Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BYTE 5.10%
2 YALL 4.75%
3 RSPC 4.74%
4 XLC 4.61%
5 JHCS 4.40%
6 UTRN 4.04%
7 SHRY 3.87%
8 EWCO 3.56%
9 TOGA 3.40%
10 LTL 3.39%
11 QQQA 3.34%
12 EAGL 3.29%
13 IBLN 2.95%
14 XCOM 2.86%
15 LSEQ 2.64%
16 SYE 2.57%
17 SYV 2.31%
18 EQOP 2.26%
19 SMRI 2.08%
20 QQXT 1.99%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox 11.64M (12.54%) -43.80K
Decreased by -0.38%
Sep 30, 24
2 Capital Research & Mgmt Co - Division 3 9.87M (10.64%) 24.70K
Increased by +0.25%
Sep 30, 24
3 Vanguard Group Inc 8.08M (8.70%) 73.00
Increased by +0.00%
Sep 30, 24
4 BlackRock Inc 6.64M (7.15%) 273.06K
Increased by +4.11%
Jun 30, 24
5 State Street Corp 6.40M (6.90%) 169.13K
Increased by +2.64%
Jun 30, 24
6 Harris Associates L.P. 6.31M (6.80%) 59.94K
Increased by +0.95%
Jun 30, 24
7 State Street Corporation 6.24M (6.72%) 429.89K
Increased by +6.89%
Mar 31, 24
8 Berkshire Hathaway Inc 3.83M (4.13%) 0.00
Increased by 0.00%
Jun 30, 24
9 Franklin Resources Inc 3.03M (3.27%) 239.52K
Increased by +7.90%
Jun 30, 24
10 Pzena Investment Management, LLC 3.01M (3.25%) -10.37K
Decreased by -0.34%
Sep 30, 24
11 Parnassus Investments LLC 2.64M (2.85%) 43.13K
Increased by +1.63%
Jun 30, 24
12 Massachusetts Financial Services Company 2.52M (2.71%) -531.08K
Decreased by -21.09%
Dec 31, 23
13 Geode Capital Management, LLC 2.42M (2.61%) 333.97K
Increased by +13.81%
Jun 30, 24
14 Morgan Stanley - Brokerage Accounts 2.22M (2.40%) -294.38K
Decreased by -13.24%
Jun 30, 24
15 Veritas Asset Management LLP 2.01M (2.16%) -204.63K
Decreased by -10.20%
Sep 30, 24
16 JPMorgan Chase & Co 1.82M (1.96%) 245.21K
Increased by +13.50%
Jun 30, 24
17 Amvescap Plc. 1.81M (1.95%) 279.41K
Increased by +15.44%
Jun 30, 24
18 Eagle Capital Management LLC 1.64M (1.77%) -15.66K
Decreased by -0.95%
Sep 30, 24
19 Parnassus Investments, LLC 1.62M (1.75%) 463.97K
Increased by +28.63%
Dec 31, 23
20 Putnam Investments LLC 1.23M (1.33%) 242.45K
Increased by +19.66%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 7.46M (8.04%) 0.00
Increased by 0.00%
Sep 30, 24
2 Performer (AFRIS) 4.60M (4.95%) 4.60M
Increased by +100.00%
Feb 29, 24
3 American Funds American Balanced A 3.52M (3.79%) -280.94K
Decreased by -7.98%
Sep 30, 24
4 American Funds Growth Fund of Amer A 3.37M (3.63%) 230.97K
Increased by +6.86%
Sep 30, 24
5 Capital Group Growth Fnd of Amer Comp 3.37M (3.63%) 230.97K
Increased by +6.86%
Sep 30, 24
6 Vanguard Total Stock Mkt Idx Inv 2.93M (3.16%) -10.74K
Decreased by -0.37%
Oct 31, 24
7 Invesco QQQ Trust 2.76M (2.98%) -12.82K
Decreased by -0.46%
Oct 31, 24
8 Vanguard Institutional 500 Index Trust 2.57M (2.77%) 29.36K
Increased by +1.14%
Oct 31, 24
9 Communication Services Sel Sect SPDR®ETF 2.52M (2.71%) -1.73K
Decreased by -0.07%
Apr 30, 24
10 The Comm Svcs Sel Sect SPDR® ETF 2.32M (2.50%) 1.73K
Increased by +0.07%
Oct 31, 24
11 Parnassus Core Equity Investor 1.86M (2.00%) 0.00
Increased by 0.00%
Jun 30, 24
12 MFS Large Cap Value (SMA) 1.63M (1.76%) 1.63M
Increased by +100.00%
Jun 30, 23
13 Oakmark Investor 1.60M (1.73%) 0.00
Increased by 0.00%
Sep 30, 24
14 Fidelity 500 Index 1.19M (1.29%) -13.39K
Decreased by -1.12%
Sep 30, 24
15 Fidelity® 500 Index 1.19M (1.28%) 7.55K
Increased by +0.64%
Nov 30, 23
16 SPDR® S&P 500® ETF Trust 1.18M (1.27%) 6.16K
Increased by +0.52%
Oct 31, 24
17 SPDR® S&P 500 ETF Trust 1.17M (1.26%) 2.65K
Increased by +0.23%
Apr 30, 24
18 MFS Large Cap Value Equity 1.13M (1.22%) -216.90K
Decreased by -19.14%
Dec 31, 23
19 MFS Value A 1.13M (1.22%) -29.02K
Decreased by -2.56%
Dec 31, 23
20 iShares Core S&P 500 ETF 1.08M (1.16%) 1.65K
Increased by +0.15%
Oct 31, 24