Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IEO 18.00%
2 WTID 12.74%
3 WTIU 12.74%
4 NRGU 10.44%
5 NRGD 10.44%
6 NRGO 10.00%
7 NRGZ 10.00%
8 YGRN 10.00%
9 FRAK 8.73%
10 OILD 7.86%
11 OILU 7.86%
12 OILT 7.80%
13 FTXN 7.19%
14 JHME 6.90%
15 XLE 6.65%
16 IYE 6.39%
17 WEEI 5.88%
18 DUG 5.83%
19 DDG 5.83%
20 FENY 5.70%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 121.15M (9.82%) 279.63K
Increased by +0.23%
Jun 30, 25
2 BlackRock Inc 91.87M (7.45%) -9.26M
Decreased by -10.08%
Jun 30, 25
3 State Street Corporation 70.32M (5.70%) -1.19M
Decreased by -1.69%
Mar 31, 24
4 State Street Corp 67.16M (5.45%) -2.76M
Decreased by -4.11%
Jun 30, 25
5 T. Rowe Price Associates, Inc. 43.32M (3.51%) 3.51M
Increased by +8.10%
Jun 30, 25
6 Charles Schwab Investment Management Inc 40.38M (3.27%) 287.97K
Increased by +0.71%
Jun 30, 25
7 Capital Research & Mgmt Co - Division 3 38.61M (3.13%) 3.11M
Increased by +8.06%
Jun 30, 25
8 JPMorgan Chase & Co 38.21M (3.10%) -12.38M
Decreased by -32.40%
Jun 30, 25
9 Wellington Management Company LLP 31.34M (2.54%) -275.59K
Decreased by -0.88%
Jun 30, 25
10 Geode Capital Management, LLC 27.97M (2.27%) -49.29K
Decreased by -0.18%
Jun 30, 25
11 Massachusetts Financial Services Company 23.47M (1.90%) -1.39M
Decreased by -5.93%
Jun 30, 25
12 Eagle Capital Management LLC 22.24M (1.80%) 2.03M
Increased by +9.11%
Jun 30, 25
13 Harris Associates L.P. 19.38M (1.57%) 1.23M
Increased by +6.37%
Jun 30, 25
14 Bank of America Corp 18.97M (1.54%) 2.99M
Increased by +15.74%
Jun 30, 25
15 Morgan Stanley - Brokerage Accounts 16.77M (1.36%) -493.19K
Decreased by -2.94%
Jun 30, 25
16 FMR Inc 16.40M (1.33%) 10.17M
Increased by +61.99%
Jun 30, 25
17 Capital World Investors 15.61M (1.27%) -10.60M
Decreased by -67.94%
Dec 31, 23
18 Franklin Resources Inc 15.32M (1.24%) -212.93K
Decreased by -1.39%
Jun 30, 25
19 Goldman Sachs Group Inc 14.86M (1.20%) 6.52M
Increased by +43.87%
Dec 31, 23
20 Fisher Asset Management, LLC 14.39M (1.17%) 224.20K
Increased by +1.56%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 39.67M (3.22%) -912.27K
Decreased by -2.30%
Jul 31, 25
2 Vanguard US Total Market Shares ETF 36.80M (2.98%) -285.01K
Decreased by -0.77%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 36.29M (2.94%) 251.98K
Increased by +0.69%
May 31, 25
4 Schwab US Dividend Equity ETF™ 31.65M (2.57%) 6.69K
Increased by +0.02%
Aug 30, 25
5 Vanguard 500 Index Investor 31.25M (2.53%) -4.58M
Decreased by -14.65%
Jul 31, 25
6 Energy Select Sector SPDR® ETF 28.01M (2.27%) -133.19K
Decreased by -0.48%
Mar 31, 24
7 The Energy Select Sector SPDR® ETF 20.98M (1.70%) 3.45K
Increased by +0.02%
Aug 31, 25
8 Fidelity 500 Index 16.00M (1.30%) 6.89K
Increased by +0.04%
Jul 31, 25
9 SPDR® S&P 500 ETF 15.87M (1.29%) -450.84K
Decreased by -2.84%
Mar 31, 25
10 SPDR® S&P 500® ETF Trust 15.45M (1.25%) -81.00K
Decreased by -0.52%
Mar 31, 25
11 SPDR® S&P 500® ETF 15.25M (1.24%) 187.47K
Increased by +1.23%
Aug 31, 25
12 iShares Core S&P 500 ETF 15.19M (1.23%) 0.00
Increased by 0.00%
Aug 31, 25
13 SPDR® S&P 500 ETF Trust 14.22M (1.15%) -110.44K
Decreased by -0.78%
Mar 31, 24
14 Fidelity® 500 Index 13.95M (1.13%) 88.80K
Increased by +0.64%
Nov 30, 23
15 Vanguard Equity-Income Inv 12.87M (1.04%) 214.97K
Increased by +1.67%
Jun 30, 25
16 JPM US Equity Income-MA 12.57M (1.02%) 12.55M
Increased by +99.90%
Sep 30, 23
17 MFS Large Cap Value Equity 11.29M (0.92%) -385.44K
Decreased by -3.42%
Jun 30, 25
18 MFS Value A 11.22M (0.91%) -65.61K
Decreased by -0.58%
Jul 31, 25
19 Vanguard Value Index Inv 11.19M (0.91%) -13.59K
Decreased by -0.12%
Jul 31, 25
20 American Funds Washington Mutual A 10.73M (0.87%) 984.87K
Increased by +9.18%
Jun 30, 25