Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWB 1000.00%
2 YGRN 10.00%
3 NRGZ 10.00%
4 NRGO 10.00%
5 NRGU 10.00%
6 NRGD 10.00%
7 WTIU 8.23%
8 WTID 8.23%
9 OILT 7.68%
10 FTXN 5.79%
11 FRAK 5.58%
12 OILU 5.27%
13 OILD 5.27%
14 RSPG 4.59%
15 JHME 4.58%
16 RYE 4.48%
17 FCG 3.95%
18 UTRN 3.85%
19 MGNR 3.68%
20 DRLL 3.57%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Berkshire Hathaway Inc 255.28M (28.28%) 7.26M
Increased by +2.85%
Jun 30, 24
2 Dodge & Cox 78.36M (8.68%) -1.16M
Decreased by -1.49%
Jun 30, 24
3 Vanguard Group Inc 56.09M (6.21%) 759.23K
Increased by +1.35%
Jun 30, 24
4 State Street Corp 41.89M (4.64%) 2.46M
Increased by +5.88%
Jun 30, 24
5 BlackRock Inc 40.29M (4.46%) -100.95K
Decreased by -0.25%
Jun 30, 24
6 State Street Corporation 39.43M (4.37%) -683.07K
Decreased by -1.73%
Mar 31, 24
7 FMR Inc 16.08M (1.78%) -1.56M
Decreased by -9.70%
Jun 30, 24
8 Geode Capital Management, LLC 13.40M (1.48%) 618.68K
Increased by +4.62%
Jun 30, 24
9 Eagle Capital Management LLC 11.25M (1.25%) 676.27K
Increased by +6.01%
Jun 30, 24
10 Bank of New York Mellon Corp 11.13M (1.23%) -1.10M
Decreased by -9.90%
Jun 30, 24
11 Morgan Stanley - Brokerage Accounts 11.02M (1.22%) -10.15M
Decreased by -92.05%
Jun 30, 24
12 Bank of America Corp 7.36M (0.82%) -55.62K
Decreased by -0.76%
Jun 30, 24
13 Dimensional Fund Advisors, Inc. 7.36M (0.82%) -27.63K
Decreased by -0.38%
Jun 30, 24
14 Northern Trust Corp 6.69M (0.74%) -229.58K
Decreased by -3.43%
Jun 30, 24
15 Smead Capital Management Inc 6.51M (0.72%) 231.32K
Increased by +3.56%
Jun 30, 24
16 Goldman Sachs Group Inc 6.48M (0.72%) 3.14M
Increased by +48.45%
Dec 31, 23
17 Fairfax Financial Holdings Ltd 6.02M (0.67%) 0.00
Increased by 0.00%
Jun 30, 24
18 Pacer Advisors, INC. 6.00M (0.66%) 1.09M
Increased by +18.15%
Dec 31, 23
19 Legal & General Group PLC 5.66M (0.63%) 450.12K
Increased by +7.96%
Jun 30, 24
20 Amvescap Plc. 4.33M (0.48%) -321.69K
Decreased by -7.43%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 54.29M (6.02%) 0.00
Increased by 0.00%
Jun 30, 24
2 Vanguard Total Stock Mkt Idx Inv 19.58M (2.17%) -40.02K
Decreased by -0.20%
Jul 31, 24
3 The Energy Select Sector SPDR® ETF 18.34M (2.03%) -63.11K
Decreased by -0.34%
Aug 31, 24
4 Vanguard Institutional 500 Index Trust 17.26M (1.91%) 167.06K
Increased by +0.97%
Jul 31, 24
5 Energy Select Sector SPDR® ETF 15.65M (1.73%) -74.39K
Decreased by -0.48%
Mar 31, 24
6 Fidelity 500 Index 8.13M (0.90%) 437.00
Increased by +0.01%
Jul 31, 24
7 SPDR® S&P 500 ETF Trust 7.96M (0.88%) -61.78K
Decreased by -0.78%
Mar 31, 24
8 SPDR® S&P 500® ETF Trust 7.83M (0.87%) -41.50K
Decreased by -0.53%
Aug 31, 24
9 Fidelity® 500 Index 7.73M (0.86%) 49.20K
Increased by +0.64%
Nov 30, 23
10 iShares Core S&P 500 ETF 7.38M (0.82%) 401.00
Increased by +0.01%
Aug 30, 24
11 Pacer US Cash Cows 100 ETF 6.85M (0.76%) 12.33K
Increased by +0.18%
Mar 28, 24
12 Smead US Value Composite 5.70M (0.63%) 54.13K
Increased by +0.95%
Aug 31, 24
13 Smead Value Investor 5.64M (0.63%) 37.71K
Increased by +0.67%
Jul 31, 24
14 Fidelity® Contrafund® 5.17M (0.57%) 0.00
Increased by 0.00%
Nov 30, 23
15 Vanguard Value Index Inv 5.10M (0.57%) 19.24K
Increased by +0.38%
Jul 31, 24
16 Vanguard Institutional Index I 4.30M (0.48%) -14.27K
Decreased by -0.33%
Jul 31, 24
17 Vanguard Energy ETF 3.44M (0.38%) -8.78K
Decreased by -0.26%
Jul 31, 24
18 Dodge & Cox Balanced Composite 3.34M (0.37%) -201.10K
Decreased by -6.02%
Jun 30, 24
19 Dodge & Cox Balanced I 3.34M (0.37%) -201.10K
Decreased by -6.02%
Jun 30, 24
20 State St S&P 500® Indx SL Cl III 3.26M (0.36%) 45.30K
Increased by +1.39%
Aug 31, 24