Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NRGO 10.00%
2 YGRN 10.00%
3 NRGU 10.00%
4 NRGD 10.00%
5 NRGZ 10.00%
6 WTIU 9.69%
7 WTID 9.69%
8 OILT 7.40%
9 OILU 6.46%
10 OILD 6.46%
11 FRAK 5.58%
12 PXE 5.09%
13 JHME 4.58%
14 RYE 4.48%
15 RSPG 4.07%
16 UTRN 3.85%
17 MGNR 3.68%
18 FCG 3.60%
19 FTXN 3.39%
20 SAMT 3.37%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Berkshire Hathaway Inc 255.28M (27.30%) 0.00
Increased by 0.00%
Sep 30, 24
2 Dodge & Cox 78.01M (8.34%) -349.96K
Decreased by -0.45%
Sep 30, 24
3 Vanguard Group Inc 57.69M (6.17%) 1.60M
Increased by +2.77%
Sep 30, 24
4 State Street Corp 41.33M (4.42%) -564.24K
Decreased by -1.37%
Sep 30, 24
5 BlackRock Inc 40.29M (4.31%) -100.95K
Decreased by -0.25%
Jun 30, 24
6 State Street Corporation 39.43M (4.22%) -683.07K
Decreased by -1.73%
Mar 31, 24
7 Geode Capital Management, LLC 13.85M (1.48%) 444.85K
Increased by +3.21%
Sep 30, 24
8 Eagle Capital Management LLC 11.39M (1.22%) 141.49K
Increased by +1.24%
Sep 30, 24
9 Morgan Stanley - Brokerage Accounts 11.35M (1.21%) -10.69M
Decreased by -94.18%
Sep 30, 24
10 H&H International Investment, LLC 9.22M (0.99%) 7.68M
Increased by +83.27%
Sep 30, 24
11 FMR Inc 8.57M (0.92%) -7.51M
Decreased by -87.58%
Sep 30, 24
12 Dimensional Fund Advisors, Inc. 7.40M (0.79%) 45.27K
Increased by +0.61%
Sep 30, 24
13 Bank of America Corp 7.36M (0.79%) -55.62K
Decreased by -0.76%
Jun 30, 24
14 Bank of New York Mellon Corp 7.22M (0.77%) -3.91M
Decreased by -54.12%
Sep 30, 24
15 Smead Capital Management Inc 6.70M (0.72%) 194.44K
Increased by +2.90%
Sep 30, 24
16 Northern Trust Corp 6.57M (0.70%) -119.05K
Decreased by -1.81%
Sep 30, 24
17 Goldman Sachs Group Inc 6.48M (0.69%) 3.14M
Increased by +48.45%
Dec 31, 23
18 Fairfax Financial Holdings Ltd 6.02M (0.64%) 0.00
Increased by 0.00%
Sep 30, 24
19 Pacer Advisors, INC. 6.00M (0.64%) 1.09M
Increased by +18.15%
Dec 31, 23
20 Legal & General Group PLC 5.64M (0.60%) -13.28K
Decreased by -0.24%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 54.29M (5.81%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 20.27M (2.17%) -68.00K
Decreased by -0.34%
Oct 31, 24
3 Vanguard Institutional 500 Index Trust 17.84M (1.91%) 206.39K
Increased by +1.16%
Oct 31, 24
4 The Energy Select Sector SPDR® ETF 17.40M (1.86%) -42.98K
Decreased by -0.25%
Nov 27, 24
5 Energy Select Sector SPDR® ETF 15.65M (1.67%) -74.39K
Decreased by -0.48%
Mar 31, 24
6 SPDR® S&P 500® ETF Trust 8.28M (0.89%) -45.94K
Decreased by -0.55%
Nov 27, 24
7 Fidelity 500 Index 8.28M (0.89%) -18.02K
Decreased by -0.22%
Sep 30, 24
8 SPDR® S&P 500 ETF Trust 7.96M (0.85%) -61.78K
Decreased by -0.78%
Mar 31, 24
9 Fidelity® 500 Index 7.73M (0.83%) 49.20K
Increased by +0.64%
Nov 30, 23
10 iShares Core S&P 500 ETF 7.60M (0.81%) 23.48K
Increased by +0.31%
Nov 27, 24
11 Pacer US Cash Cows 100 ETF 6.85M (0.73%) 12.33K
Increased by +0.18%
Mar 28, 24
12 Smead US Value Composite 5.69M (0.61%) -39.40K
Decreased by -0.69%
Oct 31, 24
13 Smead Value Investor 5.69M (0.61%) -39.40K
Decreased by -0.69%
Oct 31, 24
14 Vanguard Value Index Inv 5.44M (0.58%) 22.77K
Increased by +0.42%
Oct 31, 24
15 Fidelity® Contrafund® 5.17M (0.55%) 0.00
Increased by 0.00%
Nov 30, 23
16 Vanguard Institutional Index I 4.28M (0.46%) -3.57K
Decreased by -0.08%
Oct 31, 24
17 Dodge & Cox Balanced Composite 3.31M (0.35%) -27.20K
Decreased by -0.82%
Sep 30, 24
18 Dodge & Cox Balanced I 3.31M (0.35%) -27.20K
Decreased by -0.82%
Sep 30, 24
19 Vanguard Energy ETF 3.27M (0.35%) -20.99K
Decreased by -0.64%
Oct 31, 24
20 State St S&P 500® Indx SL Cl III 3.26M (0.35%) 9.50K
Increased by +0.29%
Oct 31, 24