Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SHRY 5.16%
2 BYTE 5.10%
3 RSPC 4.69%
4 JHCS 4.40%
5 YALL 4.18%
6 UTRN 4.14%
7 EWCO 3.56%
8 IYZ 3.39%
9 QQQA 3.34%
10 STNC 3.28%
11 TOGA_old 3.04%
12 IBLN 2.95%
13 AGOX 2.95%
14 XCOM 2.86%
15 XLC 2.67%
16 LSEQ 2.64%
17 SYE 2.57%
18 YLDE 2.41%
19 SYV 2.31%
20 EQOP 2.26%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox 14.61M (17.87%) 2.80M
Increased by +19.18%
Dec 31, 25
2 Vanguard Group Inc 10.25M (12.54%) 885.93K
Increased by +8.64%
Dec 31, 25
3 State Street Corp 7.96M (9.74%) 1.48M
Increased by +18.53%
Sep 30, 25
4 BlackRock Inc 7.05M (8.62%) -827.94K
Decreased by -11.75%
Sep 30, 25
5 State Street Corporation 6.24M (7.63%) 429.89K
Increased by +6.89%
Mar 31, 24
6 Capital Research Global Investors 4.82M (5.89%) 3.63M
Increased by +75.30%
Dec 31, 25
7 JPMorgan Chase & Co 4.58M (5.60%) 2.33M
Increased by +50.93%
Sep 30, 25
8 Harris Associates L.P. 4.34M (5.32%) 850.27K
Increased by +19.57%
Dec 31, 25
9 TAM Capital Management Inc. 3.10M (3.80%) 3.10M
Increased by +100.00%
Sep 30, 25
10 Franklin Resources Inc 3.01M (3.68%) -97.10K
Decreased by -3.23%
Sep 30, 25
11 Arnhold & S. Bleichroeder Advisers, LLC 2.97M (3.63%) 1.62M
Increased by +54.46%
Dec 31, 25
12 NORGES BANK 2.66M (3.25%) -141.24K
Decreased by -5.31%
Dec 31, 25
13 Pzena Investment Management, LLC 2.65M (3.24%) -133.44K
Decreased by -5.04%
Jun 30, 25
14 Parnassus Investments LLC 2.64M (3.23%) 43.13K
Increased by +1.63%
Jun 30, 24
15 Capital Research & Mgmt Co - Division 3 2.63M (3.21%) -6.51M
Decreased by -247.97%
Dec 31, 25
16 Massachusetts Financial Services Company 2.52M (3.08%) -531.08K
Decreased by -21.09%
Dec 31, 23
17 Geode Capital Management, LLC 2.43M (2.98%) -80.16K
Decreased by -3.30%
Dec 31, 25
18 Amvescap Plc. 2.41M (2.95%) 559.36K
Increased by +23.23%
Sep 30, 25
19 Voyager Global Management LP 1.85M (2.26%) 1.73M
Increased by +93.24%
Dec 31, 25
20 Dimensional Fund Advisors, Inc. 1.80M (2.20%) -102.53K
Decreased by -5.71%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 9.79M (11.98%) 1.85M
Increased by +18.91%
Dec 31, 25
2 Performer (AFRIS) 4.60M (5.63%) 4.60M
Increased by +100.00%
Feb 29, 24
3 State Street® CommServSelSectSPDR®ETF 3.07M (3.76%) 6.69K
Increased by +0.22%
Feb 27, 26
4 Vanguard US Total Market Shares ETF 2.94M (3.60%) -31.81K
Decreased by -1.08%
Sep 30, 24
5 Invesco QQQ Trust 2.75M (3.36%) 0.00
Increased by 0.00%
Feb 28, 26
6 Vanguard Institutional 500 Index Trust 2.75M (3.36%) 19.02K
Increased by +0.69%
May 31, 25
7 Vanguard Total Stock Mkt Idx Inv 2.66M (3.25%) 14.10K
Increased by +0.53%
Feb 28, 26
8 The Comm Svcs Sel Sect SPDR® ETF 2.66M (3.25%) 17.08K
Increased by +0.64%
Aug 29, 25
9 First Eagle Global A 2.56M (3.13%) 0.00
Increased by 0.00%
Feb 28, 26
10 Communication Services Sel Sect SPDR®ETF 2.52M (3.08%) -1.73K
Decreased by -0.07%
Apr 30, 24
11 American Funds Invmt Co of Amer A 2.46M (3.01%) 1.98M
Increased by +80.47%
Dec 31, 25
12 Capital Group Investment Co of Amer Comp 2.46M (3.01%) 1.98M
Increased by +80.47%
Dec 31, 25
13 American Funds Growth Fund of Amer A 2.33M (2.85%) -1.78M
Decreased by -76.41%
Dec 31, 25
14 Capital Group Growth Fnd of Amer Comp 2.33M (2.85%) -1.78M
Decreased by -76.41%
Dec 31, 25
15 Vanguard 500 Index Investor 2.26M (2.77%) 21.86K
Increased by +0.97%
Feb 28, 26
16 Parnassus Core Equity Investor 1.86M (2.27%) 0.00
Increased by 0.00%
Jun 30, 24
17 Vanguard Mid Cap Index Institutional 1.83M (2.24%) 6.02K
Increased by +0.33%
Feb 28, 26
18 MFS Large Cap Value (SMA) 1.63M (2.00%) 1.63M
Increased by +100.00%
Jun 30, 23
19 Oakmark Investor 1.34M (1.64%) 47.00K
Increased by +3.50%
Dec 31, 25
20 American Funds American Balanced A 1.25M (1.52%) -952.19K
Decreased by -76.47%
Dec 31, 25