Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BYTE 5.10%
2 JHCS 4.40%
3 UTRN 4.14%
4 YALL 3.58%
5 EWCO 3.56%
6 QQQA 3.34%
7 TOGA_old 3.04%
8 IBLN 2.95%
9 XLC 2.87%
10 RSPC 2.87%
11 XCOM 2.86%
12 LSEQ 2.64%
13 SYE 2.57%
14 SHRY 2.51%
15 IYZ 2.49%
16 YLDE 2.41%
17 GHTA 2.35%
18 SYV 2.31%
19 EQOP 2.26%
20 LTL 2.23%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox 11.13M (12.43%) -379.63K
Decreased by -3.41%
Jun 30, 25
2 Capital Research & Mgmt Co - Division 3 9.73M (10.87%) -351.40K
Decreased by -3.61%
Jun 30, 25
3 Vanguard Group Inc 8.23M (9.19%) 39.94K
Increased by +0.49%
Jun 30, 25
4 BlackRock Inc 6.96M (7.78%) 238.64K
Increased by +3.43%
Mar 31, 25
5 State Street Corp 6.29M (7.02%) 23.86K
Increased by +0.38%
Mar 31, 25
6 State Street Corporation 6.24M (6.96%) 429.89K
Increased by +6.89%
Mar 31, 24
7 Harris Associates L.P. 3.67M (4.10%) -469.69K
Decreased by -12.79%
Jun 30, 25
8 Franklin Resources Inc 3.10M (3.47%) -133.92K
Decreased by -4.31%
Jun 30, 25
9 NORGES BANK 2.80M (3.13%) -209.70K
Decreased by -7.48%
Jun 30, 25
10 Pzena Investment Management, LLC 2.78M (3.11%) -23.51K
Decreased by -0.84%
Mar 31, 25
11 Parnassus Investments LLC 2.64M (2.95%) 43.13K
Increased by +1.63%
Jun 30, 24
12 Geode Capital Management, LLC 2.55M (2.85%) 76.69K
Increased by +3.00%
Mar 31, 25
13 Massachusetts Financial Services Company 2.52M (2.81%) -531.08K
Decreased by -21.09%
Dec 31, 23
14 JPMorgan Chase & Co 2.31M (2.58%) 818.04K
Increased by +35.41%
Mar 31, 25
15 Berkshire Hathaway Inc 1.98M (2.22%) -7.50K
Decreased by -0.38%
Mar 31, 25
16 Amvescap Plc. 1.83M (2.05%) 120.62K
Increased by +6.57%
Mar 31, 25
17 Capital Research Global Investors 1.63M (1.82%) 1.63M
Increased by +100.00%
Mar 31, 25
18 Parnassus Investments, LLC 1.62M (1.81%) 463.97K
Increased by +28.63%
Dec 31, 23
19 Citadel Advisors Llc 1.60M (1.78%) 62.76K
Increased by +3.93%
Mar 31, 25
20 Veritas Asset Management LLP 1.59M (1.78%) -84.83K
Decreased by -5.33%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 7.46M (8.33%) 0.00
Increased by 0.00%
Jun 30, 25
2 Performer (AFRIS) 4.60M (5.14%) 4.60M
Increased by +100.00%
Feb 29, 24
3 American Funds American Balanced A 3.21M (3.59%) 240.22K
Increased by +7.47%
Jun 30, 25
4 American Funds Growth Fund of Amer A 2.96M (3.30%) -1.43M
Decreased by -48.30%
Jun 30, 25
5 Capital Group Growth Fnd of Amer Comp 2.96M (3.30%) -1.43M
Decreased by -48.30%
Jun 30, 25
6 Vanguard US Total Market Shares ETF 2.94M (3.29%) -31.81K
Decreased by -1.08%
Sep 30, 24
7 Vanguard Total Stock Mkt Idx Inv 2.93M (3.27%) -31.48K
Decreased by -1.07%
Jun 30, 25
8 Invesco QQQ Trust 2.88M (3.22%) -1.81K
Decreased by -0.06%
Jul 31, 25
9 Vanguard Institutional 500 Index Trust 2.75M (3.07%) 19.02K
Increased by +0.69%
May 31, 25
10 Vanguard 500 Index Investor 2.71M (3.03%) -36.00K
Decreased by -1.33%
Jun 30, 25
11 The Comm Svcs Sel Sect SPDR® ETF 2.59M (2.90%) 2.92K
Increased by +0.11%
Jul 31, 25
12 Communication Services Sel Sect SPDR®ETF 2.52M (2.81%) -1.73K
Decreased by -0.07%
Apr 30, 24
13 Parnassus Core Equity Investor 1.86M (2.08%) 0.00
Increased by 0.00%
Jun 30, 24
14 MFS Large Cap Value (SMA) 1.63M (1.82%) 1.63M
Increased by +100.00%
Jun 30, 23
15 American Funds Fundamental Invs A 1.61M (1.80%) 0.00
Increased by 0.00%
Jun 30, 25
16 Capital Group Fundamental Invtrs Comp 1.61M (1.80%) 0.00
Increased by 0.00%
Jun 30, 25
17 Oakmark Investor 1.33M (1.49%) -100.00K
Decreased by -7.50%
Jun 30, 25
18 Fidelity 500 Index 1.21M (1.35%) -8.37K
Decreased by -0.69%
Jun 30, 25
19 SPDR® S&P 500 ETF 1.20M (1.34%) -17.67K
Decreased by -1.47%
Mar 31, 25
20 Fidelity® 500 Index 1.19M (1.32%) 7.55K
Increased by +0.64%
Nov 30, 23