Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DRLL 20.80%
2 DDG 17.84%
3 DUG 17.84%
4 XLE 15.07%
5 WTID 14.63%
6 WTIU 14.63%
7 OILU 14.46%
8 OILD 14.46%
9 VDE 14.15%
10 WEEI 14.11%
11 IYE 14.09%
12 ERX 13.30%
13 FENY 13.26%
14 DIG 12.20%
15 NRGU 10.12%
16 NRGZ 10.00%
17 YGRN 10.00%
18 NRGD 10.00%
19 NRGO 10.00%
20 FILL 9.81%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 156.97M (9.59%) -1.56M
Decreased by -1.00%
Dec 31, 24
2 State Street Corp 149.68M (9.15%) -9.43M
Decreased by -6.30%
Dec 31, 24
3 State Street Corporation 123.06M (7.52%) -1.48M
Decreased by -1.20%
Mar 31, 24
4 BlackRock Inc 121.64M (7.43%) -7.32M
Decreased by -6.01%
Dec 31, 24
5 Berkshire Hathaway Inc 118.61M (7.25%) 0.00
Increased by 0.00%
Dec 31, 24
6 Geode Capital Management, LLC 36.27M (2.22%) 392.92K
Increased by +1.08%
Dec 31, 24
7 Morgan Stanley - Brokerage Accounts 34.47M (2.11%) -1.11M
Decreased by -3.23%
Dec 31, 24
8 Charles Schwab Investment Management Inc 31.86M (1.95%) 746.81K
Increased by +2.34%
Dec 31, 24
9 Bank of America Corp 25.32M (1.55%) -1.71M
Decreased by -6.76%
Dec 31, 24
10 JPMorgan Chase & Co 21.36M (1.31%) -32.47M
Decreased by -152.02%
Dec 31, 24
11 NORGES BANK 20.84M (1.27%) 497.19K
Increased by +2.39%
Dec 31, 24
12 Northern Trust Corp 20.47M (1.25%) 1.39M
Increased by +6.81%
Dec 31, 24
13 Fisher Asset Management, LLC 19.89M (1.22%) 410.46K
Increased by +2.06%
Dec 31, 24
14 Wells Fargo & Co 18.02M (1.10%) -983.07K
Decreased by -5.46%
Dec 31, 24
15 Franklin Resources Inc 17.28M (1.06%) 79.92K
Increased by +0.46%
Dec 31, 24
16 Ameriprise Financial Inc 16.72M (1.02%) 211.02K
Increased by +1.26%
Dec 31, 24
17 Bank of New York Mellon Corp 16.50M (1.01%) 2.43M
Increased by +14.75%
Dec 31, 24
18 Amvescap Plc. 15.03M (0.92%) 964.43K
Increased by +6.42%
Dec 31, 24
19 Goldman Sachs Group Inc 14.57M (0.89%) 6.76M
Increased by +46.39%
Dec 31, 23
20 UBS Group AG 14.53M (0.89%) 4.40M
Increased by +30.30%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 55.05M (3.36%) -563.13K
Decreased by -1.02%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 53.86M (3.29%) 211.56K
Increased by +0.39%
Feb 28, 25
3 Vanguard Institutional 500 Index Trust 46.35M (2.83%) 315.77K
Increased by +0.68%
Feb 28, 25
4 Energy Select Sector SPDR® ETF 41.86M (2.56%) -812.98K
Decreased by -1.94%
Apr 30, 24
5 The Energy Select Sector SPDR® ETF 32.05M (1.96%) 229.14K
Increased by +0.71%
Mar 31, 25
6 Fidelity 500 Index 20.93M (1.28%) 93.21K
Increased by +0.45%
Feb 28, 25
7 SPDR® S&P 500 ETF 20.79M (1.27%) -304.42K
Decreased by -1.46%
Mar 31, 25
8 Fidelity® 500 Index 20.68M (1.26%) 131.57K
Increased by +0.64%
Nov 30, 23
9 SPDR® S&P 500 ETF Trust 20.52M (1.25%) 46.35K
Increased by +0.23%
Apr 30, 24
10 iShares Core S&P 500 ETF 20.39M (1.25%) 59.10K
Increased by +0.29%
Mar 31, 25
11 SPDR® S&P 500® ETF Trust 20.24M (1.24%) -106.06K
Decreased by -0.52%
Mar 31, 25
12 SPDR® S&P 500® ETF 20.01M (1.22%) -335.84K
Decreased by -1.68%
Mar 31, 25
13 Schwab US Dividend Equity ETF™ 18.51M (1.13%) 14.60K
Increased by +0.08%
Mar 29, 25
14 Vanguard Value Index Inv 14.74M (0.90%) 93.56K
Increased by +0.63%
Feb 28, 25
15 Vanguard Institutional Index I 10.36M (0.63%) -123.19K
Decreased by -1.19%
Feb 28, 25
16 State St S&P 500® Indx SL Cl III 8.62M (0.53%) 537.82K
Increased by +6.24%
Mar 31, 25
17 American Funds American Balanced A 8.42M (0.51%) 1.76M
Increased by +20.90%
Dec 31, 24
18 Vanguard Energy ETF 8.36M (0.51%) -127.19K
Decreased by -1.52%
Feb 28, 25
19 Franklin Income A1 7.50M (0.46%) 0.00
Increased by 0.00%
Feb 28, 25
20 American Funds Washington Mutual A 7.23M (0.44%) 54.77K
Increased by +0.76%
Jun 30, 24