Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SHRY 5.17%
2 BYTE 5.10%
3 RSPC 4.56%
4 JHCS 4.40%
5 YALL 4.34%
6 XLC 4.33%
7 UTRN 4.14%
8 EWCO 3.56%
9 QQQA 3.34%
10 IYZ 3.31%
11 STNC 3.18%
12 TOGA_old 3.04%
13 IBLN 2.95%
14 AGOX 2.95%
15 LTL 2.91%
16 XCOM 2.86%
17 LSEQ 2.64%
18 SYE 2.57%
19 YLDE 2.41%
20 SYV 2.31%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox 14.61M (17.73%) 2.80M
Increased by +19.18%
Dec 31, 25
2 Vanguard Group Inc 10.25M (12.44%) 885.93K
Increased by +8.64%
Dec 31, 25
3 State Street Corp 7.96M (9.66%) 1.48M
Increased by +18.53%
Sep 30, 25
4 BlackRock Inc 7.05M (8.55%) -827.94K
Decreased by -11.75%
Sep 30, 25
5 State Street Corporation 6.24M (7.57%) 429.89K
Increased by +6.89%
Mar 31, 24
6 Capital Research Global Investors 4.82M (5.84%) 3.63M
Increased by +75.30%
Dec 31, 25
7 JPMorgan Chase & Co 4.58M (5.55%) 2.33M
Increased by +50.93%
Sep 30, 25
8 Harris Associates L.P. 4.34M (5.27%) 850.27K
Increased by +19.57%
Dec 31, 25
9 TAM Capital Management Inc. 3.10M (3.77%) 3.10M
Increased by +100.00%
Sep 30, 25
10 Franklin Resources Inc 3.01M (3.65%) -97.10K
Decreased by -3.23%
Sep 30, 25
11 Arnhold & S. Bleichroeder Advisers, LLC 2.97M (3.60%) 1.62M
Increased by +54.46%
Dec 31, 25
12 NORGES BANK 2.66M (3.23%) -141.24K
Decreased by -5.31%
Dec 31, 25
13 Pzena Investment Management, LLC 2.65M (3.22%) -133.44K
Decreased by -5.04%
Jun 30, 25
14 Parnassus Investments LLC 2.64M (3.21%) 43.13K
Increased by +1.63%
Jun 30, 24
15 Capital Research & Mgmt Co - Division 3 2.63M (3.19%) -6.51M
Decreased by -247.97%
Dec 31, 25
16 Massachusetts Financial Services Company 2.52M (3.06%) -531.08K
Decreased by -21.09%
Dec 31, 23
17 Geode Capital Management, LLC 2.43M (2.95%) -80.16K
Decreased by -3.30%
Dec 31, 25
18 Amvescap Plc. 2.41M (2.92%) 559.36K
Increased by +23.23%
Sep 30, 25
19 Voyager Global Management LP 1.85M (2.25%) 1.73M
Increased by +93.24%
Dec 31, 25
20 Dimensional Fund Advisors, Inc. 1.80M (2.18%) -102.53K
Decreased by -5.71%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 9.79M (11.88%) 1.85M
Increased by +18.91%
Dec 31, 25
2 Performer (AFRIS) 4.60M (5.58%) 4.60M
Increased by +100.00%
Feb 29, 24
3 Vanguard US Total Market Shares ETF 2.94M (3.57%) -31.81K
Decreased by -1.08%
Sep 30, 24
4 State Street® CommServSelSectSPDR®ETF 2.84M (3.45%) -3.28K
Decreased by -0.12%
Mar 31, 26
5 Vanguard Institutional 500 Index Trust 2.75M (3.33%) 19.02K
Increased by +0.69%
May 31, 25
6 Invesco QQQ Trust 2.67M (3.24%) -828.00
Decreased by -0.03%
Mar 31, 26
7 Vanguard Total Stock Mkt Idx Inv 2.66M (3.23%) 14.10K
Increased by +0.53%
Feb 28, 26
8 The Comm Svcs Sel Sect SPDR® ETF 2.66M (3.22%) 17.08K
Increased by +0.64%
Aug 29, 25
9 First Eagle Global A 2.56M (3.10%) 0.00
Increased by 0.00%
Feb 28, 26
10 Communication Services Sel Sect SPDR®ETF 2.52M (3.06%) -1.73K
Decreased by -0.07%
Apr 30, 24
11 American Funds Invmt Co of Amer A 2.46M (2.99%) 1.98M
Increased by +80.47%
Dec 31, 25
12 Capital Group Investment Co of Amer Comp 2.46M (2.99%) 1.98M
Increased by +80.47%
Dec 31, 25
13 American Funds Growth Fund of Amer A 2.33M (2.83%) -1.78M
Decreased by -76.41%
Dec 31, 25
14 Capital Group Growth Fnd of Amer Comp 2.33M (2.83%) -1.78M
Decreased by -76.41%
Dec 31, 25
15 Vanguard 500 Index Investor 2.26M (2.75%) 21.86K
Increased by +0.97%
Feb 28, 26
16 Parnassus Core Equity Investor 1.86M (2.26%) 0.00
Increased by 0.00%
Jun 30, 24
17 Vanguard Mid Cap Index Institutional 1.83M (2.22%) 6.02K
Increased by +0.33%
Feb 28, 26
18 MFS Large Cap Value (SMA) 1.63M (1.98%) 1.63M
Increased by +100.00%
Jun 30, 23
19 Oakmark Investor 1.34M (1.63%) 47.00K
Increased by +3.50%
Dec 31, 25
20 American Funds American Balanced A 1.25M (1.51%) -952.19K
Decreased by -76.47%
Dec 31, 25