Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IVE 1000.00%
2 IWB 1000.00%
3 ISCB 1000.00%
4 IVV 1000.00%
5 IUSV 1000.00%
6 ISCV 1000.00%
7 JKJ 1000.00%
8 IRBO 1000.00%
9 IYY 1000.00%
10 IYC 1000.00%
11 IXP 1000.00%
12 IWV 1000.00%
13 ITOT 1000.00%
14 IWS 1000.00%
15 IWR 1000.00%
16 IWD 1000.00%
17 RDIV 5.01%
18 RSPC 4.92%
19 DIP 3.21%
20 EWCO 2.94%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Berkshire Hathaway Inc 93.73M (19.06%) 0.00
Increased by 0.00%
Sep 30, 23
2 Vanguard Group Inc 57.66M (11.72%) -1.19M
Decreased by -2.06%
Sep 30, 23
3 BlackRock Inc 40.69M (8.27%) 303.47K
Increased by +0.75%
Sep 30, 23
4 State Street Corporation 29.46M (5.99%) -915.78K
Decreased by -3.11%
Sep 30, 23
5 Amvescap Plc. 14.83M (3.02%) 1.27M
Increased by +8.58%
Sep 30, 23
6 Morgan Stanley - Brokerage Accounts 13.41M (2.73%) -464.00K
Decreased by -3.46%
Sep 30, 23
7 Charles Schwab Investment Management Inc 13.30M (2.70%) 1.77M
Increased by +13.29%
Sep 30, 23
8 Contrarius Investment Management Ltd 11.58M (2.35%) 1.23M
Increased by +10.63%
Sep 30, 23
9 Geode Capital Management, LLC 11.40M (2.32%) -261.82K
Decreased by -2.30%
Sep 30, 23
10 Ariel Investments, LLC 11.33M (2.30%) 1.73M
Increased by +15.28%
Sep 30, 23
11 Capital World Investors 10.73M (2.18%) 5.88K
Increased by +0.05%
Sep 30, 23
12 Hotchkis & Wiley Capital Management LLC 6.90M (1.40%) -107.52K
Decreased by -1.56%
Sep 30, 23
13 T. Rowe Price Associates, Inc. 6.80M (1.38%) -917.08K
Decreased by -13.48%
Sep 30, 23
14 CONSOLIDATED PRESS INTERNATIONAL HOLDINGS LTD 6.28M (1.28%) 6.28M
Increased by +100.00%
Sep 30, 23
15 Bank of New York Mellon Corp 5.43M (1.10%) -49.65K
Decreased by -0.91%
Sep 30, 23
16 Northern Trust Corp 5.30M (1.08%) 96.95K
Increased by +1.83%
Sep 30, 23
17 Millennium Management LLC 5.22M (1.06%) 525.93K
Increased by +10.07%
Sep 30, 23
18 Susquehanna International Group, LLP 4.95M (1.01%) -514.95K
Decreased by -10.39%
Sep 30, 23
19 Bank of America Corp 4.93M (1.00%) -1.00M
Decreased by -20.34%
Sep 30, 23
20 Coatue Management LLC 4.89M (1.00%) -925.00
Decreased by -0.02%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 15.70M (3.19%) 21.65K
Increased by +0.14%
Nov 30, 23
2 Vanguard Institutional 500 Index Trust 11.77M (2.39%) 126.43K
Increased by +1.07%
Nov 30, 23
3 Vanguard Mid Cap Index Institutional 11.12M (2.26%) 20.75K
Increased by +0.19%
Nov 30, 23
4 Communication Services Sel Sect SPDR®ETF 10.62M (2.16%) 44.80K
Increased by +0.42%
Dec 29, 23
5 American Funds Growth Fund of Amer A 10.58M (2.15%) -35.44K
Decreased by -0.34%
Sep 30, 23
6 Capital Group Growth Fnd of Amer Comp 10.58M (2.15%) -35.44K
Decreased by -0.34%
Sep 30, 23
7 Contrarius Global Equity Investor 10.27M (2.09%) -252.93K
Decreased by -2.46%
Dec 31, 23
8 Schwab US Dividend Equity ETF™ 7.59M (1.54%) 1.11K
Increased by +0.01%
Dec 30, 23
9 Ariel Fund Investor 6.57M (1.34%) -147.35K
Decreased by -2.24%
Dec 31, 23
10 SPDR® S&P 500 ETF Trust 5.96M (1.21%) -41.76K
Decreased by -0.70%
Dec 31, 23
11 Fidelity® 500 Index 5.62M (1.14%) 35.75K
Increased by +0.64%
Nov 30, 23
12 Invesco S&P 500® Equal Weight ETF 5.61M (1.14%) 0.00
Increased by 0.00%
Dec 29, 23
13 iShares Core S&P 500 ETF 4.81M (0.98%) 2.87K
Increased by +0.06%
Dec 29, 23
14 Vanguard Value Index Inv 4.12M (0.84%) 404.00
Increased by +0.01%
Nov 30, 23
15 Vanguard Mid-Cap Value ETF 3.90M (0.79%) -17.57K
Decreased by -0.45%
Nov 30, 23
16 Vanguard Windsor™ II Inv 3.62M (0.74%) 0.00
Increased by 0.00%
Sep 30, 23
17 T. Rowe Price Mid-Cap Value 3.61M (0.73%) -122.84K
Decreased by -3.40%
Sep 30, 23
18 T. Rowe Price US Mid-Cap Value Equity 3.61M (0.73%) -122.84K
Decreased by -3.40%
Sep 30, 23
19 Vanguard Institutional Index I 3.22M (0.65%) -10.82K
Decreased by -0.34%
Nov 30, 23
20 Invesco S&P 500® Pure Value ETF 3.01M (0.61%) 0.00
Increased by 0.00%
Dec 29, 23