Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NRGZ 10.00%
2 YGRN 10.00%
3 NRGO 10.00%
4 NRGD 10.00%
5 NRGU 9.58%
6 WTID 8.21%
7 WTIU 8.21%
8 OILT 8.19%
9 FTXN 7.11%
10 FRAK 5.58%
11 OILU 5.37%
12 OILD 5.37%
13 PXE 5.34%
14 JHME 4.58%
15 RYE 4.48%
16 RSPG 4.36%
17 FCG 4.08%
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 264.94M (27.02%) 763.02K
Increased by +0.29%
Mar 31, 25
2 Dodge & Cox 80.84M (8.24%) 10.84M
Increased by +13.41%
Mar 31, 25
3 Vanguard Group Inc 80.23M (8.18%) 12.11M
Increased by +15.09%
Mar 31, 25
4 BlackRock Inc 43.09M (4.39%) 792.42K
Increased by +1.84%
Mar 31, 25
5 State Street Corporation 39.43M (4.02%) -683.07K
Decreased by -1.73%
Mar 31, 24
6 State Street Corp 38.43M (3.92%) -1.46M
Decreased by -3.80%
Mar 31, 25
7 Geode Capital Management, LLC 14.82M (1.51%) 577.25K
Increased by +3.89%
Mar 31, 25
8 H&H International Investment, LLC 13.83M (1.41%) 249.10K
Increased by +1.80%
Mar 31, 25
9 Morgan Stanley - Brokerage Accounts 12.24M (1.25%) -1.96M
Decreased by -16.02%
Mar 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. 8.13M (0.83%) 710.22K
Increased by +8.74%
Mar 31, 25
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 Amvescap Plc. 6.36M (0.65%) 1.28M
Increased by +20.11%
Dec 31, 24
15 UBS Group AG 6.34M (0.65%) 2.24M
Increased by +35.37%
Dec 31, 24
16 Fairfax Financial Holdings Ltd 6.02M (0.61%) 0.00
Increased by 0.00%
Mar 31, 25
17 Pacer Advisors, INC. 6.00M (0.61%) 1.09M
Increased by +18.15%
Dec 31, 23
18 Smead Capital Management Inc 5.94M (0.61%) -611.19K
Decreased by -10.29%
Mar 31, 25
19 Bank of America Corp 5.54M (0.56%) 509.57K
Increased by +9.20%
Mar 31, 25
20 Bank of New York Mellon Corp 4.54M (0.46%) -961.11K
Decreased by -21.16%
Mar 31, 25

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 21.08M (2.15%) 286.07K
Increased by +1.36%
Apr 30, 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 19.08M (1.95%) 304.31K
Increased by +1.59%
Apr 30, 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 14.28M (1.46%) 136.46K
Increased by +0.96%
Apr 30, 25
7 The Energy Select Sector SPDR® ETF 13.64M (1.39%) 131.27K
Increased by +0.96%
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 Trust 8.18M (0.83%) -42.88K
Decreased by -0.52%
Mar 31, 25
11 SPDR® S&P 500® ETF 8.14M (0.83%) -48.83K
Decreased by -0.60%
Apr 30, 25
12 iShares Core S&P 500 ETF 8.00M (0.82%) -8.36K
Decreased by -0.10%
Apr 30, 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 5.77M (0.59%) 10.22K
Increased by +0.18%
Apr 30, 25
17 Fidelity® Contrafund® 5.17M (0.53%) 0.00
Increased by 0.00%
Nov 30, 23
18 Dodge & Cox Balanced Composite 4.45M (0.45%) 1.23M
Increased by +27.66%
Mar 31, 25
19 Dodge & Cox Balanced I 4.45M (0.45%) 1.23M
Increased by +27.66%
Mar 31, 25
20 Vanguard Mid-Cap Value ETF 4.23M (0.43%) 14.16K
Increased by +0.33%
Apr 30, 25