Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BAMV 5.01%
2 MVAL 4.50%
3 FTXG 4.02%
4 UTRN 4.02%
5 PBJ 3.75%
6 IBLN 3.56%
7 SHRY 3.03%
8 STNC 2.91%
9 RHS 2.84%
10 RSPS 2.84%
11 OMAH 2.71%
12 BAD 2.67%
13 COWS 2.66%
14 MOAT 2.59%
15 CVRD 2.54%
16 CAMX 2.49%
17 HCOW 2.44%
18 MVFD 2.42%
19 AIEQ 2.34%
20 DIVZ 2.30%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 17.86M (11.51%) -338.28K
Decreased by -1.89%
Dec 31, 25
2 Berkshire Hathaway Inc 13.00M (8.38%) -400.00K
Decreased by -3.08%
Dec 31, 25
3 Capital World Investors 12.21M (7.86%) 4.97M
Increased by +40.70%
Mar 31, 26
4 BlackRock Inc 10.87M (7.00%) 244.19K
Increased by +2.25%
Dec 31, 25
5 State Street Corp 6.91M (4.45%) 329.34K
Increased by +4.77%
Dec 31, 25
6 State Street Corporation 6.74M (4.34%) -101.42K
Decreased by -1.50%
Mar 31, 24
7 Wellington Management Company LLP 6.02M (3.88%) 739.39K
Increased by +12.29%
Dec 31, 25
8 FMR Inc 4.03M (2.60%) -67.95K
Decreased by -1.68%
Dec 31, 25
9 Grantham, Mayo, Van Otterloo & Co., LLC 3.86M (2.49%) 153.09K
Increased by +3.96%
Dec 31, 25
10 Geode Capital Management, LLC 3.74M (2.41%) 54.18K
Increased by +1.45%
Dec 31, 25
11 JPMorgan Chase & Co 3.62M (2.33%) 1.33M
Increased by +36.91%
Sep 30, 25
12 Harris Associates L.P. 3.23M (2.08%) -885.00
Decreased by -0.03%
Mar 31, 26
13 Ameriprise Financial Inc 2.89M (1.86%) -232.78K
Decreased by -8.04%
Dec 31, 25
14 Aristotle Capital Management LLC 2.83M (1.83%) -61.58K
Decreased by -2.17%
Jun 30, 25
15 Morgan Stanley - Brokerage Accounts 2.73M (1.76%) -35.32K
Decreased by -1.30%
Dec 31, 25
16 Van Eck Associates Corporation 2.40M (1.54%) 237.07K
Increased by +9.89%
Dec 31, 25
17 Mitsubishi UFJ Asset Management Co.,Ltd 2.18M (1.40%) 253.44K
Increased by +11.65%
Dec 31, 24
18 Capital Research Global Investors 2.15M (1.39%) 2.15M
Increased by +99.81%
Mar 31, 26
19 Charles Schwab Investment Management Inc 2.13M (1.37%) 106.53K
Increased by +5.00%
Dec 31, 25
20 NORGES BANK 1.94M (1.25%) 467.46K
Increased by +24.08%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AF High Growth (AFRIS) 8.83M (5.69%) 8.83M
Increased by +100.00%
Feb 29, 24
2 Vanguard US Total Market Shares ETF 5.19M (3.34%) -16.00K
Decreased by -0.31%
Sep 30, 24
3 American Funds American Balanced A 5.05M (3.25%) 1.59M
Increased by +31.43%
Mar 31, 26
4 Vanguard Institutional 500 Index Trust 4.42M (2.85%) 30.71K
Increased by +0.69%
May 31, 25
5 Vanguard Total Stock Mkt Idx Inv 4.41M (2.84%) -15.88K
Decreased by -0.36%
Mar 31, 26
6 American Funds Washington Mutual A 4.33M (2.79%) -610.00K
Decreased by -14.08%
Mar 31, 26
7 Capital Group Wash Mutual Invtrs Comp 4.33M (2.79%) -610.00K
Decreased by -14.08%
Mar 31, 26
8 Global Balanced (AFRIS) 4.05M (2.61%) 4.05M
Increased by +100.00%
Feb 29, 24
9 Vanguard 500 Index Investor 3.58M (2.30%) -50.55K
Decreased by -1.41%
Mar 31, 26
10 Vanguard Mid Cap Index Institutional 3.00M (1.93%) -46.62K
Decreased by -1.56%
Mar 31, 26
11 Vanguard Equity-Income Inv 2.93M (1.89%) -541.76K
Decreased by -18.47%
Mar 31, 26
12 UBS HV Tax-Opt Global Selections - Agg 2.82M (1.82%) 2.82M
Increased by +100.00%
Jun 30, 24
13 UBS Tax-Opt Digital Transformation theme 2.82M (1.82%) 2.82M
Increased by +100.00%
Jun 30, 24
14 UBS HV Global Selections - Agg 2.82M (1.82%) 2.82M
Increased by +99.95%
Jun 30, 24
15 MS INVF Global Brands A 2.26M (1.45%) -31.73K
Decreased by -1.41%
Dec 31, 24
16 Morgan Stanley Glbl Franchise 2.26M (1.45%) 124.58K
Increased by +5.52%
Dec 31, 24
17 Vanguard Windsor II Inv 2.15M (1.39%) 0.00
Increased by 0.00%
Mar 31, 26
18 VanEck Morningstar Wide Moat 2.12M (1.37%) -75.91K
Decreased by -3.58%
Mar 31, 26
19 American Funds New Perspective A 2.08M (1.34%) 0.00
Increased by 0.00%
Mar 31, 26
20 Capital Group New Perspective Comp 2.08M (1.34%) 0.00
Increased by 0.00%
Mar 31, 26