Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 QQLV 4.61%
2 SDP 4.51%
3 UTRN 4.21%
4 QQQA 4.13%
5 JHMU 4.12%
6 GLIX 4.06%
7 OCEN 4.04%
8 FXU 3.98%
9 ZAP 3.81%
10 XLU 3.37%
11 INFR 3.31%
12 CLNR 3.15%
13 RYU 3.15%
14 RSPU 3.07%
15 FUTY 3.00%
16 UDI 2.90%
17 IDU 2.88%
18 PUI 2.82%
19 STNC 2.81%
20 GQGU 2.81%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 131.12M (12.84%) 595.55K
Increased by +0.45%
Dec 31, 25
2 BlackRock Inc 118.42M (11.59%) 6.22M
Increased by +5.25%
Dec 31, 25
3 State Street Corp 66.62M (6.52%) 2.55M
Increased by +3.83%
Dec 31, 25
4 State Street Corporation 58.01M (5.68%) -4.39M
Decreased by -7.58%
Mar 31, 24
5 Capital World Investors 40.07M (3.92%) 29.97M
Increased by +74.80%
Mar 31, 26
6 Geode Capital Management, LLC 28.42M (2.78%) -32.97K
Decreased by -0.12%
Dec 31, 25
7 T. Rowe Price Investment Management,Inc. 27.57M (2.70%) 1.01M
Increased by +3.68%
Jun 30, 24
8 FMR Inc 26.10M (2.56%) -940.23K
Decreased by -3.60%
Dec 31, 25
9 Lazard Asset Management LLC 23.13M (2.26%) 683.95K
Increased by +2.96%
Dec 31, 25
10 GQG Partners LLC 22.28M (2.18%) -2.70M
Decreased by -12.13%
Mar 31, 26
11 Deutsche Bank AG 19.66M (1.92%) -1.31M
Decreased by -6.65%
Mar 31, 26
12 Wellington Management Company LLP 18.32M (1.79%) -346.00K
Decreased by -1.89%
Dec 31, 25
13 Morgan Stanley - Brokerage Accounts 16.93M (1.66%) -959.65K
Decreased by -5.67%
Dec 31, 25
14 T. Rowe Price Associates, Inc. 16.05M (1.57%) -11.57M
Decreased by -72.05%
Mar 31, 25
15 Amvescap Plc. 15.97M (1.56%) -242.46K
Decreased by -1.52%
Mar 31, 26
16 Capital Research & Mgmt Co - Division 3 15.35M (1.50%) -1.59M
Decreased by -10.38%
Mar 31, 26
17 Northern Trust Corp 14.66M (1.43%) -149.07K
Decreased by -1.02%
Mar 31, 26
18 NORGES BANK 14.18M (1.39%) 608.98K
Increased by +4.30%
Dec 31, 25
19 Massachusetts Financial Services Company 14.17M (1.39%) -333.38K
Decreased by -2.35%
Dec 31, 25
20 UBS Asset Mgmt Americas Inc 13.41M (1.31%) -417.75K
Decreased by -3.11%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Income Fund of Amer A 36.72M (3.59%) 29.18M
Increased by +79.48%
Mar 31, 26
2 Vanguard Total Stock Mkt Idx Inv 32.07M (3.14%) 147.27K
Increased by +0.46%
Mar 31, 26
3 Vanguard US Total Market Shares ETF 31.69M (3.10%) 22.10K
Increased by +0.07%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 28.59M (2.80%) 194.43K
Increased by +0.68%
May 31, 25
5 Vanguard 500 Index Investor 26.05M (2.55%) 66.73K
Increased by +0.26%
Mar 31, 26
6 Invesco QQQ Trust 21.89M (2.14%) 161.02K
Increased by +0.74%
Apr 30, 26
7 Vanguard Mid Cap Index Institutional 21.81M (2.14%) -133.59K
Decreased by -0.61%
Mar 31, 26
8 T. Rowe Price Capital Appreciation 17.93M (1.76%) 711.39K
Increased by +3.97%
Jun 30, 24
9 State Street®UtilSelSectSPDR®ETF 16.99M (1.66%) 47.91K
Increased by +0.28%
Apr 30, 26
10 The Utilities Select Sector SPDR® ETF 16.36M (1.60%) -13.19K
Decreased by -0.08%
Aug 31, 25
11 iShares Core S&P 500 ETF 13.23M (1.30%) 38.80K
Increased by +0.29%
Apr 30, 26
12 Fidelity 500 Index 13.06M (1.28%) 205.88K
Increased by +1.58%
Mar 31, 26
13 Utilities Select Sector SPDR® ETF 12.58M (1.23%) -37.03K
Decreased by -0.29%
Mar 31, 24
14 SPDR® S&P 500 ETF 12.52M (1.23%) -183.21K
Decreased by -1.46%
Mar 31, 25
15 Vanguard Wellington™ Inv 12.50M (1.22%) -5.90M
Decreased by -47.17%
Dec 31, 24
16 State Street® SPDR® S&P 500® ETF 12.22M (1.20%) 39.87K
Increased by +0.33%
Apr 30, 26
17 SPDR® S&P 500® ETF 12.22M (1.20%) 150.03K
Increased by +1.23%
Aug 31, 25
18 SPDR® S&P 500® ETF Trust 12.18M (1.19%) -63.83K
Decreased by -0.52%
Mar 31, 25
19 SPDR® S&P 500 ETF Trust 12.01M (1.18%) -93.38K
Decreased by -0.78%
Mar 31, 24
20 MFS Large Cap Value (SMA) 11.86M (1.16%) 11.86M
Increased by +100.00%
Jun 30, 23