Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.12%
2 TPYP 4.12%
3 PUI 4.07%
4 BIGY 3.74%
5 RYU 3.38%
6 RSPU 3.25%
7 BOUT 2.45%
8 FXU 2.45%
9 SMIG 2.20%
10 UTES 2.13%
11 ECLN 2.04%
12 XLU 2.01%
13 SPDV 2.01%
14 FLV 2.00%
15 HUSV 1.88%
16 WBIF 1.81%
17 VPU 1.80%
18 FUTY 1.79%
19 EMLP 1.71%
20 IDU 1.67%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 20.37M (12.88%) 282.16K
Increased by +1.39%
Dec 31, 24
2 BlackRock Inc 13.89M (8.79%) 321.00K
Increased by +2.31%
Dec 31, 24
3 Wellington Management Company LLP 13.13M (8.30%) -614.63K
Decreased by -4.68%
Dec 31, 24
4 State Street Corp 10.63M (6.72%) -174.76K
Decreased by -1.64%
Dec 31, 24
5 State Street Corporation 10.47M (6.62%) -613.35K
Decreased by -5.86%
Mar 31, 24
6 T. Rowe Price Associates, Inc. 8.55M (5.41%) -189.31K
Decreased by -2.21%
Dec 31, 24
7 Capital Research & Mgmt Co - Division 3 8.16M (5.16%) 5.54M
Increased by +67.93%
Dec 31, 24
8 Aristotle Capital Management LLC 8.12M (5.13%) -113.42K
Decreased by -1.40%
Dec 31, 24
9 Geode Capital Management, LLC 3.81M (2.41%) 107.70K
Increased by +2.83%
Dec 31, 24
10 Amvescap Plc. 3.11M (1.97%) 223.81K
Increased by +7.20%
Dec 31, 24
11 Deutsche Bank AG 3.08M (1.95%) 58.39K
Increased by +1.90%
Dec 31, 24
12 Morgan Stanley - Brokerage Accounts 2.05M (1.30%) -77.15K
Decreased by -3.77%
Dec 31, 24
13 American Century Companies Inc 1.74M (1.10%) -363.44K
Decreased by -20.87%
Dec 31, 24
14 Bank of America Corp 1.71M (1.08%) -8.98K
Decreased by -0.52%
Dec 31, 24
15 Northern Trust Corp 1.64M (1.04%) 233.79K
Increased by +14.26%
Dec 31, 24
16 Legal & General Group PLC 1.62M (1.02%) 18.68K
Increased by +1.15%
Dec 31, 24
17 Massachusetts Financial Services Company 1.54M (0.97%) -6.64K
Decreased by -0.43%
Mar 31, 25
18 BNP Paribas Arbitrage, SA 1.53M (0.96%) 1.29M
Increased by +84.41%
Dec 31, 24
19 Cooke & Bieler LP 1.51M (0.95%) -16.46K
Decreased by -1.09%
Sep 30, 24
20 NORGES BANK 1.48M (0.94%) 66.75K
Increased by +4.50%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds American Mutual A 5.14M (3.25%) 73.17K
Increased by +1.42%
Mar 31, 25
2 Capital Group American Mutual Comp 5.14M (3.25%) 73.17K
Increased by +1.42%
Mar 31, 25
3 Vanguard Total Stock Mkt Idx Inv 4.99M (3.16%) 96.23K
Increased by +1.93%
Mar 31, 25
4 Vanguard US Total Market Shares ETF 4.90M (3.10%) 99.50K
Increased by +2.03%
Sep 30, 24
5 Vanguard Institutional 500 Index Trust 4.41M (2.79%) 105.81K
Increased by +2.40%
Mar 31, 25
6 Vanguard Small Cap Index 3.96M (2.50%) -7.55K
Decreased by -0.19%
Mar 31, 25
7 Vanguard Equity-Income Inv 3.33M (2.11%) -525.33K
Decreased by -15.76%
Mar 31, 25
8 Vanguard Small Cap Value Index Inv 2.57M (1.62%) -45.31K
Decreased by -1.76%
Mar 31, 25
9 The Utilities Select Sector SPDR® ETF 2.37M (1.50%) 9.84K
Increased by +0.42%
Apr 30, 25
10 Vanguard Windsor™ II Inv 2.21M (1.40%) 0.00
Increased by 0.00%
Mar 31, 25
11 Fidelity 500 Index 1.99M (1.26%) 47.21K
Increased by +2.37%
Mar 31, 25
12 SPDR® S&P 500 ETF 1.97M (1.25%) 14.22K
Increased by +0.72%
Mar 31, 25
13 SPDR® S&P 500® ETF 1.93M (1.22%) 1.58K
Increased by +0.08%
Apr 30, 25
14 SPDR® S&P 500® ETF Trust 1.92M (1.22%) -10.04K
Decreased by -0.52%
Mar 31, 25
15 Utilities Select Sector SPDR® ETF 1.89M (1.19%) 56.61K
Increased by +3.00%
Apr 30, 24
16 iShares Core S&P 500 ETF 1.88M (1.19%) -1.88K
Decreased by -0.10%
Apr 29, 25
17 SPDR® S&P 500 ETF Trust 1.76M (1.11%) 4.05K
Increased by +0.23%
Apr 30, 24
18 Fidelity® 500 Index 1.73M (1.09%) 11.01K
Increased by +0.64%
Nov 30, 23
19 T. Rowe Price U.S. Value Equity Tr-D 1.59M (1.01%) 18.70K
Increased by +1.17%
Dec 31, 24
20 SPDR® S&P Dividend ETF 1.50M (0.95%) 0.00
Increased by 0.00%
Apr 30, 25