Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 YGRN 10.00%
2 NRGD 10.00%
3 NRGO 10.00%
4 NRGZ 10.00%
5 NRGU 9.58%
6 OILT 8.23%
7 WTID 8.21%
8 WTIU 8.21%
9 FTXN 7.28%
10 OILD 5.76%
11 OILU 5.76%
12 FRAK 5.58%
13 PXE 5.34%
14 JHME 4.58%
15 RYE 4.48%
16 RSPG 4.46%
17 FCG 4.26%
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 (26.96%) 8.90M
Increased by +3.37%
Dec 31, 24
2 Dodge & Cox 70.00M (7.14%) -8.01M
Decreased by -11.44%
Dec 31, 24
3 Vanguard Group Inc 68.12M (6.95%) 10.43M
Increased by +15.32%
Dec 31, 24
4 BlackRock Inc 42.30M (4.32%) 595.55K
Increased by +1.41%
Dec 31, 24
5 State Street Corp 39.89M (4.07%) -1.44M
Decreased by -3.61%
Dec 31, 24
6 State Street Corporation 39.43M (4.02%) -683.07K
Decreased by -1.73%
Mar 31, 24
7 Geode Capital Management, LLC 14.25M (1.45%) 398.47K
Increased by +2.80%
Dec 31, 24
8 Morgan Stanley - Brokerage Accounts 14.20M (1.45%) 2.85M
Increased by +20.06%
Dec 31, 24
9 H&H International Investment, LLC 13.58M (1.39%) 4.35M
Increased by +32.06%
Dec 31, 24
10 Eagle Capital Management LLC 11.39M (1.16%) 141.49K
Increased by +1.24%
Sep 30, 24
11 Dimensional Fund Advisors, Inc. 7.42M (0.76%) 16.49K
Increased by +0.22%
Dec 31, 24
12 Northern Trust Corp 7.07M (0.72%) 491.80K
Increased by +6.96%
Dec 31, 24
13 JPMorgan Chase & Co 6.91M (0.71%) -191.63K
Decreased by -2.77%
Sep 30, 24
14 Smead Capital Management Inc 6.55M (0.67%) -151.54K
Decreased by -2.31%
Dec 31, 24
15 Goldman Sachs Group Inc 6.48M (0.66%) 3.14M
Increased by +48.45%
Dec 31, 23
16 Amvescap Plc. 6.36M (0.65%) 1.28M
Increased by +20.11%
Dec 31, 24
17 UBS Group AG 6.34M (0.65%) 2.24M
Increased by +35.37%
Dec 31, 24
18 Fairfax Financial Holdings Ltd 6.02M (0.61%) 0.00
Increased by 0.00%
Dec 31, 24
19 Pacer Advisors, INC. 6.00M (0.61%) 1.09M
Increased by +18.15%
Dec 31, 23
20 Bank of New York Mellon Corp 5.50M (0.56%) -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 54.70M (5.58%) 7.15M
Increased by +13.07%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 20.80M (2.12%) 84.71K
Increased by +0.41%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 20.33M (2.07%) 21.22K
Increased by +0.10%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 18.78M (1.92%) 40.07K
Increased by +0.21%
Mar 31, 25
5 Energy Select Sector SPDR® ETF 15.65M (1.60%) -74.39K
Decreased by -0.48%
Mar 31, 24
6 Vanguard Mid Cap Index Institutional 14.15M (1.44%) 7.05M
Increased by +49.86%
Mar 31, 25
7 The Energy Select Sector SPDR® ETF 13.65M (1.39%) 139.63K
Increased by +1.02%
Apr 30, 25
8 Fidelity 500 Index 8.48M (0.86%) 14.63K
Increased by +0.17%
Mar 31, 25
9 SPDR® S&P 500 ETF 8.40M (0.86%) -123.07K
Decreased by -1.46%
Mar 31, 25
10 SPDR® S&P 500® ETF 8.19M (0.84%) 6.75K
Increased by +0.08%
Apr 30, 25
11 SPDR® S&P 500® ETF Trust 8.18M (0.83%) -42.88K
Decreased by -0.52%
Mar 31, 25
12 iShares Core S&P 500 ETF 8.01M (0.82%) -7.96K
Decreased by -0.10%
Apr 29, 25
13 SPDR® S&P 500 ETF Trust 7.96M (0.81%) -61.78K
Decreased by -0.78%
Mar 31, 24
14 Fidelity® 500 Index 7.73M (0.79%) 49.20K
Increased by +0.64%
Nov 30, 23
15 Pacer US Cash Cows 100 ETF 6.89M (0.70%) -8.50K
Decreased by -0.12%
Apr 30, 25
16 Vanguard Value Index Inv 5.76M (0.59%) 98.24K
Increased by +1.71%
Mar 31, 25
17 Fidelity® Contrafund® 5.17M (0.53%) 0.00
Increased by 0.00%
Nov 30, 23
18 Smead US Value Composite 5.07M (0.52%) -271.56K
Decreased by -5.36%
Mar 31, 25
19 Smead Value Investor 5.07M (0.52%) -271.56K
Decreased by -5.36%
Mar 31, 25
20 Dodge & Cox Balanced Composite 4.45M (0.45%) 1.23M
Increased by +27.66%
Mar 31, 25