Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIF 4.45%
2 TPMN 4.07%
3 UTRN 4.04%
4 UTES 3.78%
5 RYU 3.36%
6 RSPU 3.15%
7 BLLD 2.79%
8 ERNZ 2.74%
9 PUI 2.71%
10 PJFM 2.64%
11 BILD 2.49%
12 GREI 2.44%
13 ECLN 2.00%
14 SDP 1.82%
15 FXU 1.65%
16 CDL 1.59%
17 CDC 1.59%
18 XLU 1.58%
19 SGLC 1.55%
20 SMIG 1.51%

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 30.83M (10.37%) 32.86K
Increased by +0.11%
Jun 30, 25
3 JPMorgan Chase & Co 20.82M (7.00%) -2.56M
Decreased by -12.28%
Jun 30, 25
4 State Street Corporation 17.93M (6.03%) 741.39K
Increased by +4.13%
Mar 31, 24
5 State Street Corp 17.46M (5.87%) 776.48K
Increased by +4.45%
Jun 30, 25
6 Massachusetts Financial Services Company 9.33M (3.14%) -296.88K
Decreased by -3.18%
Jun 30, 25
7 Geode Capital Management, LLC 8.02M (2.70%) 130.06K
Increased by +1.62%
Jun 30, 25
8 Amvescap Plc. 7.16M (2.41%) 142.91K
Increased by +2.00%
Jun 30, 25
9 T. Rowe Price Associates, Inc. 6.97M (2.35%) -9.58M
Decreased by -137.49%
Jun 30, 25
10 Morgan Stanley - Brokerage Accounts 6.22M (2.09%) 542.90K
Increased by +8.72%
Jun 30, 25
11 Capital Research & Mgmt Co - Division 3 6.20M (2.08%) -12.67K
Decreased by -0.20%
Mar 31, 24
12 Wells Fargo & Co 5.93M (2.00%) -290.30K
Decreased by -4.89%
Jun 30, 25
13 Deutsche Bank AG 5.92M (1.99%) 1.12M
Increased by +18.85%
Jun 30, 25
14 Capital Research Global Investors 5.59M (1.88%) 65.97K
Increased by +1.18%
Dec 31, 23
15 GQG Partners LLC 5.49M (1.85%) 5.41M
Increased by +98.53%
Jun 30, 25
16 Victory Capital Management Inc. 5.15M (1.73%) 4.61M
Increased by +89.44%
Jun 30, 25
17 DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main 4.85M (1.63%) 83.57K
Increased by +1.72%
Jun 30, 25
18 Ameriprise Financial Inc 4.77M (1.61%) -158.90K
Decreased by -3.33%
Jun 30, 25
19 UBS Asset Mgmt Americas Inc 4.62M (1.56%) 1.22M
Increased by +26.31%
Jun 30, 25
20 Goldman Sachs Group Inc 4.01M (1.35%) -475.32K
Decreased by -11.86%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 9.46M (3.18%) 6.30K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 9.42M (3.17%) -211.75K
Decreased by -2.25%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 8.50M (2.86%) 60.64K
Increased by +0.71%
May 31, 25
4 Vanguard 500 Index Investor 7.41M (2.49%) -1.08M
Decreased by -14.65%
Jul 31, 25
5 Vanguard Mid Cap Index Institutional 6.67M (2.24%) 71.93K
Increased by +1.08%
Jul 31, 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 4.85M (1.63%) -3.91K
Decreased by -0.08%
Aug 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%
Jul 31, 25
10 Fidelity 500 Index 3.79M (1.28%) 1.64K
Increased by +0.04%
Jul 31, 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 Trust 3.62M (1.22%) -19.01K
Decreased by -0.53%
Mar 31, 25
14 SPDR® S&P 500® ETF 3.61M (1.22%) 44.53K
Increased by +1.23%
Aug 31, 25
15 iShares Core S&P 500 ETF 3.60M (1.21%) 0.00
Increased by 0.00%
Aug 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 MFS Massachusetts Inv Gr Stk A 3.41M (1.15%) -51.46K
Decreased by -1.51%
Jul 31, 25