Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 QQLV 5.00%
2 SDP 4.51%
3 UTRN 4.21%
4 FXU 4.13%
5 QQQA 4.13%
6 JHMU 4.12%
7 OCEN 4.04%
8 GLIX 3.97%
9 ZAP 3.79%
10 XLU 3.38%
11 INFR 3.31%
12 RSPU 3.20%
13 CLNR 3.15%
14 RYU 3.15%
15 UDI 3.03%
16 FUTY 3.03%
17 BILD 3.02%
18 IDU 2.92%
19 VPU 2.78%
20 PUI 2.75%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 129.99M (12.73%) 2.08M
Increased by +1.60%
Jun 30, 25
2 BlackRock Inc 113.73M (11.14%) 2.69M
Increased by +2.36%
Jun 30, 25
3 State Street Corp 64.08M (6.28%) 2.49M
Increased by +3.89%
Jun 30, 25
4 State Street Corporation 58.01M (5.68%) -4.39M
Decreased by -7.58%
Mar 31, 24
5 Geode Capital Management, LLC 27.96M (2.74%) 931.90K
Increased by +3.33%
Jun 30, 25
6 GQG Partners LLC 27.66M (2.71%) 25.21M
Increased by +91.15%
Jun 30, 25
7 T. Rowe Price Investment Management,Inc. 27.57M (2.70%) 1.01M
Increased by +3.68%
Jun 30, 24
8 FMR Inc 25.22M (2.47%) -147.72K
Decreased by -0.59%
Jun 30, 25
9 Deutsche Bank AG 20.98M (2.05%) 1.90M
Increased by +9.07%
Jun 30, 25
10 Morgan Stanley - Brokerage Accounts 18.89M (1.85%) 1.66M
Increased by +8.77%
Jun 30, 25
11 Wellington Management Company LLP 18.27M (1.79%) -1.34M
Decreased by -7.33%
Jun 30, 25
12 Lazard Asset Management LLC 16.89M (1.65%) -5.35M
Decreased by -31.68%
Jun 30, 25
13 T. Rowe Price Associates, Inc. 16.05M (1.57%) -11.57M
Decreased by -72.05%
Mar 31, 25
14 Massachusetts Financial Services Company 15.24M (1.49%) -594.41K
Decreased by -3.90%
Jun 30, 25
15 Amvescap Plc. 14.83M (1.45%) 1.02M
Increased by +6.91%
Jun 30, 25
16 UBS Asset Mgmt Americas Inc 14.08M (1.38%) 2.19M
Increased by +15.55%
Jun 30, 25
17 NORGES BANK 13.57M (1.33%) 826.29K
Increased by +6.09%
Jun 30, 25
18 Northern Trust Corp 13.35M (1.31%) 816.91K
Increased by +6.12%
Jun 30, 25
19 Legal & General Group PLC 12.85M (1.26%) -401.26K
Decreased by -3.12%
Jun 30, 25
20 Bank of New York Mellon Corp 12.80M (1.25%) -55.59K
Decreased by -0.43%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 31.73M (3.11%) -747.85K
Decreased by -2.36%
Jul 31, 25
2 Vanguard US Total Market Shares ETF 31.69M (3.10%) 22.10K
Increased by +0.07%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 28.59M (2.80%) 194.43K
Increased by +0.68%
May 31, 25
4 Vanguard 500 Index Investor 24.99M (2.45%) -3.66M
Decreased by -14.65%
Jul 31, 25
5 Vanguard Mid Cap Index Institutional 22.52M (2.21%) 242.77K
Increased by +1.08%
Jul 31, 25
6 Invesco QQQ Trust 20.81M (2.04%) 144.45K
Increased by +0.69%
Aug 29, 25
7 T. Rowe Price Capital Appreciation 17.93M (1.76%) 711.39K
Increased by +3.97%
Jun 30, 24
8 The Utilities Select Sector SPDR® ETF 16.36M (1.60%) -13.19K
Decreased by -0.08%
Aug 31, 25
9 Fidelity 500 Index 12.80M (1.25%) 5.50K
Increased by +0.04%
Jul 31, 25
10 Utilities Select Sector SPDR® ETF 12.58M (1.23%) -37.03K
Decreased by -0.29%
Mar 31, 24
11 SPDR® S&P 500 ETF 12.52M (1.23%) -183.21K
Decreased by -1.46%
Mar 31, 25
12 Vanguard Wellington™ Inv 12.50M (1.22%) -5.90M
Decreased by -47.17%
Dec 31, 24
13 SPDR® S&P 500® ETF 12.22M (1.20%) 150.03K
Increased by +1.23%
Aug 31, 25
14 SPDR® S&P 500® ETF Trust 12.18M (1.19%) -63.83K
Decreased by -0.52%
Mar 31, 25
15 iShares Core S&P 500 ETF 12.15M (1.19%) 0.00
Increased by 0.00%
Aug 31, 25
16 SPDR® S&P 500 ETF Trust 12.01M (1.18%) -93.38K
Decreased by -0.78%
Mar 31, 24
17 MFS Large Cap Value (SMA) 11.86M (1.16%) 11.86M
Increased by +100.00%
Jun 30, 23
18 Fidelity® 500 Index 11.60M (1.14%) 73.80K
Increased by +0.64%
Nov 30, 23
19 Vanguard Equity-Income Inv 11.43M (1.12%) -2.84M
Decreased by -24.83%
Sep 30, 24
20 MFS Large Cap Value Equity 9.66M (0.95%) -329.81K
Decreased by -3.42%
Jun 30, 25