Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IEO 10.47%
2 NRGU 10.40%
3 NRGD 10.00%
4 YGRN 10.00%
5 NRGO 10.00%
6 NRGZ 10.00%
7 FTXN 8.08%
8 FRAK 7.28%
9 OILT 7.18%
10 JHME 6.87%
11 WTIU 6.60%
12 WTID 6.60%
13 PXE 5.10%
14 DRLL 4.63%
15 FCG 4.62%
16 RSPG 4.62%
17 WEEI 4.59%
18 XLE 4.51%
19 IVENC 4.24%
20 OCTA 4.22%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 53.98M (9.92%) 348.89K
Increased by +0.65%
Mar 31, 25
2 Capital World Investors 46.52M (8.55%) 597.39K
Increased by +1.28%
Mar 31, 25
3 BlackRock Inc 40.81M (7.50%) 65.08K
Increased by +0.16%
Mar 31, 25
4 State Street Corporation 35.13M (6.46%) -302.15K
Decreased by -0.86%
Mar 31, 24
5 State Street Corp 31.50M (5.79%) -1.20M
Decreased by -3.80%
Mar 31, 25
6 Capital Research Global Investors 29.75M (5.47%) -35.51K
Decreased by -0.12%
Mar 31, 25
7 JPMorgan Chase & Co 25.86M (4.75%) 611.22K
Increased by +2.36%
Mar 31, 25
8 Charles Schwab Investment Management Inc 19.38M (3.56%) 1.19M
Increased by +6.13%
Mar 31, 25
9 Wellington Management Company LLP 19.35M (3.56%) -993.38K
Decreased by -5.13%
Jun 30, 24
10 Geode Capital Management, LLC 13.13M (2.41%) 575.45K
Increased by +4.38%
Mar 31, 25
11 Ameriprise Financial Inc 8.89M (1.63%) -1.99M
Decreased by -22.43%
Mar 31, 25
12 T. Rowe Price Associates, Inc. 7.98M (1.47%) -968.54K
Decreased by -12.13%
Mar 31, 25
13 Capital Research & Mgmt Co - Division 3 7.91M (1.45%) -344.75K
Decreased by -4.36%
Mar 31, 25
14 Morgan Stanley - Brokerage Accounts 7.45M (1.37%) -628.53K
Decreased by -8.44%
Mar 31, 25
15 Nuveen Asset Management, LLC 6.58M (1.21%) -2.89M
Decreased by -43.96%
Dec 31, 23
16 Harris Associates L.P. 6.15M (1.13%) -1.92M
Decreased by -31.31%
Mar 31, 25
17 Northern Trust Corp 6.08M (1.12%) 358.92K
Increased by +5.91%
Mar 31, 25
18 AllianceBernstein L.P. 5.69M (1.05%) 365.12K
Increased by +6.42%
Dec 31, 24
19 Massachusetts Financial Services Company 5.53M (1.02%) 60.45K
Increased by +1.09%
Mar 31, 25
20 Franklin Resources Inc 5.34M (0.98%) 259.16K
Increased by +4.85%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 2ndVote Advisers Shareholders First 20.68M (3.80%) 0.00
Increased by 0.00%
Mar 31, 23
2 Vanguard Total Stock Mkt Idx Inv 18.05M (3.32%) 270.62K
Increased by +1.50%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 18.01M (3.31%) -198.89K
Decreased by -1.10%
Sep 30, 24
4 American Funds Income Fund of Amer A 16.89M (3.10%) -124.69K
Decreased by -0.74%
Mar 31, 25
5 Schwab US Dividend Equity ETF™ 16.07M (2.95%) 11.09K
Increased by +0.07%
May 31, 25
6 Vanguard Institutional 500 Index Trust 15.89M (2.92%) 253.76K
Increased by +1.60%
Apr 30, 25
7 American Funds Washington Mutual A 14.59M (2.68%) -1.73M
Decreased by -11.83%
Mar 31, 25
8 Capital Group Wash Mutual Invtrs Comp 14.59M (2.68%) -1.73M
Decreased by -11.83%
Mar 31, 25
9 Energy Select Sector SPDR® ETF 14.13M (2.60%) -215.67K
Decreased by -1.53%
Apr 30, 24
10 American Funds Growth Fund of Amer A 11.14M (2.05%) -378.16K
Decreased by -3.40%
Mar 31, 25
11 Capital Group Growth Fnd of Amer Comp 11.14M (2.05%) -378.16K
Decreased by -3.40%
Mar 31, 25
12 The Energy Select Sector SPDR® ETF 10.11M (1.86%) -52.47K
Decreased by -0.52%
May 31, 25
13 American Funds Invmt Co of Amer A 10.00M (1.84%) 481.80K
Increased by +4.82%
Sep 30, 23
14 Capital Group Investment Co of Amer Comp 10.00M (1.84%) 481.80K
Increased by +4.82%
Sep 30, 23
15 Vanguard Equity-Income Inv 9.58M (1.76%) -627.81K
Decreased by -6.56%
Jun 30, 24
16 American Funds Capital World Gr&Inc A 8.32M (1.53%) 579.62K
Increased by +6.97%
Mar 31, 25
17 Capital Group World Growth & Inc Cmp 8.32M (1.53%) 579.62K
Increased by +6.97%
Mar 31, 25
18 American Funds American Balanced A 7.68M (1.41%) 1.50M
Increased by +19.54%
Mar 31, 25
19 Fidelity 500 Index 7.07M (1.30%) 8.72K
Increased by +0.12%
Apr 30, 25
20 SPDR® S&P 500 ETF 7.00M (1.29%) -102.61K
Decreased by -1.47%
Mar 31, 25