Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JKJ 1000.00%
2 ISCB 1000.00%
3 ISCV 1000.00%
4 ITOT 1000.00%
5 IWB 1000.00%
6 IWD 1000.00%
7 IWR 1000.00%
8 IWS 1000.00%
9 IWV 1000.00%
10 IYC 1000.00%
11 IYY 1000.00%
12 FMCX 1.79%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Berkshire Hathaway Inc 20.21M (6.80%) 20.21M
Increased by +100.00%
Sep 30, 23
2 Vanguard Group Inc 10.74M (3.61%) 10.74M
Increased by +100.00%
Sep 30, 23
3 Baupost Group LLC 8.18M (2.75%) 8.18M
Increased by +100.00%
Sep 30, 23
4 OZ Management LLC 4.00M (1.35%) 4.00M
Increased by +100.00%
Sep 30, 23
5 BlackRock Inc 3.78M (1.27%) 3.78M
Increased by +100.00%
Sep 30, 23
6 Aristeia Capital, LLC 3.31M (1.11%) 3.31M
Increased by +100.00%
Sep 30, 23
7 Millennium Management LLC 2.74M (0.92%) 2.74M
Increased by +100.00%
Sep 30, 23
8 Point72 Asset Management, L.P. 2.43M (0.82%) 2.43M
Increased by +100.00%
Sep 30, 23
9 Citadel Advisors Llc 2.04M (0.69%) 2.04M
Increased by +100.00%
Sep 30, 23
10 FPR Partners LLC 1.91M (0.64%) 1.91M
Increased by +100.00%
Sep 30, 23
11 Corvex Management LP 1.74M (0.58%) 1.74M
Increased by +100.00%
Sep 30, 23
12 D. E. Shaw & Co LP 1.56M (0.52%) 1.56M
Increased by +100.00%
Sep 30, 23
13 LMR Partners LLP 1.39M (0.47%) 1.39M
Increased by +100.00%
Sep 30, 23
14 Foxhaven Asset Management, LP 1.27M (0.43%) 1.27M
Increased by +100.00%
Sep 30, 23
15 State Street Corporation 1.13M (0.38%) 1.13M
Increased by +100.00%
Sep 30, 23
16 Holocene Advisors, LP 1.12M (0.38%) 1.12M
Increased by +100.00%
Sep 30, 23
17 Cadian Capital Management LP 1.09M (0.37%) 1.09M
Increased by +100.00%
Sep 30, 23
18 Geode Capital Management, LLC 1.04M (0.35%) 1.04M
Increased by +100.00%
Sep 30, 23
19 JPMorgan Chase & Co 830.61K (0.28%) 830.61K
Increased by +100.00%
Sep 30, 23
20 Walleye Trading Advisors, LLC 821.38K (0.28%) 821.38K
Increased by +100.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Small Cap Index 3.92M (1.32%) 5.85K
Increased by +0.15%
Nov 30, 23
2 Vanguard Small Cap Value Index Inv 2.71M (0.91%) -2.07K
Decreased by -0.08%
Nov 30, 23
3 Vanguard Total Stock Mkt Idx Inv 2.40M (0.81%) 0.00
Increased by 0.00%
Nov 30, 23
4 Vanguard Institutional Extnd Mkt Idx Tr 1.01M (0.34%) 1.95K
Increased by +0.19%
Nov 30, 23
5 JPM US Large Cap Value-Composite 664.90K (0.22%) 664.90K
Increased by +100.00%
Dec 31, 23
6 Baron Opp. Small Cap Growth Strategy 500.20K (0.17%) -123.28K
Decreased by -24.65%
Sep 30, 23
7 State St Russell Sm/Mid Cp® Indx NL Cl C 437.89K (0.15%) 0.00
Increased by 0.00%
Dec 31, 23
8 Fidelity® Extended Market Index 384.42K (0.13%) 0.00
Increased by 0.00%
Nov 30, 23
9 Xtrackers S&P 500 Swap ETF 1C 320.63K (0.11%) 0.00
Increased by 0.00%
Nov 30, 23
10 Vanguard Communication Services ETF 293.38K (0.10%) 4.62K
Increased by +1.57%
Nov 30, 23
11 JPM US Large Cap Core 130/30-Composite 285.55K (0.10%) 218.87K
Increased by +76.65%
Dec 31, 23
12 JPMorgan US Large Cap Core Plus I 285.55K (0.10%) 218.87K
Increased by +76.65%
Nov 30, 23
13 Fidelity® Mid Cap Index 215.70K (0.07%) 569.00
Increased by +0.26%
Nov 30, 23
14 iShares Russell Mid-Cap ETF 214.49K (0.07%) -162.00
Decreased by -0.08%
Dec 29, 23
15 iShares Russell 1000 Value ETF 199.36K (0.07%) -810.00
Decreased by -0.41%
Dec 29, 23
16 Weitz Multi Cap Equity-Investor Cl 190.00K (0.06%) 190.00K
Increased by +100.00%
Sep 30, 23
17 Weitz Multi-Cap Value 190.00K (0.06%) 0.00
Increased by 0.00%
Sep 30, 23
18 Clifford Capital Partners Institutional 179.70K (0.06%) 70.70K
Increased by +39.34%
Sep 30, 23
19 BlackRock Extended Mkt Composite 174.44K (0.06%) -7.85K
Decreased by -4.50%
Sep 30, 23
20 BlackRock Extended Equity Market K 157.01K (0.05%) 4.53K
Increased by +2.88%
Dec 31, 23