Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SDP 4.51%
2 QQLV 4.49%
3 UTRN 4.21%
4 QQQA 4.13%
5 JHMU 4.12%
6 FXU 4.10%
7 OCEN 4.04%
8 INFR 3.54%
9 XLU 3.43%
10 ZAP 3.28%
11 RSPU 3.16%
12 CLNR 3.15%
13 RYU 3.15%
14 VPU 3.11%
15 FUTY 3.09%
16 BILD 3.06%
17 IDU 2.95%
18 PUI 2.91%
19 UTSL 2.60%
20 SYV 2.51%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 129.99M (12.89%) 2.08M
Increased by +1.60%
Jun 30, 25
2 BlackRock Inc 111.05M (11.01%) 2.23M
Increased by +2.01%
Mar 31, 25
3 State Street Corp 61.59M (6.11%) 1.51M
Increased by +2.45%
Mar 31, 25
4 State Street Corporation 58.01M (5.75%) -4.39M
Decreased by -7.58%
Mar 31, 24
5 T. Rowe Price Investment Management,Inc. 27.57M (2.73%) 1.01M
Increased by +3.68%
Jun 30, 24
6 Geode Capital Management, LLC 27.03M (2.68%) 712.39K
Increased by +2.64%
Mar 31, 25
7 FMR Inc 25.37M (2.52%) 8.06M
Increased by +31.78%
Mar 31, 25
8 Lazard Asset Management LLC 22.24M (2.21%) -2.42M
Decreased by -10.87%
Mar 31, 25
9 Deutsche Bank AG 19.08M (1.89%) 1.99M
Increased by +10.42%
Mar 31, 25
10 Wellington Management Company LLP 18.27M (1.81%) -1.34M
Decreased by -7.33%
Jun 30, 25
11 Morgan Stanley - Brokerage Accounts 17.23M (1.71%) 445.65K
Increased by +2.59%
Mar 31, 25
12 T. Rowe Price Associates, Inc. 16.05M (1.59%) -11.57M
Decreased by -72.05%
Mar 31, 25
13 Massachusetts Financial Services Company 15.24M (1.51%) -594.41K
Decreased by -3.90%
Jun 30, 25
14 UBS Asset Mgmt Americas Inc 14.08M (1.40%) 2.19M
Increased by +15.55%
Jun 30, 25
15 Amvescap Plc. 13.80M (1.37%) 83.52K
Increased by +0.61%
Mar 31, 25
16 NORGES BANK 13.57M (1.35%) 826.29K
Increased by +6.09%
Jun 30, 25
17 Legal & General Group PLC 12.85M (1.27%) -401.26K
Decreased by -3.12%
Jun 30, 25
18 Bank of New York Mellon Corp 12.85M (1.27%) -616.32K
Decreased by -4.79%
Mar 31, 25
19 Northern Trust Corp 12.53M (1.24%) 1.32M
Increased by +10.53%
Mar 31, 25
20 JPMorgan Chase & Co 11.48M (1.14%) 5.89M
Increased by +51.29%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 31.73M (3.15%) -747.85K
Decreased by -2.36%
Jul 31, 25
2 Vanguard US Total Market Shares ETF 31.69M (3.14%) 22.10K
Increased by +0.07%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 28.59M (2.84%) 194.43K
Increased by +0.68%
May 31, 25
4 Vanguard 500 Index Investor 24.99M (2.48%) -3.66M
Decreased by -14.65%
Jul 31, 25
5 Vanguard Mid Cap Index Institutional 22.52M (2.23%) 242.77K
Increased by +1.08%
Jul 31, 25
6 Invesco QQQ Trust 20.71M (2.05%) -12.98K
Decreased by -0.06%
Jul 31, 25
7 T. Rowe Price Capital Appreciation 17.93M (1.78%) 711.39K
Increased by +3.97%
Jun 30, 24
8 The Utilities Select Sector SPDR® ETF 16.05M (1.59%) -104.99K
Decreased by -0.65%
Jul 31, 25
9 Fidelity 500 Index 12.79M (1.27%) 108.86K
Increased by +0.85%
Jun 30, 25
10 Utilities Select Sector SPDR® ETF 12.58M (1.25%) -37.03K
Decreased by -0.29%
Mar 31, 24
11 SPDR® S&P 500 ETF 12.52M (1.24%) -183.21K
Decreased by -1.46%
Mar 31, 25
12 Vanguard Wellington™ Inv 12.50M (1.24%) -5.90M
Decreased by -47.17%
Dec 31, 24
13 SPDR® S&P 500® ETF 12.38M (1.23%) 52.78K
Increased by +0.43%
Jul 31, 25
14 SPDR® S&P 500® ETF Trust 12.18M (1.21%) -63.83K
Decreased by -0.52%
Mar 31, 25
15 iShares Core S&P 500 ETF 12.06M (1.20%) 54.83K
Increased by +0.45%
Jul 31, 25
16 SPDR® S&P 500 ETF Trust 12.01M (1.19%) -93.38K
Decreased by -0.78%
Mar 31, 24
17 MFS Large Cap Value (SMA) 11.86M (1.18%) 11.86M
Increased by +100.00%
Jun 30, 23
18 Fidelity® 500 Index 11.60M (1.15%) 73.80K
Increased by +0.64%
Nov 30, 23
19 Vanguard Equity-Income Inv 11.43M (1.13%) -2.84M
Decreased by -24.83%
Sep 30, 24
20 MFS Large Cap Value Equity 9.66M (0.96%) -329.81K
Decreased by -3.42%
Jun 30, 25