Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BYTE 5.10%
2 RSPC 4.87%
3 YALL 4.55%
4 XLC 4.51%
5 JHCS 4.40%
6 UTRN 4.14%
7 SHRY 3.90%
8 EWCO 3.56%
9 TOGA 3.39%
10 QQQA 3.34%
11 TOGA_old 3.04%
12 LTL 3.00%
13 IBLN 2.95%
14 XCOM 2.86%
15 OAKM 2.77%
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 11.51M (15.33%) -41.06K
Decreased by -0.36%
Mar 31, 25
2 Capital Research & Mgmt Co - Division 3 10.08M (13.43%) 349.28K
Increased by +3.47%
Mar 31, 25
3 Vanguard Group Inc 8.19M (10.91%) 120.30K
Increased by +1.47%
Mar 31, 25
4 BlackRock Inc 6.96M (9.28%) 238.64K
Increased by +3.43%
Mar 31, 25
5 State Street Corp 6.29M (8.38%) 23.86K
Increased by +0.38%
Mar 31, 25
6 State Street Corporation 6.24M (8.31%) 429.89K
Increased by +6.89%
Mar 31, 24
7 Harris Associates L.P. 4.14M (5.52%) -193.73K
Decreased by -4.68%
Mar 31, 25
8 Franklin Resources Inc 3.24M (4.31%) 90.46K
Increased by +2.79%
Mar 31, 25
9 NORGES BANK 3.01M (4.01%) 2.33M
Increased by +77.25%
Dec 31, 24
10 Pzena Investment Management, LLC 2.78M (3.71%) -23.51K
Decreased by -0.84%
Mar 31, 25
11 Parnassus Investments LLC 2.64M (3.52%) 43.13K
Increased by +1.63%
Jun 30, 24
12 Geode Capital Management, LLC 2.55M (3.40%) 76.69K
Increased by +3.00%
Mar 31, 25
13 Massachusetts Financial Services Company 2.52M (3.35%) -531.08K
Decreased by -21.09%
Dec 31, 23
14 JPMorgan Chase & Co 2.31M (3.08%) 818.04K
Increased by +35.41%
Mar 31, 25
15 Berkshire Hathaway Inc 1.98M (2.64%) -7.50K
Decreased by -0.38%
Mar 31, 25
16 Amvescap Plc. 1.71M (2.28%) -76.76K
Decreased by -4.48%
Dec 31, 24
17 Veritas Asset Management LLP 1.68M (2.23%) -125.12K
Decreased by -7.47%
Mar 31, 25
18 Capital Research Global Investors 1.63M (2.17%) 1.63M
Increased by +100.00%
Mar 31, 25
19 Parnassus Investments, LLC 1.62M (2.16%) 463.97K
Increased by +28.63%
Dec 31, 23
20 Citadel Advisors Llc 1.53M (2.04%) -327.18K
Decreased by -21.34%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 7.46M (9.93%) 0.00
Increased by 0.00%
Mar 31, 25
2 Performer (AFRIS) 4.60M (6.13%) 4.60M
Increased by +100.00%
Feb 29, 24
3 American Funds Growth Fund of Amer A 4.38M (5.84%) 914.98K
Increased by +20.87%
Mar 31, 25
4 Capital Group Growth Fnd of Amer Comp 4.38M (5.84%) 914.98K
Increased by +20.87%
Mar 31, 25
5 American Funds American Balanced A 2.97M (3.96%) -270.40K
Decreased by -9.09%
Mar 31, 25
6 Vanguard Total Stock Mkt Idx Inv 2.96M (3.94%) 43.96K
Increased by +1.49%
Apr 30, 25
7 Vanguard US Total Market Shares ETF 2.94M (3.92%) -31.81K
Decreased by -1.08%
Sep 30, 24
8 Invesco QQQ Trust 2.90M (3.86%) -3.00K
Decreased by -0.10%
Apr 30, 25
9 Vanguard Institutional 500 Index Trust 2.73M (3.63%) 43.41K
Increased by +1.59%
Apr 30, 25
10 Communication Services Sel Sect SPDR®ETF 2.52M (3.36%) -1.73K
Decreased by -0.07%
Apr 30, 24
11 The Comm Svcs Sel Sect SPDR® ETF 2.47M (3.29%) 2.33K
Increased by +0.09%
Apr 30, 25
12 Parnassus Core Equity Investor 1.86M (2.48%) 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 (2.15%) 483.54K
Increased by +29.95%
Mar 31, 25
15 Capital Group Fundamental Invtrs Comp 1.61M (2.15%) 483.54K
Increased by +29.95%
Mar 31, 25
16 Oakmark Investor 1.43M (1.91%) 0.00
Increased by 0.00%
Mar 31, 25
17 Fidelity 500 Index 1.21M (1.61%) -23.00
Decreased by -0.00%
Mar 31, 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 (1.58%) 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