Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DRLL 21.31%
2 DDG 17.84%
3 DUG 17.84%
4 XLE 15.52%
5 WTID 15.00%
6 OILD 15.00%
7 OILU 15.00%
8 WTIU 15.00%
9 IYE 14.99%
10 WEEI 14.98%
11 FENY 13.53%
12 VDE 13.07%
13 DIG 11.17%
14 ERX 10.56%
15 FILL 10.53%
16 NRGU 10.00%
17 YGRN 10.00%
18 NRGZ 10.00%
19 NRGO 10.00%
20 NRGD 10.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 State Street Corp 159.11M (9.49%) 874.96K
Increased by +0.55%
Sep 30, 24
2 Vanguard Group Inc 158.53M (9.46%) -168.38K
Decreased by -0.11%
Sep 30, 24
3 BlackRock Inc 128.96M (7.70%) 1.12M
Increased by +0.87%
Sep 30, 24
4 State Street Corporation 123.06M (7.34%) -1.48M
Decreased by -1.20%
Mar 31, 24
5 Berkshire Hathaway Inc 118.61M (7.08%) 0.00
Increased by 0.00%
Sep 30, 24
6 Geode Capital Management, LLC 35.88M (2.14%) -86.00K
Decreased by -0.24%
Sep 30, 24
7 Morgan Stanley - Brokerage Accounts 35.58M (2.12%) -36.75M
Decreased by -103.30%
Sep 30, 24
8 Charles Schwab Investment Management Inc 31.11M (1.86%) 3.20M
Increased by +10.30%
Sep 30, 24
9 Bank of America Corp 27.03M (1.61%) -4.62M
Decreased by -17.07%
Sep 30, 24
10 JPMorgan Chase & Co 26.92M (1.61%) -3.03M
Decreased by -11.26%
Sep 30, 24
11 NORGES BANK 20.34M (1.21%) 882.20K
Increased by +4.34%
Jun 30, 24
12 Fisher Asset Management, LLC 19.48M (1.16%) 672.24K
Increased by +3.45%
Sep 30, 24
13 Northern Trust Corp 19.08M (1.14%) -1.12M
Decreased by -5.88%
Sep 30, 24
14 Wells Fargo & Co 19.00M (1.13%) -45.60K
Decreased by -0.24%
Sep 30, 24
15 Franklin Resources Inc 17.20M (1.03%) 573.22K
Increased by +3.33%
Sep 30, 24
16 Ameriprise Financial Inc 16.51M (0.99%) -603.24K
Decreased by -3.65%
Sep 30, 24
17 Goldman Sachs Group Inc 14.57M (0.87%) 6.76M
Increased by +46.39%
Dec 31, 23
18 Amundi 14.52M (0.87%) 3.88M
Increased by +26.71%
Sep 30, 23
19 Bank of New York Mellon Corp 14.06M (0.84%) -1.30M
Decreased by -9.22%
Sep 30, 24
20 Amvescap Plc. 14.06M (0.84%) -376.31K
Decreased by -2.68%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 53.47M (3.19%) -1.14M
Decreased by -2.13%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 45.26M (2.70%) -471.18K
Decreased by -1.04%
Dec 31, 24
3 Energy Select Sector SPDR® ETF 41.86M (2.50%) -812.98K
Decreased by -1.94%
Apr 30, 24
4 The Energy Select Sector SPDR® ETF 35.21M (2.10%) -281.67K
Decreased by -0.80%
Dec 31, 24
5 Fidelity 500 Index 21.02M (1.25%) 142.81K
Increased by +0.68%
Nov 30, 24
6 SPDR® S&P 500® ETF Trust 21.01M (1.25%) 242.80K
Increased by +1.16%
Dec 31, 24
7 Fidelity® 500 Index 20.68M (1.23%) 131.57K
Increased by +0.64%
Nov 30, 23
8 SPDR® S&P 500 ETF Trust 20.52M (1.22%) 46.35K
Increased by +0.23%
Apr 30, 24
9 iShares Core S&P 500 ETF 19.62M (1.17%) 13.79K
Increased by +0.07%
Dec 31, 24
10 Schwab US Dividend Equity ETF™ 17.32M (1.03%) 18.41K
Increased by +0.11%
Dec 31, 24
11 Vanguard Value Index Inv 14.55M (0.87%) -310.60K
Decreased by -2.14%
Dec 31, 24
12 Vanguard Institutional Index I 10.55M (0.63%) -218.74K
Decreased by -2.07%
Dec 31, 24
13 American Funds American Balanced A 8.42M (0.50%) 1.76M
Increased by +20.90%
Dec 31, 24
14 Vanguard Energy ETF 8.36M (0.50%) -79.05K
Decreased by -0.95%
Dec 31, 24
15 State St S&P 500® Indx SL Cl III 8.03M (0.48%) -214.15K
Decreased by -2.67%
Dec 31, 24
16 Franklin Income A1 7.50M (0.45%) 0.00
Increased by 0.00%
Nov 30, 24
17 American Funds Washington Mutual A 7.23M (0.43%) 54.77K
Increased by +0.76%
Jun 30, 24
18 Capital Group Wash Mutual Invtrs Comp 7.23M (0.43%) 54.77K
Increased by +0.76%
Jun 30, 24
19 American Funds American Mutual A 7.15M (0.43%) -412.73K
Decreased by -5.77%
Sep 30, 23
20 Capital Group American Mutual Comp 7.15M (0.43%) -412.73K
Decreased by -5.77%
Sep 30, 23