Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BYTE 5.10%
2 RSPC 5.09%
3 YALL 4.86%
4 XLC 4.81%
5 JHCS 4.40%
6 UTRN 4.14%
7 TOGA 3.97%
8 SHRY 3.83%
9 EWCO 3.56%
10 QQQA 3.34%
11 TOGA_old 3.04%
12 LTL 2.97%
13 IBLN 2.95%
14 OAKM 2.86%
15 XCOM 2.86%
16 LSEQ 2.64%
17 SYE 2.57%
18 YLDE 2.41%
19 SYV 2.31%
20 EAGL 2.29%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox 11.55M (15.23%) -90.13K
Decreased by -0.78%
Dec 31, 24
2 Capital Research & Mgmt Co - Division 3 9.73M (12.84%) -143.39K
Decreased by -1.47%
Dec 31, 24
3 Vanguard Group Inc 8.07M (10.65%) -7.59K
Decreased by -0.09%
Dec 31, 24
4 BlackRock Inc 6.72M (8.87%) -7.10K
Decreased by -0.11%
Dec 31, 24
5 State Street Corp 6.26M (8.26%) 265.63K
Increased by +4.24%
Dec 31, 24
6 State Street Corporation 6.24M (8.23%) 429.89K
Increased by +6.89%
Mar 31, 24
7 Harris Associates L.P. 4.34M (5.72%) -767.80K
Decreased by -17.71%
Dec 31, 24
8 Franklin Resources Inc 3.15M (4.15%) -32.09K
Decreased by -1.02%
Dec 31, 24
9 NORGES BANK 3.01M (3.97%) 2.33M
Increased by +77.25%
Dec 31, 24
10 Pzena Investment Management, LLC 2.81M (3.70%) -206.25K
Decreased by -7.35%
Dec 31, 24
11 Parnassus Investments LLC 2.64M (3.49%) 43.13K
Increased by +1.63%
Jun 30, 24
12 Massachusetts Financial Services Company 2.52M (3.32%) -531.08K
Decreased by -21.09%
Dec 31, 23
13 Geode Capital Management, LLC 2.48M (3.27%) 45.05K
Increased by +1.82%
Dec 31, 24
14 Berkshire Hathaway Inc 1.99M (2.63%) -830.12K
Decreased by -41.68%
Dec 31, 24
15 Veritas Asset Management LLP 1.80M (2.38%) -205.71K
Decreased by -11.43%
Dec 31, 24
16 Amvescap Plc. 1.71M (2.26%) -76.76K
Decreased by -4.48%
Dec 31, 24
17 Parnassus Investments, LLC 1.62M (2.14%) 463.97K
Increased by +28.63%
Dec 31, 23
18 Citadel Advisors Llc 1.53M (2.02%) -327.18K
Decreased by -21.34%
Dec 31, 24
19 JPMorgan Chase & Co 1.49M (1.97%) -2.11M
Decreased by -141.41%
Dec 31, 24
20 Barclays PLC 1.47M (1.94%) 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 (9.84%) 0.00
Increased by 0.00%
Mar 31, 25
2 Performer (AFRIS) 4.60M (6.07%) 4.60M
Increased by +100.00%
Feb 29, 24
3 American Funds Growth Fund of Amer A 4.38M (5.78%) 914.98K
Increased by +20.87%
Mar 31, 25
4 Capital Group Growth Fnd of Amer Comp 4.38M (5.78%) 914.98K
Increased by +20.87%
Mar 31, 25
5 American Funds American Balanced A 2.97M (3.92%) -270.40K
Decreased by -9.09%
Mar 31, 25
6 Vanguard US Total Market Shares ETF 2.94M (3.88%) -31.81K
Decreased by -1.08%
Sep 30, 24
7 Vanguard Total Stock Mkt Idx Inv 2.91M (3.85%) 827.00
Increased by +0.03%
Mar 31, 25
8 Invesco QQQ Trust 2.90M (3.83%) -3.00K
Decreased by -0.10%
Apr 30, 25
9 Vanguard Institutional 500 Index Trust 2.68M (3.54%) 988.00
Increased by +0.04%
Mar 31, 25
10 Communication Services Sel Sect SPDR®ETF 2.52M (3.32%) -1.73K
Decreased by -0.07%
Apr 30, 24
11 The Comm Svcs Sel Sect SPDR® ETF 2.47M (3.26%) 2.33K
Increased by +0.09%
Apr 30, 25
12 Parnassus Core Equity Investor 1.86M (2.45%) 0.00
Increased by 0.00%
Jun 30, 24
13 MFS Large Cap Value (SMA) 1.63M (2.15%) 1.63M
Increased by +100.00%
Jun 30, 23
14 American Funds Fundamental Invs A 1.61M (2.13%) 483.54K
Increased by +29.95%
Mar 31, 25
15 Capital Group Fundamental Invtrs Comp 1.61M (2.13%) 483.54K
Increased by +29.95%
Mar 31, 25
16 Oakmark Investor 1.43M (1.89%) 0.00
Increased by 0.00%
Mar 31, 25
17 Fidelity 500 Index 1.21M (1.60%) -23.00
Decreased by -0.00%
Mar 31, 25
18 SPDR® S&P 500 ETF 1.20M (1.59%) -17.67K
Decreased by -1.47%
Mar 31, 25
19 Fidelity® 500 Index 1.19M (1.56%) 7.55K
Increased by +0.64%
Nov 30, 23
20 SPDR® S&P 500® ETF 1.17M (1.55%) 969.00
Increased by +0.08%
Apr 30, 25