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 3.00%
7 ZAP 2.72%
8 SDP 2.60%
9 PAYR 2.46%
10 JDVL 2.25%
11 RDIV 2.22%
12 FDV 2.12%
13 PUI 2.12%
14 RYJ 1.94%
15 UPGD 1.94%
16 BILT 1.93%
17 FPWR 1.83%
18 ECLN 1.83%
19 CGVIC 1.77%
20 SDOG 1.73%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital World Investors 77.66M (14.18%) 716.08K
Increased by +0.92%
Mar 31, 26
2 Vanguard Group Inc 68.11M (12.44%) 761.16K
Increased by +1.12%
Dec 31, 25
3 BlackRock Inc 48.16M (8.79%) 2.55M
Increased by +5.29%
Dec 31, 25
4 State Street Corp 40.43M (7.38%) 1.62M
Increased by +4.01%
Dec 31, 25
5 State Street Corporation 38.99M (7.12%) -2.16M
Decreased by -5.54%
Mar 31, 24
6 Blackstone Inc 28.83M (5.26%) 0.00
Increased by 0.00%
Dec 31, 25
7 Boston Partners Global Investors, Inc 17.61M (3.22%) -173.83K
Decreased by -0.99%
Mar 31, 26
8 Geode Capital Management, LLC 13.46M (2.46%) 126.83K
Increased by +0.94%
Dec 31, 25
9 Amvescap Plc. 11.98M (2.19%) 255.26K
Increased by +2.13%
Mar 31, 26
10 Millennium Management LLC 11.37M (2.08%) 3.53M
Increased by +31.02%
Dec 31, 25
11 Morgan Stanley - Brokerage Accounts 10.83M (1.98%) -160.09K
Decreased by -1.48%
Dec 31, 25
12 Allspring Global Investments Holdings, LLC 9.28M (1.69%) 205.62K
Increased by +2.22%
Dec 31, 25
13 Federated Hermes Inc 8.59M (1.57%) -40.86K
Decreased by -0.48%
Dec 31, 25
14 Neuberger Berman Group LLC 7.92M (1.45%) -1.09M
Decreased by -13.77%
Mar 31, 26
15 T. Rowe Price Associates, Inc. 7.46M (1.36%) -125.81K
Decreased by -1.69%
Dec 31, 25
16 Ameriprise Financial Inc 7.07M (1.29%) -1.11M
Decreased by -15.63%
Dec 31, 24
17 ICAHN CARL C 5.89M (1.07%) -8.20M
Decreased by -139.35%
Dec 31, 23
18 Victory Capital Management Inc. 5.51M (1.01%) 1.98M
Increased by +35.91%
Dec 31, 25
19 JPMorgan Chase & Co 5.23M (0.95%) 1.88M
Increased by +36.04%
Mar 31, 26
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 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 17.44M (3.18%) 111.06K
Increased by +0.64%
Mar 31, 26
5 American Funds Fundamental Invs A 17.34M (3.17%) -3.54M
Decreased by -20.41%
Mar 31, 26
6 Capital Group Fundamental Invtrs Comp 17.34M (3.17%) -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 13.24M (2.42%) -132.47K
Decreased by -1.00%
Mar 31, 26
10 Vanguard Mid Cap Index Institutional 11.84M (2.16%) -73.51K
Decreased by -0.62%
Mar 31, 26
11 American Funds American Balanced A 9.43M (1.72%) 1.82M
Increased by +19.26%
Mar 31, 26
12 State Street®UtilSelSectSPDR®ETF 8.64M (1.58%) 24.36K
Increased by +0.28%
Apr 30, 26
13 The Utilities Select Sector SPDR® ETF 8.32M (1.52%) -6.71K
Decreased by -0.08%
Aug 31, 25
14 Allspring Mid Value SMA 7.77M (1.42%) 490.70K
Increased by +6.31%
Mar 31, 26
15 Allspring Special Mid Cap Value Inst 7.77M (1.42%) 0.00
Increased by 0.00%
Apr 30, 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 6.72M (1.23%) 19.70K
Increased by +0.29%
Apr 30, 26
18 Fidelity 500 Index 6.64M (1.21%) 23.19K
Increased by +0.35%
Mar 31, 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