Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 OMAH 10.09%
2 IPAY 8.09%
3 FNTC 6.95%
4 TGLR 5.17%
5 DIVO 5.12%
6 DJIA 4.89%
7 DYLG 4.80%
8 DIA 4.70%
9 JRNY 4.34%
10 DFNL 4.24%
11 UTRN 3.97%
12 USCF 3.94%
13 LGCF 3.86%
14 DDM 3.67%
15 CZAR 3.66%
16 NDJI 3.63%
17 BAMG 3.61%
18 EDOW 3.59%
19 UDOW 3.55%
20 FMK 3.52%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Berkshire Hathaway Inc 151.61M (28.29%) 0.00
Increased by 0.00%
Jun 30, 25
2 Vanguard Group Inc 46.43M (8.66%) 581.37K
Increased by +1.25%
Jun 30, 25
3 BlackRock Inc 43.64M (8.14%) -1.39M
Decreased by -3.18%
Jun 30, 25
4 State Street Corporation 29.58M (5.52%) -119.58K
Decreased by -0.40%
Mar 31, 24
5 State Street Corp 29.44M (5.49%) -328.27K
Decreased by -1.11%
Jun 30, 25
6 JPMorgan Chase & Co 19.04M (3.55%) 686.38K
Increased by +3.60%
Jun 30, 25
7 Wellington Management Company LLP 14.89M (2.78%) -3.13M
Decreased by -21.03%
Jun 30, 25
8 Morgan Stanley - Brokerage Accounts 13.52M (2.52%) 237.36K
Increased by +1.76%
Jun 30, 25
9 Geode Capital Management, LLC 13.49M (2.52%) 1.35M
Increased by +10.01%
Jun 30, 25
10 Fisher Asset Management, LLC 8.73M (1.63%) -237.55K
Decreased by -2.72%
Jun 30, 25
11 FMR Inc 8.29M (1.55%) -2.19M
Decreased by -26.40%
Jun 30, 25
12 Bank of America Corp 7.42M (1.38%) 572.56K
Increased by +7.72%
Jun 30, 25
13 Massachusetts Financial Services Company 7.36M (1.37%) -508.79K
Decreased by -6.91%
Jun 30, 25
14 T. Rowe Price Associates, Inc. 7.32M (1.37%) 53.26K
Increased by +0.73%
Jun 30, 25
15 Northern Trust Corp 6.61M (1.23%) -67.12K
Decreased by -1.02%
Jun 30, 25
16 NORGES BANK 5.95M (1.11%) -69.14K
Decreased by -1.16%
Jun 30, 25
17 UBS Asset Mgmt Americas Inc 5.89M (1.10%) 793.76K
Increased by +13.48%
Jun 30, 25
18 Nuveen Asset Management, LLC 5.69M (1.06%) -12.64K
Decreased by -0.22%
Dec 31, 24
19 Nuveen, LLC 5.12M (0.96%) -281.86K
Decreased by -5.50%
Jun 30, 25
20 Capital World Investors 5.10M (0.95%) 1.18M
Increased by +23.24%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Institutional 500 Index Trust 15.78M (2.95%) 108.74K
Increased by +0.69%
May 31, 25
2 Vanguard US Total Market Shares ETF 15.76M (2.94%) -189.57K
Decreased by -1.20%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 15.41M (2.88%) -356.49K
Decreased by -2.31%
Jul 31, 25
4 AF High Growth (AFRIS) 14.90M (2.78%) 14.90M
Increased by +100.00%
Feb 29, 24
5 Vanguard 500 Index Investor 13.70M (2.56%) -2.01M
Decreased by -14.65%
Jul 31, 25
6 Fidelity 500 Index 7.02M (1.31%) 3.02K
Increased by +0.04%
Jul 31, 25
7 SPDR® S&P 500 ETF 6.90M (1.29%) -118.93K
Decreased by -1.72%
Mar 31, 25
8 Global Balanced (AFRIS) 6.84M (1.28%) 6.84M
Increased by +100.00%
Feb 29, 24
9 Fidelity® 500 Index 6.78M (1.27%) 43.14K
Increased by +0.64%
Nov 30, 23
10 SPDR® S&P 500 ETF Trust 6.77M (1.26%) 15.30K
Increased by +0.23%
Apr 30, 24
11 SPDR® S&P 500® ETF Trust 6.72M (1.25%) -35.21K
Decreased by -0.52%
Mar 31, 25
12 SPDR® S&P 500® ETF 6.68M (1.25%) 82.22K
Increased by +1.23%
Aug 31, 25
13 iShares Core S&P 500 ETF 6.66M (1.24%) 0.00
Increased by 0.00%
Aug 31, 25
14 SPDR® Dow Jones Industrial Avrg ETF Tr 5.33M (1.00%) -9.22K
Decreased by -0.17%
Aug 31, 25
15 Vanguard Dividend Growth Inv 4.97M (0.93%) -430.25K
Decreased by -8.66%
Jun 30, 25
16 Vanguard Value Index Inv 4.35M (0.81%) -5.54K
Decreased by -0.13%
Jul 31, 25
17 MFS Large Cap Value Equity 4.32M (0.81%) -147.58K
Decreased by -3.42%
Jun 30, 25
18 MFS Value A 4.30M (0.80%) -25.12K
Decreased by -0.58%
Jul 31, 25
19 JPM US Equity Income-MA 4.01M (0.75%) 4.01M
Increased by +99.90%
Sep 30, 23
20 The Financial Select Sector SPDR® ETF 3.94M (0.74%) -12.48K
Decreased by -0.32%
Aug 31, 25