Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NRGO 10.00%
2 NRGU 10.00%
3 NRGZ 10.00%
4 NRGD 10.00%
5 YGRN 10.00%
6 WTID 9.36%
7 WTIU 9.32%
8 OILT 8.31%
9 FTXN 7.35%
10 OILD 6.12%
11 OILU 6.12%
12 FRAK 5.58%
13 PXE 5.34%
14 JHME 4.58%
15 RSPG 4.54%
16 RYE 4.48%
17 FCG 4.23%
18 UTRN 3.85%
19 MGNR 3.68%
20 SAMT 3.37%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Berkshire Hathaway Inc 264.18M (28.27%) 8.90M
Increased by +3.37%
Dec 31, 24
2 Dodge & Cox 70.00M (7.49%) -8.01M
Decreased by -11.44%
Dec 31, 24
3 Vanguard Group Inc 68.12M (7.29%) 10.43M
Increased by +15.32%
Dec 31, 24
4 BlackRock Inc 42.30M (4.53%) 595.55K
Increased by +1.41%
Dec 31, 24
5 State Street Corp 39.89M (4.27%) -1.44M
Decreased by -3.61%
Dec 31, 24
6 State Street Corporation 39.43M (4.22%) -683.07K
Decreased by -1.73%
Mar 31, 24
7 Geode Capital Management, LLC 14.25M (1.52%) 398.47K
Increased by +2.80%
Dec 31, 24
8 Morgan Stanley - Brokerage Accounts 14.20M (1.52%) 2.85M
Increased by +20.06%
Dec 31, 24
9 H&H International Investment, LLC 13.58M (1.45%) 4.35M
Increased by +32.06%
Dec 31, 24
10 Eagle Capital Management LLC 11.39M (1.22%) 141.49K
Increased by +1.24%
Sep 30, 24
11 Dimensional Fund Advisors, Inc. 7.42M (0.79%) 16.49K
Increased by +0.22%
Dec 31, 24
12 Northern Trust Corp 7.07M (0.76%) 491.80K
Increased by +6.96%
Dec 31, 24
13 JPMorgan Chase & Co 6.91M (0.74%) -191.63K
Decreased by -2.77%
Sep 30, 24
14 Smead Capital Management Inc 6.55M (0.70%) -151.54K
Decreased by -2.31%
Dec 31, 24
15 Goldman Sachs Group Inc 6.48M (0.69%) 3.14M
Increased by +48.45%
Dec 31, 23
16 Amvescap Plc. 6.36M (0.68%) 1.28M
Increased by +20.11%
Dec 31, 24
17 UBS Group AG 6.34M (0.68%) 2.24M
Increased by +35.37%
Dec 31, 24
18 Fairfax Financial Holdings Ltd 6.02M (0.64%) 0.00
Increased by 0.00%
Dec 31, 24
19 Pacer Advisors, INC. 6.00M (0.64%) 1.09M
Increased by +18.15%
Dec 31, 23
20 Bank of New York Mellon Corp 5.50M (0.59%) -1.72M
Decreased by -31.26%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 47.55M (5.09%) -6.74M
Decreased by -14.19%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 20.71M (2.22%) 60.38K
Increased by +0.29%
Feb 28, 25
3 Vanguard Institutional 500 Index Trust 18.74M (2.00%) 127.02K
Increased by +0.68%
Feb 28, 25
4 Energy Select Sector SPDR® ETF 15.65M (1.67%) -74.39K
Decreased by -0.48%
Mar 31, 24
5 The Energy Select Sector SPDR® ETF 15.55M (1.66%) 143.98K
Increased by +0.93%
Feb 28, 25
6 Fidelity 500 Index 8.42M (0.90%) 37.18K
Increased by +0.44%
Jan 31, 25
7 SPDR® S&P 500® ETF Trust 8.35M (0.89%) -61.93K
Decreased by -0.74%
Feb 28, 25
8 SPDR® S&P 500 ETF Trust 7.96M (0.85%) -61.78K
Decreased by -0.78%
Mar 31, 24
9 iShares Core S&P 500 ETF 7.94M (0.85%) -399.00
Decreased by -0.01%
Feb 28, 25
10 Fidelity® 500 Index 7.73M (0.83%) 49.20K
Increased by +0.64%
Nov 30, 23
11 Vanguard Mid Cap Index Institutional 7.09M (0.76%) 31.20K
Increased by +0.44%
Feb 28, 25
12 Pacer US Cash Cows 100 ETF 6.85M (0.73%) 12.33K
Increased by +0.18%
Mar 28, 24
13 Vanguard Value Index Inv 5.66M (0.61%) 24.44K
Increased by +0.43%
Feb 28, 25
14 Smead US Value Composite 5.34M (0.57%) -119.46K
Decreased by -2.24%
Feb 28, 25
15 Smead Value Investor 5.34M (0.57%) -119.46K
Decreased by -2.24%
Feb 28, 25
16 Fidelity® Contrafund® 5.17M (0.55%) 0.00
Increased by 0.00%
Nov 30, 23
17 Vanguard Institutional Index I 4.19M (0.45%) -47.88K
Decreased by -1.14%
Feb 28, 25
18 State St S&P 500® Indx SL Cl III 3.27M (0.35%) 2.40K
Increased by +0.07%
Feb 28, 25
19 Dodge & Cox Balanced Composite 3.22M (0.34%) -95.20K
Decreased by -2.96%
Dec 31, 24
20 Dodge & Cox Balanced I 3.22M (0.34%) -95.20K
Decreased by -2.96%
Dec 31, 24