Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTES 4.58%
2 RNEW 3.38%
3 VOLT 3.27%
4 TPMN 3.20%
5 LOPP 3.04%
6 ECLN 2.72%
7 FPWR 2.72%
8 PUI 2.62%
9 SMCO 2.24%
10 BOON 2.14%
11 CSB 1.89%
12 FXU 1.71%
13 XMLV 1.56%
14 REGL 1.56%
15 HSMV 1.52%
16 OSCV 1.34%
17 XMMO 1.15%
18 EMLP 0.92%
19 ELFY 0.90%
20 FRTY 0.89%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.62M (12.00%) 123.39K
Increased by +1.86%
Dec 31, 25
2 Vanguard Group Inc 6.00M (10.87%) -39.03K
Decreased by -0.65%
Dec 31, 25
3 Wellington Management Company LLP 3.02M (5.47%) -305.04K
Decreased by -10.11%
Dec 31, 25
4 T. Rowe Price Investment Management,Inc. 2.23M (4.04%) 328.03K
Increased by +14.71%
Dec 31, 25
5 Morgan Stanley - Brokerage Accounts 2.10M (3.81%) 188.84K
Increased by +8.98%
Dec 31, 25
6 State Street Corp 1.89M (3.42%) 11.40K
Increased by +0.60%
Dec 31, 25
7 Reaves W H & Co Inc 1.81M (3.28%) 107.13K
Increased by +5.93%
Dec 31, 25
8 State Street Corporation 1.62M (2.93%) -50.00K
Decreased by -3.09%
Mar 31, 24
9 Jennison Associates LLC 1.50M (2.71%) 13.69K
Increased by +0.91%
Mar 31, 26
10 AllianceBernstein L.P. 1.34M (2.42%) -29.12K
Decreased by -2.18%
Dec 31, 25
11 Neuberger Berman Group LLC 1.31M (2.38%) 13.72K
Increased by +1.04%
Mar 31, 26
12 Capital World Investors 1.19M (2.15%) 1.19M
Increased by +100.00%
Mar 31, 26
13 Geode Capital Management, LLC 1.10M (2.00%) 54.93K
Increased by +4.98%
Dec 31, 25
14 Parnassus Investments, LLC 1.05M (1.91%) -132.09K
Decreased by -12.54%
Dec 31, 23
15 FMR Inc 936.42K (1.70%) 94.95K
Increased by +10.14%
Dec 31, 25
16 Mariner Value Strategies, LLC 793.13K (1.44%) -321.34K
Decreased by -40.52%
Sep 30, 24
17 Victory Capital Management Inc. 785.45K (1.42%) -59.02K
Decreased by -7.51%
Dec 31, 25
18 Pictet Asset Manangement SA 770.81K (1.40%) -9.15K
Decreased by -1.19%
Mar 31, 26
19 Parnassus Investments LLC 749.99K (1.36%) 32.16K
Increased by +4.29%
Jun 30, 24
20 Dimensional Fund Advisors, Inc. 742.63K (1.35%) -3.18K
Decreased by -0.43%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.83M (3.31%) -912.00
Decreased by -0.05%
Apr 30, 26
2 Vanguard Total Stock Mkt Idx Inv 1.74M (3.16%) 33.64K
Increased by +1.93%
Mar 31, 26
3 Vanguard US Total Market Shares ETF 1.68M (3.05%) 88.78K
Increased by +5.27%
Sep 30, 24
4 American Funds SMALLCAP World A 1.59M (2.88%) 874.27K
Increased by +55.10%
Mar 31, 26
5 Reaves Utility Income 1.29M (2.33%) 0.00
Increased by 0.00%
Mar 31, 26
6 Vanguard Small Cap Index 1.27M (2.30%) 39.73K
Increased by +3.14%
Mar 31, 26
7 iShares Select Dividend ETF 1.04M (1.89%) 0.00
Increased by 0.00%
Apr 30, 26
8 Reaves Utility Income Fund 1.01M (1.83%) 160.00K
Increased by +15.89%
Mar 31, 25
9 Vanguard Small Cap Value Index Inv 806.60K (1.46%) 18.36K
Increased by +2.28%
Mar 31, 26
10 Neuberger Genesis Inv 786.14K (1.42%) 2.41K
Increased by +0.31%
Mar 31, 26
11 Neuberger Berman Genesis Inv 776.77K (1.41%) 127.61K
Increased by +16.43%
Jun 30, 25
12 Pictet Glbl Sel Fd Glbl Utilities Eq P 752.67K (1.36%) 0.00
Increased by 0.00%
Jan 31, 26
13 Vanguard Explorer Inv 750.94K (1.36%) -96.18K
Decreased by -12.81%
Mar 31, 26
14 Parnassus Mid-Cap 749.99K (1.36%) 53.41K
Increased by +7.12%
Jun 30, 24
15 Vanguard Institutional Extnd Mkt Idx Tr 604.14K (1.10%) 15.71K
Increased by +2.60%
Mar 31, 26
16 Franklin Small Cap Value A 602.57K (1.09%) 0.00
Increased by 0.00%
Jun 30, 24
17 Nuance Mid Cap Value Separate Account 553.61K (1.00%) -245.20K
Decreased by -44.29%
Sep 30, 24
18 Victory Small Cap Value CIT (Net 75) 545.00K (0.99%) 530.05K
Increased by +97.26%
Dec 31, 25
19 Jennison SMid Cap Core Equity 499.44K (0.91%) 0.00
Increased by 0.00%
Mar 31, 26
20 PGIM Jennison Small Company A 499.44K (0.91%) 0.00
Increased by 0.00%
Mar 31, 26