Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BYTE 5.10%
2 YALL 4.66%
3 RSPC 4.56%
4 XLC 4.43%
5 TOGA 4.42%
6 JHCS 4.40%
7 UTRN 4.14%
8 OAKM 3.81%
9 SHRY 3.78%
10 EWCO 3.56%
11 LTL 3.54%
12 QQQA 3.34%
13 TOGA_old 3.04%
14 IBLN 2.95%
15 XCOM 2.86%
16 LSEQ 2.64%
17 SYE 2.57%
18 SYV 2.31%
19 BOUT 2.29%
20 EQOP 2.26%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox 11.55M (14.97%) -90.13K
Decreased by -0.78%
Dec 31, 24
2 Capital Research & Mgmt Co - Division 3 9.73M (12.61%) -143.39K
Decreased by -1.47%
Dec 31, 24
3 Vanguard Group Inc 8.07M (10.46%) -7.59K
Decreased by -0.09%
Dec 31, 24
4 BlackRock Inc 6.72M (8.72%) -7.10K
Decreased by -0.11%
Dec 31, 24
5 State Street Corp 6.26M (8.12%) 265.63K
Increased by +4.24%
Dec 31, 24
6 State Street Corporation 6.24M (8.08%) 429.89K
Increased by +6.89%
Mar 31, 24
7 Harris Associates L.P. 4.34M (5.62%) -767.80K
Decreased by -17.71%
Dec 31, 24
8 Franklin Resources Inc 3.15M (4.08%) -32.09K
Decreased by -1.02%
Dec 31, 24
9 NORGES BANK 3.01M (3.90%) 2.33M
Increased by +77.25%
Dec 31, 24
10 Pzena Investment Management, LLC 2.81M (3.64%) -206.25K
Decreased by -7.35%
Dec 31, 24
11 Parnassus Investments LLC 2.64M (3.43%) 43.13K
Increased by +1.63%
Jun 30, 24
12 Massachusetts Financial Services Company 2.52M (3.26%) -531.08K
Decreased by -21.09%
Dec 31, 23
13 Geode Capital Management, LLC 2.48M (3.21%) 45.05K
Increased by +1.82%
Dec 31, 24
14 Berkshire Hathaway Inc 1.99M (2.58%) -830.12K
Decreased by -41.68%
Dec 31, 24
15 Veritas Asset Management LLP 1.80M (2.33%) -205.71K
Decreased by -11.43%
Dec 31, 24
16 Amvescap Plc. 1.71M (2.22%) -76.76K
Decreased by -4.48%
Dec 31, 24
17 Parnassus Investments, LLC 1.62M (2.10%) 463.97K
Increased by +28.63%
Dec 31, 23
18 Citadel Advisors Llc 1.53M (1.99%) -327.18K
Decreased by -21.34%
Dec 31, 24
19 JPMorgan Chase & Co 1.49M (1.93%) -2.11M
Decreased by -141.41%
Dec 31, 24
20 Barclays PLC 1.47M (1.91%) 380.86K
Increased by +25.87%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 7.46M (9.66%) -7.40K
Decreased by -0.10%
Dec 31, 24
2 Performer (AFRIS) 4.60M (5.96%) 4.60M
Increased by +100.00%
Feb 29, 24
3 American Funds Growth Fund of Amer A 3.47M (4.50%) 100.88K
Increased by +2.91%
Dec 31, 24
4 Capital Group Growth Fnd of Amer Comp 3.47M (4.50%) 100.88K
Increased by +2.91%
Dec 31, 24
5 American Funds American Balanced A 3.24M (4.21%) -276.94K
Decreased by -8.54%
Dec 31, 24
6 Invesco QQQ Trust 2.94M (3.81%) -231.00
Decreased by -0.01%
Feb 28, 25
7 Vanguard Total Stock Mkt Idx Inv 2.91M (3.78%) 10.26K
Increased by +0.35%
Feb 28, 25
8 Vanguard Institutional 500 Index Trust 2.68M (3.48%) 19.06K
Increased by +0.71%
Feb 28, 25
9 The Comm Svcs Sel Sect SPDR® ETF 2.64M (3.43%) -1.21K
Decreased by -0.05%
Feb 28, 25
10 Communication Services Sel Sect SPDR®ETF 2.52M (3.27%) -1.73K
Decreased by -0.07%
Apr 30, 24
11 Parnassus Core Equity Investor 1.86M (2.41%) 0.00
Increased by 0.00%
Jun 30, 24
12 MFS Large Cap Value (SMA) 1.63M (2.12%) 1.63M
Increased by +100.00%
Jun 30, 23
13 Oakmark Investor 1.43M (1.86%) -170.00K
Decreased by -11.86%
Dec 31, 24
14 Fidelity 500 Index 1.21M (1.56%) 5.32K
Increased by +0.44%
Jan 31, 25
15 SPDR® S&P 500® ETF Trust 1.20M (1.55%) -8.89K
Decreased by -0.74%
Feb 28, 25
16 Fidelity® 500 Index 1.19M (1.54%) 7.55K
Increased by +0.64%
Nov 30, 23
17 SPDR® S&P 500 ETF Trust 1.17M (1.51%) 2.65K
Increased by +0.23%
Apr 30, 24
18 iShares Core S&P 500 ETF 1.14M (1.47%) -57.00
Decreased by -0.01%
Feb 28, 25
19 MFS Large Cap Value Equity 1.13M (1.47%) -216.90K
Decreased by -19.14%
Dec 31, 23
20 MFS Value A 1.13M (1.47%) -29.02K
Decreased by -2.56%
Dec 31, 23