Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.02%
2 FTXG 3.84%
3 PBJ 3.75%
4 IBLN 3.56%
5 SHRY 3.53%
6 BAMV 3.13%
7 MVAL 2.98%
8 CAMX 2.90%
9 OMAH 2.87%
10 DIVZ 2.67%
11 BAD 2.67%
12 RHS 2.52%
13 RSPS 2.52%
14 AIEQ 2.34%
15 FXG 2.29%
16 QLTY 2.22%
17 FTDS 2.19%
18 MOAT 2.15%
19 CVRD 2.10%
20 MOTE 2.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 17.63M (12.03%) -788.76K
Decreased by -4.47%
Jun 30, 25
2 Berkshire Hathaway Inc 12.01M (8.20%) 6.38M
Increased by +53.17%
Mar 31, 25
3 Capital World Investors 11.79M (8.05%) -994.19K
Decreased by -8.43%
Jun 30, 25
4 BlackRock Inc 11.54M (7.88%) 455.09K
Increased by +3.94%
Mar 31, 25
5 State Street Corp 7.20M (4.92%) 39.90K
Increased by +0.55%
Mar 31, 25
6 State Street Corporation 6.74M (4.60%) -101.42K
Decreased by -1.50%
Mar 31, 24
7 Wellington Management Company LLP 5.51M (3.76%) 1.03M
Increased by +18.70%
Jun 30, 25
8 FMR Inc 5.03M (3.43%) 3.39M
Increased by +67.37%
Mar 31, 25
9 Capital Research & Mgmt Co - Division 3 4.31M (2.94%) 3.73K
Increased by +0.09%
Jun 30, 25
10 Morgan Stanley - Brokerage Accounts 3.32M (2.26%) -4.74M
Decreased by -143.01%
Mar 31, 25
11 Geode Capital Management, LLC 3.29M (2.25%) 85.60K
Increased by +2.60%
Mar 31, 25
12 Aristotle Capital Management LLC 2.90M (1.98%) -75.94K
Decreased by -2.62%
Mar 31, 25
13 Grantham, Mayo, Van Otterloo & Co., LLC 2.63M (1.80%) 178.69K
Increased by +6.79%
Mar 31, 25
14 JPMorgan Chase & Co 2.21M (1.51%) -441.37K
Decreased by -19.96%
Mar 31, 25
15 Mitsubishi UFJ Asset Management Co.,Ltd 2.18M (1.49%) 253.44K
Increased by +11.65%
Dec 31, 24
16 Amvescap Plc. 2.10M (1.43%) -361.64K
Decreased by -17.23%
Mar 31, 25
17 NORGES BANK 2.02M (1.38%) 112.68K
Increased by +5.58%
Dec 31, 24
18 Charles Schwab Investment Management Inc 1.97M (1.34%) 46.96K
Increased by +2.38%
Jun 30, 25
19 AllianceBernstein L.P. 1.94M (1.32%) -329.04K
Decreased by -16.96%
Mar 31, 25
20 T. Rowe Price Associates, Inc. 1.93M (1.32%) -302.32K
Decreased by -15.66%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 AF High Growth (AFRIS) 8.83M (6.03%) 8.83M
Increased by +100.00%
Feb 29, 24
2 American Funds Washington Mutual A 5.93M (4.05%) 0.00
Increased by 0.00%
Jun 30, 25
3 Capital Group Wash Mutual Invtrs Comp 5.93M (4.05%) 0.00
Increased by 0.00%
Jun 30, 25
4 Vanguard US Total Market Shares ETF 5.19M (3.54%) -16.00K
Decreased by -0.31%
Sep 30, 24
5 American Funds American Balanced A 4.97M (3.39%) -892.18K
Decreased by -17.95%
Jun 30, 25
6 Vanguard Total Stock Mkt Idx Inv 4.48M (3.06%) -95.39K
Decreased by -2.13%
Jul 31, 25
7 Vanguard Institutional 500 Index Trust 4.42M (3.02%) 30.71K
Increased by +0.69%
May 31, 25
8 Global Balanced (AFRIS) 4.05M (2.77%) 4.05M
Increased by +100.00%
Feb 29, 24
9 Vanguard 500 Index Investor 3.79M (2.59%) -555.38K
Decreased by -14.66%
Jul 31, 25
10 Vanguard Mid Cap Index Institutional 3.18M (2.17%) 34.26K
Increased by +1.08%
Jul 31, 25
11 UBS HV Tax-Opt Global Selections - Agg 2.82M (1.93%) 2.82M
Increased by +100.00%
Jun 30, 24
12 UBS Tax-Opt Digital Transformation theme 2.82M (1.93%) 2.82M
Increased by +100.00%
Jun 30, 24
13 UBS HV Global Selections - Agg 2.82M (1.93%) 2.82M
Increased by +99.95%
Jun 30, 24
14 Vanguard Equity-Income Inv 2.50M (1.70%) 913.52K
Increased by +36.60%
Jun 30, 25
15 MS INVF Global Brands A 2.26M (1.54%) -31.73K
Decreased by -1.41%
Dec 31, 24
16 Morgan Stanley Glbl Franchise 2.26M (1.54%) 124.58K
Increased by +5.52%
Dec 31, 24
17 SPDR® S&P 500 ETF Trust 1.96M (1.34%) 11.40K
Increased by +0.58%
Mar 28, 24
18 Fidelity 500 Index 1.94M (1.32%) -20.93K
Decreased by -1.08%
Jun 30, 25
19 SPDR® S&P 500 ETF 1.93M (1.32%) -38.78K
Decreased by -2.01%
Mar 31, 25
20 SPDR® S&P 500® ETF Trust 1.88M (1.28%) -9.83K
Decreased by -0.52%
Mar 31, 25