Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IEZ 26.27%
2 OIH 15.77%
3 XES 6.14%
4 ONG 5.92%
5 PXJ 5.57%
6 RSPG 5.42%
7 IVENC 3.95%
8 RYE 3.85%
9 UTRN 3.78%
10 EQRR 3.40%
11 WEEI 3.36%
12 BESF 3.27%
13 XLE 3.24%
14 OILD 3.01%
15 OILU 3.01%
16 PWER 2.88%
17 FXN 2.81%
18 IYE 2.60%
19 LNGZ 2.57%
20 OFOS 2.54%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 122.12M (12.42%) 924.50K
Increased by +0.76%
Mar 31, 25
2 JPMorgan Chase & Co 97.98M (9.96%) 14.98M
Increased by +15.29%
Mar 31, 25
3 BlackRock Inc 94.91M (9.65%) 486.63K
Increased by +0.51%
Mar 31, 25
4 State Street Corporation 64.06M (6.51%) -1.01M
Decreased by -1.57%
Mar 31, 24
5 State Street Corp 63.80M (6.49%) -926.56K
Decreased by -1.45%
Mar 31, 25
6 Dodge & Cox 44.66M (4.54%) -1.00M
Decreased by -2.25%
Mar 31, 25
7 Capital World Investors 33.36M (3.39%) 838.10K
Increased by +2.51%
Mar 31, 25
8 Capital Research Global Investors 26.81M (2.73%) -873.09K
Decreased by -3.26%
Mar 31, 25
9 Geode Capital Management, LLC 25.48M (2.59%) 933.76K
Increased by +3.67%
Mar 31, 25
10 NORGES BANK 20.21M (2.05%) 1.89M
Increased by +9.33%
Dec 31, 24
11 FMR Inc 19.91M (2.02%) 4.21M
Increased by +21.15%
Mar 31, 25
12 Artisan Partners Limited Partnership 16.51M (1.68%) 16.51M
Increased by +100.00%
Mar 31, 25
13 Morgan Stanley - Brokerage Accounts 15.47M (1.57%) 1.99M
Increased by +12.89%
Mar 31, 25
14 Fidelity International Ltd 13.91M (1.41%) -2.13M
Decreased by -15.32%
Mar 31, 25
15 Dimensional Fund Advisors, Inc. 11.73M (1.19%) 175.50K
Increased by +1.50%
Mar 31, 25
16 Goldman Sachs Group Inc 11.27M (1.15%) 7.46M
Increased by +66.17%
Dec 31, 23
17 T. Rowe Price Associates, Inc. 11.18M (1.14%) -1.42M
Decreased by -12.66%
Mar 31, 25
18 Victory Capital Management Inc. 11.17M (1.14%) -2.89M
Decreased by -25.84%
Mar 31, 25
19 Amvescap Plc. 10.79M (1.10%) 283.45K
Increased by +2.63%
Mar 31, 25
20 Deutsche Bank AG 10.40M (1.06%) 1.32M
Increased by +12.68%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 32.96M (3.35%) 0.00
Increased by 0.00%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 31.76M (3.23%) 19.24K
Increased by +0.06%
May 31, 25
3 Vanguard US Total Market Shares ETF 31.44M (3.20%) -150.81K
Decreased by -0.48%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 28.16M (2.86%) 204.67K
Increased by +0.73%
May 31, 25
5 Energy Select Sector SPDR® ETF 24.16M (2.46%) -469.03K
Decreased by -1.94%
Apr 30, 24
6 Vanguard Mid Cap Index Institutional 21.73M (2.21%) 205.03K
Increased by +0.94%
May 31, 25
7 JPM US Equity-MA 20.60M (2.09%) 17.04M
Increased by +82.71%
Jun 30, 25
8 Invesco QQQ Trust 20.44M (2.08%) -99.14K
Decreased by -0.48%
Jun 30, 25
9 The Energy Select Sector SPDR® ETF 19.81M (2.01%) -81.80K
Decreased by -0.41%
Jun 30, 25
10 JPMorgan US Equity L 19.72M (2.00%) -281.08K
Decreased by -1.43%
May 31, 25
11 American Funds Washington Mutual A 19.10M (1.94%) 0.00
Increased by 0.00%
Dec 31, 23
12 Capital Group Wash Mutual Invtrs Comp 19.10M (1.94%) 0.00
Increased by 0.00%
Dec 31, 23
13 American Funds American Balanced A 18.91M (1.92%) 8.50M
Increased by +44.96%
Jun 30, 25
14 American Funds Growth Fund of Amer A 15.36M (1.56%) 0.00
Increased by 0.00%
Dec 31, 23
15 Capital Group Growth Fnd of Amer Comp 15.36M (1.56%) 0.00
Increased by 0.00%
Dec 31, 23
16 American Funds Income Fund of Amer A 13.08M (1.33%) -1.31M
Decreased by -10.01%
Jun 30, 25
17 Fidelity 500 Index 12.49M (1.27%) 53.97K
Increased by +0.43%
May 31, 25
18 SPDR® S&P 500 ETF 12.32M (1.25%) -180.42K
Decreased by -1.46%
Mar 31, 25
19 SPDR® S&P 500® ETF Trust 11.99M (1.22%) -62.86K
Decreased by -0.52%
Mar 31, 25
20 SPDR® S&P 500® ETF 11.93M (1.21%) -41.98K
Decreased by -0.35%
Jun 30, 25