Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NRGZ 10.00%
2 NRGO 10.00%
3 YGRN 10.00%
4 NRGD 9.99%
5 NRGU 9.93%
6 IEO 9.64%
7 TEXU 9.49%
8 FRAK 7.28%
9 WTID 6.92%
10 WTIU 6.92%
11 JHME 6.87%
12 OILT 6.08%
13 FTXN 5.49%
14 RSPG 4.89%
15 FCG 4.74%
16 DRLL 4.68%
17 BESF 4.44%
18 ERNZ 4.40%
19 PBOG 4.38%
20 PXE 4.32%

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 42.68M (8.04%) 1.94M
Increased by +4.55%
Dec 31, 25
4 State Street Corporation 35.13M (6.62%) -302.15K
Decreased by -0.86%
Mar 31, 24
5 State Street Corp 33.92M (6.39%) 3.36M
Increased by +9.90%
Mar 31, 26
6 JPMorgan Chase & Co 31.84M (6.00%) -2.10M
Decreased by -6.61%
Mar 31, 26
7 Capital Research Global Investors 26.06M (4.91%) 1.64M
Increased by +6.29%
Mar 31, 26
8 Wellington Management Company LLP 19.35M (3.64%) -993.38K
Decreased by -5.13%
Jun 30, 24
9 Charles Schwab Investment Management Inc 16.28M (3.07%) -3.71M
Decreased by -22.79%
Mar 31, 26
10 Geode Capital Management, LLC 12.78M (2.41%) -263.95K
Decreased by -2.06%
Mar 31, 26
11 Ameriprise Financial Inc 10.56M (1.99%) 4.58M
Increased by +43.34%
Mar 31, 26
12 Capital Research & Mgmt Co - Division 3 7.94M (1.50%) 36.70K
Increased by +0.46%
Jun 30, 25
13 Franklin Resources Inc 7.82M (1.47%) 1.38M
Increased by +17.59%
Mar 31, 26
14 Harris Associates L.P. 7.37M (1.39%) 2.81M
Increased by +38.11%
Dec 31, 25
15 T. Rowe Price Associates, Inc. 6.80M (1.28%) 289.69K
Increased by +4.26%
Mar 31, 26
16 Morgan Stanley - Brokerage Accounts 6.78M (1.28%) -396.91K
Decreased by -5.85%
Mar 31, 26
17 Nuveen Asset Management, LLC 6.58M (1.24%) -2.89M
Decreased by -43.96%
Dec 31, 23
18 Dimensional Fund Advisors, Inc. 5.87M (1.10%) 54.09K
Increased by +0.92%
Mar 31, 26
19 Northern Trust Corp 5.48M (1.03%) -241.07K
Decreased by -4.40%
Mar 31, 26
20 AllianceBernstein L.P. 5.43M (1.02%) 649.57K
Increased by +11.97%
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 Vanguard US Total Market Shares ETF 18.01M (3.39%) -198.89K
Decreased by -1.10%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 17.09M (3.22%) 50.28K
Increased by +0.29%
Apr 30, 26
4 American Funds Income Fund of Amer A 17.06M (3.21%) 1.07M
Increased by +6.28%
Mar 31, 26
5 Vanguard Institutional 500 Index Trust 16.00M (3.01%) 109.27K
Increased by +0.68%
May 31, 25
6 Energy Select Sector SPDR® ETF 14.13M (2.66%) -215.67K
Decreased by -1.53%
Apr 30, 24
7 Vanguard 500 Index Investor 14.07M (2.65%) 252.37K
Increased by +1.79%
Apr 30, 26
8 Schwab US Dividend Equity ETF™ 12.54M (2.36%) 10.78K
Increased by +0.09%
Apr 30, 26
9 State Street®EngySelSectSPDR®ETF 12.30M (2.32%) 110.13K
Increased by +0.90%
Apr 30, 26
10 American Funds American Balanced A 11.02M (2.08%) 5.05M
Increased by +45.80%
Mar 31, 26
11 American Funds Invmt Co of Amer A 10.00M (1.88%) 481.80K
Increased by +4.82%
Sep 30, 23
12 Capital Group Investment Co of Amer Comp 10.00M (1.88%) 481.80K
Increased by +4.82%
Sep 30, 23
13 The Energy Select Sector SPDR® ETF 9.83M (1.85%) 1.62K
Increased by +0.02%
Aug 31, 25
14 Vanguard Equity-Income Inv 9.58M (1.80%) -627.81K
Decreased by -6.56%
Jun 30, 24
15 American Funds Washington Mutual A 9.12M (1.72%) 2.03M
Increased by +22.28%
Mar 31, 26
16 Capital Group Wash Mutual Invtrs Comp 9.12M (1.72%) 2.03M
Increased by +22.28%
Mar 31, 26
17 American Funds Growth Fund of Amer A 9.12M (1.72%) -1.21M
Decreased by -13.32%
Mar 31, 26
18 Capital Group Growth Fnd of Amer Comp 9.12M (1.72%) -1.21M
Decreased by -13.32%
Mar 31, 26
19 American Funds Capital World Gr&Inc A 7.91M (1.49%) 389.86K
Increased by +4.93%
Mar 31, 26
20 Capital Group World Growth & Inc Cmp 7.91M (1.49%) 389.86K
Increased by +4.93%
Mar 31, 26