Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NRGU 10.09%
2 YGRN 10.00%
3 NRGZ 10.00%
4 NRGO 10.00%
5 NRGD 9.95%
6 OILT 8.75%
7 WTID 6.72%
8 WTIU 6.72%
9 FTXN 6.54%
10 KAT 6.10%
11 OMAH 5.60%
12 FRAK 5.58%
13 FCG 4.91%
14 RSPG 4.85%
15 PXE 4.84%
16 JHME 4.58%
17 RYE 4.48%
18 OILD 4.46%
19 OILU 4.46%
20 LNGX 4.31%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Berkshire Hathaway Inc 264.94M (26.97%) 0.00
Increased by 0.00%
Sep 30, 25
2 Vanguard Group Inc 89.90M (9.15%) 699.14K
Increased by +0.78%
Dec 31, 25
3 Dodge & Cox 79.47M (8.09%) -410.30K
Decreased by -0.52%
Dec 31, 25
4 BlackRock Inc 49.44M (5.03%) 1.63M
Increased by +3.30%
Sep 30, 25
5 State Street Corporation 39.43M (4.01%) -683.07K
Decreased by -1.73%
Mar 31, 24
6 State Street Corp 38.71M (3.94%) -333.58K
Decreased by -0.86%
Sep 30, 25
7 Geode Capital Management, LLC 18.68M (1.90%) 588.84K
Increased by +3.15%
Sep 30, 25
8 Morgan Stanley - Brokerage Accounts 13.25M (1.35%) 2.61M
Increased by +19.68%
Sep 30, 25
9 H&H International Investment, LLC 13.17M (1.34%) -383.50K
Decreased by -2.91%
Dec 31, 25
10 Eagle Capital Management LLC 11.39M (1.16%) 141.49K
Increased by +1.24%
Sep 30, 24
11 Dimensional Fund Advisors, Inc. 10.60M (1.08%) 1.88M
Increased by +17.77%
Dec 31, 25
12 Pacer Advisors, INC. 6.99M (0.71%) -490.29K
Decreased by -7.01%
Sep 30, 25
13 Northern Trust Corp 6.96M (0.71%) -127.56K
Decreased by -1.83%
Sep 30, 25
14 Fairfax Financial Holdings Ltd 6.05M (0.62%) 0.00
Increased by 0.00%
Sep 30, 25
15 Bank of America Corp 5.69M (0.58%) -38.26K
Decreased by -0.67%
Sep 30, 25
16 Amvescap Plc. 5.66M (0.58%) 24.75K
Increased by +0.44%
Sep 30, 25
17 JPMorgan Chase & Co 5.47M (0.56%) 3.39M
Increased by +62.04%
Sep 30, 25
18 Charles Schwab Investment Management Inc 5.39M (0.55%) 184.91K
Increased by +3.43%
Dec 31, 25
19 UBS Group AG 4.56M (0.46%) -3.11M
Decreased by -68.32%
Sep 30, 25
20 Bank of New York Mellon Corp 4.24M (0.43%) 15.30K
Increased by +0.36%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 54.70M (5.57%) 0.00
Increased by 0.00%
Dec 31, 25
2 Vanguard Total Stock Mkt Idx Inv 23.31M (2.37%) 49.99K
Increased by +0.21%
Jan 31, 26
3 Vanguard US Total Market Shares ETF 20.33M (2.07%) 21.22K
Increased by +0.10%
Sep 30, 24
4 Vanguard 500 Index Investor 18.32M (1.87%) 114.26K
Increased by +0.62%
Jan 31, 26
5 Vanguard Mid Cap Index Institutional 16.00M (1.63%) -84.09K
Decreased by -0.53%
Jan 31, 26
6 Energy Select Sector SPDR® ETF 15.65M (1.59%) -74.39K
Decreased by -0.48%
Mar 31, 24
7 State Street®EngySelSectSPDR®ETF 15.63M (1.59%) 25.41K
Increased by +0.16%
Feb 26, 26
8 The Energy Select Sector SPDR® ETF 13.78M (1.40%) 2.27K
Increased by +0.02%
Aug 31, 25
9 iShares Core S&P 500 ETF 9.16M (0.93%) 2.32M
Increased by +25.34%
Feb 25, 26
10 Fidelity 500 Index 9.10M (0.93%) 19.53K
Increased by +0.21%
Dec 31, 25
11 SPDR® S&P 500® ETF 8.58M (0.87%) 105.25K
Increased by +1.23%
Aug 31, 25
12 State Street® SPDR® S&P 500® ETF 8.47M (0.86%) -15.08K
Decreased by -0.18%
Feb 26, 26
13 SPDR® S&P 500 ETF 8.40M (0.86%) -123.07K
Decreased by -1.46%
Mar 31, 25
14 SPDR® S&P 500® ETF Trust 8.18M (0.83%) -42.88K
Decreased by -0.52%
Mar 31, 25
15 SPDR® S&P 500 ETF Trust 7.96M (0.81%) -61.78K
Decreased by -0.78%
Mar 31, 24
16 Fidelity® 500 Index 7.73M (0.79%) 49.20K
Increased by +0.64%
Nov 30, 23
17 Vanguard Value Index Inv 6.80M (0.69%) -2.34K
Decreased by -0.03%
Jan 31, 26
18 Fidelity® Contrafund® 5.17M (0.53%) 0.00
Increased by 0.00%
Nov 30, 23
19 Pacer US Cash Cows 100 ETF 5.00M (0.51%) 3.05M
Increased by +60.97%
Feb 26, 26
20 Vanguard Mid-Cap Value ETF 4.58M (0.47%) -20.65K
Decreased by -0.45%
Jan 31, 26