Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 5.00%
2 IAI 4.61%
3 WBIL 3.93%
4 UTRN 3.81%
5 CWS 3.76%
6 GFGF 2.93%
7 EASI 2.65%
8 DEMZ 2.51%
9 BRNY 2.50%
10 GGRW 2.48%
11 GABF 2.34%
12 IWFG 2.22%
13 CAML 1.97%
14 BMVP 1.87%
15 FTCS 1.87%
16 QIDX 1.85%
17 KCE 1.75%
18 FSST 1.40%
19 RSPF 1.38%
20 PWB 1.38%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Berkshire Hathaway Inc 24.67M (14.82%) 0.00
Increased by 0.00%
Dec 31, 24
2 Vanguard Group Inc 14.70M (8.83%) 63.82K
Increased by +0.43%
Dec 31, 24
3 BlackRock Inc 14.27M (8.57%) 901.63K
Increased by +6.32%
Dec 31, 24
4 TCI Fund Management Limited 13.25M (7.96%) 0.00
Increased by 0.00%
Dec 31, 24
5 State Street Corp 7.21M (4.33%) 157.42K
Increased by +2.18%
Dec 31, 24
6 State Street Corporation 6.91M (4.15%) 52.90K
Increased by +0.77%
Mar 31, 24
7 FMR Inc 6.10M (3.67%) -478.50K
Decreased by -7.84%
Dec 31, 24
8 Geode Capital Management, LLC 3.68M (2.21%) 68.63K
Increased by +1.86%
Dec 31, 24
9 JPMorgan Chase & Co 3.22M (1.94%) 306.67K
Increased by +9.52%
Sep 30, 24
10 Akre Capital Management, LLC 3.08M (1.85%) -283.95K
Decreased by -9.22%
Dec 31, 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 2.26M (1.36%) 34.09K
Increased by +1.51%
Dec 31, 24
15 Jennison Associates LLC 2.18M (1.31%) -152.29K
Decreased by -6.98%
Dec 31, 24
16 NORGES BANK 2.09M (1.26%) 137.50K
Increased by +6.58%
Dec 31, 24
17 Baillie Gifford & Co Limited. 2.05M (1.23%) -368.81K
Decreased by -17.97%
Sep 30, 24
18 Northern Trust Corp 1.78M (1.07%) 302.45K
Increased by +17.02%
Dec 31, 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 4.86M (2.92%) 16.10K
Increased by +0.33%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 4.32M (2.60%) 29.67K
Increased by +0.69%
Feb 28, 25
3 Akre Focus Instl 2.40M (1.44%) -424.50K
Decreased by -17.67%
Jan 31, 25
4 Fidelity 500 Index 1.95M (1.17%) 8.69K
Increased by +0.45%
Feb 28, 25
5 iShares Core S&P 500 ETF 1.89M (1.13%) 5.46K
Increased by +0.29%
Mar 31, 25
6 SPDR® S&P 500® ETF Trust 1.87M (1.13%) -9.83K
Decreased by -0.52%
Mar 31, 25
7 SPDR® S&P 500 ETF Trust 1.86M (1.12%) 4.18K
Increased by +0.22%
Apr 30, 24
8 Fidelity® 500 Index 1.84M (1.11%) 11.70K
Increased by +0.64%
Nov 30, 23
9 Vanguard Growth Index Investor 1.61M (0.97%) 1.30K
Increased by +0.08%
Feb 28, 25
10 Fidelity® Magellan® 1.15M (0.69%) -48.80K
Decreased by -4.25%
Nov 30, 23
11 The Financial Select Sector SPDR® ETF 1.15M (0.69%) -2.42K
Decreased by -0.21%
Mar 31, 25
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 996.36K (0.60%) 0.00
Increased by 0.00%
Feb 28, 25
16 Vanguard Institutional Index I 965.99K (0.58%) -11.90K
Decreased by -1.23%
Feb 28, 25
17 20UGS Pinestone Global Equity A USD acc 948.87K (0.57%) 0.00
Increased by 0.00%
Feb 28, 25
18 Vanguard Dividend Appreciation ETF 858.85K (0.52%) 4.37K
Increased by +0.51%
Feb 28, 25
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