
19 Capital Group New Perspective Comp 1.05M (0.64%) 0.00
Increased by 0.00%
Dec 31, 23
20 State Street®FinSelSectSPDR®ETF 1.03M (0.63%) -14.90K
Decreased by -1.44%
Feb 27, 26