Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TMET 1000.00%
2 COMT 1000.00%
3 ZAP 4.71%
4 UTRN 3.97%
5 RSPU 3.19%
6 OCFS 3.16%
7 RYU 3.11%
8 ECLN 2.74%
9 FXU 2.50%
10 PUI 2.43%
11 XLU 2.23%
12 GREI 2.03%
13 VPU 2.01%
14 FUTY 1.99%
15 WBIF 1.94%
16 SDP 1.92%
17 IDU 1.89%
18 TCAF 1.85%
19 CZA 1.83%
20 VCLN 1.74%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 33.33M (12.40%) -463.20K
Decreased by -1.39%
Dec 31, 24
2 T. Rowe Price Associates, Inc. 27.05M (10.07%) 392.17K
Increased by +1.45%
Dec 31, 24
3 BlackRock Inc 20.58M (7.66%) 482.36K
Increased by +2.34%
Dec 31, 24
4 T. Rowe Price Investment Management,Inc. 17.04M (6.34%) 2.44M
Increased by +14.32%
Dec 31, 24
5 State Street Corporation 13.07M (4.86%) -1.10M
Decreased by -8.39%
Mar 31, 24
6 State Street Corp 13.03M (4.85%) -114.83K
Decreased by -0.88%
Dec 31, 24
7 Franklin Resources Inc 7.23M (2.69%) 5.30M
Increased by +73.30%
Mar 31, 24
8 Geode Capital Management, LLC 6.75M (2.51%) 77.28K
Increased by +1.15%
Dec 31, 24
9 Ameriprise Financial Inc 6.44M (2.40%) -239.37K
Decreased by -3.72%
Dec 31, 24
10 FMR Inc 5.17M (1.92%) 2.54M
Increased by +49.11%
Dec 31, 24
11 Putnam Investments, LLC., a Franklin Templeton company 5.11M (1.90%) 156.73K
Increased by +3.07%
Dec 31, 23
12 Putnam Investments LLC 4.96M (1.84%) -75.34K
Decreased by -1.52%
Sep 30, 23
13 HHG PLC 4.60M (1.71%) 39.45K
Increased by +0.86%
Dec 31, 24
14 Amvescap Plc. 4.01M (1.49%) -115.08K
Decreased by -2.87%
Dec 31, 24
15 Deutsche Bank AG 3.18M (1.18%) -1.19M
Decreased by -37.58%
Sep 30, 23
16 Wells Fargo & Co 3.07M (1.14%) 2.90M
Increased by +94.54%
Dec 31, 24
17 Zimmer Partners LP 2.96M (1.10%) -1.13M
Decreased by -38.14%
Sep 30, 24
18 Pictet Asset Manangement SA 2.87M (1.07%) -227.73K
Decreased by -7.93%
Dec 31, 24
19 Bessemer Group Inc 2.82M (1.05%) -26.86K
Decreased by -0.95%
Dec 31, 24
20 Soroban Capital Partners LP 2.70M (1.01%) -339.88K
Decreased by -12.57%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Capital Appreciation 11.04M (4.11%) 0.00
Increased by 0.00%
Feb 28, 25
2 Vanguard US Total Market Shares ETF 8.44M (3.14%) 6.25K
Increased by +0.07%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 8.38M (3.12%) 22.89K
Increased by +0.27%
Feb 28, 25
4 Vanguard Institutional 500 Index Trust 7.40M (2.75%) 50.23K
Increased by +0.68%
Feb 28, 25
5 Vanguard Mid Cap Index Institutional 5.76M (2.14%) 24.76K
Increased by +0.43%
Feb 28, 25
6 T. Rowe Price U.S. Value Equity Tr-D 4.04M (1.50%) 7.17K
Increased by +0.18%
Dec 31, 24
7 T. Rowe Price U.S. Value Equity Tr-Z 4.04M (1.50%) 7.17K
Increased by +0.18%
Dec 31, 24
8 The Utilities Select Sector SPDR® ETF 4.00M (1.49%) 45.81K
Increased by +1.14%
Mar 31, 25
9 T. Rowe Price US Value Equity Composite 3.68M (1.37%) -79.35K
Decreased by -2.15%
Dec 31, 24
10 T. Rowe Price Value 3.52M (1.31%) -159.92K
Decreased by -4.55%
Feb 28, 25
11 Janus Henderson Enterprise D 3.51M (1.31%) 0.00
Increased by 0.00%
Jan 31, 25
12 Janus Inst Mid Cap Growth CF 3.51M (1.31%) 0.00
Increased by 0.00%
Dec 31, 24
13 Putnam Large Cap Value A 3.36M (1.25%) 151.48K
Increased by +4.51%
Mar 31, 24
14 Putnam US Large Cap Value Equity 3.36M (1.25%) 151.48K
Increased by +4.51%
Mar 31, 24
15 SPDR® S&P 500 ETF 3.36M (1.25%) -13.54K
Decreased by -0.40%
Mar 31, 25
16 Fidelity 500 Index 3.34M (1.24%) 14.89K
Increased by +0.45%
Feb 28, 25
17 iShares Core S&P 500 ETF 3.29M (1.23%) 9.54K
Increased by +0.29%
Mar 31, 25
18 Utilities Select Sector SPDR® ETF 3.29M (1.22%) 98.68K
Increased by +3.00%
Apr 30, 24
19 SPDR® S&P 500® ETF Trust 3.27M (1.22%) -17.17K
Decreased by -0.53%
Mar 31, 25
20 SPDR® S&P 500® ETF 3.23M (1.20%) -54.38K
Decreased by -1.68%
Mar 31, 25