Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 5.00%
2 IAI 4.40%
3 CWS 4.26%
4 UTRN 4.01%
5 WBIL 3.93%
6 GFGF 3.23%
7 GGRW 2.94%
8 FSST 2.73%
9 EASI 2.65%
10 IWFG 2.22%
11 FTCS 2.17%
12 CAML 2.02%
13 BMVP 1.87%
14 QIDX 1.85%
15 DEMZ 1.85%
16 KCE 1.85%
17 RSPF 1.42%
18 PWB 1.42%
19 NWLG 1.36%
20 VMAX 1.35%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Berkshire Hathaway Inc 24.67M (14.82%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Group Inc 14.63M (8.79%) 69.43K
Increased by +0.47%
Sep 30, 24
3 BlackRock Inc 13.36M (8.03%) 176.22K
Increased by +1.32%
Sep 30, 24
4 TCI Fund Management Limited 13.25M (7.96%) 0.00
Increased by 0.00%
Sep 30, 24
5 State Street Corp 7.05M (4.23%) 63.56K
Increased by +0.90%
Sep 30, 24
6 State Street Corporation 6.91M (4.15%) 52.90K
Increased by +0.77%
Mar 31, 24
7 FMR Inc 6.58M (3.95%) 723.23K
Increased by +10.99%
Sep 30, 24
8 Geode Capital Management, LLC 3.61M (2.17%) 416.54K
Increased by +11.53%
Sep 30, 24
9 Akre Capital Management, LLC 3.36M (2.02%) -858.22K
Decreased by -25.52%
Sep 30, 24
10 JPMorgan Chase & Co 3.22M (1.94%) 306.67K
Increased by +9.52%
Sep 30, 24
11 Fiera Capital Corporation 3.04M (1.83%) -129.56K
Decreased by -4.26%
Dec 31, 24
12 Goldman Sachs Group Inc 2.86M (1.72%) 1.71M
Increased by +59.79%
Dec 31, 23
13 Bank of New York Mellon Corp 2.81M (1.69%) -88.72K
Decreased by -3.15%
Dec 31, 24
14 Morgan Stanley - Brokerage Accounts 2.23M (1.34%) -5.19M
Decreased by -233.06%
Sep 30, 24
15 Jennison Associates LLC 2.18M (1.31%) -152.29K
Decreased by -6.98%
Dec 31, 24
16 Massachusetts Financial Services Company 2.08M (1.25%) 502.89K
Increased by +24.23%
Sep 30, 24
17 Baillie Gifford & Co Limited. 2.05M (1.23%) -368.81K
Decreased by -17.97%
Sep 30, 24
18 NORGES BANK 1.95M (1.17%) 106.46K
Increased by +5.46%
Jun 30, 24
19 Legal & General Group PLC 1.68M (1.01%) -25.93K
Decreased by -1.54%
Sep 30, 24
20 Rothschild & Co Wealth Management UK Ltd 1.67M (1.00%) 1.62K
Increased by +0.10%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.83M (2.90%) -38.66K
Decreased by -0.80%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 4.22M (2.54%) 9.19K
Increased by +0.22%
Dec 31, 24
3 Akre Focus Instl 2.83M (1.70%) -444.50K
Decreased by -15.73%
Oct 31, 24
4 Fidelity 500 Index 1.93M (1.16%) -725.00
Decreased by -0.04%
Dec 31, 24
5 SPDR® S&P 500® ETF Trust 1.91M (1.15%) -8.56K
Decreased by -0.45%
Jan 31, 25
6 SPDR® S&P 500 ETF Trust 1.86M (1.12%) 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 1.83M (1.10%) 2.68K
Increased by +0.15%
Jan 31, 25
9 Vanguard Growth Index Investor 1.60M (0.96%) -37.12K
Decreased by -2.32%
Dec 31, 24
10 The Financial Select Sector SPDR® ETF 1.16M (0.70%) -6.44K
Decreased by -0.56%
Jan 31, 25
11 Fidelity® Magellan® 1.15M (0.69%) -48.80K
Decreased by -4.25%
Nov 30, 23
12 Financial Select Sector SPDR® ETF 1.06M (0.64%) -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 997.06K (0.60%) -5.00K
Decreased by -0.50%
Dec 31, 24
16 Vanguard Institutional Index I 983.44K (0.59%) -7.89K
Decreased by -0.80%
Dec 31, 24
17 20UGS Pinestone Global Equity A USD acc 968.87K (0.58%) 0.00
Increased by 0.00%
Dec 31, 24
18 Vanguard Dividend Appreciation ETF 860.14K (0.52%) 8.04K
Increased by +0.93%
Dec 31, 24
19 MFS Growth Equity 848.65K (0.51%) 590.91K
Increased by +69.63%
Sep 30, 24
20 MFS Growth B 845.87K (0.51%) -2.79K
Decreased by -0.33%
Oct 31, 24