Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.02%
2 RYU 3.36%
3 RSPU 3.34%
4 PUI 3.04%
5 ECLN 3.03%
6 UTES 3.03%
7 GREI 2.14%
8 SDP 1.82%
9 XLU 1.75%
10 FXU 1.74%
11 VPU 1.61%
12 FUTY 1.61%
13 IDU 1.51%
14 BKUS 1.48%
15 SMIG 1.33%
16 TPHD 1.31%
17 TPHE 1.31%
18 EMLP 1.27%
19 CDL 1.23%
20 CDC 1.22%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 36.81M (12.40%) -231.20K
Decreased by -0.63%
Mar 31, 24
2 BlackRock Inc 27.21M (9.17%) -2.09M
Decreased by -7.70%
Mar 31, 24
3 JPMorgan Chase & Co 22.66M (7.64%) 2.79M
Increased by +12.29%
Mar 31, 24
4 State Street Corporation 17.93M (6.04%) 741.39K
Increased by +4.13%
Mar 31, 24
5 Geode Capital Management, LLC 7.12M (2.40%) 337.10K
Increased by +4.74%
Mar 31, 24
6 Ameriprise Financial Inc 6.79M (2.29%) 124.95K
Increased by +1.84%
Mar 31, 24
7 Morgan Stanley - Brokerage Accounts 6.48M (2.18%) -195.06K
Decreased by -3.01%
Mar 31, 24
8 Wells Fargo & Co 6.33M (2.13%) 434.70K
Increased by +6.86%
Mar 31, 24
9 Capital Research & Mgmt Co - Division 3 6.20M (2.09%) -12.67K
Decreased by -0.20%
Mar 31, 24
10 Capital Research Global Investors 5.59M (1.88%) 65.97K
Increased by +1.18%
Dec 31, 23
11 Amvescap Plc. 4.68M (1.58%) -33.81K
Decreased by -0.72%
Mar 31, 24
12 DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main 4.16M (1.40%) -141.75K
Decreased by -3.40%
Mar 31, 24
13 Amundi 4.04M (1.36%) -56.63K
Decreased by -1.40%
Mar 31, 24
14 Legal & General Group PLC 3.98M (1.34%) 39.68K
Increased by +1.00%
Mar 31, 24
15 ExodusPoint Capital Management, LP 3.93M (1.32%) 730.80K
Increased by +18.59%
Dec 31, 23
16 Bank of New York Mellon Corp 3.70M (1.25%) -331.13K
Decreased by -8.95%
Mar 31, 24
17 Goldman Sachs Group Inc 3.69M (1.24%) -2.61M
Decreased by -70.65%
Mar 31, 24
18 T. Rowe Price Associates, Inc. 3.62M (1.22%) -1.63M
Decreased by -45.16%
Mar 31, 24
19 Massachusetts Financial Services Company 3.42M (1.15%) -39.66K
Decreased by -1.16%
Mar 31, 24
20 Pictet Asset Manangement SA 3.41M (1.15%) -1.08M
Decreased by -31.70%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 9.43M (3.18%) 111.50K
Increased by +1.18%
Jun 30, 24
2 Vanguard Institutional 500 Index Trust 7.68M (2.59%) 110.54K
Increased by +1.44%
Jun 30, 24
3 Vanguard Mid Cap Index Institutional 6.40M (2.16%) 58.78K
Increased by +0.92%
Jun 30, 24
4 JPM US Equity Income-MA 5.32M (1.79%) 5.32M
Increased by +99.90%
Sep 30, 23
5 JPM US Equity Income-Composite 4.65M (1.57%) -119.52K
Decreased by -2.57%
Jun 30, 24
6 JPMorgan Equity Income I 4.65M (1.57%) -41.09K
Decreased by -0.88%
May 31, 24
7 The Utilities Select Sector SPDR® ETF 4.00M (1.35%) 27.50K
Increased by +0.69%
Jun 30, 24
8 Utilities Select Sector SPDR® ETF 3.68M (1.24%) 103.58K
Increased by +2.82%
Apr 30, 24
9 JPM US Mid Cap Value-Composite 3.60M (1.21%) -69.22K
Decreased by -1.92%
Dec 31, 23
10 Fidelity 500 Index 3.58M (1.21%) 18.18K
Increased by +0.51%
May 31, 24
11 SPDR® S&P 500® ETF Trust 3.49M (1.17%) 33.45K
Increased by +0.96%
Jun 30, 24
12 SPDR® S&P 500 ETF Trust 3.44M (1.16%) -7.53K
Decreased by -0.22%
Apr 30, 24
13 American Funds Fundamental Invs A 3.40M (1.15%) -2.88K
Decreased by -0.08%
Mar 31, 24
14 Capital Group Fundamental Invtrs Comp 3.40M (1.15%) -2.88K
Decreased by -0.08%
Mar 31, 24
15 Fidelity® 500 Index 3.40M (1.15%) 21.62K
Increased by +0.64%
Nov 30, 23
16 JPMorgan Equity Premium Income ETF 3.30M (1.11%) 0.00
Increased by 0.00%
Jun 28, 24
17 iShares Core S&P 500 ETF 3.19M (1.07%) 16.20K
Increased by +0.51%
Jun 28, 24
18 iShares Select Dividend ETF 3.17M (1.07%) -1.05K
Decreased by -0.03%
Jun 28, 24
19 Pictet Glbl Sel Fd Glbl Utilities Eq P 3.14M (1.06%) -115.42K
Decreased by -3.68%
Mar 31, 24
20 American Funds Invmt Co of Amer A 3.08M (1.04%) 627.46K
Increased by +20.36%
Dec 31, 23