Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.02%
2 MVAL 3.80%
3 PBJ 3.75%
4 IBLN 3.56%
5 FTXG 3.41%
6 OMAH 3.22%
7 SHRY 3.03%
8 BAD 2.67%
9 RHS 2.62%
10 RSPS 2.57%
11 BAMV 2.52%
12 CAMX 2.43%
13 AIEQ 2.34%
14 DIVZ 2.30%
15 FXG 2.29%
16 FTDS 2.19%
17 MOAT 2.08%
18 ACT_old 2.00%
19 TIME 2.00%
20 CZA 1.92%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 17.63M (12.14%) -788.76K
Decreased by -4.47%
Jun 30, 25
2 Berkshire Hathaway Inc 13.40M (9.23%) 1.39M
Increased by +10.38%
Jun 30, 25
3 Capital World Investors 11.79M (8.12%) -994.19K
Decreased by -8.43%
Jun 30, 25
4 BlackRock Inc 10.84M (7.46%) -706.65K
Decreased by -6.52%
Jun 30, 25
5 State Street Corp 6.87M (4.73%) -329.98K
Decreased by -4.80%
Jun 30, 25
6 State Street Corporation 6.74M (4.64%) -101.42K
Decreased by -1.50%
Mar 31, 24
7 FMR Inc 5.60M (3.86%) 570.54K
Increased by +10.19%
Jun 30, 25
8 Wellington Management Company LLP 5.51M (3.79%) 1.03M
Increased by +18.70%
Jun 30, 25
9 Capital Research & Mgmt Co - Division 3 4.31M (2.97%) 3.73K
Increased by +0.09%
Jun 30, 25
10 Geode Capital Management, LLC 3.74M (2.57%) 448.26K
Increased by +11.99%
Jun 30, 25
11 Grantham, Mayo, Van Otterloo & Co., LLC 3.68M (2.53%) 1.04M
Increased by +28.37%
Jun 30, 25
12 Morgan Stanley - Brokerage Accounts 2.86M (1.97%) -457.01K
Decreased by -15.99%
Jun 30, 25
13 Aristotle Capital Management LLC 2.83M (1.95%) -61.58K
Decreased by -2.17%
Jun 30, 25
14 JPMorgan Chase & Co 2.28M (1.57%) 69.51K
Increased by +3.05%
Jun 30, 25
15 Mitsubishi UFJ Asset Management Co.,Ltd 2.18M (1.50%) 253.44K
Increased by +11.65%
Dec 31, 24
16 Charles Schwab Investment Management Inc 1.97M (1.36%) 46.96K
Increased by +2.38%
Jun 30, 25
17 AllianceBernstein L.P. 1.94M (1.34%) -329.04K
Decreased by -16.96%
Mar 31, 25
18 T. Rowe Price Associates, Inc. 1.93M (1.33%) -302.32K
Decreased by -15.66%
Jun 30, 24
19 HHG PLC 1.89M (1.30%) 140.90K
Increased by +7.45%
Mar 31, 25
20 Van Eck Associates Corporation 1.87M (1.29%) 39.65K
Increased by +2.12%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AF High Growth (AFRIS) 8.83M (6.08%) 8.83M
Increased by +100.00%
Feb 29, 24
2 American Funds Washington Mutual A 5.93M (4.09%) 0.00
Increased by 0.00%
Jun 30, 25
3 Capital Group Wash Mutual Invtrs Comp 5.93M (4.09%) 0.00
Increased by 0.00%
Jun 30, 25
4 Vanguard US Total Market Shares ETF 5.19M (3.57%) -16.00K
Decreased by -0.31%
Sep 30, 24
5 American Funds American Balanced A 4.97M (3.42%) -892.18K
Decreased by -17.95%
Jun 30, 25
6 Vanguard Total Stock Mkt Idx Inv 4.48M (3.08%) -95.39K
Decreased by -2.13%
Jul 31, 25
7 Vanguard Institutional 500 Index Trust 4.42M (3.04%) 30.71K
Increased by +0.69%
May 31, 25
8 Global Balanced (AFRIS) 4.05M (2.79%) 4.05M
Increased by +100.00%
Feb 29, 24
9 Vanguard 500 Index Investor 3.79M (2.61%) -555.38K
Decreased by -14.66%
Jul 31, 25
10 Vanguard Mid Cap Index Institutional 3.18M (2.19%) 34.26K
Increased by +1.08%
Jul 31, 25
11 UBS HV Tax-Opt Global Selections - Agg 2.82M (1.94%) 2.82M
Increased by +100.00%
Jun 30, 24
12 UBS Tax-Opt Digital Transformation theme 2.82M (1.94%) 2.82M
Increased by +100.00%
Jun 30, 24
13 UBS HV Global Selections - Agg 2.82M (1.94%) 2.82M
Increased by +99.95%
Jun 30, 24
14 Vanguard Equity-Income Inv 2.50M (1.72%) 913.52K
Increased by +36.60%
Jun 30, 25
15 MS INVF Global Brands A 2.26M (1.55%) -31.73K
Decreased by -1.41%
Dec 31, 24
16 Morgan Stanley Glbl Franchise 2.26M (1.55%) 124.58K
Increased by +5.52%
Dec 31, 24
17 SPDR® S&P 500 ETF Trust 1.96M (1.35%) 11.40K
Increased by +0.58%
Mar 28, 24
18 Fidelity 500 Index 1.94M (1.34%) 830.00
Increased by +0.04%
Jul 31, 25
19 SPDR® S&P 500 ETF 1.93M (1.33%) -38.78K
Decreased by -2.01%
Mar 31, 25
20 SPDR® S&P 500® ETF Trust 1.88M (1.30%) -9.83K
Decreased by -0.52%
Mar 31, 25