Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 5.00%
2 IAI 4.29%
3 WBIL 3.93%
4 CWS 3.88%
5 UTRN 3.81%
6 GABF 3.06%
7 GGRW 3.06%
8 GFGF 3.04%
9 EASI 2.65%
10 DEMZ 2.46%
11 BRNY 2.46%
12 IWFG 2.22%
13 FTCS 2.15%
14 CAML 1.92%
15 BMVP 1.87%
16 QIDX 1.85%
17 KCE 1.68%
18 RSPF 1.42%
19 FSST 1.40%
20 NWLG 1.36%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Berkshire Hathaway Inc 24.67M (14.82%) 0.00
Increased by 0.00%
Mar 31, 25
2 BlackRock Inc 15.54M (9.34%) 1.28M
Increased by +8.23%
Mar 31, 25
3 Vanguard Group Inc 14.82M (8.90%) 119.55K
Increased by +0.81%
Mar 31, 25
4 TCI Fund Management Limited 13.16M (7.91%) -83.66K
Decreased by -0.64%
Mar 31, 25
5 State Street Corp 7.22M (4.34%) 12.65K
Increased by +0.18%
Mar 31, 25
6 State Street Corporation 6.91M (4.15%) 52.90K
Increased by +0.77%
Mar 31, 24
7 FMR Inc 6.49M (3.90%) 384.47K
Increased by +5.93%
Mar 31, 25
8 Geode Capital Management, LLC 3.82M (2.29%) 138.53K
Increased by +3.63%
Mar 31, 25
9 JPMorgan Chase & Co 3.22M (1.94%) 306.67K
Increased by +9.52%
Sep 30, 24
10 Bank of New York Mellon Corp 2.72M (1.63%) -95.70K
Decreased by -3.52%
Mar 31, 25
11 Fiera Capital Corporation 2.54M (1.53%) -498.33K
Decreased by -19.62%
Mar 31, 25
12 Akre Capital Management, LLC 2.44M (1.46%) -643.47K
Decreased by -26.42%
Mar 31, 25
13 Morgan Stanley - Brokerage Accounts 2.38M (1.43%) 121.65K
Increased by +5.10%
Mar 31, 25
14 StonePine Asset Management Inc. 2.10M (1.26%) 558.14K
Increased by +26.64%
Mar 31, 25
15 NORGES BANK 2.09M (1.25%) 137.50K
Increased by +6.58%
Dec 31, 24
16 Baillie Gifford & Co Limited. 2.05M (1.23%) -368.81K
Decreased by -17.97%
Sep 30, 24
17 Northern Trust Corp 1.78M (1.07%) 302.45K
Increased by +17.02%
Dec 31, 24
18 Rothschild & Co Wealth Management UK Ltd 1.67M (1.00%) 1.62K
Increased by +0.10%
Mar 31, 24
19 UBS Asset Mgmt Americas Inc 1.65M (0.99%) 60.82K
Increased by +3.68%
Mar 31, 25
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 4.91M (2.95%) 73.74K
Increased by +1.50%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 4.90M (2.95%) -10.04K
Decreased by -0.20%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 4.37M (2.63%) 70.10K
Increased by +1.60%
Apr 30, 25
4 Akre Focus Instl 2.40M (1.44%) -424.50K
Decreased by -17.67%
Jan 31, 25
5 Fidelity 500 Index 1.94M (1.17%) -9.57K
Decreased by -0.49%
Mar 31, 25
6 SPDR® S&P 500 ETF 1.93M (1.16%) -40.38K
Decreased by -2.10%
Mar 31, 25
7 SPDR® S&P 500® ETF Trust 1.87M (1.13%) -9.83K
Decreased by -0.52%
Mar 31, 25
8 SPDR® S&P 500® ETF 1.86M (1.12%) -11.19K
Decreased by -0.60%
Apr 30, 25
9 SPDR® S&P 500 ETF Trust 1.86M (1.12%) 4.18K
Increased by +0.22%
Apr 30, 24
10 Fidelity® 500 Index 1.84M (1.10%) 11.70K
Increased by +0.64%
Nov 30, 23
11 iShares Core S&P 500 ETF 1.83M (1.10%) -1.91K
Decreased by -0.10%
Apr 30, 25
12 Vanguard Growth Index Investor 1.68M (1.01%) 15.69K
Increased by +0.93%
Apr 30, 25
13 Fidelity® Magellan® 1.15M (0.69%) -48.80K
Decreased by -4.25%
Nov 30, 23
14 The Financial Select Sector SPDR® ETF 1.11M (0.67%) -8.25K
Decreased by -0.74%
Apr 30, 25
15 Fidelity Magellan 1.08M (0.65%) 81.80K
Increased by +7.59%
Mar 31, 25
16 Financial Select Sector SPDR® ETF 1.06M (0.64%) -3.02K
Decreased by -0.28%
Apr 30, 24
17 American Funds New Perspective A 1.05M (0.63%) 0.00
Increased by 0.00%
Dec 31, 23
18 Capital Group New Perspective Comp 1.05M (0.63%) 0.00
Increased by 0.00%
Dec 31, 23
19 Vanguard Institutional Index I 950.23K (0.57%) -2.54K
Decreased by -0.27%
Apr 30, 25
20 20UGS Pinestone Global Equity A USD acc 948.87K (0.57%) 0.00
Increased by 0.00%
Mar 31, 25