Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CSIO 5.70%
2 UTES 5.14%
3 ELCV 4.66%
4 RCTR 4.56%
5 UTRN 4.10%
6 ZAP 3.97%
7 XLU 3.64%
8 VOLT 3.64%
9 MDLV 3.61%
10 RSPU 3.53%
11 NFRX 3.49%
12 XVOL 3.44%
13 RYU 3.37%
14 HDLV 3.31%
15 FUTY 3.29%
16 PUI 3.25%
17 VPU 3.24%
18 FOVL 3.22%
19 INFR 3.21%
20 IDU 3.15%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 58.54M (12.86%) 589.32K
Increased by +1.01%
Dec 31, 25
2 BlackRock Inc 40.96M (9.00%) 494.30K
Increased by +1.21%
Mar 31, 26
3 Vanguard Capital Management, LLC 29.42M (6.46%) 29.42M
Increased by +100.00%
Mar 31, 26
4 JPMorgan Chase & Co 27.43M (6.02%) 4.74M
Increased by +17.27%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 25.54M (5.61%) 25.54M
Increased by +100.00%
Mar 31, 26
6 State Street Corp 24.95M (5.48%) 597.07K
Increased by +2.39%
Mar 31, 26
7 Bank of America Corp 17.37M (3.81%) 870.85K
Increased by +5.01%
Mar 31, 26
8 FMR Inc 14.16M (3.11%) -722.82K
Decreased by -5.10%
Mar 31, 26
9 Ameriprise Financial Inc 12.01M (2.64%) -1.56M
Decreased by -12.95%
Mar 31, 26
10 Geode Capital Management, LLC 11.83M (2.60%) 220.37K
Increased by +1.86%
Mar 31, 26
11 State Street Corporation 11.74M (2.58%) -750.47K
Decreased by -6.39%
Mar 31, 24
12 Morgan Stanley - Brokerage Accounts 9.59M (2.11%) -1.06M
Decreased by -11.05%
Mar 31, 26
13 ClearBridge Advisors, LLC 6.87M (1.51%) 171.86K
Increased by +2.50%
Mar 31, 26
14 Barrow Hanley Mewhinney & Strauss LLC 6.68M (1.47%) -882.38K
Decreased by -13.21%
Mar 31, 26
15 Franklin Resources Inc 6.59M (1.45%) -331.95K
Decreased by -5.04%
Mar 31, 26
16 Amvescap Plc. 6.36M (1.40%) 552.59K
Increased by +8.69%
Mar 31, 26
17 Boston Partners Global Investors, Inc 6.12M (1.34%) -534.61K
Decreased by -8.73%
Mar 31, 26
18 NORGES BANK 5.72M (1.26%) 77.84K
Increased by +1.36%
Dec 31, 25
19 Brookfield Corp 5.66M (1.24%) -35.76K
Decreased by -0.63%
Mar 31, 25
20 Newport Trust Co. 5.21M (1.14%) -102.53K
Decreased by -1.97%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 14.43M (3.17%) 34.91K
Increased by +0.24%
Apr 30, 26
2 Vanguard Institutional 500 Index Trust 12.20M (2.68%) 84.02K
Increased by +0.69%
May 31, 25
3 Vanguard 500 Index Investor 11.73M (2.58%) 210.56K
Increased by +1.79%
Apr 30, 26
4 Vanguard Mid Cap Index Institutional 9.81M (2.15%) 21.21K
Increased by +0.22%
Apr 30, 26
5 State Street®UtilSelSectSPDR®ETF 7.36M (1.62%) 10.26K
Increased by +0.14%
May 31, 26
6 The Utilities Select Sector SPDR® ETF 7.23M (1.59%) -5.83K
Decreased by -0.08%
Aug 31, 25
7 Vanguard US Total Market Shares ETF 6.76M (1.48%) 4.79K
Increased by +0.07%
Sep 30, 24
8 iShares Core S&P 500 ETF 5.96M (1.31%) 18.22K
Increased by +0.31%
May 29, 26
9 Fidelity 500 Index 5.80M (1.27%) 19.95K
Increased by +0.34%
Apr 30, 26
10 State Street® SPDR® S&P 500® ETF 5.46M (1.20%) 5.79K
Increased by +0.11%
May 31, 26
11 Columbia Dividend Value 5.46M (1.20%) -108.04K
Decreased by -1.98%
Mar 31, 26
12 Columbia Dividend Income Inst 5.44M (1.20%) -13.33K
Decreased by -0.24%
Apr 30, 26
13 SPDR® S&P 500® ETF 5.40M (1.19%) 66.29K
Increased by +1.23%
Aug 31, 25
14 SPDR® S&P 500 ETF 5.33M (1.17%) -78.12K
Decreased by -1.46%
Mar 31, 25
15 SPDR® S&P 500® ETF Trust 5.19M (1.14%) -27.22K
Decreased by -0.52%
Mar 31, 25
16 iShares Select Dividend ETF 4.49M (0.99%) 35.28K
Increased by +0.79%
Feb 28, 25
17 Vanguard Value Index Inv 4.20M (0.92%) 11.94K
Increased by +0.28%
Apr 30, 26
18 JPMorgan Equity Premium Income ETF 4.17M (0.92%) 0.00
Increased by 0.00%
May 29, 26
19 Franklin Utilities A1 4.10M (0.90%) 0.00
Increased by 0.00%
Mar 31, 26
20 Franklin Utilities Fund A1 4.10M (0.90%) 0.00
Increased by 0.00%
Apr 30, 26