Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 5.00%
2 IAI 4.28%
3 UTRN 4.01%
4 WBIL 3.93%
5 CWS 3.91%
6 GFGF 3.01%
7 GGRW 2.94%
8 FSST 2.74%
9 EASI 2.65%
10 IWFG 2.22%
11 FTCS 2.04%
12 CAML 1.93%
13 BMVP 1.87%
14 DEMZ 1.74%
15 KCE 1.73%
16 PWB 1.37%
17 NWLG 1.36%
18 RSPF 1.31%
19 RYF 1.30%
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%
Sep 30, 24
2 Vanguard Group Inc 14.63M (8.73%) 69.43K
Increased by +0.47%
Sep 30, 24
3 BlackRock Inc 13.36M (7.97%) 176.22K
Increased by +1.32%
Sep 30, 24
4 TCI Fund Management Limited 13.25M (7.90%) 0.00
Increased by 0.00%
Sep 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 4.83M (2.88%) -38.66K
Decreased by -0.80%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 4.22M (2.52%) 9.19K
Increased by +0.22%
Dec 31, 24
3 Akre Focus Instl 2.83M (1.69%) -444.50K
Decreased by -15.73%
Oct 31, 24
4 SPDR® S&P 500® ETF Trust 1.96M (1.17%) 22.72K
Increased by +1.16%
Dec 31, 24
5 Fidelity 500 Index 1.94M (1.15%) 13.15K
Increased by +0.68%
Nov 30, 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 1.83M (1.09%) 1.29K
Increased by +0.07%
Dec 31, 24
9 Vanguard Growth Index Investor 1.60M (0.95%) -37.12K
Decreased by -2.32%
Dec 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 1.10M (0.66%) -3.96K
Decreased by -0.36%
Dec 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 Fidelity Magellan 1.00M (0.60%) -2.70K
Decreased by -0.27%
Nov 30, 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%) -20.90K
Decreased by -2.16%
Nov 30, 24
18 Vanguard Dividend Appreciation ETF 860.14K (0.51%) 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 (0.50%) -2.79K
Decreased by -0.33%
Oct 31, 24