Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTES 5.37%
2 UTRN 4.12%
3 PUI 4.06%
4 TPYP 4.01%
5 WBIF 3.99%
6 BIGY 3.74%
7 RYU 3.38%
8 RSPU 3.26%
9 BOUT 3.14%
10 FXU 2.59%
11 SMIG 2.23%
12 ECLN 2.14%
13 FLV 2.03%
14 XLU 2.02%
15 SPDV 2.01%
16 HUSV 1.85%
17 FUTY 1.79%
18 VPU 1.78%
19 IDU 1.69%
20 TPHE 1.67%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 20.37M (12.89%) 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 (8.31%) -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 (5.14%) -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 (0.98%) -9.22K
Decreased by -0.60%
Dec 31, 24
18 Perpetual Ltd 1.54M (0.97%) -56.01K
Decreased by -3.64%
Sep 30, 24
19 BNP Paribas Arbitrage, SA 1.53M (0.97%) 1.29M
Increased by +84.41%
Dec 31, 24
20 Cooke & Bieler LP 1.51M (0.95%) -16.46K
Decreased by -1.09%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds American Mutual A 5.07M (3.21%) 3.36M
Increased by +66.21%
Dec 31, 24
2 Capital Group American Mutual Comp 5.07M (3.21%) 3.36M
Increased by +66.21%
Dec 31, 24
3 Vanguard Total Stock Mkt Idx Inv 4.90M (3.10%) 13.36K
Increased by +0.27%
Feb 28, 25
4 Vanguard Institutional 500 Index Trust 4.31M (2.73%) 29.65K
Increased by +0.69%
Feb 28, 25
5 Vanguard Small Cap Index 3.97M (2.51%) 3.23K
Increased by +0.08%
Feb 28, 25
6 Vanguard Equity-Income Inv 3.86M (2.44%) -365.63K
Decreased by -9.48%
Dec 31, 24
7 Vanguard Small Cap Value Index Inv 2.61M (1.65%) -9.02K
Decreased by -0.35%
Feb 28, 25
8 The Utilities Select Sector SPDR® ETF 2.30M (1.45%) 6.11K
Increased by +0.27%
Feb 28, 25
9 Vanguard Windsor™ II Inv 2.21M (1.40%) 0.00
Increased by 0.00%
Dec 31, 24
10 Fidelity 500 Index 1.94M (1.22%) 8.54K
Increased by +0.44%
Jan 31, 25
11 SPDR® S&P 500® ETF Trust 1.92M (1.21%) -14.20K
Decreased by -0.74%
Feb 28, 25
12 Utilities Select Sector SPDR® ETF 1.89M (1.19%) 56.61K
Increased by +3.00%
Apr 30, 24
13 iShares Core S&P 500 ETF 1.82M (1.15%) -92.00
Decreased by -0.01%
Feb 28, 25
14 SPDR® S&P 500 ETF Trust 1.76M (1.11%) 4.05K
Increased by +0.23%
Apr 30, 24
15 Fidelity® 500 Index 1.73M (1.09%) 11.01K
Increased by +0.64%
Nov 30, 23
16 T. Rowe Price U.S. Value Equity Tr-Z 1.59M (1.01%) 18.70K
Increased by +1.17%
Dec 31, 24
17 SPDR® S&P Dividend ETF 1.47M (0.93%) -1.49K
Decreased by -0.10%
Feb 28, 25
18 T. Rowe Price US Value Equity Composite 1.45M (0.92%) -31.27K
Decreased by -2.15%
Dec 31, 24
19 T. Rowe Price Value 1.24M (0.79%) -209.20K
Decreased by -16.84%
Jan 31, 25
20 Pictet Glbl Sel Fd Glbl Utilities Eq P 1.23M (0.78%) -64.75K
Decreased by -5.28%
Sep 30, 24