Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ZAP 5.06%
2 UTES 4.68%
3 VOLT 4.57%
4 UTRN 4.10%
5 SAMT 3.64%
6 RYU 3.37%
7 HDLV 3.31%
8 TPMN 3.23%
9 FOVL 3.19%
10 PUI 3.17%
11 CBLS 3.07%
12 RSPU 3.04%
13 INFR 2.99%
14 FCUS 2.97%
15 ECLN 2.85%
16 XLU 2.83%
17 CBSE 2.77%
18 VPU 2.67%
19 FUTY 2.57%
20 SDP 2.46%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 54.83M (12.78%) 2.70M
Increased by +4.92%
Mar 31, 25
2 BlackRock Inc 40.55M (9.45%) -1.88M
Decreased by -4.64%
Mar 31, 25
3 State Street Corp 21.94M (5.11%) -804.84K
Decreased by -3.67%
Mar 31, 25
4 Bank of America Corp 18.15M (4.23%) 559.33K
Increased by +3.08%
Mar 31, 25
5 JPMorgan Chase & Co 14.68M (3.42%) 7.32M
Increased by +49.85%
Mar 31, 25
6 Ameriprise Financial Inc 13.17M (3.07%) 289.47K
Increased by +2.20%
Mar 31, 25
7 State Street Corporation 11.74M (2.74%) -750.47K
Decreased by -6.39%
Mar 31, 24
8 Geode Capital Management, LLC 10.74M (2.50%) 500.45K
Increased by +4.66%
Mar 31, 25
9 FMR Inc 10.71M (2.50%) -1.90M
Decreased by -17.71%
Mar 31, 25
10 Morgan Stanley - Brokerage Accounts 10.05M (2.34%) 3.80M
Increased by +37.81%
Mar 31, 25
11 Barrow Hanley Mewhinney & Strauss LLC 9.74M (2.27%) -1.31M
Decreased by -13.42%
Mar 31, 25
12 Amvescap Plc. 8.51M (1.98%) -1.88M
Decreased by -22.09%
Dec 31, 24
13 Capital Research & Mgmt Co - Division 3 7.88M (1.84%) 103.95K
Increased by +1.32%
Mar 31, 25
14 Franklin Resources Inc 7.81M (1.82%) -2.27M
Decreased by -29.00%
Mar 31, 25
15 Capital Research Global Investors 5.59M (1.30%) -783.01K
Decreased by -14.00%
Mar 31, 25
16 Newport Trust Co. 5.51M (1.28%) -8.09K
Decreased by -0.15%
Mar 31, 25
17 RARE Infrastructure 4.62M (1.08%) -802.54K
Decreased by -17.36%
Mar 31, 25
18 Royal Bank of Canada 4.32M (1.01%) -357.30K
Decreased by -8.28%
Mar 31, 25
19 Northern Trust Corp 4.19M (0.98%) 416.18K
Increased by +9.93%
Dec 31, 24
20 Millennium Management LLC 3.88M (0.90%) 2.53M
Increased by +65.16%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 13.81M (3.22%) 191.76K
Increased by +1.39%
Apr 30, 25
2 Vanguard Institutional 500 Index Trust 12.11M (2.82%) 193.65K
Increased by +1.60%
Apr 30, 25
3 Vanguard Mid Cap Index Institutional 9.36M (2.18%) 89.62K
Increased by +0.96%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 6.76M (1.57%) 4.79K
Increased by +0.07%
Sep 30, 24
5 The Utilities Select Sector SPDR® ETF 6.38M (1.49%) -2.80K
Decreased by -0.04%
Apr 30, 25
6 Columbia Dividend Income Inst 5.69M (1.32%) 471.79K
Increased by +8.30%
Apr 30, 25
7 Fidelity 500 Index 5.38M (1.25%) 9.29K
Increased by +0.17%
Mar 31, 25
8 SPDR® S&P 500 ETF 5.33M (1.24%) -78.12K
Decreased by -1.46%
Mar 31, 25
9 Columbia Dividend Value 5.21M (1.21%) -37.63K
Decreased by -0.72%
Mar 31, 25
10 SPDR® S&P 500® ETF Trust 5.19M (1.21%) -27.22K
Decreased by -0.52%
Mar 31, 25
11 SPDR® S&P 500® ETF 5.17M (1.20%) -31.00K
Decreased by -0.60%
Apr 30, 25
12 iShares Core S&P 500 ETF 5.08M (1.18%) -5.31K
Decreased by -0.10%
Apr 30, 25
13 iShares Select Dividend ETF 4.49M (1.05%) 35.28K
Increased by +0.79%
Feb 28, 25
14 Franklin Utilities A1 4.39M (1.02%) 0.00
Increased by 0.00%
Apr 30, 25
15 Franklin Utilities Fund A1 4.39M (1.02%) 239.52K
Increased by +5.46%
Mar 31, 25
16 American Funds Invmt Co of Amer A 4.15M (0.97%) -784.53K
Decreased by -18.91%
Mar 31, 25
17 Capital Group Investment Co of Amer Comp 4.15M (0.97%) -784.53K
Decreased by -18.91%
Mar 31, 25
18 American Funds Washington Mutual A 4.05M (0.94%) -8.12K
Decreased by -0.20%
Mar 31, 25
19 Capital Group Wash Mutual Invtrs Comp 4.05M (0.94%) -8.12K
Decreased by -0.20%
Mar 31, 25
20 Vanguard Value Index Inv 3.78M (0.88%) 4.32K
Increased by +0.11%
Apr 30, 25