Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BAMV 5.01%
2 MVAL 4.67%
3 FTXG 4.12%
4 UTRN 4.02%
5 PBJ 3.75%
6 IBLN 3.56%
7 SHRY 3.03%
8 OMAH 3.00%
9 RHS 2.99%
10 RSPS 2.99%
11 CAMX 2.84%
12 MOAT 2.76%
13 BAD 2.67%
14 COWS 2.66%
15 CVRD 2.52%
16 HCOW 2.44%
17 AIEQ 2.34%
18 DIVZ 2.30%
19 FTDS 2.19%
20 TIME 2.09%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 17.86M (12.40%) -338.28K
Decreased by -1.89%
Dec 31, 25
2 Berkshire Hathaway Inc 13.40M (9.30%) 0.00
Increased by 0.00%
Sep 30, 25
3 BlackRock Inc 10.62M (7.37%) -217.13K
Decreased by -2.04%
Sep 30, 25
4 Capital World Investors 7.24M (5.02%) 553.97K
Increased by +7.65%
Dec 31, 25
5 State Street Corporation 6.74M (4.68%) -101.42K
Decreased by -1.50%
Mar 31, 24
6 State Street Corp 6.58M (4.57%) -290.97K
Decreased by -4.42%
Sep 30, 25
7 Capital Research & Mgmt Co - Division 3 6.44M (4.47%) 2.11M
Increased by +32.68%
Dec 31, 25
8 Wellington Management Company LLP 6.02M (4.18%) 739.39K
Increased by +12.29%
Dec 31, 25
9 FMR Inc 4.03M (2.80%) -67.95K
Decreased by -1.68%
Dec 31, 25
10 Grantham, Mayo, Van Otterloo & Co., LLC 3.86M (2.68%) 153.09K
Increased by +3.96%
Dec 31, 25
11 Geode Capital Management, LLC 3.74M (2.60%) 54.18K
Increased by +1.45%
Dec 31, 25
12 JPMorgan Chase & Co 3.62M (2.51%) 1.33M
Increased by +36.91%
Sep 30, 25
13 Harris Associates L.P. 3.23M (2.25%) 1.18M
Increased by +36.63%
Dec 31, 25
14 Ameriprise Financial Inc 3.13M (2.17%) 1.36M
Increased by +43.40%
Sep 30, 25
15 Aristotle Capital Management LLC 2.83M (1.97%) -61.58K
Decreased by -2.17%
Jun 30, 25
16 Morgan Stanley - Brokerage Accounts 2.76M (1.92%) -98.06K
Decreased by -3.55%
Sep 30, 25
17 Van Eck Associates Corporation 2.40M (1.66%) 237.07K
Increased by +9.89%
Dec 31, 25
18 Mitsubishi UFJ Asset Management Co.,Ltd 2.18M (1.51%) 253.44K
Increased by +11.65%
Dec 31, 24
19 Charles Schwab Investment Management Inc 2.13M (1.48%) 106.53K
Increased by +5.00%
Dec 31, 25
20 NORGES BANK 1.94M (1.35%) 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 (6.13%) 8.83M
Increased by +100.00%
Feb 29, 24
2 Vanguard US Total Market Shares ETF 5.19M (3.60%) -16.00K
Decreased by -0.31%
Sep 30, 24
3 American Funds Washington Mutual A 4.94M (3.43%) 253.21K
Increased by +5.12%
Dec 31, 25
4 Capital Group Wash Mutual Invtrs Comp 4.94M (3.43%) 253.21K
Increased by +5.12%
Dec 31, 25
5 Vanguard Total Stock Mkt Idx Inv 4.42M (3.07%) 13.75K
Increased by +0.31%
Feb 28, 26
6 Vanguard Institutional 500 Index Trust 4.42M (3.07%) 30.71K
Increased by +0.69%
May 31, 25
7 Global Balanced (AFRIS) 4.05M (2.81%) 4.05M
Increased by +100.00%
Feb 29, 24
8 Vanguard 500 Index Investor 3.63M (2.52%) 34.62K
Increased by +0.95%
Feb 28, 26
9 Vanguard Equity-Income Inv 3.48M (2.41%) 142.99K
Increased by +4.11%
Dec 31, 25
10 American Funds American Balanced A 3.46M (2.40%) 550.00K
Increased by +15.88%
Dec 31, 25
11 Vanguard Mid Cap Index Institutional 3.04M (2.11%) 10.57K
Increased by +0.35%
Feb 28, 26
12 UBS HV Tax-Opt Global Selections - Agg 2.82M (1.96%) 2.82M
Increased by +100.00%
Jun 30, 24
13 UBS Tax-Opt Digital Transformation theme 2.82M (1.96%) 2.82M
Increased by +100.00%
Jun 30, 24
14 UBS HV Global Selections - Agg 2.82M (1.96%) 2.82M
Increased by +99.95%
Jun 30, 24
15 MS INVF Global Brands A 2.26M (1.57%) -31.73K
Decreased by -1.41%
Dec 31, 24
16 Morgan Stanley Glbl Franchise 2.26M (1.57%) 124.58K
Increased by +5.52%
Dec 31, 24
17 VanEck Morningstar Wide Moat 2.20M (1.53%) 211.71K
Increased by +9.63%
Dec 31, 25
18 Vanguard Windsor II Inv 2.15M (1.49%) 281.99K
Increased by +13.12%
Dec 31, 25
19 VanEck Morningstar Wide Moat ETF 2.15M (1.49%) -2.65K
Decreased by -0.12%
Feb 28, 26
20 American Funds New Perspective A 2.08M (1.45%) 2.08M
Increased by +100.00%
Dec 31, 25