Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIF 4.45%
2 TPMN 4.07%
3 UTRN 4.04%
4 UTES 3.98%
5 RYU 3.36%
6 RSPU 3.19%
7 ERNZ 2.92%
8 PUI 2.89%
9 BLLD 2.79%
10 PJFM 2.65%
11 BILD 2.60%
12 GREI 2.44%
13 SDP 1.82%
14 FXU 1.69%
15 XLU 1.67%
16 ECLN 1.58%
17 SGLC 1.55%
18 CDL 1.54%
19 CDC 1.52%
20 FUTY 1.51%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 38.34M (12.90%) 166.33K
Increased by +0.43%
Mar 31, 25
2 BlackRock Inc 30.80M (10.36%) -525.69K
Decreased by -1.71%
Mar 31, 25
3 JPMorgan Chase & Co 23.37M (7.86%) -2.21M
Decreased by -9.48%
Mar 31, 25
4 State Street Corporation 17.93M (6.03%) 741.39K
Increased by +4.13%
Mar 31, 24
5 State Street Corp 16.68M (5.61%) 503.54K
Increased by +3.02%
Mar 31, 25
6 T. Rowe Price Associates, Inc. 16.55M (5.57%) 2.30M
Increased by +13.88%
Mar 31, 25
7 Massachusetts Financial Services Company 9.63M (3.24%) -112.74K
Decreased by -1.17%
Mar 31, 25
8 Geode Capital Management, LLC 7.89M (2.65%) 282.03K
Increased by +3.57%
Mar 31, 25
9 Amvescap Plc. 7.02M (2.36%) 1.96M
Increased by +27.94%
Mar 31, 25
10 Wells Fargo & Co 6.22M (2.09%) 305.22K
Increased by +4.90%
Mar 31, 25
11 Capital Research & Mgmt Co - Division 3 6.20M (2.08%) -12.67K
Decreased by -0.20%
Mar 31, 24
12 Morgan Stanley - Brokerage Accounts 5.68M (1.91%) -104.15K
Decreased by -1.83%
Mar 31, 25
13 Capital Research Global Investors 5.59M (1.88%) 65.97K
Increased by +1.18%
Dec 31, 23
14 Ameriprise Financial Inc 4.93M (1.66%) -996.00
Decreased by -0.02%
Mar 31, 25
15 Deutsche Bank AG 4.81M (1.62%) -80.76K
Decreased by -1.68%
Mar 31, 25
16 DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main 4.77M (1.60%) -97.78K
Decreased by -2.05%
Mar 31, 25
17 Goldman Sachs Group Inc 4.48M (1.51%) 753.17K
Increased by +16.80%
Mar 31, 25
18 ExodusPoint Capital Management, LP 3.93M (1.32%) 730.80K
Increased by +18.59%
Dec 31, 23
19 Bank of New York Mellon Corp 3.57M (1.20%) -124.71K
Decreased by -3.49%
Jun 30, 24
20 UBS Asset Mgmt Americas Inc 3.41M (1.15%) 783.08K
Increased by +22.98%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 9.60M (3.23%) 5.32K
Increased by +0.06%
May 31, 25
2 Vanguard US Total Market Shares ETF 9.46M (3.18%) 6.30K
Increased by +0.07%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 8.50M (2.86%) 60.64K
Increased by +0.71%
May 31, 25
4 Vanguard Mid Cap Index Institutional 6.56M (2.21%) 61.46K
Increased by +0.94%
May 31, 25
5 JPM US Equity Income-MA 5.32M (1.79%) 5.32M
Increased by +99.90%
Sep 30, 23
6 The Utilities Select Sector SPDR® ETF 4.51M (1.52%) 3.89K
Increased by +0.09%
Jun 30, 25
7 JPM US Equity Income-Composite 4.49M (1.51%) 0.00
Increased by 0.00%
Jun 30, 25
8 JPMorgan Equity Income I 4.49M (1.51%) 0.00
Increased by 0.00%
May 31, 25
9 Fidelity 500 Index 3.77M (1.27%) 16.64K
Increased by +0.44%
May 31, 25
10 SPDR® S&P 500 ETF 3.72M (1.25%) -54.56K
Decreased by -1.47%
Mar 31, 25
11 Utilities Select Sector SPDR® ETF 3.68M (1.24%) 103.58K
Increased by +2.82%
Apr 30, 24
12 SPDR® S&P 500® ETF Trust 3.62M (1.22%) -19.01K
Decreased by -0.53%
Mar 31, 25
13 SPDR® S&P 500® ETF 3.60M (1.21%) -12.67K
Decreased by -0.35%
Jun 30, 25
14 iShares Core S&P 500 ETF 3.55M (1.19%) 5.66K
Increased by +0.16%
Jun 30, 25
15 MFS Massachusetts Inv Gr Stk A 3.51M (1.18%) -87.97K
Decreased by -2.51%
May 31, 25
16 T. Rowe Price U.S. Large-Cap Core Tr-B 3.48M (1.17%) 395.79K
Increased by +11.39%
Mar 31, 25
17 T. Rowe Price U.S. Large-Cap Core Tr-C 3.48M (1.17%) 395.79K
Increased by +11.39%
Mar 31, 25
18 MFS Large Cap Growth Equity 3.46M (1.16%) -165.35K
Decreased by -4.78%
Jun 30, 25
19 SPDR® S&P 500 ETF Trust 3.44M (1.16%) -7.53K
Decreased by -0.22%
Apr 30, 24
20 American Funds Fundamental Invs A 3.40M (1.15%) -2.88K
Decreased by -0.08%
Mar 31, 24