Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 5.00%
2 CWS 4.10%
3 UTRN 4.01%
4 WBIL 3.93%
5 IAI 3.63%
6 GFGF 3.02%
7 EASI 2.65%
8 BRNY 2.64%
9 FSST 2.60%
10 GGRW 2.37%
11 IWFG 2.22%
12 FTCS 1.96%
13 CAML 1.93%
14 BMVP 1.83%
15 GABF 1.82%
16 KCE 1.43%
17 NWLG 1.36%
18 RYF 1.30%
19 PWB 1.29%
20 EQUL 1.28%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Berkshire Hathaway Inc 24.67M (14.71%) 0.00
Increased by 0.00%
Jun 30, 24
2 Vanguard Group Inc 14.63M (8.73%) 69.43K
Increased by +0.47%
Sep 30, 24
3 TCI Fund Management Limited 13.25M (7.90%) 1.05M
Increased by +7.91%
Jun 30, 24
4 BlackRock Inc 13.19M (7.87%) -132.37K
Decreased by -1.00%
Jun 30, 24
5 Morgan Stanley - Brokerage Accounts 7.42M (4.43%) -214.74K
Decreased by -2.89%
Jun 30, 24
6 State Street Corp 6.98M (4.17%) 69.88K
Increased by +1.00%
Jun 30, 24
7 State Street Corporation 6.91M (4.12%) 52.90K
Increased by +0.77%
Mar 31, 24
8 FMR Inc 6.58M (3.93%) 723.23K
Increased by +10.99%
Sep 30, 24
9 Akre Capital Management, LLC 3.36M (2.01%) -858.22K
Decreased by -25.52%
Sep 30, 24
10 Fiera Capital Corporation 3.33M (1.99%) -452.85K
Decreased by -13.60%
Jun 30, 24
11 Geode Capital Management, LLC 3.20M (1.91%) 96.76K
Increased by +3.03%
Jun 30, 24
12 Bank of New York Mellon Corp 2.92M (1.74%) 225.85K
Increased by +7.74%
Jun 30, 24
13 Goldman Sachs Group Inc 2.86M (1.70%) 1.71M
Increased by +59.79%
Dec 31, 23
14 Jennison Associates LLC 2.33M (1.39%) 430.88K
Increased by +18.47%
Sep 30, 24
15 Massachusetts Financial Services Company 2.08M (1.24%) 502.89K
Increased by +24.23%
Sep 30, 24
16 Baillie Gifford & Co Limited. 2.05M (1.22%) -368.81K
Decreased by -17.97%
Sep 30, 24
17 NORGES BANK 1.95M (1.16%) 106.46K
Increased by +5.46%
Jun 30, 24
18 Legal & General Group PLC 1.71M (1.02%) 78.78K
Increased by +4.61%
Jun 30, 24
19 Rothschild & Co Wealth Management UK Ltd 1.67M (1.00%) 1.62K
Increased by +0.10%
Mar 31, 24
20 WINDACRE PARTNERSHIP LLC 1.64M (0.98%) -110.00K
Decreased by -6.72%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.89M (2.91%) -16.77K
Decreased by -0.34%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 4.15M (2.48%) 48.52K
Increased by +1.17%
Oct 31, 24
3 Akre Focus Instl 3.27M (1.95%) -690.00K
Decreased by -21.09%
Jul 31, 24
4 Fidelity 500 Index 1.93M (1.15%) -9.49K
Decreased by -0.49%
Sep 30, 24
5 SPDR® S&P 500® ETF Trust 1.91M (1.14%) 9.94K
Increased by +0.52%
Oct 31, 24
6 SPDR® S&P 500 ETF Trust 1.86M (1.11%) 4.18K
Increased by +0.22%
Apr 30, 24
7 Fidelity® 500 Index 1.84M (1.10%) 11.70K
Increased by +0.64%
Nov 30, 23
8 iShares Core S&P 500 ETF 1.74M (1.04%) 2.70K
Increased by +0.15%
Oct 31, 24
9 Vanguard Growth Index Investor 1.63M (0.97%) 9.84K
Increased by +0.60%
Oct 31, 24
10 Fidelity® Magellan® 1.15M (0.69%) -48.80K
Decreased by -4.25%
Nov 30, 23
11 The Financial Select Sector SPDR® ETF 1.07M (0.64%) -5.04K
Decreased by -0.47%
Oct 31, 24
12 Financial Select Sector SPDR® ETF 1.06M (0.63%) -3.02K
Decreased by -0.28%
Apr 30, 24
13 American Funds New Perspective A 1.05M (0.63%) 0.00
Increased by 0.00%
Dec 31, 23
14 Capital Group New Perspective Comp 1.05M (0.63%) 0.00
Increased by 0.00%
Dec 31, 23
15 20UGS Pinestone Global Equity A USD acc 1.01M (0.60%) -10.00K
Decreased by -0.99%
Sep 30, 24
16 Fidelity Magellan 1.00M (0.60%) 400.00
Increased by +0.04%
Sep 30, 24
17 Vanguard Institutional Index I 995.22K (0.59%) -239.00
Decreased by -0.02%
Oct 31, 24
18 MFS Growth B 848.65K (0.51%) 185.43K
Increased by +21.85%
Sep 30, 24
19 MFS Growth Equity 848.65K (0.51%) 590.91K
Increased by +69.63%
Sep 30, 24
20 Vanguard Dividend Appreciation ETF 847.17K (0.51%) 1.89K
Increased by +0.22%
Oct 31, 24