Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SHRY 5.34%
2 RSPC 5.12%
3 BYTE 5.10%
4 JHCS 4.40%
5 UTRN 4.14%
6 YALL 4.10%
7 EWCO 3.56%
8 QQQA 3.34%
9 STNC 3.23%
10 IYZ 3.23%
11 TOGA_old 3.04%
12 IBLN 2.95%
13 AGOX 2.95%
14 XCOM 2.86%
15 XLC 2.68%
16 LSEQ 2.64%
17 SYE 2.57%
18 YLDE 2.41%
19 SYV 2.31%
20 EQOP 2.26%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox 11.13M (13.62%) -379.63K
Decreased by -3.41%
Jun 30, 25
2 Capital Research & Mgmt Co - Division 3 9.73M (11.91%) -351.40K
Decreased by -3.61%
Jun 30, 25
3 Vanguard Group Inc 8.23M (10.08%) 39.94K
Increased by +0.49%
Jun 30, 25
4 BlackRock Inc 7.87M (9.64%) 910.57K
Increased by +11.56%
Jun 30, 25
5 State Street Corp 6.49M (7.94%) 198.98K
Increased by +3.07%
Jun 30, 25
6 State Street Corporation 6.24M (7.63%) 429.89K
Increased by +6.89%
Mar 31, 24
7 Harris Associates L.P. 3.67M (4.49%) -469.69K
Decreased by -12.79%
Jun 30, 25
8 Franklin Resources Inc 3.10M (3.80%) -133.92K
Decreased by -4.31%
Jun 30, 25
9 NORGES BANK 2.80M (3.43%) -209.70K
Decreased by -7.48%
Jun 30, 25
10 Pzena Investment Management, LLC 2.65M (3.24%) -133.44K
Decreased by -5.04%
Jun 30, 25
11 Parnassus Investments LLC 2.64M (3.23%) 43.13K
Increased by +1.63%
Jun 30, 24
12 Geode Capital Management, LLC 2.60M (3.18%) 41.21K
Increased by +1.59%
Jun 30, 25
13 Massachusetts Financial Services Company 2.52M (3.08%) -531.08K
Decreased by -21.09%
Dec 31, 23
14 JPMorgan Chase & Co 2.25M (2.75%) -64.36K
Decreased by -2.87%
Jun 30, 25
15 Berkshire Hathaway Inc 1.98M (2.43%) -7.50K
Decreased by -0.38%
Mar 31, 25
16 Amvescap Plc. 1.85M (2.26%) 13.56K
Increased by +0.73%
Jun 30, 25
17 Capital Research Global Investors 1.63M (1.99%) 1.63M
Increased by +100.00%
Mar 31, 25
18 Parnassus Investments, LLC 1.62M (1.98%) 463.97K
Increased by +28.63%
Dec 31, 23
19 Citadel Advisors Llc 1.60M (1.95%) 62.76K
Increased by +3.93%
Mar 31, 25
20 Veritas Asset Management LLP 1.59M (1.95%) -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 (9.13%) 0.00
Increased by 0.00%
Jun 30, 25
2 Performer (AFRIS) 4.60M (5.63%) 4.60M
Increased by +100.00%
Feb 29, 24
3 American Funds American Balanced A 3.21M (3.93%) 240.22K
Increased by +7.47%
Jun 30, 25
4 American Funds Growth Fund of Amer A 2.96M (3.62%) -1.43M
Decreased by -48.30%
Jun 30, 25
5 Capital Group Growth Fnd of Amer Comp 2.96M (3.62%) -1.43M
Decreased by -48.30%
Jun 30, 25
6 Vanguard US Total Market Shares ETF 2.94M (3.60%) -31.81K
Decreased by -1.08%
Sep 30, 24
7 Invesco QQQ Trust 2.89M (3.54%) 20.11K
Increased by +0.70%
Aug 29, 25
8 Vanguard Total Stock Mkt Idx Inv 2.87M (3.51%) -63.17K
Decreased by -2.20%
Jul 31, 25
9 Vanguard Institutional 500 Index Trust 2.75M (3.36%) 19.02K
Increased by +0.69%
May 31, 25
10 The Comm Svcs Sel Sect SPDR® ETF 2.66M (3.25%) 17.08K
Increased by +0.64%
Aug 29, 25
11 Communication Services Sel Sect SPDR®ETF 2.52M (3.08%) -1.73K
Decreased by -0.07%
Apr 30, 24
12 Vanguard 500 Index Investor 2.36M (2.89%) -346.11K
Decreased by -14.65%
Jul 31, 25
13 Parnassus Core Equity Investor 1.86M (2.28%) 0.00
Increased by 0.00%
Jun 30, 24
14 MFS Large Cap Value (SMA) 1.63M (2.00%) 1.63M
Increased by +100.00%
Jun 30, 23
15 American Funds Fundamental Invs A 1.61M (1.98%) 0.00
Increased by 0.00%
Jun 30, 25
16 Capital Group Fundamental Invtrs Comp 1.61M (1.98%) 0.00
Increased by 0.00%
Jun 30, 25
17 Oakmark Investor 1.33M (1.63%) -100.00K
Decreased by -7.50%
Jun 30, 25
18 Fidelity 500 Index 1.21M (1.48%) 518.00
Increased by +0.04%
Jul 31, 25
19 SPDR® S&P 500 ETF 1.20M (1.47%) -17.67K
Decreased by -1.47%
Mar 31, 25
20 Fidelity® 500 Index 1.19M (1.45%) 7.55K
Increased by +0.64%
Nov 30, 23