Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NRGD 10.27%
2 NRGU 10.27%
3 YGRN 10.00%
4 NRGZ 10.00%
5 NRGO 10.00%
6 WTIU 8.88%
7 WTID 8.88%
8 OILT 7.61%
9 FTXN 6.28%
10 FRAK 5.58%
11 OILU 5.30%
12 OILD 5.30%
13 JHME 4.58%
14 PXE 4.49%
15 RYE 4.48%
16 OMAH 4.07%
17 KAT 4.04%
18 RSPG 4.01%
19 FCG 3.93%
20 UTRN 3.85%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Berkshire Hathaway Inc 264.94M (26.99%) 0.00
Increased by 0.00%
Jun 30, 25
2 Vanguard Group Inc 88.50M (9.02%) 8.27M
Increased by +9.35%
Jun 30, 25
3 Dodge & Cox 80.25M (8.18%) -584.70K
Decreased by -0.73%
Jun 30, 25
4 BlackRock Inc 47.80M (4.87%) 4.71M
Increased by +9.85%
Jun 30, 25
5 State Street Corporation 39.43M (4.02%) -683.07K
Decreased by -1.73%
Mar 31, 24
6 State Street Corp 39.04M (3.98%) 615.57K
Increased by +1.58%
Jun 30, 25
7 Geode Capital Management, LLC 18.09M (1.84%) 3.27M
Increased by +18.06%
Jun 30, 25
8 H&H International Investment, LLC 13.56M (1.38%) -270.00K
Decreased by -1.99%
Jun 30, 25
9 Eagle Capital Management LLC 11.39M (1.16%) 141.49K
Increased by +1.24%
Sep 30, 24
10 Morgan Stanley - Brokerage Accounts 10.64M (1.08%) -1.60M
Decreased by -14.99%
Jun 30, 25
11 Dimensional Fund Advisors, Inc. 7.82M (0.80%) -309.87K
Decreased by -3.96%
Jun 30, 25
12 UBS Group AG 7.67M (0.78%) 1.12M
Increased by +14.61%
Jun 30, 25
13 Pacer Advisors, INC. 7.48M (0.76%) 130.20K
Increased by +1.74%
Jun 30, 25
14 Northern Trust Corp 7.09M (0.72%) -84.55K
Decreased by -1.19%
Jun 30, 25
15 JPMorgan Chase & Co 6.91M (0.70%) -191.63K
Decreased by -2.77%
Sep 30, 24
16 Fairfax Financial Holdings Ltd 6.05M (0.62%) 30.00K
Increased by +0.50%
Jun 30, 25
17 Bank of America Corp 5.72M (0.58%) 185.79K
Increased by +3.25%
Jun 30, 25
18 Amvescap Plc. 5.63M (0.57%) -517.25K
Decreased by -9.18%
Jun 30, 25
19 Charles Schwab Investment Management Inc 4.96M (0.50%) 522.41K
Increased by +10.54%
Jun 30, 25
20 Bank of New York Mellon Corp 4.23M (0.43%) -316.17K
Decreased by -7.48%
Jun 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%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 23.21M (2.36%) -521.35K
Decreased by -2.25%
Jul 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 19.21M (1.96%) 135.48K
Increased by +0.71%
May 31, 25
5 Vanguard 500 Index Investor 17.54M (1.79%) -2.57M
Decreased by -14.65%
Jul 31, 25
6 Vanguard Mid Cap Index Institutional 16.47M (1.68%) 177.76K
Increased by +1.08%
Jul 31, 25
7 Energy Select Sector SPDR® ETF 15.65M (1.59%) -74.39K
Decreased by -0.48%
Mar 31, 24
8 The Energy Select Sector SPDR® ETF 13.78M (1.40%) 2.27K
Increased by +0.02%
Aug 31, 25
9 Fidelity 500 Index 8.98M (0.92%) 3.85K
Increased by +0.04%
Jul 31, 25
10 SPDR® S&P 500® ETF 8.58M (0.87%) 105.25K
Increased by +1.23%
Aug 31, 25
11 iShares Core S&P 500 ETF 8.53M (0.87%) 0.00
Increased by 0.00%
Aug 31, 25
12 SPDR® S&P 500 ETF 8.40M (0.86%) -123.07K
Decreased by -1.46%
Mar 31, 25
13 SPDR® S&P 500® ETF Trust 8.18M (0.83%) -42.88K
Decreased by -0.52%
Mar 31, 25
14 SPDR® S&P 500 ETF Trust 7.96M (0.81%) -61.78K
Decreased by -0.78%
Mar 31, 24
15 Fidelity® 500 Index 7.73M (0.79%) 49.20K
Increased by +0.64%
Nov 30, 23
16 Pacer US Cash Cows 100 ETF 6.82M (0.70%) -14.88K
Decreased by -0.22%
Aug 29, 25
17 Vanguard Value Index Inv 6.54M (0.67%) -8.25K
Decreased by -0.13%
Jul 31, 25
18 Fidelity® Contrafund® 5.17M (0.53%) 0.00
Increased by 0.00%
Nov 30, 23
19 Vanguard Mid-Cap Value ETF 4.64M (0.47%) -2.84K
Decreased by -0.06%
Jul 31, 25
20 Dodge & Cox Balanced Composite 4.45M (0.45%) 0.00
Increased by 0.00%
Jun 30, 25