Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BESF 6.68%
2 WTIU 6.05%
3 WTID 6.05%
4 MNA 5.94%
5 PSP 5.25%
6 NVIR 5.12%
7 GPZ 4.84%
8 RSPG 4.65%
9 IEO 4.61%
10 PXE 4.49%
11 RYE 4.11%
12 FCG 3.97%
13 UTRN 3.96%
14 PWER 3.88%
15 SAMM 3.84%
16 GASX 3.50%
17 OILU 3.50%
18 OILD 3.50%
19 FRAK 3.24%
20 DRLL 3.22%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 74.04M (11.97%) 1.51M
Increased by +2.04%
Mar 31, 25
2 BlackRock Inc 48.97M (7.92%) 3.68M
Increased by +7.51%
Mar 31, 25
3 Wellington Management Company LLP 45.89M (7.42%) -7.45M
Decreased by -16.24%
Mar 31, 25
4 T. Rowe Price Associates, Inc. 35.04M (5.66%) -7.48M
Decreased by -21.34%
Mar 31, 25
5 State Street Corp 33.58M (5.43%) -1.62M
Decreased by -4.83%
Mar 31, 25
6 State Street Corporation 27.38M (4.43%) 211.94K
Increased by +0.77%
Mar 31, 24
7 Morgan Stanley - Brokerage Accounts 18.72M (3.03%) 6.03M
Increased by +32.20%
Mar 31, 25
8 Modera Wealth Management, LLC 15.35M (2.48%) 207.00
Increased by +0.00%
Dec 31, 24
9 Geode Capital Management, LLC 14.95M (2.42%) 519.17K
Increased by +3.47%
Mar 31, 25
10 Capital Research & Mgmt Co - Division 3 14.61M (2.36%) 753.41K
Increased by +5.16%
Mar 31, 25
11 Bank of New York Mellon Corp 13.64M (2.21%) -9.47M
Decreased by -69.46%
Mar 31, 25
12 T. Rowe Price Investment Management,Inc. 13.37M (2.16%) -3.09M
Decreased by -23.09%
Mar 31, 25
13 ClearBridge Advisors, LLC 12.20M (1.97%) -1.63M
Decreased by -13.39%
Mar 31, 25
14 Amvescap Plc. 11.79M (1.91%) -1.35M
Decreased by -11.47%
Mar 31, 25
15 Goldman Sachs Group Inc 6.58M (1.06%) 4.05M
Increased by +61.59%
Dec 31, 23
16 Castle Hook Partners LP 6.04M (0.98%) 2.05M
Increased by +33.96%
Mar 31, 25
17 Capital World Investors 5.82M (0.94%) -5.54M
Decreased by -95.28%
Sep 30, 24
18 Citadel Advisors Llc 5.79M (0.94%) 4.39M
Increased by +75.72%
Sep 30, 23
19 JPMorgan Chase & Co 5.78M (0.93%) -16.92M
Decreased by -292.80%
Dec 31, 24
20 Northern Trust Corp 5.69M (0.92%) 113.72K
Increased by +2.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Cushing Midstream Strategy 55.58M (8.99%) -3.23M
Decreased by -5.81%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 19.18M (3.10%) 11.89K
Increased by +0.06%
May 31, 25
3 Vanguard US Total Market Shares ETF 18.82M (3.04%) 13.82K
Increased by +0.07%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 16.97M (2.74%) 125.03K
Increased by +0.74%
May 31, 25
5 Vanguard Equity-Income Inv 12.25M (1.98%) 107.86K
Increased by +0.88%
Mar 31, 25
6 The Energy Select Sector SPDR® ETF 11.97M (1.94%) -49.43K
Decreased by -0.41%
Jun 30, 25
7 Energy Select Sector SPDR® ETF 9.78M (1.58%) -46.48K
Decreased by -0.48%
Mar 31, 24
8 Vanguard Wellington™ Inv 7.72M (1.25%) -2.82M
Decreased by -36.55%
Mar 31, 25
9 Vanguard Small Cap Index 7.53M (1.22%) 34.83K
Increased by +0.46%
May 31, 25
10 Fidelity 500 Index 7.53M (1.22%) 32.34K
Increased by +0.43%
May 31, 25
11 SPDR® S&P 500 ETF 7.41M (1.20%) -108.81K
Decreased by -1.47%
Mar 31, 25
12 SPDR® S&P 500® ETF 7.22M (1.17%) -25.34K
Decreased by -0.35%
Jun 30, 25
13 SPDR® S&P 500® ETF Trust 7.21M (1.17%) -37.91K
Decreased by -0.53%
Mar 31, 25
14 iShares Core S&P 500 ETF 7.10M (1.15%) 11.30K
Increased by +0.16%
Jun 30, 25
15 Vanguard Mid Cap Index Institutional 6.56M (1.06%) 61.77K
Increased by +0.94%
May 31, 25
16 Vanguard Windsor Investor Shares 6.33M (1.02%) 6.33M
Increased by +100.00%
Sep 30, 24
17 Vanguard Wellesley® Income Inv 5.96M (0.96%) -70.13K
Decreased by -1.18%
Mar 31, 25
18 American Funds American Balanced A 5.77M (0.93%) -2.51M
Decreased by -43.42%
Jun 30, 24
19 American Funds Fundamental Invs A 5.70M (0.92%) 1.22M
Increased by +21.39%
Jun 30, 25
20 Capital Group Fundamental Invtrs Comp 5.70M (0.92%) 1.22M
Increased by +21.39%
Jun 30, 25