Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BYTE 5.10%
2 RSPC 4.45%
3 JHCS 4.40%
4 YALL 4.40%
5 XLC 4.24%
6 OAKM 4.06%
7 UTRN 4.04%
8 SHRY 3.91%
9 EWCO 3.56%
10 QQQA 3.34%
11 EAGL 3.25%
12 TOGA_old 3.20%
13 TOGA 3.15%
14 LTL 3.02%
15 IBLN 2.95%
16 XCOM 2.86%
17 LSEQ 2.64%
18 SYE 2.57%
19 SYV 2.31%
20 EQOP 2.26%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox 11.64M (12.54%) -43.80K
Decreased by -0.38%
Sep 30, 24
2 Capital Research & Mgmt Co - Division 3 9.87M (10.64%) 24.70K
Increased by +0.25%
Sep 30, 24
3 Vanguard Group Inc 8.08M (8.70%) 73.00
Increased by +0.00%
Sep 30, 24
4 BlackRock Inc 6.64M (7.15%) 273.06K
Increased by +4.11%
Jun 30, 24
5 State Street Corporation 6.24M (6.72%) 429.89K
Increased by +6.89%
Mar 31, 24
6 State Street Corp 6.00M (6.46%) -406.69K
Decreased by -6.78%
Sep 30, 24
7 Harris Associates L.P. 5.10M (5.50%) -1.21M
Decreased by -23.66%
Sep 30, 24
8 Franklin Resources Inc 3.18M (3.43%) 148.00K
Increased by +4.65%
Sep 30, 24
9 Pzena Investment Management, LLC 3.01M (3.25%) -10.37K
Decreased by -0.34%
Sep 30, 24
10 Berkshire Hathaway Inc 2.82M (3.04%) -1.01M
Decreased by -35.69%
Sep 30, 24
11 Parnassus Investments LLC 2.64M (2.85%) 43.13K
Increased by +1.63%
Jun 30, 24
12 Massachusetts Financial Services Company 2.52M (2.71%) -531.08K
Decreased by -21.09%
Dec 31, 23
13 Geode Capital Management, LLC 2.43M (2.62%) 13.43K
Increased by +0.55%
Sep 30, 24
14 Veritas Asset Management LLP 2.01M (2.16%) -204.63K
Decreased by -10.20%
Sep 30, 24
15 Citadel Advisors Llc 1.86M (2.00%) 703.70K
Increased by +37.82%
Sep 30, 24
16 Amvescap Plc. 1.79M (1.93%) -18.14K
Decreased by -1.01%
Sep 30, 24
17 JPMorgan Chase & Co 1.79M (1.93%) -28.18K
Decreased by -1.58%
Sep 30, 24
18 Eagle Capital Management LLC 1.64M (1.77%) -15.66K
Decreased by -0.95%
Sep 30, 24
19 Parnassus Investments, LLC 1.62M (1.75%) 463.97K
Increased by +28.63%
Dec 31, 23
20 Putnam Investments LLC 1.23M (1.33%) 242.45K
Increased by +19.66%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 7.46M (8.04%) 0.00
Increased by 0.00%
Sep 30, 24
2 Performer (AFRIS) 4.60M (4.95%) 4.60M
Increased by +100.00%
Feb 29, 24
3 American Funds American Balanced A 3.52M (3.79%) -280.94K
Decreased by -7.98%
Sep 30, 24
4 American Funds Growth Fund of Amer A 3.37M (3.63%) 230.97K
Increased by +6.86%
Sep 30, 24
5 Capital Group Growth Fnd of Amer Comp 3.37M (3.63%) 230.97K
Increased by +6.86%
Sep 30, 24
6 Vanguard Total Stock Mkt Idx Inv 2.93M (3.16%) -10.74K
Decreased by -0.37%
Oct 31, 24
7 Invesco QQQ Trust 2.83M (3.05%) 2.51K
Increased by +0.09%
Nov 29, 24
8 Vanguard Institutional 500 Index Trust 2.57M (2.77%) 29.36K
Increased by +1.14%
Oct 31, 24
9 Communication Services Sel Sect SPDR®ETF 2.52M (2.71%) -1.73K
Decreased by -0.07%
Apr 30, 24
10 The Comm Svcs Sel Sect SPDR® ETF 2.38M (2.56%) 2.30K
Increased by +0.10%
Nov 29, 24
11 Parnassus Core Equity Investor 1.86M (2.00%) 0.00
Increased by 0.00%
Jun 30, 24
12 MFS Large Cap Value (SMA) 1.63M (1.76%) 1.63M
Increased by +100.00%
Jun 30, 23
13 Oakmark Investor 1.60M (1.73%) 0.00
Increased by 0.00%
Sep 30, 24
14 SPDR® S&P 500® ETF Trust 1.20M (1.29%) 7.07K
Increased by +0.59%
Nov 30, 24
15 Fidelity 500 Index 1.19M (1.28%) -1.96K
Decreased by -0.16%
Oct 31, 24
16 Fidelity® 500 Index 1.19M (1.28%) 7.55K
Increased by +0.64%
Nov 30, 23
17 SPDR® S&P 500 ETF Trust 1.17M (1.26%) 2.65K
Increased by +0.23%
Apr 30, 24
18 MFS Large Cap Value Equity 1.13M (1.22%) -216.90K
Decreased by -19.14%
Dec 31, 23
19 MFS Value A 1.13M (1.22%) -29.02K
Decreased by -2.56%
Dec 31, 23
20 iShares Core S&P 500 ETF 1.10M (1.18%) 0.00
Increased by 0.00%
Nov 30, 24