Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NRGZ 10.00%
2 YGRN 10.00%
3 NRGD 10.00%
4 NRGO 10.00%
5 NRGU 10.00%
6 OILT 7.30%
7 FRAK 7.28%
8 JHME 6.87%
9 FTXN 6.62%
10 WTID 6.48%
11 WTIU 6.48%
12 PXE 5.14%
13 OILD 4.83%
14 OILU 4.83%
15 WEEI 4.74%
16 RSPG 4.60%
17 DRLL 4.50%
18 XLE 4.46%
19 FCG 4.32%
20 IVENC 4.24%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 53.77M (9.59%) -97.08K
Decreased by -0.18%
Sep 30, 24
2 Capital World Investors 43.65M (7.79%) 10.86M
Increased by +24.89%
Sep 30, 24
3 BlackRock Inc 40.41M (7.21%) -561.05K
Decreased by -1.39%
Jun 30, 24
4 State Street Corporation 35.13M (6.27%) -302.15K
Decreased by -0.86%
Mar 31, 24
5 State Street Corp 33.56M (5.99%) -2.22M
Decreased by -6.60%
Sep 30, 24
6 Capital Research Global Investors 32.50M (5.80%) 1.82M
Increased by +5.61%
Sep 30, 24
7 JPMorgan Chase & Co 26.28M (4.69%) -2.21M
Decreased by -8.40%
Sep 30, 24
8 Wellington Management Company LLP 19.35M (3.45%) -993.38K
Decreased by -5.13%
Jun 30, 24
9 Charles Schwab Investment Management Inc 17.41M (3.11%) 75.19K
Increased by +0.43%
Sep 30, 24
10 Ameriprise Financial Inc 12.38M (2.21%) 72.17K
Increased by +0.58%
Sep 30, 24
11 Geode Capital Management, LLC 12.32M (2.20%) 180.75K
Increased by +1.47%
Sep 30, 24
12 Capital Research & Mgmt Co - Division 3 10.99M (1.96%) -4.06M
Decreased by -36.98%
Sep 30, 24
13 T. Rowe Price Associates, Inc. 9.06M (1.62%) 26.39K
Increased by +0.29%
Sep 30, 24
14 Royal Bank of Canada 8.54M (1.52%) -1.26M
Decreased by -14.70%
Dec 31, 23
15 Morgan Stanley - Brokerage Accounts 8.16M (1.46%) -7.25M
Decreased by -88.80%
Sep 30, 24
16 Goldman Sachs Group Inc 7.50M (1.34%) 4.04M
Increased by +53.91%
Dec 31, 23
17 Harris Associates L.P. 7.01M (1.25%) 200.93K
Increased by +2.87%
Sep 30, 24
18 Nuveen Asset Management, LLC 6.58M (1.17%) -2.89M
Decreased by -43.96%
Dec 31, 23
19 Massachusetts Financial Services Company 5.69M (1.02%) -78.04K
Decreased by -1.37%
Sep 30, 24
20 Northern Trust Corp 5.56M (0.99%) -222.49K
Decreased by -4.00%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 2ndVote Advisers Shareholders First 20.68M (3.69%) 0.00
Increased by 0.00%
Mar 31, 23
2 Vanguard Total Stock Mkt Idx Inv 17.94M (3.20%) -63.54K
Decreased by -0.35%
Oct 31, 24
3 American Funds Income Fund of Amer A 16.36M (2.92%) 995.02K
Increased by +6.08%
Sep 30, 24
4 American Funds Washington Mutual A 16.31M (2.91%) 1.78M
Increased by +10.90%
Sep 30, 24
5 Capital Group Wash Mutual Invtrs Comp 16.31M (2.91%) 1.78M
Increased by +10.90%
Sep 30, 24
6 Vanguard Institutional 500 Index Trust 15.07M (2.69%) 177.85K
Increased by +1.18%
Oct 31, 24
7 Schwab US Dividend Equity ETF™ 14.60M (2.60%) 31.60K
Increased by +0.22%
Nov 30, 24
8 Energy Select Sector SPDR® ETF 14.13M (2.52%) -215.67K
Decreased by -1.53%
Apr 30, 24
9 The Energy Select Sector SPDR® ETF 12.47M (2.22%) -9.49K
Decreased by -0.08%
Nov 30, 24
10 American Funds Growth Fund of Amer A 12.19M (2.17%) -361.34K
Decreased by -2.96%
Sep 30, 24
11 Capital Group Growth Fnd of Amer Comp 12.19M (2.17%) -361.34K
Decreased by -2.96%
Sep 30, 24
12 American Funds Invmt Co of Amer A 10.00M (1.78%) 481.80K
Increased by +4.82%
Sep 30, 23
13 Capital Group Investment Co of Amer Comp 10.00M (1.78%) 481.80K
Increased by +4.82%
Sep 30, 23
14 Vanguard Equity-Income Inv 9.58M (1.71%) -627.81K
Decreased by -6.56%
Jun 30, 24
15 SPDR® S&P 500® ETF Trust 7.01M (1.25%) 41.54K
Increased by +0.59%
Nov 30, 24
16 Fidelity 500 Index 6.98M (1.24%) -11.47K
Decreased by -0.16%
Oct 31, 24
17 SPDR® S&P 500 ETF Trust 6.86M (1.22%) -14.88K
Decreased by -0.22%
Apr 30, 24
18 Fidelity® 500 Index 6.74M (1.20%) 53.71K
Increased by +0.80%
Oct 31, 23
19 JPM US Equity Income-MA 6.68M (1.19%) 6.67M
Increased by +99.90%
Sep 30, 23
20 American Funds Capital World Gr&Inc A 6.47M (1.15%) -3.11K
Decreased by -0.05%
Sep 30, 24