Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NRGD 10.00%
2 NRGZ 10.00%
3 NRGU 10.00%
4 NRGO 10.00%
5 YGRN 10.00%
6 FTXN 7.91%
7 OILT 7.32%
8 FRAK 7.28%
9 JHME 6.87%
10 WTID 6.61%
11 WTIU 6.61%
12 PXE 5.03%
13 RSPG 4.61%
14 WEEI 4.51%
15 FCG 4.43%
16 XLE 4.34%
17 DRLL 4.26%
18 IVENC 4.24%
19 OCTA 4.22%
20 DUG 4.05%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 53.63M (9.72%) -139.61K
Decreased by -0.26%
Dec 31, 24
2 Capital World Investors 45.92M (8.32%) 2.27M
Increased by +4.94%
Dec 31, 24
3 BlackRock Inc 40.75M (7.38%) 128.82K
Increased by +0.32%
Dec 31, 24
4 State Street Corporation 35.13M (6.37%) -302.15K
Decreased by -0.86%
Mar 31, 24
5 State Street Corp 32.70M (5.93%) -856.29K
Decreased by -2.62%
Dec 31, 24
6 Capital Research Global Investors 29.79M (5.40%) -2.70M
Decreased by -9.08%
Dec 31, 24
7 JPMorgan Chase & Co 25.25M (4.58%) -27.30M
Decreased by -108.12%
Dec 31, 24
8 Wellington Management Company LLP 19.35M (3.51%) -993.38K
Decreased by -5.13%
Jun 30, 24
9 Charles Schwab Investment Management Inc 18.19M (3.30%) 781.28K
Increased by +4.29%
Dec 31, 24
10 Geode Capital Management, LLC 12.55M (2.27%) 234.07K
Increased by +1.87%
Dec 31, 24
11 Ameriprise Financial Inc 10.88M (1.97%) -1.50M
Decreased by -13.80%
Dec 31, 24
12 T. Rowe Price Associates, Inc. 8.95M (1.62%) -113.19K
Decreased by -1.26%
Dec 31, 24
13 Royal Bank of Canada 8.54M (1.55%) -1.26M
Decreased by -14.70%
Dec 31, 23
14 Capital Research & Mgmt Co - Division 3 8.25M (1.49%) -2.74M
Decreased by -33.20%
Dec 31, 24
15 Morgan Stanley - Brokerage Accounts 8.07M (1.46%) -90.61K
Decreased by -1.12%
Dec 31, 24
16 Harris Associates L.P. 8.07M (1.46%) 1.06M
Increased by +13.17%
Dec 31, 24
17 Nuveen Asset Management, LLC 6.58M (1.19%) -2.89M
Decreased by -43.96%
Dec 31, 23
18 Northern Trust Corp 5.72M (1.04%) 159.22K
Increased by +2.78%
Dec 31, 24
19 AllianceBernstein L.P. 5.69M (1.03%) 365.12K
Increased by +6.42%
Dec 31, 24
20 Massachusetts Financial Services Company 5.47M (0.99%) -222.46K
Decreased by -4.07%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 2ndVote Advisers Shareholders First 20.68M (3.75%) 0.00
Increased by 0.00%
Mar 31, 23
2 Vanguard Total Stock Mkt Idx Inv 17.74M (3.21%) 59.96K
Increased by +0.34%
Feb 28, 25
3 American Funds Income Fund of Amer A 17.01M (3.08%) 645.68K
Increased by +3.80%
Dec 31, 24
4 American Funds Washington Mutual A 16.31M (2.96%) 0.00
Increased by 0.00%
Dec 31, 24
5 Capital Group Wash Mutual Invtrs Comp 16.31M (2.96%) 0.00
Increased by 0.00%
Dec 31, 24
6 Vanguard Institutional 500 Index Trust 15.60M (2.83%) 103.54K
Increased by +0.66%
Feb 28, 25
7 Schwab US Dividend Equity ETF™ 14.95M (2.71%) 12.42K
Increased by +0.08%
Feb 28, 25
8 Energy Select Sector SPDR® ETF 14.13M (2.56%) -215.67K
Decreased by -1.53%
Apr 30, 24
9 American Funds Growth Fund of Amer A 11.52M (2.09%) -673.80K
Decreased by -5.85%
Dec 31, 24
10 Capital Group Growth Fnd of Amer Comp 11.52M (2.09%) -673.80K
Decreased by -5.85%
Dec 31, 24
11 The Energy Select Sector SPDR® ETF 11.50M (2.08%) 106.46K
Increased by +0.93%
Feb 28, 25
12 American Funds Invmt Co of Amer A 10.00M (1.81%) 481.80K
Increased by +4.82%
Sep 30, 23
13 Capital Group Investment Co of Amer Comp 10.00M (1.81%) 481.80K
Increased by +4.82%
Sep 30, 23
14 Vanguard Equity-Income Inv 9.58M (1.74%) -627.81K
Decreased by -6.56%
Jun 30, 24
15 American Funds Capital World Gr&Inc A 7.74M (1.40%) 1.27M
Increased by +16.38%
Dec 31, 24
16 Capital Group World Growth & Inc Cmp 7.74M (1.40%) 1.27M
Increased by +16.38%
Dec 31, 24
17 Fidelity 500 Index 7.01M (1.27%) 30.95K
Increased by +0.44%
Jan 31, 25
18 SPDR® S&P 500® ETF Trust 6.96M (1.26%) -51.64K
Decreased by -0.74%
Feb 28, 25
19 SPDR® S&P 500 ETF Trust 6.86M (1.24%) -14.88K
Decreased by -0.22%
Apr 30, 24
20 Fidelity® 500 Index 6.74M (1.22%) 53.71K
Increased by +0.80%
Oct 31, 23

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