Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NRGD 10.00%
2 YGRN 10.00%
3 NRGU 10.00%
4 NRGZ 10.00%
5 NRGO 10.00%
6 TEXU 9.49%
7 FRAK 7.28%
8 JHME 6.87%
9 IEO 6.43%
10 WTIU 6.32%
11 WTID 6.32%
12 OILT 6.24%
13 FTXN 5.59%
14 PXE 5.04%
15 FCG 4.64%
16 RSPG 4.59%
17 DRLL 4.52%
18 BESF 4.49%
19 XLE 4.44%
20 ERNZ 4.40%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 53.82M (10.14%) 446.34K
Increased by +0.83%
 Dec 31, 25
2 Capital World Investors 51.89M (9.77%) 11.28M
Increased by +21.74%
 Mar 31, 26
3 BlackRock Inc 44.26M (8.34%) 1.58M
Increased by +3.56%
 Mar 31, 26
4 State Street Corporation 35.13M (6.62%) -302.15K
Decreased by -0.86%
 Mar 31, 24
5 Vanguard Capital Management, LLC 35.05M (6.60%) 35.05M
Increased by +100.00%
 Mar 31, 26
6 State Street Corp 33.92M (6.39%) 3.36M
Increased by +9.90%
 Mar 31, 26
7 JPMorgan Chase & Co 31.84M (6.00%) -2.10M
Decreased by -6.61%
 Mar 31, 26
8 Capital Research Global Investors 26.06M (4.91%) 1.64M
Increased by +6.29%
 Mar 31, 26
9 Wellington Management Company LLP 19.35M (3.64%) -993.38K
Decreased by -5.13%
 Jun 30, 24
10 Charles Schwab Investment Management Inc 16.28M (3.07%) -3.71M
Decreased by -22.79%
 Mar 31, 26
11 Vanguard Portfolio Management, LLC 13.35M (2.52%) 13.35M
Increased by +100.00%
 Mar 31, 26
12 Geode Capital Management, LLC 12.78M (2.41%) -263.95K
Decreased by -2.06%
 Mar 31, 26
13 Ameriprise Financial Inc 10.56M (1.99%) 4.58M
Increased by +43.34%
 Mar 31, 26
14 Capital Research & Mgmt Co - Division 3 7.94M (1.50%) 36.70K
Increased by +0.46%
 Jun 30, 25
15 Franklin Resources Inc 7.82M (1.47%) 1.38M
Increased by +17.59%
 Mar 31, 26
16 T. Rowe Price Associates, Inc. 6.80M (1.28%) 289.69K
Increased by +4.26%
 Mar 31, 26
17 Morgan Stanley - Brokerage Accounts 6.78M (1.28%) -396.91K
Decreased by -5.85%
 Mar 31, 26
18 Nuveen Asset Management, LLC 6.58M (1.24%) -2.89M
Decreased by -43.96%
 Dec 31, 23
19 Dimensional Fund Advisors, Inc. 5.87M (1.10%) 54.09K
Increased by +0.92%
 Mar 31, 26
20 Northern Trust Corp 5.48M (1.03%) -241.07K
Decreased by -4.40%
 Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 2ndVote Advisers Shareholders First 20.68M (3.89%) 0.00
Increased by 0.00%
 Mar 31, 23
2 American Funds Income Fd of Amer A 18.42M (3.47%) 1.35M
Increased by +7.36%
 Jun 30, 26
3 Vanguard US Total Market Shares ETF 18.01M (3.39%) -198.89K
Decreased by -1.10%
 Sep 30, 24
4 American Funds Income Fund of Amer A 17.06M (3.21%) 1.07M
Increased by +6.28%
 Mar 31, 26
5 Vanguard Total Stock Mkt Idx Inv 16.91M (3.19%) -162.47K
Decreased by -0.96%
 Jun 30, 26
6 Vanguard Institutional 500 Index Trust 16.00M (3.01%) 109.27K
Increased by +0.68%
 May 31, 25
7 Energy Select Sector SPDR® ETF 14.13M (2.66%) -215.67K
Decreased by -1.53%
 Apr 30, 24
8 Vanguard 500 Index Investor 13.83M (2.61%) -370.63K
Decreased by -2.68%
 Jun 30, 26
9 Schwab US Dividend Equity ETF™ 13.53M (2.55%) 23.52K
Increased by +0.17%
 Jun 30, 26
10 State Street®EngySelSectSPDR®ETF 12.25M (2.31%) 809.87K
Increased by +6.61%
 Jun 30, 26
11 American Funds American Balanced A 11.96M (2.25%) 937.93K
Increased by +7.84%
 Jun 30, 26
12 American Funds Invmt Co of Amer A 10.00M (1.88%) 481.80K
Increased by +4.82%
 Sep 30, 23
13 Capital Group Investment Co of Amer Comp 10.00M (1.88%) 481.80K
Increased by +4.82%
 Sep 30, 23
14 The Energy Select Sector SPDR® ETF 9.83M (1.85%) 1.62K
Increased by +0.02%
 Aug 31, 25
15 Vanguard Equity-Income Inv 9.58M (1.80%) -627.81K
Decreased by -6.56%
 Jun 30, 24
16 American Funds Washington Mutual A 9.12M (1.72%) 0.00
Increased by 0.00%
 Jun 30, 26
17 Capital Group Wash Mutual Invtrs Comp 9.12M (1.72%) 2.03M
Increased by +22.28%
 Mar 31, 26
18 American Funds Growth Fund of Amer A 9.12M (1.72%) -1.21M
Decreased by -13.32%
 Mar 31, 26
19 Capital Group Growth Fnd of Amer Comp 9.12M (1.72%) -1.21M
Decreased by -13.32%
 Mar 31, 26
20 American Funds Growth Fd of Amer A 8.88M (1.67%) -239.44K
Decreased by -2.70%
 Jun 30, 26