Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AKRE 6.74%
2 FCTE 5.00%
3 KBWR 4.64%
4 LDRX 4.61%
5 FDIQ 4.58%
6 OMAH 4.55%
7 GABF 4.31%
8 NLSI 4.17%
9 WBIL 3.93%
10 UTRN 3.81%
11 BCFN 3.65%
12 CWS 3.55%
13 GFGF 2.78%
14 EASI 2.65%
15 RW 2.63%
16 BRNY 2.46%
17 TOLL 2.44%
18 WCAP 2.38%
19 IWFG 2.22%
20 CLCG 2.19%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Berkshire Hathaway Inc 24.67M (15.42%) 0.00
Increased by 0.00%
Mar 31, 26
2 Vanguard Group Inc 15.27M (9.54%) 102.68K
Increased by +0.67%
Dec 31, 25
3 TCI Fund Management Limited 14.33M (8.96%) 1.03M
Increased by +7.15%
Mar 31, 26
4 BlackRock Inc 13.13M (8.20%) -901.97K
Decreased by -6.87%
Mar 31, 26
5 Vanguard Capital Management, LLC 9.89M (6.18%) 9.89M
Increased by +100.00%
Mar 31, 26
6 State Street Corp 7.14M (4.46%) 4.75K
Increased by +0.07%
Mar 31, 26
7 State Street Corporation 6.91M (4.32%) 52.90K
Increased by +0.77%
Mar 31, 24
8 FMR Inc 4.99M (3.12%) -489.54K
Decreased by -9.82%
Mar 31, 26
9 Geode Capital Management, LLC 4.08M (2.55%) 116.08K
Increased by +2.84%
Mar 31, 26
10 Vanguard Portfolio Management, LLC 3.88M (2.43%) 3.88M
Increased by +100.00%
Mar 31, 26
11 Fiera Capital Corporation 2.36M (1.47%) -15.48K
Decreased by -0.66%
Mar 31, 26
12 StonePine Asset Management Inc. 2.35M (1.47%) -25.98K
Decreased by -1.11%
Mar 31, 26
13 Bank of New York Mellon Corp 2.35M (1.47%) 72.04K
Increased by +3.07%
Mar 31, 26
14 Morgan Stanley - Brokerage Accounts 2.32M (1.45%) -48.30K
Decreased by -2.08%
Mar 31, 26
15 The Goldman Sachs Group Inc 2.16M (1.35%) 670.82K
Increased by +31.10%
Mar 31, 26
16 NORGES BANK 2.15M (1.34%) 178.81K
Increased by +8.33%
Dec 31, 25
17 JPMorgan Chase & Co 2.07M (1.29%) 918.80K
Increased by +44.42%
Sep 30, 25
18 Baillie Gifford & Co Limited. 2.05M (1.28%) -368.81K
Decreased by -17.97%
Sep 30, 24
19 T. Rowe Price Associates, Inc. 1.83M (1.14%) 114.45K
Increased by +6.25%
Mar 31, 26
20 Northern Trust Corp 1.75M (1.10%) 67.69K
Increased by +3.86%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 4.90M (3.06%) -10.04K
Decreased by -0.20%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 4.80M (3.00%) 14.68K
Increased by +0.31%
Apr 30, 26
3 Vanguard 500 Index Investor 3.98M (2.49%) 71.36K
Increased by +1.79%
Apr 30, 26
4 Akre Focus Instl 2.40M (1.50%) -424.50K
Decreased by -17.67%
Jan 31, 25
5 iShares Core S&P 500 ETF 2.02M (1.26%) 6.21K
Increased by +0.31%
May 29, 26
6 Fidelity 500 Index 1.97M (1.23%) 6.76K
Increased by +0.34%
Apr 30, 26
7 SPDR® S&P 500 ETF 1.93M (1.20%) -40.38K
Decreased by -2.10%
Mar 31, 25
8 SPDR® S&P 500® ETF Trust 1.87M (1.17%) -9.83K
Decreased by -0.52%
Mar 31, 25
9 SPDR® S&P 500® ETF 1.87M (1.17%) 23.02K
Increased by +1.23%
Aug 31, 25
10 SPDR® S&P 500 ETF Trust 1.86M (1.16%) 4.18K
Increased by +0.22%
Apr 30, 24
11 State Street® SPDR® S&P 500® ETF 1.85M (1.15%) 2.49K
Increased by +0.14%
May 29, 26
12 Fidelity® 500 Index 1.84M (1.15%) 11.70K
Increased by +0.64%
Nov 30, 23
13 Vanguard Growth Index Investor 1.71M (1.07%) 8.79K
Increased by +0.51%
Apr 30, 26
14 Long Corporate Disciplined Alpha CIT 1.67M (1.04%) 0.00
Increased by 0.00%
Dec 31, 25
15 Fidelity® Magellan® 1.15M (0.72%) -48.80K
Decreased by -4.25%
Nov 30, 23
16 The Financial Select Sector SPDR® ETF 1.10M (0.69%) -3.52K
Decreased by -0.32%
Aug 31, 25
17 Financial Select Sector SPDR® ETF 1.06M (0.66%) -3.02K
Decreased by -0.28%
Apr 30, 24
18 American Funds New Perspective A 1.05M (0.66%) 0.00
Increased by 0.00%
Dec 31, 23
19 Capital Group New Perspective Comp 1.05M (0.66%) 0.00
Increased by 0.00%
Dec 31, 23
20 Fidelity Magellan 1.05M (0.66%) -4.50K
Decreased by -0.43%
Apr 30, 26