Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BAMV 5.01%
2 MVAL 4.25%
3 UTRN 4.02%
4 FTXG 3.80%
5 PBJ 3.75%
6 IBLN 3.56%
7 SHRY 3.03%
8 OMAH 2.99%
9 STNC 2.74%
10 BAD 2.67%
11 RSPS 2.66%
12 RHS 2.66%
13 COWS 2.66%
14 MOAT 2.47%
15 HCOW 2.44%
16 CVRD 2.44%
17 CAMX 2.40%
18 MVFD 2.38%
19 AIEQ 2.34%
20 DIVZ 2.30%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 17.86M (11.62%) -338.28K
Decreased by -1.89%
Dec 31, 25
2 Berkshire Hathaway Inc 13.00M (8.45%) -400.00K
Decreased by -3.08%
Dec 31, 25
3 Capital World Investors 12.21M (7.94%) 4.97M
Increased by +40.70%
Mar 31, 26
4 BlackRock Inc 11.12M (7.23%) 254.22K
Increased by +2.29%
Mar 31, 26
5 Vanguard Capital Management, LLC 9.08M (5.90%) 9.08M
Increased by +100.00%
Mar 31, 26
6 Vanguard Portfolio Management, LLC 7.52M (4.89%) 7.52M
Increased by +100.00%
Mar 31, 26
7 State Street Corp 7.03M (4.57%) 114.34K
Increased by +1.63%
Mar 31, 26
8 State Street Corporation 6.74M (4.39%) -101.42K
Decreased by -1.50%
Mar 31, 24
9 Wellington Management Company LLP 6.63M (4.31%) 612.26K
Increased by +9.23%
Mar 31, 26
10 FMR Inc 5.13M (3.33%) 1.09M
Increased by +21.32%
Mar 31, 26
11 Grantham, Mayo, Van Otterloo & Co., LLC 4.03M (2.62%) 161.75K
Increased by +4.02%
Mar 31, 26
12 Geode Capital Management, LLC 3.81M (2.48%) 69.34K
Increased by +1.82%
Mar 31, 26
13 Citadel Advisors Llc 3.71M (2.41%) 2.93M
Increased by +79.03%
Mar 31, 26
14 JPMorgan Chase & Co 3.62M (2.35%) 1.33M
Increased by +36.91%
Sep 30, 25
15 Ameriprise Financial Inc 3.41M (2.22%) 514.07K
Increased by +15.08%
Mar 31, 26
16 Harris Associates L.P. 3.23M (2.10%) -885.00
Decreased by -0.03%
Mar 31, 26
17 Aristotle Capital Management LLC 2.83M (1.84%) -61.58K
Decreased by -2.17%
Jun 30, 25
18 Morgan Stanley - Brokerage Accounts 2.54M (1.65%) -185.51K
Decreased by -7.30%
Mar 31, 26
19 Van Eck Associates Corporation 2.35M (1.53%) -51.35K
Decreased by -2.19%
Mar 31, 26
20 Charles Schwab Investment Management Inc 2.23M (1.45%) 103.22K
Increased by +4.62%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AF High Growth (AFRIS) 8.83M (5.74%) 8.83M
Increased by +100.00%
Feb 29, 24
2 Vanguard US Total Market Shares ETF 5.19M (3.38%) -16.00K
Decreased by -0.31%
Sep 30, 24
3 American Funds American Balanced A 5.05M (3.28%) 1.59M
Increased by +31.43%
Mar 31, 26
4 Vanguard Institutional 500 Index Trust 4.42M (2.87%) 30.71K
Increased by +0.69%
May 31, 25
5 Vanguard Total Stock Mkt Idx Inv 4.42M (2.87%) 10.78K
Increased by +0.24%
Apr 30, 26
6 American Funds Washington Mutual A 4.33M (2.82%) -610.00K
Decreased by -14.08%
Mar 31, 26
7 Capital Group Wash Mutual Invtrs Comp 4.33M (2.82%) -610.00K
Decreased by -14.08%
Mar 31, 26
8 Global Balanced (AFRIS) 4.05M (2.64%) 4.05M
Increased by +100.00%
Feb 29, 24
9 Vanguard 500 Index Investor 3.64M (2.37%) 65.98K
Increased by +1.81%
Apr 30, 26
10 Vanguard Mid Cap Index Institutional 3.00M (1.95%) 4.08K
Increased by +0.14%
Apr 30, 26
11 Vanguard Equity-Income Inv 2.93M (1.91%) -541.76K
Decreased by -18.47%
Mar 31, 26
12 UBS HV Tax-Opt Global Selections - Agg 2.82M (1.84%) 2.82M
Increased by +100.00%
Jun 30, 24
13 UBS Tax-Opt Digital Transformation theme 2.82M (1.84%) 2.82M
Increased by +100.00%
Jun 30, 24
14 UBS HV Global Selections - Agg 2.82M (1.84%) 2.82M
Increased by +99.95%
Jun 30, 24
15 MS INVF Global Brands A 2.26M (1.47%) -31.73K
Decreased by -1.41%
Dec 31, 24
16 Morgan Stanley Glbl Franchise 2.26M (1.47%) 124.58K
Increased by +5.52%
Dec 31, 24
17 Vanguard Windsor II Inv 2.15M (1.40%) 0.00
Increased by 0.00%
Mar 31, 26
18 VanEck Morningstar Wide Moat 2.12M (1.38%) -75.91K
Decreased by -3.58%
Mar 31, 26
19 American Funds New Perspective A 2.08M (1.36%) 0.00
Increased by 0.00%
Mar 31, 26
20 Capital Group New Perspective Comp 2.08M (1.36%) 0.00
Increased by 0.00%
Mar 31, 26