Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RSPG 5.50%
2 WTIU 5.39%
3 WTID 5.39%
4 TNGY 5.26%
5 AIUP 4.65%
6 PWER 4.19%
7 NVIR 4.17%
8 FCG 4.03%
9 IEO 3.64%
10 LCO 3.35%
11 CBLS 3.29%
12 XOP 3.24%
13 OILD 3.02%
14 OILU 3.02%
15 CBSE 2.87%
16 POWR 2.69%
17 FILL 2.64%
18 SMRI 2.61%
19 GUSH 2.31%
20 GURU 1.65%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 27.90M (11.72%) -11.80K
Decreased by -0.04%
Dec 31, 25
2 BlackRock Inc 18.64M (7.83%) 461.64K
Increased by +2.48%
Mar 31, 26
3 Vanguard Capital Management, LLC 15.55M (6.53%) 15.55M
Increased by +100.00%
Mar 31, 26
4 State Street Corp 14.49M (6.09%) 1.34M
Increased by +9.26%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 11.36M (4.77%) 11.36M
Increased by +100.00%
Mar 31, 26
6 Capital Research Global Investors 6.80M (2.85%) -14.45M
Decreased by -212.58%
Mar 31, 26
7 Geode Capital Management, LLC 6.62M (2.78%) 200.96K
Increased by +3.03%
Mar 31, 26
8 Capital World Investors 6.21M (2.61%) 6.21M
Increased by +100.00%
Mar 31, 26
9 Oaktree Capital Management LLC 5.24M (2.20%) 175.11K
Increased by +3.34%
Mar 31, 26
10 Amvescap Plc. 4.92M (2.07%) 821.93K
Increased by +16.71%
Mar 31, 26
11 Victory Capital Management Inc. 4.76M (2.00%) 1.47M
Increased by +30.97%
Mar 31, 26
12 Bank of New York Mellon Corp 4.50M (1.89%) 2.19M
Increased by +48.64%
Mar 31, 26
13 AQR Capital Management LLC 3.85M (1.62%) 3.05M
Increased by +79.18%
Mar 31, 26
14 Massachusetts Financial Services Company 3.73M (1.56%) -124.64K
Decreased by -3.35%
Mar 31, 26
15 T. Rowe Price Associates, Inc. 3.72M (1.56%) -5.95M
Decreased by -160.02%
Mar 31, 26
16 Morgan Stanley - Brokerage Accounts 3.32M (1.39%) 132.40K
Increased by +3.99%
Mar 31, 26
17 CIBC Bancorp USA Inc. 2.79M (1.17%) 2.76M
Increased by +98.84%
Mar 31, 26
18 UBS Asset Mgmt Americas Inc 2.77M (1.16%) 57.45K
Increased by +2.07%
Mar 31, 26
19 Qube Research & Technologies 2.66M (1.12%) 1.75M
Increased by +65.70%
Mar 31, 26
20 Dimensional Fund Advisors, Inc. 2.47M (1.04%) 166.41K
Increased by +6.75%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.66M (3.21%) 18.38K
Increased by +0.24%
Apr 30, 26
2 Vanguard 500 Index Investor 6.18M (2.59%) 111.27K
Increased by +1.80%
Apr 30, 26
3 American Funds Income Fund of Amer A 6.00M (2.52%) 2.42M
Increased by +40.31%
Mar 31, 26
4 Vanguard Small Cap Index 5.54M (2.33%) -11.53K
Decreased by -0.21%
Apr 30, 26
5 State Street®EngySelSectSPDR®ETF 5.28M (2.22%) -30.73K
Decreased by -0.58%
May 31, 26
6 UBS: Global Equity 3.96M (1.66%) 0.00
Increased by 0.00%
Dec 31, 25
7 American Funds Invmt Co of Amer A 3.49M (1.47%) -4.49M
Decreased by -128.48%
Mar 31, 26
8 Capital Group Investment Co of Amer Comp 3.49M (1.47%) -4.49M
Decreased by -128.48%
Mar 31, 26
9 iShares Core S&P 500 ETF 3.14M (1.32%) 9.59K
Increased by +0.31%
May 29, 26
10 Fidelity 500 Index 3.05M (1.28%) 10.51K
Increased by +0.34%
Apr 30, 26
11 State Street® SPDR® S&P 500® ETF 2.88M (1.21%) 3.04K
Increased by +0.11%
May 31, 26
12 Victory Sycamore Established Value R 1.97M (0.83%) 515.00K
Increased by +26.14%
Mar 31, 26
13 Vanguard Small Cap Value Index Inv 1.78M (0.75%) 12.85K
Increased by +0.72%
Apr 30, 26
14 Vanguard Small Cap Growth Index Inv 1.55M (0.65%) -257.00
Decreased by -0.02%
Apr 30, 26
15 Invesco S&P 500® Equal Weight ETF 1.55M (0.65%) 2.95K
Increased by +0.19%
May 29, 26
16 VictoryShares Free Cash Flow ETF 1.39M (0.59%) 0.00
Increased by 0.00%
May 29, 26
17 MFS Mid Cap Value A 1.39M (0.58%) 0.00
Increased by 0.00%
Apr 30, 26
18 MFS Mid Cap Value Equity 1.39M (0.58%) -59.80K
Decreased by -4.31%
Mar 31, 26
19 Vanguard Institutional Index I 1.32M (0.55%) -22.36K
Decreased by -1.70%
Apr 30, 26
20 American Funds IS® Growth-Income 1 1.32M (0.55%) 285.83K
Increased by +21.69%
Mar 31, 26