Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIF 4.45%
2 TPMN 4.07%
3 UTES 4.04%
4 UTRN 4.04%
5 RYU 3.36%
6 RSPU 3.16%
7 PUI 2.89%
8 ERNZ 2.81%
9 BLLD 2.79%
10 PJFM 2.54%
11 BILD 2.47%
12 GREI 2.44%
13 SDP 1.82%
14 FXU 1.68%
15 XLU 1.65%
16 ECLN 1.56%
17 SGLC 1.55%
18 VPU 1.51%
19 FUTY 1.49%
20 BKUS 1.48%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 39.04M (13.14%) 702.71K
Increased by +1.80%
Jun 30, 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 Massachusetts Financial Services Company 9.33M (3.14%) -296.88K
Decreased by -3.18%
Jun 30, 25
7 Geode Capital Management, LLC 7.89M (2.65%) 282.03K
Increased by +3.57%
Mar 31, 25
8 Amvescap Plc. 7.02M (2.36%) 1.96M
Increased by +27.94%
Mar 31, 25
9 T. Rowe Price Associates, Inc. 6.97M (2.35%) -9.58M
Decreased by -137.49%
Jun 30, 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 UBS Asset Mgmt Americas Inc 4.62M (1.56%) 1.22M
Increased by +26.31%
Jun 30, 25
18 Goldman Sachs Group Inc 4.01M (1.35%) -475.32K
Decreased by -11.86%
Jun 30, 25
19 ExodusPoint Capital Management, LP 3.93M (1.32%) 730.80K
Increased by +18.59%
Dec 31, 23
20 Bank of New York Mellon Corp 3.57M (1.20%) -124.71K
Decreased by -3.49%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 9.64M (3.24%) 31.86K
Increased by +0.33%
Jun 30, 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 500 Index Investor 8.49M (2.86%) -5.49K
Decreased by -0.06%
Jun 30, 25
5 Vanguard Mid Cap Index Institutional 6.60M (2.22%) 41.71K
Increased by +0.63%
Jun 30, 25
6 JPM US Equity Income-MA 5.32M (1.79%) 5.32M
Increased by +99.90%
Sep 30, 23
7 The Utilities Select Sector SPDR® ETF 4.76M (1.60%) -31.10K
Decreased by -0.65%
Jul 31, 25
8 JPM US Equity Income-Composite 4.49M (1.51%) 0.00
Increased by 0.00%
Jun 30, 25
9 JPMorgan Equity Income I 4.49M (1.51%) 0.00
Increased by 0.00%
Jun 30, 25
10 Fidelity 500 Index 3.79M (1.28%) 20.09K
Increased by +0.53%
Jun 30, 25
11 SPDR® S&P 500 ETF 3.72M (1.25%) -54.56K
Decreased by -1.47%
Mar 31, 25
12 Utilities Select Sector SPDR® ETF 3.68M (1.24%) 103.58K
Increased by +2.82%
Apr 30, 24
13 SPDR® S&P 500® ETF 3.66M (1.23%) 15.66K
Increased by +0.43%
Jul 31, 25
14 SPDR® S&P 500® ETF Trust 3.62M (1.22%) -19.01K
Decreased by -0.53%
Mar 31, 25
15 iShares Core S&P 500 ETF 3.57M (1.20%) 16.28K
Increased by +0.46%
Jul 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 MFS Massachusetts Inv Gr Stk A 3.46M (1.16%) -52.93K
Decreased by -1.53%
Jun 30, 25
20 SPDR® S&P 500 ETF Trust 3.44M (1.16%) -7.53K
Decreased by -0.22%
Apr 30, 24