Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 QQLV 4.53%
2 SDP 4.51%
3 UTRN 4.21%
4 QQQA 4.13%
5 JHMU 4.12%
6 GLIX 4.11%
7 OCEN 4.04%
8 FXU 4.01%
9 ZAP 4.00%
10 XLU 3.41%
11 INFR 3.31%
12 CLNR 3.15%
13 RYU 3.15%
14 RSPU 3.10%
15 FUTY 3.04%
16 VPU 3.03%
17 IDU 2.89%
18 UDI 2.82%
19 PUI 2.82%
20 STNC 2.73%

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 112.75M (11.04%) -5.67M
Decreased by -5.03%
Mar 31, 26
3 State Street Corp 67.57M (6.62%) 948.86K
Increased by +1.40%
Mar 31, 26
4 Vanguard Capital Management, LLC 66.02M (6.46%) 66.02M
Increased by +100.00%
Mar 31, 26
5 State Street Corporation 58.01M (5.68%) -4.39M
Decreased by -7.58%
Mar 31, 24
6 Vanguard Portfolio Management, LLC 54.67M (5.35%) 54.67M
Increased by +100.00%
Mar 31, 26
7 Capital World Investors 40.07M (3.92%) 29.97M
Increased by +74.80%
Mar 31, 26
8 Geode Capital Management, LLC 31.73M (3.11%) 3.31M
Increased by +10.42%
Mar 31, 26
9 T. Rowe Price Investment Management,Inc. 27.57M (2.70%) 1.01M
Increased by +3.68%
Jun 30, 24
10 Lazard Asset Management LLC 24.62M (2.41%) 1.49M
Increased by +6.05%
Mar 31, 26
11 FMR Inc 23.03M (2.25%) -3.08M
Decreased by -13.36%
Mar 31, 26
12 GQG Partners LLC 22.28M (2.18%) -2.70M
Decreased by -12.13%
Mar 31, 26
13 Wellington Management Company LLP 20.43M (2.00%) 2.11M
Increased by +10.34%
Mar 31, 26
14 Deutsche Bank AG 19.66M (1.92%) -1.31M
Decreased by -6.65%
Mar 31, 26
15 T. Rowe Price Associates, Inc. 16.05M (1.57%) -11.57M
Decreased by -72.05%
Mar 31, 25
16 Amvescap Plc. 15.97M (1.56%) -242.46K
Decreased by -1.52%
Mar 31, 26
17 Morgan Stanley - Brokerage Accounts 15.94M (1.56%) -985.61K
Decreased by -6.18%
Mar 31, 26
18 Capital Research & Mgmt Co - Division 3 15.35M (1.50%) -1.59M
Decreased by -10.38%
Mar 31, 26
19 Northern Trust Corp 14.66M (1.43%) -149.07K
Decreased by -1.02%
Mar 31, 26
20 NORGES BANK 14.18M (1.39%) 608.98K
Increased by +4.30%
Dec 31, 25

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 32.17M (3.15%) 93.84K
Increased by +0.29%
Apr 30, 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 26.53M (2.60%) 476.68K
Increased by +1.80%
Apr 30, 26
6 Invesco QQQ Trust 22.22M (2.18%) 104.58K
Increased by +0.47%
May 29, 26
7 Vanguard Mid Cap Index Institutional 21.86M (2.14%) 51.15K
Increased by +0.23%
Apr 30, 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 16.64M (1.63%) 23.23K
Increased by +0.14%
May 31, 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 13.48M (1.32%) 41.19K
Increased by +0.31%
May 29, 26
12 Fidelity 500 Index 13.11M (1.28%) 45.17K
Increased by +0.34%
Apr 30, 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 12.34M (1.21%) 13.09K
Increased by +0.11%
May 31, 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