Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TCV 2.50%
2 LEND 2.16%
3 EQOP 1.88%
4 GRNJ 1.72%
5 TSCV 1.54%
6 FDFF 1.53%
7 WLTG 1.32%
8 FXO 1.16%
9 SDVY 1.16%
10 XMMO 1.15%
11 XMVM 1.12%
12 PXMV 1.10%
13 WBIG 1.00%
14 DQML 0.97%
15 PAMC 0.96%
16 FTA 0.86%
17 IJJ 0.81%
18 CDC 0.77%
19 SEIV 0.76%
20 CDL 0.75%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Berkshire Hathaway Inc 29.00M (10.45%) 0.00
Increased by 0.00%
Sep 30, 25
2 Vanguard Group Inc 27.27M (9.83%) -154.60K
Decreased by -0.57%
Dec 31, 25
3 BlackRock Inc 27.21M (9.81%) 1.27M
Increased by +4.68%
Sep 30, 25
4 Harris Associates L.P. 27.05M (9.75%) 47.31K
Increased by +0.17%
Dec 31, 25
5 Wellington Management Company LLP 14.27M (5.14%) 2.33M
Increased by +16.34%
Dec 31, 25
6 State Street Corporation 10.59M (3.82%) 180.74K
Increased by +1.71%
Mar 31, 24
7 Dimensional Fund Advisors, Inc. 8.71M (3.14%) 295.05K
Increased by +3.39%
Dec 31, 25
8 State Street Corp 8.67M (3.12%) 1.49K
Increased by +0.02%
Sep 30, 25
9 Arrowstreet Capital Limited Partnership 6.07M (2.19%) 444.76K
Increased by +7.33%
Dec 31, 25
10 Geode Capital Management, LLC 5.38M (1.94%) 241.00K
Increased by +4.48%
Dec 31, 25
11 First Manhattan Co. LLC 4.69M (1.69%) 5.03K
Increased by +0.11%
Dec 31, 25
12 Sessa Capital IM LP 4.68M (1.69%) 0.00
Increased by 0.00%
Mar 31, 25
13 Sessa Capital, L.P 4.68M (1.69%) 0.00
Increased by 0.00%
Dec 31, 25
14 Citadel Advisors Llc 4.41M (1.59%) 3.31M
Increased by +75.13%
Dec 31, 25
15 London Company of Virginia 4.31M (1.56%) -289.69K
Decreased by -6.71%
Dec 31, 25
16 Jacobs Levy Equity Management, Inc. 4.06M (1.46%) -182.52K
Decreased by -4.49%
Dec 31, 25
17 Thrivent Financial For Lutherans 3.87M (1.39%) 20.20K
Increased by +0.52%
Dec 31, 25
18 FMR Inc 3.80M (1.37%) -366.47K
Decreased by -9.63%
Dec 31, 25
19 Millennium Management LLC 3.75M (1.35%) 2.73M
Increased by +72.76%
Mar 31, 25
20 Antipodes Partners Limited 3.50M (1.26%) 249.35K
Increased by +7.12%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Oakmark Investor 13.83M (4.98%) 0.00
Increased by 0.00%
Dec 31, 25
2 iShares Core S&P Mid-Cap ETF 9.06M (3.26%) 381.81K
Increased by +4.22%
Feb 28, 26
3 Vanguard Total Stock Mkt Idx Inv 8.75M (3.15%) 14.21K
Increased by +0.16%
Feb 28, 26
4 Vanguard US Total Market Shares ETF 8.66M (3.12%) 6.22K
Increased by +0.07%
Sep 30, 24
5 Vanguard Small Cap Index 6.30M (2.27%) 16.45K
Increased by +0.26%
Feb 28, 26
6 Oakmark Select Investor 6.05M (2.18%) 0.00
Increased by 0.00%
Dec 31, 25
7 Vanguard Windsor Investor Shares 4.71M (1.70%) -138.49K
Decreased by -2.94%
Dec 31, 25
8 Vanguard Small Cap Value Index Inv 4.04M (1.46%) 11.56K
Increased by +0.29%
Feb 28, 26
9 Touchstone Mid Cap Y 3.98M (1.44%) -268.95K
Decreased by -6.75%
Dec 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 3.05M (1.10%) 25.56K
Increased by +0.84%
Feb 28, 26
11 Donald Smith & Co. All Eq Accounts Comp 2.70M (0.97%) 162.88K
Increased by +6.04%
Dec 31, 25
12 JHancock Disciplined Value Mid Cap I 2.55M (0.92%) -1.26M
Decreased by -49.49%
Sep 30, 24
13 First Trust SMID Cp Rising Div Achv ETF 2.52M (0.91%) 5.41K
Increased by +0.21%
Feb 27, 25
14 Harris Assoc. Oakmark Eq & Inc CIT 2.33M (0.84%) 0.00
Increased by 0.00%
Dec 31, 25
15 Oakmark Equity And Income Investor 2.33M (0.84%) 0.00
Increased by 0.00%
Dec 31, 25
16 Vanguard Explorer Inv 2.20M (0.79%) 288.08K
Increased by +13.12%
Dec 31, 25
17 DFA US Targeted Value I 2.17M (0.78%) 0.00
Increased by 0.00%
Jan 31, 26
18 SPDR® S&P MIDCAP 400 ETF Trust 2.12M (0.76%) -52.98K
Decreased by -2.50%
Jul 31, 25
19 State Street® SPDR® S&P MIDCAP 400® ETF 2.06M (0.74%) 21.90K
Increased by +1.07%
Feb 28, 26
20 AustralianSuper Balanced Sup 1.88M (0.68%) 126.20K
Increased by +6.70%
Jun 30, 24