Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NRGU 10.06%
2 YGRN 10.00%
3 NRGO 10.00%
4 NRGZ 10.00%
5 MNA 7.38%
6 WTIU 5.84%
7 WTID 5.84%
8 FRAK 5.70%
9 RYE 4.51%
10 RSPG 4.46%
11 DRLL 4.10%
12 UTRN 3.94%
13 IBLN 3.86%
14 FCG 3.60%
15 WEEI 3.33%
16 ESNG 2.97%
17 XOP 2.83%
18 EQRR 2.82%
19 MARB 2.81%
20 BLCR 2.76%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 33.14M (11.43%) 296.41K
Increased by +0.89%
Dec 31, 24
2 BlackRock Inc 27.23M (9.39%) 1.03M
Increased by +3.78%
Dec 31, 24
3 State Street Corp 17.03M (5.87%) -577.55K
Decreased by -3.39%
Dec 31, 24
4 State Street Corporation 16.67M (5.75%) -326.68K
Decreased by -1.96%
Mar 31, 24
5 Adage Capital Partners Gp LLC 11.44M (3.94%) 698.87K
Increased by +6.11%
Dec 31, 24
6 Citadel Advisors Llc 8.85M (3.05%) 1.71M
Increased by +19.33%
Dec 31, 24
7 PRIMECAP Management Company 7.77M (2.68%) -146.65K
Decreased by -1.89%
Dec 31, 24
8 HBK INVESTMENTS L P 7.24M (2.50%) 120.09K
Increased by +1.66%
Dec 31, 24
9 Geode Capital Management, LLC 6.70M (2.31%) 158.37K
Increased by +2.37%
Dec 31, 24
10 Pentwater Capital Management LP 5.31M (1.83%) 860.00K
Increased by +16.20%
Dec 31, 24
11 Fayez Sarofim & Company 4.70M (1.62%) -57.52K
Decreased by -1.23%
Mar 31, 24
12 Millennium Management LLC 4.06M (1.40%) 1.03M
Increased by +25.40%
Sep 30, 24
13 Capital World Investors 3.99M (1.37%) -5.90M
Decreased by -147.92%
Dec 31, 23
14 Wellington Management Company LLP 3.84M (1.33%) 91.13K
Increased by +2.37%
Dec 31, 24
15 D. E. Shaw & Co LP 3.82M (1.32%) -213.59K
Decreased by -5.59%
Dec 31, 24
16 Barclays PLC 3.67M (1.27%) 2.94M
Increased by +80.00%
Dec 31, 23
17 Massachusetts Financial Services Company 3.50M (1.21%) 179.64K
Increased by +5.13%
Dec 31, 24
18 Morgan Stanley - Brokerage Accounts 3.35M (1.16%) -347.90K
Decreased by -10.38%
Dec 31, 24
19 Barrow Hanley Mewhinney & Strauss LLC 3.33M (1.15%) -97.26K
Decreased by -2.92%
Dec 31, 24
20 FMR Inc 3.32M (1.15%) -1.15M
Decreased by -34.59%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 8.79M (3.03%) -475.83K
Decreased by -5.41%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 8.75M (3.02%) 29.32K
Increased by +0.34%
Feb 28, 25
3 Vanguard Institutional 500 Index Trust 7.68M (2.65%) 17.18K
Increased by +0.22%
Mar 31, 25
4 Energy Select Sector SPDR® ETF 6.64M (2.29%) -129.04K
Decreased by -1.94%
Apr 30, 24
5 Vanguard Mid Cap Index Institutional 6.30M (2.17%) 314.85K
Increased by +4.99%
Mar 31, 25
6 The Energy Select Sector SPDR® ETF 6.10M (2.10%) 43.60K
Increased by +0.71%
Mar 31, 25
7 Vanguard PRIMECAP Inv 4.76M (1.64%) -12.94K
Decreased by -0.27%
Dec 31, 24
8 Fidelity 500 Index 3.46M (1.19%) 15.41K
Increased by +0.45%
Feb 28, 25
9 SPDR® S&P 500 ETF 3.44M (1.19%) -50.22K
Decreased by -1.46%
Mar 31, 25
10 iShares Core S&P 500 ETF 3.37M (1.16%) 9.78K
Increased by +0.29%
Mar 31, 25
11 SPDR® S&P 500® ETF Trust 3.35M (1.15%) -17.50K
Decreased by -0.52%
Mar 31, 25
12 Vanguard Growth Index Investor 3.34M (1.15%) 361.21K
Increased by +10.81%
Mar 31, 25
13 SPDR® S&P 500® ETF 3.31M (1.14%) -55.40K
Decreased by -1.67%
Mar 31, 25
14 SPDR® S&P 500 ETF Trust 3.27M (1.13%) 7.33K
Increased by +0.22%
Apr 30, 24
15 Fidelity® 500 Index 3.22M (1.11%) 20.49K
Increased by +0.64%
Nov 30, 23
16 Fidelity® Contrafund® 3.21M (1.11%) -78.10K
Decreased by -2.44%
Nov 30, 23
17 Vanguard Equity-Income Inv 2.68M (0.92%) 13.34K
Increased by +0.50%
Dec 31, 24
18 UBS: Global Equity 2.40M (0.83%) -1.74M
Decreased by -72.29%
Dec 31, 23
19 Vanguard Mid-Cap Growth ETF 2.28M (0.79%) 200.77K
Increased by +8.79%
Mar 31, 25
20 Fidelity® Growth Company 2.23M (0.77%) 50.00K
Increased by +2.24%
Nov 30, 23