Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IEO 10.92%
2 NRGU 10.40%
3 NRGD 10.00%
4 NRGZ 10.00%
5 YGRN 10.00%
6 NRGO 10.00%
7 FTXN 7.82%
8 WTID 7.54%
9 WTIU 7.54%
10 FRAK 7.28%
11 OILT 6.99%
12 JHME 6.87%
13 PXE 5.15%
14 RSPG 4.77%
15 FCG 4.62%
16 DRLL 4.53%
17 WEEI 4.50%
18 XLE 4.39%
19 OILU 4.26%
20 OILD 4.26%

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. 5.91M (1.09%) 223.29K
Increased by +3.78%
Mar 31, 25
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 American Funds Washington Mutual A 18.86M (3.47%) 4.27M
Increased by +22.65%
Jun 30, 25
3 Capital Group Wash Mutual Invtrs Comp 18.86M (3.47%) 4.27M
Increased by +22.65%
Jun 30, 25
4 Vanguard US Total Market Shares ETF 18.01M (3.31%) -198.89K
Decreased by -1.10%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 17.54M (3.22%) -523.19K
Decreased by -2.98%
Jun 30, 25
6 American Funds Income Fund of Amer A 17.18M (3.16%) 294.11K
Increased by +1.71%
Jun 30, 25
7 Vanguard Institutional 500 Index Trust 16.00M (2.94%) 109.27K
Increased by +0.68%
May 31, 25
8 Schwab US Dividend Equity ETF™ 15.51M (2.85%) -2.67K
Decreased by -0.02%
Jul 31, 25
9 Vanguard 500 Index Investor 15.49M (2.85%) -508.32K
Decreased by -3.28%
Jun 30, 25
10 Energy Select Sector SPDR® ETF 14.13M (2.60%) -215.67K
Decreased by -1.53%
Apr 30, 24
11 American Funds Growth Fund of Amer A 11.06M (2.03%) -80.83K
Decreased by -0.73%
Jun 30, 25
12 Capital Group Growth Fnd of Amer Comp 11.06M (2.03%) -80.83K
Decreased by -0.73%
Jun 30, 25
13 The Energy Select Sector SPDR® ETF 10.04M (1.85%) -6.43K
Decreased by -0.06%
Jul 31, 25
14 American Funds Invmt Co of Amer A 10.00M (1.84%) 481.80K
Increased by +4.82%
Sep 30, 23
15 Capital Group Investment Co of Amer Comp 10.00M (1.84%) 481.80K
Increased by +4.82%
Sep 30, 23
16 Vanguard Equity-Income Inv 9.58M (1.76%) -627.81K
Decreased by -6.56%
Jun 30, 24
17 American Funds Capital World Gr&Inc A 8.48M (1.56%) 160.40K
Increased by +1.89%
Jun 30, 25
18 Capital Group World Growth & Inc Cmp 8.48M (1.56%) 160.40K
Increased by +1.89%
Jun 30, 25
19 American Funds American Balanced A 8.32M (1.53%) 643.50K
Increased by +7.73%
Jun 30, 25
20 SPDR® S&P 500 ETF 7.00M (1.29%) -102.61K
Decreased by -1.47%
Mar 31, 25