Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 16.47%
2 UTES 4.90%
3 ZAP 4.70%
4 UTRN 4.10%
5 RSPU 3.69%
6 INFR 3.68%
7 SAMT 3.55%
8 RYU 3.37%
9 HDLV 3.31%
10 PUI 3.26%
11 ECLN 3.16%
12 FOVL 3.08%
13 CBLS 3.07%
14 XLU 3.07%
15 FCUS 2.97%
16 CBSE 2.95%
17 FUTY 2.78%
18 FXU 2.75%
19 VPU 2.65%
20 IDU 2.62%

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 20.89M (4.87%) 2.12M
Increased by +10.14%
Sep 30, 24
3 State Street Corporation 11.74M (2.74%) -750.47K
Decreased by -6.39%
Mar 31, 24
4 State Street Corp 11.41M (2.66%) 128.67K
Increased by +1.13%
Sep 30, 24
5 Barrow Hanley Mewhinney & Strauss LLC 11.04M (2.58%) -2.21M
Decreased by -19.97%
Dec 31, 24
6 Capital Research & Mgmt Co - Division 3 7.77M (1.81%) 138.59K
Increased by +1.78%
Dec 31, 24
7 Ameriprise Financial Inc 7.52M (1.75%) 1.04M
Increased by +13.80%
Sep 30, 24
8 Bank of America Corp 7.21M (1.68%) 4.08M
Increased by +56.61%
Sep 30, 24
9 JPMorgan Chase & Co 7.18M (1.67%) 2.71M
Increased by +37.73%
Sep 30, 24
10 FMR Inc 6.61M (1.54%) 315.75K
Increased by +4.77%
Sep 30, 24
11 Capital Research Global Investors 6.38M (1.49%) -1.66M
Decreased by -25.98%
Dec 31, 24
12 Franklin Resources Inc 5.72M (1.33%) 1.98M
Increased by +34.65%
Sep 30, 24
13 Newport Trust Co. 5.52M (1.29%) -61.16K
Decreased by -1.11%
Dec 31, 24
14 Amvescap Plc. 5.20M (1.21%) -335.70K
Decreased by -6.46%
Sep 30, 24
15 Geode Capital Management, LLC 4.97M (1.16%) 37.28K
Increased by +0.75%
Sep 30, 24
16 Legal & General Group PLC 3.61M (0.84%) -680.94K
Decreased by -18.84%
Dec 31, 24
17 NORGES BANK 3.43M (0.80%) -318.38K
Decreased by -9.29%
Dec 31, 24
18 Boston Partners Global Investors, Inc 3.22M (0.75%) -218.36K
Decreased by -6.79%
Dec 31, 24
19 Morgan Stanley - Brokerage Accounts 3.16M (0.74%) -1.38M
Decreased by -43.67%
Sep 30, 24
20 Soroban Capital Partners LP 2.87M (0.67%) 0.00
Increased by 0.00%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 13.44M (3.14%) 11.93K
Increased by +0.09%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 11.61M (2.71%) 116.72K
Increased by +1.01%
Dec 31, 24
3 Vanguard Mid Cap Index Institutional 9.21M (2.15%) 91.43K
Increased by +0.99%
Dec 31, 24
4 The Utilities Select Sector SPDR® ETF 6.18M (1.44%) -35.02K
Decreased by -0.57%
Jan 31, 25
5 Fidelity 500 Index 5.32M (1.24%) 39.13K
Increased by +0.74%
Dec 31, 24
6 Columbia Dividend Income Inst 5.25M (1.22%) -46.53K
Decreased by -0.89%
Dec 31, 24
7 Columbia Dividend Value 5.25M (1.22%) -36.58K
Decreased by -0.70%
Dec 31, 24
8 SPDR® S&P 500® ETF Trust 5.23M (1.22%) -51.41K
Decreased by -0.98%
Jan 31, 25
9 iShares Core S&P 500 ETF 5.03M (1.17%) 7.34K
Increased by +0.15%
Jan 31, 25
10 American Funds Invmt Co of Amer A 4.93M (1.15%) 0.00
Increased by 0.00%
Dec 31, 24
11 Capital Group Investment Co of Amer Comp 4.93M (1.15%) 0.00
Increased by 0.00%
Dec 31, 24
12 iShares Select Dividend ETF 4.47M (1.04%) -4.51K
Decreased by -0.10%
Jan 31, 25
13 Franklin Utilities A1 4.20M (0.98%) -200.00K
Decreased by -4.76%
Dec 31, 24
14 American Funds Washington Mutual A 4.06M (0.95%) 0.00
Increased by 0.00%
Dec 31, 24
15 Capital Group Wash Mutual Invtrs Comp 4.06M (0.95%) 0.00
Increased by 0.00%
Dec 31, 24
16 Vanguard Value Index Inv 3.65M (0.85%) -9.95K
Decreased by -0.27%
Dec 31, 24
17 Vanguard Mid-Cap Value ETF 2.88M (0.67%) -75.16K
Decreased by -2.61%
Dec 31, 24
18 Vanguard Utilities ETF 2.73M (0.64%) 22.42K
Increased by +0.82%
Dec 31, 24
19 Vanguard Institutional Index I 2.71M (0.63%) 175.00
Increased by +0.01%
Dec 31, 24
20 Utilities Select Sector SPDR® ETF 2.64M (0.62%) 74.36K
Increased by +2.82%
Apr 30, 24