Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DIP 4.31%
2 UTRN 3.95%
3 NEWZ 3.66%
4 RYU 3.39%
5 DIVZ 3.36%
6 RSPU 3.36%
7 ZAP 3.35%
8 SDP 2.60%
9 FXU 2.51%
10 PUI 2.41%
11 FDV 2.36%
12 RDIV 2.34%
13 SDOG 2.18%
14 SPHD 2.08%
15 RYJ 1.94%
16 UPGD 1.94%
17 BMVP 1.87%
18 XLU 1.81%
19 CGVIC 1.77%
20 FUTY 1.70%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital World Investors 78.02M (14.26%) 11.39M
Increased by +14.60%
Jun 30, 25
2 Vanguard Group Inc 66.99M (12.24%) 837.87K
Increased by +1.25%
Jun 30, 25
3 BlackRock Inc 45.03M (8.23%) 490.70K
Increased by +1.09%
Jun 30, 25
4 State Street Corporation 38.99M (7.13%) -2.16M
Decreased by -5.54%
Mar 31, 24
5 State Street Corp 38.45M (7.03%) 835.36K
Increased by +2.17%
Jun 30, 25
6 Blackstone Inc 28.83M (5.27%) 0.00
Increased by 0.00%
Jun 30, 25
7 Boston Partners Global Investors, Inc 16.16M (2.95%) -2.80M
Decreased by -17.35%
Jun 30, 25
8 Geode Capital Management, LLC 13.09M (2.39%) 146.74K
Increased by +1.12%
Jun 30, 25
9 Amvescap Plc. 12.20M (2.23%) -209.48K
Decreased by -1.72%
Jun 30, 25
10 Morgan Stanley - Brokerage Accounts 10.19M (1.86%) 736.28K
Increased by +7.23%
Jun 30, 25
11 Allspring Global Investments Holdings, LLC 9.19M (1.68%) -3.15K
Decreased by -0.03%
Jun 30, 25
12 Neuberger Berman Group LLC 8.90M (1.63%) -190.74K
Decreased by -2.14%
Jun 30, 25
13 Millennium Management LLC 8.41M (1.54%) 1.49M
Increased by +17.74%
Jun 30, 25
14 FMR Inc 7.88M (1.44%) -5.40M
Decreased by -68.54%
Jun 30, 25
15 T. Rowe Price Associates, Inc. 7.44M (1.36%) 4.86K
Increased by +0.07%
Jun 30, 25
16 Ameriprise Financial Inc 7.07M (1.29%) -1.11M
Decreased by -15.63%
Dec 31, 24
17 Federated Hermes Inc 6.89M (1.26%) 4.58M
Increased by +66.46%
Jun 30, 25
18 ICAHN CARL C 5.89M (1.08%) -8.20M
Decreased by -139.35%
Dec 31, 23
19 JPMorgan Chase & Co 5.12M (0.94%) 2.46M
Increased by +48.08%
Jun 30, 25
20 Zimmer Partners LP 4.92M (0.90%) 1.23M
Increased by +25.05%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Income Fund of Amer A 23.66M (4.33%) 2.30M
Increased by +9.71%
Jun 30, 25
2 American Funds Washington Mutual A 21.23M (3.88%) 8.28M
Increased by +38.97%
Jun 30, 25
3 Capital Group Wash Mutual Invtrs Comp 21.23M (3.88%) 8.28M
Increased by +38.97%
Jun 30, 25
4 American Funds Fundamental Invs A 20.88M (3.82%) 0.00
Increased by 0.00%
Jun 30, 25
5 Capital Group Fundamental Invtrs Comp 20.88M (3.82%) 0.00
Increased by 0.00%
Jun 30, 25
6 Vanguard US Total Market Shares ETF 17.33M (3.17%) 11.75K
Increased by +0.07%
Sep 30, 24
7 Vanguard Total Stock Mkt Idx Inv 17.26M (3.15%) -386.27K
Decreased by -2.24%
Jul 31, 25
8 Vanguard Institutional 500 Index Trust 14.58M (2.67%) 92.04K
Increased by +0.63%
May 31, 25
9 Vanguard 500 Index Investor 12.72M (2.32%) -1.86M
Decreased by -14.65%
Jul 31, 25
10 Vanguard Mid Cap Index Institutional 12.23M (2.24%) 131.65K
Increased by +1.08%
Jul 31, 25
11 The Utilities Select Sector SPDR® ETF 8.32M (1.52%) -6.71K
Decreased by -0.08%
Aug 31, 25
12 American Funds American Balanced A 7.62M (1.39%) 0.00
Increased by 0.00%
Jun 30, 25
13 Allspring Special Mid Cap Value Inst 7.38M (1.35%) 0.00
Increased by 0.00%
Aug 31, 25
14 Allspring Mid Value SMA 7.35M (1.34%) 7.35M
Increased by +99.99%
Jun 30, 25
15 Allspring Special US Mid Cap Value Eq 7.35M (1.34%) 0.00
Increased by 0.00%
Jun 30, 25
16 Fidelity 500 Index 6.51M (1.19%) 2.82K
Increased by +0.04%
Jul 31, 25
17 iShares Select Dividend ETF 6.49M (1.19%) 0.00
Increased by 0.00%
Aug 31, 25
18 Utilities Select Sector SPDR® ETF 6.45M (1.18%) 181.58K
Increased by +2.82%
Apr 30, 24
19 SPDR® S&P 500 ETF 6.37M (1.16%) -93.31K
Decreased by -1.47%
Mar 31, 25
20 SPDR® S&P 500® ETF Trust 6.20M (1.13%) -32.51K
Decreased by -0.52%
Mar 31, 25