Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 9.73%
2 WBIF 4.05%
3 UTRN 4.04%
4 RYU 3.36%
5 BILD 3.17%
6 RSPU 3.04%
7 PUI 2.98%
8 UTES 2.62%
9 BLLD 2.56%
10 GREI 2.36%
11 SDP 1.82%
12 XLU 1.68%
13 FXU 1.58%
14 VPU 1.57%
15 FUTY 1.53%
16 ECLN 1.52%
17 BKUS 1.48%
18 IDU 1.44%
19 TPHD 1.33%
20 TPHE 1.32%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 37.86M (12.75%) 57.09K
Increased by +0.15%
Sep 30, 24
2 BlackRock Inc 28.61M (9.64%) 1.40M
Increased by +4.89%
Jun 30, 24
3 JPMorgan Chase & Co 25.06M (8.44%) 2.39M
Increased by +9.55%
Jun 30, 24
4 State Street Corporation 17.93M (6.04%) 741.39K
Increased by +4.13%
Mar 31, 24
5 State Street Corp 16.07M (5.41%) -1.87M
Decreased by -11.61%
Jun 30, 24
6 Morgan Stanley - Brokerage Accounts 13.20M (4.45%) 235.68K
Increased by +1.79%
Jun 30, 24
7 Massachusetts Financial Services Company 7.61M (2.56%) 719.09K
Increased by +9.45%
Sep 30, 24
8 Geode Capital Management, LLC 7.40M (2.49%) 288.78K
Increased by +3.90%
Jun 30, 24
9 Ameriprise Financial Inc 6.70M (2.26%) -86.45K
Decreased by -1.29%
Jun 30, 24
10 Capital Research & Mgmt Co - Division 3 6.20M (2.09%) -12.67K
Decreased by -0.20%
Mar 31, 24
11 Wells Fargo & Co 6.19M (2.08%) -146.64K
Decreased by -2.37%
Jun 30, 24
12 Capital Research Global Investors 5.59M (1.88%) 65.97K
Increased by +1.18%
Dec 31, 23
13 Amvescap Plc. 4.55M (1.53%) -136.45K
Decreased by -3.00%
Jun 30, 24
14 Amundi 4.50M (1.51%) 456.73K
Increased by +10.16%
Jun 30, 24
15 DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main 4.25M (1.43%) 85.92K
Increased by +2.02%
Jun 30, 24
16 Goldman Sachs Group Inc 3.97M (1.34%) 282.72K
Increased by +7.11%
Jun 30, 24
17 ExodusPoint Capital Management, LP 3.93M (1.32%) 730.80K
Increased by +18.59%
Dec 31, 23
18 Legal & General Group PLC 3.81M (1.28%) -172.48K
Decreased by -4.52%
Jun 30, 24
19 Bank of New York Mellon Corp 3.57M (1.20%) -124.71K
Decreased by -3.49%
Jun 30, 24
20 Deutsche Bank AG 3.56M (1.20%) 1.95M
Increased by +54.87%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 9.43M (3.18%) -28.52K
Decreased by -0.30%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 7.92M (2.67%) 91.44K
Increased by +1.16%
Oct 31, 24
3 Vanguard Mid Cap Index Institutional 6.34M (2.13%) 11.36K
Increased by +0.18%
Oct 31, 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 4.55M (1.53%) -99.93K
Decreased by -2.20%
Sep 30, 24
6 JPMorgan Equity Income I 4.55M (1.53%) -25.82K
Decreased by -0.57%
Sep 30, 24
7 The Utilities Select Sector SPDR® ETF 4.47M (1.51%) 5.88K
Increased by +0.13%
Oct 31, 24
8 Utilities Select Sector SPDR® ETF 3.68M (1.24%) 103.58K
Increased by +2.82%
Apr 30, 24
9 Fidelity 500 Index 3.67M (1.24%) -6.86K
Decreased by -0.19%
Sep 30, 24
10 SPDR® S&P 500® ETF Trust 3.64M (1.23%) 19.01K
Increased by +0.52%
Oct 31, 24
11 SPDR® S&P 500 ETF Trust 3.44M (1.16%) -7.53K
Decreased by -0.22%
Apr 30, 24
12 American Funds Fundamental Invs A 3.40M (1.15%) -2.88K
Decreased by -0.08%
Mar 31, 24
13 Capital Group Fundamental Invtrs Comp 3.40M (1.15%) -2.88K
Decreased by -0.08%
Mar 31, 24
14 Fidelity® 500 Index 3.40M (1.15%) 21.62K
Increased by +0.64%
Nov 30, 23
15 iShares Core S&P 500 ETF 3.33M (1.12%) 5.13K
Increased by +0.15%
Oct 31, 24
16 iShares Select Dividend ETF 3.15M (1.06%) -1.06K
Decreased by -0.03%
Oct 31, 24
17 JPMorgan Equity Premium Income ETF 3.10M (1.04%) 0.00
Increased by 0.00%
Oct 31, 24
18 American Funds Invmt Co of Amer A 3.08M (1.04%) 627.46K
Increased by +20.36%
Dec 31, 23
19 Capital Group Investment Co of Amer Comp 3.08M (1.04%) 627.46K
Increased by +20.36%
Dec 31, 23
20 Pictet Glbl Sel Fd Glbl Utilities Eq P 3.02M (1.02%) -116.12K
Decreased by -3.84%
Apr 30, 24