Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CSIO 5.14%
2 UTES 4.88%
3 DDIV 4.51%
4 RCTR 4.44%
5 ZAP 4.14%
6 UTRN 4.10%
7 BILT 3.83%
8 VOLT 3.82%
9 XVOL 3.44%
10 DVOL 3.42%
11 MDLV 3.41%
12 RYU 3.37%
13 HDLV 3.31%
14 XLU 3.25%
15 RSPU 3.24%
16 FOVL 3.22%
17 INFR 3.21%
18 NFRX 3.13%
19 SAMT 3.12%
20 CBLS 3.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 56.46M (12.53%) 1.63M
Increased by +2.89%
Jun 30, 25
2 BlackRock Inc 43.51M (9.66%) 2.97M
Increased by +6.81%
Jun 30, 25
3 State Street Corp 22.92M (5.09%) 981.75K
Increased by +4.28%
Jun 30, 25
4 Bank of America Corp 15.42M (3.42%) -2.73M
Decreased by -17.70%
Jun 30, 25
5 JPMorgan Chase & Co 14.38M (3.19%) -306.02K
Decreased by -2.13%
Jun 30, 25
6 Ameriprise Financial Inc 13.65M (3.03%) 479.09K
Increased by +3.51%
Jun 30, 25
7 FMR Inc 12.32M (2.73%) 1.60M
Increased by +13.03%
Jun 30, 25
8 State Street Corporation 11.74M (2.61%) -750.47K
Decreased by -6.39%
Mar 31, 24
9 Geode Capital Management, LLC 11.24M (2.50%) 505.34K
Increased by +4.49%
Jun 30, 25
10 Barrow Hanley Mewhinney & Strauss LLC 9.72M (2.16%) -19.33K
Decreased by -0.20%
Jun 30, 25
11 Morgan Stanley - Brokerage Accounts 7.96M (1.77%) -2.09M
Decreased by -26.25%
Jun 30, 25
12 Capital Research & Mgmt Co - Division 3 7.85M (1.74%) -31.89K
Decreased by -0.41%
Jun 30, 25
13 Franklin Resources Inc 7.26M (1.61%) -553.16K
Decreased by -7.62%
Jun 30, 25
14 Boston Partners Global Investors, Inc 6.94M (1.54%) 3.71M
Increased by +53.47%
Jun 30, 25
15 Amvescap Plc. 6.13M (1.36%) 126.71K
Increased by +2.07%
Jun 30, 25
16 Brookfield Corp 5.66M (1.26%) -35.76K
Decreased by -0.63%
Mar 31, 25
17 NORGES BANK 5.64M (1.25%) 2.21M
Increased by +39.19%
Jun 30, 25
18 Capital Research Global Investors 5.60M (1.24%) 8.32K
Increased by +0.15%
Jun 30, 25
19 Newport Trust Co. 5.47M (1.21%) -43.20K
Decreased by -0.79%
Jun 30, 25
20 Citadel Advisors Llc 5.13M (1.14%) 2.01M
Increased by +39.23%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 13.54M (3.01%) -316.54K
Decreased by -2.34%
Jul 31, 25
2 Vanguard Institutional 500 Index Trust 12.20M (2.71%) 84.02K
Increased by +0.69%
May 31, 25
3 Vanguard 500 Index Investor 11.05M (2.45%) -1.62M
Decreased by -14.65%
Jul 31, 25
4 Vanguard Mid Cap Index Institutional 9.61M (2.13%) 103.61K
Increased by +1.08%
Jul 31, 25
5 The Utilities Select Sector SPDR® ETF 7.23M (1.60%) -5.83K
Decreased by -0.08%
Aug 31, 25
6 Vanguard US Total Market Shares ETF 6.76M (1.50%) 4.79K
Increased by +0.07%
Sep 30, 24
7 Columbia Dividend Value 5.67M (1.26%) 455.11K
Increased by +8.03%
Jun 30, 25
8 Columbia Dividend Income Inst 5.66M (1.26%) -9.39K
Decreased by -0.17%
Jul 31, 25
9 Fidelity 500 Index 5.66M (1.26%) 2.43K
Increased by +0.04%
Jul 31, 25
10 SPDR® S&P 500® ETF 5.40M (1.20%) 66.29K
Increased by +1.23%
Aug 31, 25
11 iShares Core S&P 500 ETF 5.37M (1.19%) 0.00
Increased by 0.00%
Aug 31, 25
12 SPDR® S&P 500 ETF 5.33M (1.18%) -78.12K
Decreased by -1.46%
Mar 31, 25
13 SPDR® S&P 500® ETF Trust 5.19M (1.15%) -27.22K
Decreased by -0.52%
Mar 31, 25
14 iShares Select Dividend ETF 4.49M (1.00%) 35.28K
Increased by +0.79%
Feb 28, 25
15 Franklin Utilities A1 4.35M (0.97%) 0.00
Increased by 0.00%
Jul 31, 25
16 Franklin Utilities Fund A1 4.35M (0.97%) 0.00
Increased by 0.00%
Jul 31, 25
17 American Funds Invmt Co of Amer A 4.15M (0.92%) 0.00
Increased by 0.00%
Jun 30, 25
18 Capital Group Investment Co of Amer Comp 4.15M (0.92%) 0.00
Increased by 0.00%
Jun 30, 25
19 American Funds Washington Mutual A 4.05M (0.90%) 0.00
Increased by 0.00%
Jun 30, 25
20 Capital Group Wash Mutual Invtrs Comp 4.05M (0.90%) 0.00
Increased by 0.00%
Jun 30, 25