Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BYTE 5.10%
2 XLC 4.49%
3 YALL 4.49%
4 RSPC 4.43%
5 JHCS 4.40%
6 UTRN 4.14%
7 IYZ 4.12%
8 SHRY 3.84%
9 EWCO 3.56%
10 QQQA 3.34%
11 TOGA 3.30%
12 TOGA_old 3.04%
13 IBLN 2.95%
14 LTL 2.92%
15 XCOM 2.86%
16 OAKM 2.74%
17 FPAG 2.65%
18 LSEQ 2.64%
19 SYE 2.57%
20 YLDE 2.41%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox 11.51M (15.28%) -41.06K
Decreased by -0.36%
Mar 31, 25
2 Capital Research & Mgmt Co - Division 3 10.08M (13.38%) 349.28K
Increased by +3.47%
Mar 31, 25
3 Vanguard Group Inc 8.19M (10.88%) 120.30K
Increased by +1.47%
Mar 31, 25
4 BlackRock Inc 6.96M (9.24%) 238.64K
Increased by +3.43%
Mar 31, 25
5 State Street Corp 6.29M (8.35%) 23.86K
Increased by +0.38%
Mar 31, 25
6 State Street Corporation 6.24M (8.28%) 429.89K
Increased by +6.89%
Mar 31, 24
7 Harris Associates L.P. 4.14M (5.50%) -193.73K
Decreased by -4.68%
Mar 31, 25
8 Franklin Resources Inc 3.24M (4.30%) 90.46K
Increased by +2.79%
Mar 31, 25
9 NORGES BANK 3.01M (4.00%) 2.33M
Increased by +77.25%
Dec 31, 24
10 Pzena Investment Management, LLC 2.78M (3.70%) -23.51K
Decreased by -0.84%
Mar 31, 25
11 Parnassus Investments LLC 2.64M (3.51%) 43.13K
Increased by +1.63%
Jun 30, 24
12 Geode Capital Management, LLC 2.55M (3.39%) 76.69K
Increased by +3.00%
Mar 31, 25
13 Massachusetts Financial Services Company 2.52M (3.34%) -531.08K
Decreased by -21.09%
Dec 31, 23
14 JPMorgan Chase & Co 2.31M (3.07%) 818.04K
Increased by +35.41%
Mar 31, 25
15 Berkshire Hathaway Inc 1.98M (2.63%) -7.50K
Decreased by -0.38%
Mar 31, 25
16 Amvescap Plc. 1.83M (2.44%) 120.62K
Increased by +6.57%
Mar 31, 25
17 Veritas Asset Management LLP 1.68M (2.22%) -125.12K
Decreased by -7.47%
Mar 31, 25
18 Capital Research Global Investors 1.63M (2.16%) 1.63M
Increased by +100.00%
Mar 31, 25
19 Parnassus Investments, LLC 1.62M (2.15%) 463.97K
Increased by +28.63%
Dec 31, 23
20 Citadel Advisors Llc 1.60M (2.12%) 62.76K
Increased by +3.93%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 7.46M (9.90%) 0.00
Increased by 0.00%
Mar 31, 25
2 Performer (AFRIS) 4.60M (6.11%) 4.60M
Increased by +100.00%
Feb 29, 24
3 American Funds Growth Fund of Amer A 4.38M (5.82%) 914.98K
Increased by +20.87%
Mar 31, 25
4 Capital Group Growth Fnd of Amer Comp 4.38M (5.82%) 914.98K
Increased by +20.87%
Mar 31, 25
5 American Funds American Balanced A 2.97M (3.95%) -270.40K
Decreased by -9.09%
Mar 31, 25
6 Vanguard Total Stock Mkt Idx Inv 2.96M (3.93%) 43.96K
Increased by +1.49%
Apr 30, 25
7 Vanguard US Total Market Shares ETF 2.94M (3.91%) -31.81K
Decreased by -1.08%
Sep 30, 24
8 Invesco QQQ Trust 2.94M (3.90%) -6.64K
Decreased by -0.23%
May 30, 25
9 Vanguard Institutional 500 Index Trust 2.73M (3.62%) 43.41K
Increased by +1.59%
Apr 30, 25
10 Communication Services Sel Sect SPDR®ETF 2.52M (3.34%) -1.73K
Decreased by -0.07%
Apr 30, 24
11 The Comm Svcs Sel Sect SPDR® ETF 2.51M (3.34%) 6.98K
Increased by +0.28%
May 30, 25
12 Parnassus Core Equity Investor 1.86M (2.47%) 0.00
Increased by 0.00%
Jun 30, 24
13 MFS Large Cap Value (SMA) 1.63M (2.17%) 1.63M
Increased by +100.00%
Jun 30, 23
14 American Funds Fundamental Invs A 1.61M (2.14%) 483.54K
Increased by +29.95%
Mar 31, 25
15 Capital Group Fundamental Invtrs Comp 1.61M (2.14%) 483.54K
Increased by +29.95%
Mar 31, 25
16 Oakmark Investor 1.43M (1.90%) 0.00
Increased by 0.00%
Mar 31, 25
17 Fidelity 500 Index 1.21M (1.61%) 1.50K
Increased by +0.12%
Apr 30, 25
18 SPDR® S&P 500 ETF 1.20M (1.60%) -17.67K
Decreased by -1.47%
Mar 31, 25
19 Fidelity® 500 Index 1.19M (1.57%) 7.55K
Increased by +0.64%
Nov 30, 23
20 SPDR® S&P 500® ETF Trust 1.17M (1.56%) -6.16K
Decreased by -0.53%
Mar 31, 25