Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 5.00%
2 CWS 4.30%
3 UTRN 4.01%
4 WBIL 3.93%
5 IAI 3.80%
6 GFGF 3.04%
7 GGRW 2.94%
8 EASI 2.65%
9 FSST 2.57%
10 IWFG 2.22%
11 FTCS 2.05%
12 BMVP 1.93%
13 CAML 1.92%
14 KCE 1.48%
15 PWB 1.38%
16 NWLG 1.36%
17 IYF 1.31%
18 RYF 1.30%
19 VMAX 1.30%
20 RSPF 1.30%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Berkshire Hathaway Inc 24.67M (14.71%) 0.00
Increased by 0.00%
Sep 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%) 0.00
Increased by 0.00%
Sep 30, 24
4 BlackRock Inc 13.19M (7.87%) -132.37K
Decreased by -1.00%
Jun 30, 24
5 State Street Corp 7.05M (4.20%) 63.56K
Increased by +0.90%
Sep 30, 24
6 State Street Corporation 6.91M (4.12%) 52.90K
Increased by +0.77%
Mar 31, 24
7 FMR Inc 6.58M (3.93%) 723.23K
Increased by +10.99%
Sep 30, 24
8 Geode Capital Management, LLC 3.61M (2.15%) 416.54K
Increased by +11.53%
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 3.17M (1.89%) -161.74K
Decreased by -5.11%
Sep 30, 24
11 Bank of New York Mellon Corp 2.90M (1.73%) -15.54K
Decreased by -0.54%
Sep 30, 24
12 Goldman Sachs Group Inc 2.86M (1.70%) 1.71M
Increased by +59.79%
Dec 31, 23
13 Jennison Associates LLC 2.33M (1.39%) 430.88K
Increased by +18.47%
Sep 30, 24
14 Morgan Stanley - Brokerage Accounts 2.23M (1.33%) -5.19M
Decreased by -233.06%
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 1.68M (1.00%) -25.93K
Decreased by -1.54%
Sep 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 SPDR® S&P 500® ETF Trust 1.93M (1.15%) 11.41K
Increased by +0.59%
Nov 30, 24
5 Fidelity 500 Index 1.92M (1.15%) -3.16K
Decreased by -0.16%
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 1.77M (1.06%) 0.00
Increased by 0.00%
Nov 30, 24
9 Vanguard Growth Index Investor 1.63M (0.97%) 9.84K
Increased by +0.60%
Oct 31, 24
10 The Financial Select Sector SPDR® ETF 1.17M (0.70%) 5.19K
Increased by +0.44%
Nov 30, 24
11 Fidelity® Magellan® 1.15M (0.69%) -48.80K
Decreased by -4.25%
Nov 30, 23
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 Fidelity Magellan 1.00M (0.60%) 0.00
Increased by 0.00%
Oct 31, 24
16 Vanguard Institutional Index I 995.22K (0.59%) -239.00
Decreased by -0.02%
Oct 31, 24
17 20UGS Pinestone Global Equity A USD acc 989.77K (0.59%) -21.00K
Decreased by -2.12%
Oct 31, 24
18 MFS Growth Equity 848.65K (0.51%) 590.91K
Increased by +69.63%
Sep 30, 24
19 Vanguard Dividend Appreciation ETF 847.17K (0.51%) 1.89K
Increased by +0.22%
Oct 31, 24
20 MFS Growth B 845.87K (0.50%) -2.79K
Decreased by -0.33%
Oct 31, 24