Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WTID 11.71%
2 WTIU 11.71%
3 NRGU 10.25%
4 NRGZ 10.00%
5 YGRN 10.00%
6 NRGD 10.00%
7 NRGO 10.00%
8 FRAK 8.73%
9 OILT 7.97%
10 FTXN 7.70%
11 XLE 7.19%
12 OILD 7.03%
13 OILU 7.03%
14 IYE 6.93%
15 JHME 6.90%
16 VDE 6.63%
17 WEEI 6.24%
18 FENY 6.22%
19 DDG 5.83%
20 DUG 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 Amvescap Plc. 15.57M (1.24%) -2.86M
Decreased by -18.34%
Dec 31, 24
18 Franklin Resources Inc 15.53M (1.23%) 1.11M
Increased by +7.14%
Mar 31, 25
19 Goldman Sachs Group Inc 14.86M (1.18%) 6.52M
Increased by +43.87%
Dec 31, 23
20 Fisher Asset Management, LLC 14.17M (1.12%) 388.89K
Increased by +2.74%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 40.83M (3.24%) 604.04K
Increased by +1.48%
Apr 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 36.03M (2.86%) 575.95K
Increased by +1.60%
Apr 30, 25
4 Schwab US Dividend Equity ETF™ 32.22M (2.56%) 5.59K
Increased by +0.02%
Apr 30, 25
5 Energy Select Sector SPDR® ETF 28.01M (2.22%) -133.19K
Decreased by -0.48%
Mar 31, 24
6 The Energy Select Sector SPDR® ETF 22.39M (1.78%) 215.49K
Increased by +0.96%
Apr 30, 25
7 Fidelity 500 Index 16.01M (1.27%) -193.91K
Decreased by -1.21%
Mar 31, 25
8 SPDR® S&P 500 ETF 15.87M (1.26%) -450.84K
Decreased by -2.84%
Mar 31, 25
9 SPDR® S&P 500® ETF Trust 15.45M (1.23%) -81.00K
Decreased by -0.52%
Mar 31, 25
10 SPDR® S&P 500® ETF 15.37M (1.22%) -92.25K
Decreased by -0.60%
Apr 30, 25
11 iShares Core S&P 500 ETF 15.11M (1.20%) -15.79K
Decreased by -0.10%
Apr 30, 25
12 SPDR® S&P 500 ETF Trust 14.22M (1.13%) -110.44K
Decreased by -0.78%
Mar 31, 24
13 Fidelity® 500 Index 13.95M (1.11%) 88.80K
Increased by +0.64%
Nov 30, 23
14 Vanguard Equity-Income Inv 12.66M (1.00%) -175.19K
Decreased by -1.38%
Mar 31, 25
15 JPM US Equity Income-MA 12.57M (1.00%) 12.55M
Increased by +99.90%
Sep 30, 23
16 MFS Large Cap Value Equity 11.67M (0.93%) -403.00K
Decreased by -3.45%
Mar 31, 25
17 MFS Value A 11.48M (0.91%) -187.43K
Decreased by -1.63%
Apr 30, 25
18 Vanguard Value Index Inv 11.16M (0.89%) 2.54K
Increased by +0.02%
Apr 30, 25
19 American Funds Washington Mutual A 9.75M (0.77%) 2.36M
Increased by +24.19%
Mar 31, 25
20 Capital Group Wash Mutual Invtrs Comp 9.75M (0.77%) 2.36M
Increased by +24.19%
Mar 31, 25