Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IEZ 23.60%
2 OIH 15.22%
3 ONG 5.92%
4 XES 5.86%
5 RSPG 5.51%
6 PXJ 5.19%
7 UTRN 4.02%
8 OFOS 4.01%
9 IVENC 3.95%
10 RYE 3.85%
11 LNGZ 3.47%
12 WEEI 3.18%
13 XLE 3.08%
14 OILD 2.45%
15 OILU 2.45%
16 IYE 2.44%
17 DIG 2.43%
18 SWP 2.28%
19 FENY 2.20%
20 VDE 2.13%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 121.54M (12.31%) 87.57K
Increased by +0.07%
Sep 30, 24
2 BlackRock Inc 99.86M (10.11%) -2.46M
Decreased by -2.47%
Jun 30, 24
3 JPMorgan Chase & Co 72.42M (7.33%) 17.41M
Increased by +24.04%
Sep 30, 24
4 State Street Corp 67.01M (6.79%) -564.70K
Decreased by -0.84%
Sep 30, 24
5 State Street Corporation 64.06M (6.49%) -1.01M
Decreased by -1.57%
Mar 31, 24
6 Dodge & Cox 45.83M (4.64%) -228.65K
Decreased by -0.50%
Sep 30, 24
7 Capital World Investors 32.48M (3.29%) -5.11M
Decreased by -15.73%
Sep 30, 24
8 Capital Research Global Investors 27.51M (2.79%) -400.69K
Decreased by -1.46%
Sep 30, 24
9 Geode Capital Management, LLC 24.08M (2.44%) 123.17K
Increased by +0.51%
Sep 30, 24
10 Fidelity International Ltd 19.51M (1.98%) 468.62K
Increased by +2.40%
Sep 30, 24
11 NORGES BANK 18.33M (1.86%) 2.19M
Increased by +11.94%
Jun 30, 24
12 Amundi 15.25M (1.54%) -668.66K
Decreased by -4.38%
Sep 30, 24
13 T. Rowe Price Associates, Inc. 14.43M (1.46%) -6.73M
Decreased by -46.63%
Sep 30, 24
14 Victory Capital Management Inc. 14.24M (1.44%) -229.36K
Decreased by -1.61%
Sep 30, 24
15 FMR Inc 13.96M (1.41%) -1.37M
Decreased by -9.85%
Sep 30, 24
16 Morgan Stanley - Brokerage Accounts 11.83M (1.20%) -9.63M
Decreased by -81.39%
Sep 30, 24
17 Goldman Sachs Group Inc 11.27M (1.14%) 7.46M
Increased by +66.17%
Dec 31, 23
18 Hotchkis & Wiley Capital Management LLC 10.92M (1.11%) 2.81M
Increased by +25.75%
Sep 30, 24
19 Dimensional Fund Advisors, Inc. 10.68M (1.08%) 779.86K
Increased by +7.30%
Sep 30, 24
20 Amvescap Plc. 10.62M (1.08%) 328.19K
Increased by +3.09%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 33.55M (3.40%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 31.33M (3.17%) -112.84K
Decreased by -0.36%
Oct 31, 24
3 Vanguard Institutional 500 Index Trust 26.33M (2.67%) 303.67K
Increased by +1.15%
Oct 31, 24
4 The Energy Select Sector SPDR® ETF 25.66M (2.60%) -19.53K
Decreased by -0.08%
Nov 30, 24
5 Energy Select Sector SPDR® ETF 24.16M (2.45%) -469.03K
Decreased by -1.94%
Apr 30, 24
6 Vanguard Mid Cap Index Institutional 21.08M (2.13%) 38.10K
Increased by +0.18%
Oct 31, 24
7 Invesco QQQ Trust 19.72M (2.00%) 17.47K
Increased by +0.09%
Nov 29, 24
8 JPMorgan US Equity L 19.34M (1.96%) 0.00
Increased by 0.00%
Oct 31, 24
9 American Funds Washington Mutual A 19.10M (1.93%) 0.00
Increased by 0.00%
Dec 31, 23
10 Capital Group Wash Mutual Invtrs Comp 19.10M (1.93%) 0.00
Increased by 0.00%
Dec 31, 23
11 JPM US Equity-MA 17.66M (1.79%) 15.28M
Increased by +86.50%
Jun 30, 24
12 American Funds Growth Fund of Amer A 15.36M (1.56%) 0.00
Increased by 0.00%
Dec 31, 23
13 Capital Group Growth Fnd of Amer Comp 15.36M (1.56%) 0.00
Increased by 0.00%
Dec 31, 23
14 American Funds Income Fund of Amer A 14.58M (1.48%) 0.00
Increased by 0.00%
Sep 30, 24
15 SPDR® S&P 500® ETF Trust 12.28M (1.24%) 72.54K
Increased by +0.59%
Nov 30, 24
16 Fidelity 500 Index 12.19M (1.23%) -20.03K
Decreased by -0.16%
Oct 31, 24
17 SPDR® S&P 500 ETF Trust 11.87M (1.20%) 26.73K
Increased by +0.23%
Apr 30, 24
18 Fidelity® 500 Index 11.77M (1.19%) 74.87K
Increased by +0.64%
Nov 30, 23
19 American Funds Invmt Co of Amer A 11.71M (1.19%) -2.77K
Decreased by -0.02%
Sep 30, 24
20 Capital Group Investment Co of Amer Comp 11.71M (1.19%) -2.77K
Decreased by -0.02%
Sep 30, 24