Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DIP 4.31%
2 UTRN 3.95%
3 NEWZ 3.51%
4 RYU 3.39%
5 DIVZ 3.36%
6 RSPU 3.07%
7 ZAP 2.87%
8 SDP 2.60%
9 PAYR 2.43%
10 RDIV 2.22%
11 JDVL 2.21%
12 PUI 2.21%
13 FDV 2.09%
14 UPGD 1.94%
15 RYJ 1.94%
16 ECLN 1.88%
17 FPWR 1.88%
18 XLU 1.78%
19 CGVIC 1.77%
20 SDOG 1.69%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital World Investors 77.66M (14.17%) 716.08K
Increased by +0.92%
Mar 31, 26
2 Vanguard Group Inc 68.11M (12.43%) 761.16K
Increased by +1.12%
Dec 31, 25
3 BlackRock Inc 49.04M (8.95%) 881.36K
Increased by +1.80%
Mar 31, 26
4 State Street Corp 40.63M (7.41%) 198.51K
Increased by +0.49%
Mar 31, 26
5 State Street Corporation 38.99M (7.11%) -2.16M
Decreased by -5.54%
Mar 31, 24
6 Vanguard Capital Management, LLC 34.73M (6.34%) 34.73M
Increased by +100.00%
Mar 31, 26
7 Blackstone Inc 28.83M (5.26%) 0.00
Increased by 0.00%
Mar 31, 26
8 Vanguard Portfolio Management, LLC 28.28M (5.16%) 28.28M
Increased by +100.00%
Mar 31, 26
9 Boston Partners Global Investors, Inc 17.61M (3.21%) -173.83K
Decreased by -0.99%
Mar 31, 26
10 Geode Capital Management, LLC 13.77M (2.51%) 311.60K
Increased by +2.26%
Mar 31, 26
11 Amvescap Plc. 11.98M (2.19%) 255.26K
Increased by +2.13%
Mar 31, 26
12 Morgan Stanley - Brokerage Accounts 11.02M (2.01%) 196.97K
Increased by +1.79%
Mar 31, 26
13 Millennium Management LLC 10.19M (1.86%) -1.18M
Decreased by -11.57%
Mar 31, 26
14 Allspring Global Investments Holdings, LLC 9.97M (1.82%) 694.45K
Increased by +6.96%
Mar 31, 26
15 Federated Hermes Inc 9.75M (1.78%) 1.17M
Increased by +11.97%
Mar 31, 26
16 Neuberger Berman Group LLC 7.92M (1.45%) -1.09M
Decreased by -13.77%
Mar 31, 26
17 T. Rowe Price Associates, Inc. 7.51M (1.37%) 53.42K
Increased by +0.71%
Mar 31, 26
18 Ameriprise Financial Inc 7.07M (1.29%) -1.11M
Decreased by -15.63%
Dec 31, 24
19 ICAHN CARL C 5.89M (1.07%) -8.20M
Decreased by -139.35%
Dec 31, 23
20 The Goldman Sachs Group Inc 5.89M (1.07%) 2.27M
Increased by +38.56%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Income Fund of Amer A 24.39M (4.45%) 729.99K
Increased by +2.99%
Mar 31, 26
2 American Funds Washington Mutual A 22.85M (4.17%) 1.61M
Increased by +7.06%
Mar 31, 26
3 Capital Group Wash Mutual Invtrs Comp 22.85M (4.17%) 1.61M
Increased by +7.06%
Mar 31, 26
4 Vanguard Total Stock Mkt Idx Inv 17.48M (3.19%) 40.26K
Increased by +0.23%
Apr 30, 26
5 American Funds Fundamental Invs A 17.34M (3.16%) -3.54M
Decreased by -20.41%
Mar 31, 26
6 Capital Group Fundamental Invtrs Comp 17.34M (3.16%) -3.54M
Decreased by -20.41%
Mar 31, 26
7 Vanguard US Total Market Shares ETF 17.33M (3.16%) 11.75K
Increased by +0.07%
Sep 30, 24
8 Vanguard Institutional 500 Index Trust 14.58M (2.66%) 92.04K
Increased by +0.63%
May 31, 25
9 Vanguard 500 Index Investor 13.48M (2.46%) 241.91K
Increased by +1.79%
Apr 30, 26
10 Vanguard Mid Cap Index Institutional 11.87M (2.17%) 25.24K
Increased by +0.21%
Apr 30, 26
11 American Funds American Balanced A 9.43M (1.72%) 1.82M
Increased by +19.26%
Mar 31, 26
12 Allspring Special Mid Cap Value Inst 8.55M (1.56%) 778.00K
Increased by +9.10%
May 31, 26
13 State Street®UtilSelSectSPDR®ETF 8.46M (1.54%) 11.80K
Increased by +0.14%
May 31, 26
14 The Utilities Select Sector SPDR® ETF 8.32M (1.52%) -6.71K
Decreased by -0.08%
Aug 31, 25
15 Allspring Mid Value SMA 7.77M (1.42%) 490.70K
Increased by +6.31%
Mar 31, 26
16 Allspring Special US Mid Cap Value Eq 7.77M (1.42%) 490.70K
Increased by +6.31%
Mar 31, 26
17 iShares Core S&P 500 ETF 6.85M (1.25%) 20.91K
Increased by +0.31%
May 29, 26
18 Fidelity 500 Index 6.66M (1.22%) 22.84K
Increased by +0.34%
Apr 30, 26
19 Utilities Select Sector SPDR® ETF 6.45M (1.18%) 181.58K
Increased by +2.82%
Apr 30, 24
20 SPDR® S&P 500 ETF 6.37M (1.16%) -93.31K
Decreased by -1.47%
Mar 31, 25