Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WTID 12.20%
2 WTIU 11.65%
3 NRGZ 10.00%
4 NRGD 10.00%
5 NRGO 10.00%
6 NRGU 10.00%
7 YGRN 10.00%
8 FRAK 8.73%
9 OILT 8.41%
10 FTXN 8.15%
11 XLE 7.68%
12 OILU 7.55%
13 OILD 7.55%
14 IYE 7.00%
15 JHME 6.90%
16 FENY 6.70%
17 VDE 6.59%
18 WEEI 6.52%
19 EAGL 5.87%
20 DUG 5.83%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 121.83M (9.59%) -4.56M
Decreased by -3.74%
Dec 31, 24
2 BlackRock Inc 103.03M (8.11%) -4.14M
Decreased by -4.02%
Dec 31, 24
3 State Street Corp 73.73M (5.81%) -2.46M
Decreased by -3.34%
Dec 31, 24
4 State Street Corporation 70.32M (5.54%) -1.19M
Decreased by -1.69%
Mar 31, 24
5 JPMorgan Chase & Co 50.86M (4.01%) -44.69M
Decreased by -87.87%
Dec 31, 24
6 T. Rowe Price Associates, Inc. 45.85M (3.61%) 3.94M
Increased by +8.59%
Dec 31, 24
7 Capital Research & Mgmt Co - Division 3 31.29M (2.46%) 1.47M
Increased by +4.71%
Dec 31, 24
8 Wellington Management Company LLP 31.17M (2.46%) -24.31K
Decreased by -0.08%
Dec 31, 24
9 Geode Capital Management, LLC 28.13M (2.22%) -1.75K
Decreased by -0.01%
Dec 31, 24
10 Massachusetts Financial Services Company 25.30M (1.99%) -1.31M
Decreased by -5.19%
Dec 31, 24
11 Morgan Stanley - Brokerage Accounts 20.85M (1.64%) 424.42K
Increased by +2.04%
Dec 31, 24
12 Eagle Capital Management LLC 19.66M (1.55%) 4.44M
Increased by +22.60%
Dec 31, 24
13 Bank of America Corp 17.77M (1.40%) -2.19M
Decreased by -12.34%
Dec 31, 24
14 Capital World Investors 15.61M (1.23%) -10.60M
Decreased by -67.94%
Dec 31, 23
15 Amvescap Plc. 15.57M (1.23%) -2.86M
Decreased by -18.34%
Dec 31, 24
16 Goldman Sachs Group Inc 14.86M (1.17%) 6.52M
Increased by +43.87%
Dec 31, 23
17 Harris Associates L.P. 14.53M (1.14%) 1.35M
Increased by +9.28%
Dec 31, 24
18 Franklin Resources Inc 14.42M (1.14%) 716.71K
Increased by +4.97%
Dec 31, 24
19 Fisher Asset Management, LLC 13.78M (1.09%) 589.31K
Increased by +4.28%
Dec 31, 24
20 Northern Trust Corp 13.76M (1.08%) 1.40M
Increased by +10.17%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 40.81M (3.21%) 136.86K
Increased by +0.34%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 35.88M (2.83%) 246.49K
Increased by +0.69%
Feb 28, 25
3 Energy Select Sector SPDR® ETF 28.01M (2.21%) -133.19K
Decreased by -0.48%
Mar 31, 24
4 The Energy Select Sector SPDR® ETF 25.55M (2.01%) 236.58K
Increased by +0.93%
Feb 28, 25
5 Fidelity 500 Index 16.13M (1.27%) 71.17K
Increased by +0.44%
Jan 31, 25
6 SPDR® S&P 500® ETF Trust 15.98M (1.26%) -118.56K
Decreased by -0.74%
Feb 28, 25
7 iShares Core S&P 500 ETF 15.19M (1.20%) -764.00
Decreased by -0.01%
Feb 28, 25
8 SPDR® S&P 500 ETF Trust 14.22M (1.12%) -110.44K
Decreased by -0.78%
Mar 31, 24
9 Fidelity® 500 Index 13.95M (1.10%) 88.80K
Increased by +0.64%
Nov 30, 23
10 Vanguard Equity-Income Inv 12.83M (1.01%) 60.07K
Increased by +0.47%
Dec 31, 24
11 JPM US Equity Income-MA 12.57M (0.99%) 12.55M
Increased by +99.90%
Sep 30, 23
12 MFS Large Cap Value Equity 12.07M (0.95%) -397.41K
Decreased by -3.29%
Dec 31, 24
13 MFS Value A 11.74M (0.92%) -195.93K
Decreased by -1.67%
Feb 28, 25
14 Vanguard Value Index Inv 11.18M (0.88%) 82.78K
Increased by +0.74%
Feb 28, 25
15 JPM US Equity Income-Composite 9.51M (0.75%) -952.42K
Decreased by -10.02%
Dec 31, 24
16 JPMorgan Equity Income I 9.51M (0.75%) 0.00
Increased by 0.00%
Jan 31, 25
17 Vanguard Wellington™ Inv 9.31M (0.73%) 712.66K
Increased by +7.65%
Dec 31, 23
18 American Funds Income Fund of Amer A 8.66M (0.68%) 0.00
Increased by 0.00%
Sep 30, 23
19 Dodge & Cox Stock I 8.38M (0.66%) -8.40K
Decreased by -0.10%
Dec 31, 24
20 Pacer US Cash Cows 100 ETF 8.37M (0.66%) 10.39K
Increased by +0.12%
Nov 29, 24