Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 6.30%
2 UTES 5.45%
3 ZAP 5.28%
4 VOLT 4.80%
5 UTRN 4.10%
6 SAMT 4.08%
7 RYU 3.37%
8 INFR 3.36%
9 PUI 3.34%
10 HDLV 3.31%
11 FOVL 3.22%
12 RSPU 3.21%
13 ECLN 3.21%
14 CBLS 3.07%
15 XLU 3.02%
16 FCUS 2.97%
17 VPU 2.82%
18 CBSE 2.77%
19 FUTY 2.74%
20 FXU 2.63%

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 13.51M (3.15%) 43.18K
Increased by +0.32%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 11.90M (2.77%) 85.02K
Increased by +0.71%
Feb 28, 25
3 Vanguard Mid Cap Index Institutional 9.26M (2.16%) 39.90K
Increased by +0.43%
Feb 28, 25
4 The Utilities Select Sector SPDR® ETF 6.35M (1.48%) 16.87K
Increased by +0.27%
Feb 28, 25
5 Fidelity 500 Index 5.35M (1.25%) 23.59K
Increased by +0.44%
Jan 31, 25
6 SPDR® S&P 500® ETF Trust 5.30M (1.24%) -39.31K
Decreased by -0.74%
Feb 28, 25
7 Columbia Dividend Value 5.25M (1.22%) -36.58K
Decreased by -0.70%
Dec 31, 24
8 Columbia Dividend Income Inst 5.24M (1.22%) -12.16K
Decreased by -0.23%
Feb 28, 25
9 iShares Core S&P 500 ETF 5.04M (1.17%) -253.00
Decreased by -0.01%
Feb 28, 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 4.49M (1.05%) 35.28K
Increased by +0.79%
Feb 28, 25
13 Franklin Utilities A1 4.20M (0.98%) -200.00K
Decreased by -4.76%
Dec 31, 24
14 Franklin Utilities Fund A1 4.15M (0.97%) -50.00K
Decreased by -1.20%
Feb 28, 25
15 American Funds Washington Mutual A 4.06M (0.95%) 0.00
Increased by 0.00%
Dec 31, 24
16 Capital Group Wash Mutual Invtrs Comp 4.06M (0.95%) 0.00
Increased by 0.00%
Dec 31, 24
17 Vanguard Value Index Inv 3.70M (0.86%) 15.98K
Increased by +0.43%
Feb 28, 25
18 Vanguard Mid-Cap Value ETF 2.89M (0.67%) 5.63K
Increased by +0.20%
Feb 28, 25
19 Vanguard Utilities ETF 2.72M (0.63%) -2.66K
Decreased by -0.10%
Feb 28, 25
20 Vanguard Institutional Index I 2.66M (0.62%) -30.20K
Decreased by -1.14%
Feb 28, 25