Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 OILT 7.45%
2 PXE 5.20%
3 RYE 4.96%
4 NVIR 4.89%
5 ATFV 4.81%
6 QQQA 4.66%
7 WBIG 4.66%
8 RSPG 4.50%
9 BUL 4.23%
10 PXI 3.97%
11 FXN 3.93%
12 FRTY 3.70%
13 FCG 3.58%
14 FTXN 3.36%
15 EQRR 3.15%
16 MGNR 3.13%
17 OILU 3.06%
18 NDIV 3.04%
19 OILD 2.86%
20 XOP 2.81%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 21.87M (12.34%) 176.21K
Increased by +0.81%
Dec 31, 23
2 BlackRock Inc 14.69M (8.28%) 798.52K
Increased by +5.44%
Dec 31, 23
3 Wellington Management Company LLP 13.81M (7.79%) -455.03K
Decreased by -3.29%
Dec 31, 23
4 State Street Corporation 11.15M (6.29%) -418.19K
Decreased by -3.75%
Dec 31, 23
5 T. Rowe Price Associates, Inc. 6.23M (3.51%) 2.39M
Increased by +38.35%
Dec 31, 23
6 Goldman Sachs Group Inc 6.02M (3.40%) 4.87M
Increased by +80.85%
Dec 31, 23
7 Blackstone Inc 5.85M (3.30%) -2.10M
Decreased by -35.89%
Sep 30, 23
8 JPMorgan Chase & Co 5.04M (2.84%) -429.87K
Decreased by -8.53%
Dec 31, 23
9 FMR Inc 4.54M (2.56%) -1.05M
Decreased by -23.05%
Dec 31, 23
10 Geode Capital Management, LLC 4.10M (2.31%) 87.43K
Increased by +2.13%
Dec 31, 23
11 Morgan Stanley - Brokerage Accounts 3.46M (1.95%) -33.29K
Decreased by -0.96%
Dec 31, 23
12 Amvescap Plc. 3.16M (1.78%) -159.15K
Decreased by -5.03%
Dec 31, 23
13 Nuveen Asset Management, LLC 3.14M (1.77%) -293.61K
Decreased by -9.35%
Dec 31, 23
14 Massachusetts Financial Services Company 2.93M (1.66%) -73.78K
Decreased by -2.51%
Dec 31, 23
15 Bank of New York Mellon Corp 2.51M (1.42%) 896.31K
Increased by +35.67%
Dec 31, 23
16 Dimensional Fund Advisors, Inc. 2.21M (1.25%) 188.59K
Increased by +8.52%
Dec 31, 23
17 Pacer Advisors, INC. 2.00M (1.13%) -49.17K
Decreased by -2.46%
Dec 31, 23
18 Northern Trust Corp 1.96M (1.11%) -34.75K
Decreased by -1.77%
Dec 31, 23
19 Diamond Hill Capital Management Inc 1.60M (0.90%) 771.82K
Increased by +48.15%
Dec 31, 23
20 T. Rowe Price Investment Management,Inc. 1.47M (0.83%) 51.82K
Increased by +3.53%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 5.60M (3.16%) -7.60K
Decreased by -0.14%
Mar 31, 24
2 Vanguard Institutional 500 Index Trust 4.51M (2.55%) 41.51K
Increased by +0.92%
Mar 31, 24
3 Energy Select Sector SPDR® ETF 4.26M (2.40%) -20.35K
Decreased by -0.48%
Mar 31, 24
4 Vanguard Mid Cap Index Institutional 3.88M (2.19%) -124.02K
Decreased by -3.20%
Mar 31, 24
5 Invesco QQQ Trust 3.34M (1.89%) 0.00
Increased by 0.00%
Mar 31, 24
6 Vanguard Wellington™ Inv 2.71M (1.53%) 831.65K
Increased by +30.74%
Dec 31, 23
7 Pacer US Cash Cows 100 ETF 2.27M (1.28%) 4.09K
Increased by +0.18%
Mar 28, 24
8 Vanguard Equity-Income Inv 2.27M (1.28%) -746.02K
Decreased by -32.93%
Dec 31, 23
9 SPDR® S&P 500 ETF Trust 2.16M (1.22%) -16.75K
Decreased by -0.78%
Mar 31, 24
10 Fidelity 500 Index 2.15M (1.21%) 21.60K
Increased by +1.01%
Feb 29, 24
11 Fidelity® 500 Index 2.08M (1.18%) 13.26K
Increased by +0.64%
Nov 30, 23
12 iShares Core S&P 500 ETF 1.86M (1.05%) 13.70K
Increased by +0.74%
Mar 28, 24
13 Vanguard Growth Index Investor 1.70M (0.96%) 36.63K
Increased by +2.15%
Mar 31, 24
14 CREF Stock R1 1.56M (0.88%) 128.43K
Increased by +8.23%
Feb 29, 24
15 Hartford Dividend and Growth Y 1.48M (0.83%) 0.00
Increased by 0.00%
Mar 31, 24
16 Vanguard Mid-Cap Growth ETF 1.27M (0.72%) -15.97K
Decreased by -1.26%
Mar 31, 24
17 Diamond Hill Large Cap Equity 1.26M (0.71%) 1.75K
Increased by +0.14%
Mar 31, 24
18 Vanguard Wellesley® Income Inv 1.25M (0.71%) -499.55K
Decreased by -39.82%
Dec 31, 23
19 Vanguard Institutional Index I 1.18M (0.67%) -373.00
Decreased by -0.03%
Mar 31, 24
20 Vanguard Windsor Investor Shares 1.15M (0.65%) 0.00
Increased by 0.00%
Sep 30, 23