Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWF 1000.00%
2 JKF 1000.00%
3 JKE 1000.00%
4 JKD 1000.00%
5 IYY 1000.00%
6 IYG 1000.00%
7 IYF 1000.00%
8 GLOF 1000.00%
9 IXG 1000.00%
10 IWY 1000.00%
11 IWV 1000.00%
12 IAI 1000.00%
13 ILCB 1000.00%
14 ILCG 1000.00%
15 ILCV 1000.00%
16 ITOT 1000.00%
17 IUSG 1000.00%
18 IUSV 1000.00%
19 IVE 1000.00%
20 IVV 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Berkshire Hathaway Inc 24.67M (14.46%) 0.00
Increased by 0.00%
Sep 30, 23
2 Vanguard Group Inc 13.97M (8.19%) 88.67K
Increased by +0.63%
Sep 30, 23
3 BlackRock Inc 13.70M (8.03%) 1.14M
Increased by +8.35%
Sep 30, 23
4 TCI Fund Management Limited 10.37M (6.08%) -149.30K
Decreased by -1.44%
Sep 30, 23
5 State Street Corporation 6.53M (3.83%) -128.91K
Decreased by -1.97%
Sep 30, 23
6 Akre Capital Management, LLC 5.09M (2.99%) -186.58K
Decreased by -3.66%
Sep 30, 23
7 Fiera Capital Corporation 4.39M (2.57%) -423.26K
Decreased by -9.65%
Sep 30, 23
8 FMR Inc 4.30M (2.52%) 205.80K
Increased by +4.78%
Sep 30, 23
9 Morgan Stanley - Brokerage Accounts 3.83M (2.24%) 5.95K
Increased by +0.16%
Sep 30, 23
10 Baillie Gifford & Co Limited. 3.79M (2.22%) -141.55K
Decreased by -3.73%
Sep 30, 23
11 Geode Capital Management, LLC 2.94M (1.72%) 70.27K
Increased by +2.39%
Sep 30, 23
12 Veritas Asset Management LLP 2.23M (1.31%) -57.29K
Decreased by -2.57%
Sep 30, 23
13 Principal Financial Group Inc 1.98M (1.16%) -564.05K
Decreased by -28.46%
Sep 30, 23
14 Ninety One UK Limited 1.92M (1.12%) -73.59K
Decreased by -3.83%
Sep 30, 23
15 Longview Partners (Guernsey) Ltd. 1.84M (1.08%) 805.00
Increased by +0.04%
Sep 30, 23
16 Rothschild & Co Wealth Management UK Ltd 1.69M (0.99%) 21.14K
Increased by +1.25%
Sep 30, 23
17 Bank of New York Mellon Corp 1.67M (0.98%) -29.70K
Decreased by -1.78%
Sep 30, 23
18 Northern Trust Corp 1.66M (0.97%) 59.48K
Increased by +3.58%
Sep 30, 23
19 WINDACRE PARTNERSHIP LLC 1.55M (0.91%) 92.40K
Increased by +5.96%
Sep 30, 23
20 StonePine Asset Management Inc. 1.54M (0.91%) 1.14M
Increased by +73.53%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.89M (2.86%) 5.77K
Increased by +0.12%
Nov 30, 23
2 Akre Focus Instl 4.58M (2.69%) -246.24K
Decreased by -5.38%
Oct 31, 23
3 Vanguard Institutional 500 Index Trust 3.85M (2.25%) 35.60K
Increased by +0.93%
Nov 30, 23
4 SPDR® S&P 500 ETF Trust 1.94M (1.14%) -13.58K
Decreased by -0.70%
Dec 31, 23
5 Fidelity® 500 Index 1.84M (1.08%) 11.70K
Increased by +0.64%
Nov 30, 23
6 iShares Core S&P 500 ETF 1.57M (0.92%) 940.00
Increased by +0.06%
Dec 29, 23
7 Vanguard Growth Index Investor 1.37M (0.81%) 7.51K
Increased by +0.55%
Nov 30, 23
8 Fidelity® Magellan® 1.15M (0.67%) -48.80K
Decreased by -4.25%
Nov 30, 23
9 20UGS Pinestone Global Equity A USD acc 1.11M (0.65%) -34.97K
Decreased by -3.14%
Dec 31, 23
10 American Funds New Perspective A 1.05M (0.62%) 0.00
Increased by 0.00%
Sep 30, 23
11 Capital Group New Perspective Comp 1.05M (0.62%) 0.00
Increased by 0.00%
Sep 30, 23
12 Vanguard Institutional Index I 1.05M (0.62%) -2.41K
Decreased by -0.23%
Nov 30, 23
13 Financial Select Sector SPDR® ETF 1.03M (0.60%) 2.11K
Increased by +0.20%
Dec 31, 23
14 Vanguard Dividend Appreciation ETF 909.10K (0.53%) 6.50K
Increased by +0.72%
Nov 30, 23
15 MS INVF Global Brands A USD 883.39K (0.52%) -8.51K
Decreased by -0.96%
Sep 30, 23
16 Morgan Stanley Glbl Franchise 883.39K (0.52%) -8.51K
Decreased by -0.96%
Sep 30, 23
17 Ninety One GSF Glb Frchs I Acc USD 817.49K (0.48%) 0.00
Increased by 0.00%
Sep 30, 23
18 Ninety One Global Franchise 817.49K (0.48%) -7.31K
Decreased by -0.89%
Sep 30, 23
19 Allianz Income and Growth IT H2 EUR 756.99K (0.44%) -30.58K
Decreased by -4.04%
Oct 31, 23
20 State St S&P 500® Indx SL Cl III 752.27K (0.44%) -1.60K
Decreased by -0.21%
Dec 31, 23