Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTES 5.38%
2 ZAP 5.26%
3 VOLT 4.89%
4 UTRN 4.10%
5 SAMT 3.98%
6 TPMN 3.52%
7 RYU 3.37%
8 FOVL 3.33%
9 HDLV 3.31%
10 PUI 3.30%
11 RSPU 3.14%
12 INFR 3.09%
13 CBLS 3.07%
14 FCUS 2.97%
15 XLU 2.95%
16 ECLN 2.94%
17 CBSE 2.77%
18 VPU 2.75%
19 FUTY 2.67%
20 IDU 2.54%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 52.13M (12.16%) 490.89K
Increased by +0.94%
Dec 31, 24
2 BlackRock Inc 42.43M (9.90%) 650.42K
Increased by +1.53%
Dec 31, 24
3 State Street Corp 22.74M (5.30%) -73.58K
Decreased by -0.32%
Dec 31, 24
4 Bank of America Corp 17.59M (4.10%) 3.17M
Increased by +18.02%
Dec 31, 24
5 Ameriprise Financial Inc 12.88M (3.01%) -2.15M
Decreased by -16.67%
Dec 31, 24
6 FMR Inc 12.61M (2.94%) -614.89K
Decreased by -4.88%
Dec 31, 24
7 State Street Corporation 11.74M (2.74%) -750.47K
Decreased by -6.39%
Mar 31, 24
8 Barrow Hanley Mewhinney & Strauss LLC 11.04M (2.58%) -2.21M
Decreased by -19.97%
Dec 31, 24
9 Geode Capital Management, LLC 10.24M (2.39%) 306.30K
Increased by +2.99%
Dec 31, 24
10 Franklin Resources Inc 10.08M (2.35%) -1.36M
Decreased by -13.47%
Dec 31, 24
11 Amvescap Plc. 8.51M (1.99%) -1.88M
Decreased by -22.09%
Dec 31, 24
12 Capital Research & Mgmt Co - Division 3 7.77M (1.81%) 138.59K
Increased by +1.78%
Dec 31, 24
13 JPMorgan Chase & Co 7.36M (1.72%) -7.00M
Decreased by -95.01%
Dec 31, 24
14 Capital Research Global Investors 6.38M (1.49%) -1.66M
Decreased by -25.98%
Dec 31, 24
15 Morgan Stanley - Brokerage Accounts 6.25M (1.46%) -74.00K
Decreased by -1.18%
Dec 31, 24
16 Newport Trust Co. 5.52M (1.29%) -61.16K
Decreased by -1.11%
Dec 31, 24
17 RARE Infrastructure 5.43M (1.27%) -306.63K
Decreased by -5.65%
Dec 31, 24
18 Royal Bank of Canada 4.67M (1.09%) -494.80K
Decreased by -10.59%
Dec 31, 24
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 13.62M (3.18%) 107.14K
Increased by +0.79%
Mar 31, 25
2 Vanguard Institutional 500 Index Trust 11.92M (2.78%) 21.86K
Increased by +0.18%
Mar 31, 25
3 Vanguard Mid Cap Index Institutional 9.27M (2.16%) 7.22K
Increased by +0.08%
Mar 31, 25
4 Vanguard US Total Market Shares ETF 6.76M (1.58%) 4.79K
Increased by +0.07%
Sep 30, 24
5 The Utilities Select Sector SPDR® ETF 6.36M (1.48%) 72.75K
Increased by +1.14%
Mar 31, 25
6 Fidelity 500 Index 5.37M (1.25%) 23.91K
Increased by +0.45%
Feb 28, 25
7 SPDR® S&P 500 ETF 5.33M (1.24%) -78.12K
Decreased by -1.46%
Mar 31, 25
8 iShares Core S&P 500 ETF 5.23M (1.22%) 15.18K
Increased by +0.29%
Mar 31, 25
9 Columbia Dividend Income Inst 5.21M (1.22%) -25.47K
Decreased by -0.49%
Mar 31, 25
10 Columbia Dividend Value 5.21M (1.22%) -37.63K
Decreased by -0.72%
Mar 31, 25
11 SPDR® S&P 500® ETF Trust 5.19M (1.21%) -27.22K
Decreased by -0.52%
Mar 31, 25
12 SPDR® S&P 500® ETF 5.13M (1.20%) -86.18K
Decreased by -1.68%
Mar 31, 25
13 Capital Group Investment Co of Amer Comp 4.93M (1.15%) 0.00
Increased by 0.00%
Dec 31, 24
14 iShares Select Dividend ETF 4.49M (1.05%) 35.28K
Increased by +0.79%
Feb 28, 25
15 Franklin Utilities Fund A1 4.39M (1.02%) 239.52K
Increased by +5.46%
Mar 31, 25
16 Franklin Utilities A1 4.20M (0.98%) -200.00K
Decreased by -4.76%
Dec 31, 24
17 American Funds Invmt Co of Amer A 4.15M (0.97%) -784.53K
Decreased by -18.91%
Mar 31, 25
18 Capital Group Wash Mutual Invtrs Comp 4.06M (0.95%) 0.00
Increased by 0.00%
Dec 31, 24
19 American Funds Washington Mutual A 4.05M (0.95%) -8.12K
Decreased by -0.20%
Mar 31, 25
20 Vanguard Value Index Inv 3.78M (0.88%) 71.04K
Increased by +1.88%
Mar 31, 25