Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IEO 19.99%
2 WTID 12.49%
3 WTIU 12.49%
4 NRGU 10.25%
5 NRGZ 10.00%
6 YGRN 10.00%
7 NRGD 10.00%
8 NRGO 10.00%
9 FRAK 8.73%
10 OILT 8.42%
11 FTXN 7.96%
12 OILU 7.66%
13 OILD 7.66%
14 XLE 7.43%
15 IYE 7.11%
16 JHME 6.90%
17 WEEI 6.50%
18 FENY 6.41%
19 VDE 6.15%
20 DDG 5.83%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 120.87M (9.59%) -957.50K
Decreased by -0.79%
Mar 31, 25
2 BlackRock Inc 101.13M (8.03%) -1.90M
Decreased by -1.88%
Mar 31, 25
3 State Street Corporation 70.32M (5.58%) -1.19M
Decreased by -1.69%
Mar 31, 24
4 State Street Corp 69.92M (5.55%) -3.81M
Decreased by -5.44%
Mar 31, 25
5 JPMorgan Chase & Co 50.59M (4.02%) -266.08K
Decreased by -0.53%
Mar 31, 25
6 Charles Schwab Investment Management Inc 40.09M (3.18%) 31.74M
Increased by +79.15%
Mar 31, 25
7 T. Rowe Price Associates, Inc. 39.81M (3.16%) -6.04M
Decreased by -15.17%
Mar 31, 25
8 Capital Research & Mgmt Co - Division 3 35.50M (2.82%) 4.21M
Increased by +11.86%
Mar 31, 25
9 Wellington Management Company LLP 31.61M (2.51%) 437.71K
Increased by +1.38%
Mar 31, 25
10 Geode Capital Management, LLC 28.02M (2.22%) -113.66K
Decreased by -0.41%
Mar 31, 25
11 Massachusetts Financial Services Company 24.87M (1.97%) -427.65K
Decreased by -1.72%
Mar 31, 25
12 Eagle Capital Management LLC 20.21M (1.60%) 552.75K
Increased by +2.73%
Mar 31, 25
13 Harris Associates L.P. 18.15M (1.44%) 3.62M
Increased by +19.94%
Mar 31, 25
14 Morgan Stanley - Brokerage Accounts 17.27M (1.37%) -3.59M
Decreased by -20.78%
Mar 31, 25
15 Bank of America Corp 15.99M (1.27%) -1.78M
Decreased by -11.16%
Mar 31, 25
16 Capital World Investors 15.61M (1.24%) -10.60M
Decreased by -67.94%
Dec 31, 23
17 Franklin Resources Inc 15.53M (1.23%) 1.11M
Increased by +7.14%
Mar 31, 25
18 Goldman Sachs Group Inc 14.86M (1.18%) 6.52M
Increased by +43.87%
Dec 31, 23
19 Fisher Asset Management, LLC 14.17M (1.12%) 388.89K
Increased by +2.74%
Mar 31, 25
20 Amvescap Plc. 14.05M (1.11%) -1.52M
Decreased by -10.85%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 40.58M (3.22%) -283.34K
Decreased by -0.70%
Jun 30, 25
2 Vanguard US Total Market Shares ETF 36.80M (2.92%) -285.01K
Decreased by -0.77%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 36.29M (2.88%) 251.98K
Increased by +0.69%
May 31, 25
4 Vanguard 500 Index Investor 35.83M (2.84%) -460.29K
Decreased by -1.28%
Jun 30, 25
5 Schwab US Dividend Equity ETF™ 31.66M (2.51%) -5.45K
Decreased by -0.02%
Jul 31, 25
6 Energy Select Sector SPDR® ETF 28.01M (2.22%) -133.19K
Decreased by -0.48%
Mar 31, 24
7 The Energy Select Sector SPDR® ETF 21.42M (1.70%) -13.71K
Decreased by -0.06%
Jul 31, 25
8 Fidelity 500 Index 16.00M (1.27%) -101.39K
Decreased by -0.63%
Jun 30, 25
9 SPDR® S&P 500 ETF 15.87M (1.26%) -450.84K
Decreased by -2.84%
Mar 31, 25
10 SPDR® S&P 500® ETF Trust 15.45M (1.23%) -81.00K
Decreased by -0.52%
Mar 31, 25
11 SPDR® S&P 500® ETF 15.32M (1.22%) -63.81K
Decreased by -0.42%
Jul 31, 25
12 iShares Core S&P 500 ETF 15.01M (1.19%) -1.49K
Decreased by -0.01%
Jul 30, 25
13 SPDR® S&P 500 ETF Trust 14.22M (1.13%) -110.44K
Decreased by -0.78%
Mar 31, 24
14 Fidelity® 500 Index 13.95M (1.11%) 88.80K
Increased by +0.64%
Nov 30, 23
15 Vanguard Equity-Income Inv 12.87M (1.02%) 214.97K
Increased by +1.67%
Jun 30, 25
16 JPM US Equity Income-MA 12.57M (1.00%) 12.55M
Increased by +99.90%
Sep 30, 23
17 MFS Large Cap Value Equity 11.29M (0.90%) -385.44K
Decreased by -3.42%
Jun 30, 25
18 MFS Value A 11.29M (0.90%) -127.34K
Decreased by -1.13%
Jun 30, 25
19 Vanguard Value Index Inv 11.20M (0.89%) 21.46K
Increased by +0.19%
Jun 30, 25
20 American Funds Washington Mutual A 10.73M (0.85%) 984.87K
Increased by +9.18%
Jun 30, 25