Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTES 4.55%
2 LOPP 3.38%
3 RNEW 3.38%
4 VOLT 3.24%
5 TPMN 3.20%
6 FPWR 2.75%
7 ECLN 2.75%
8 PUI 2.62%
9 SMCO 2.18%
10 BOON 2.14%
11 CSB 1.87%
12 FXU 1.71%
13 XMLV 1.55%
14 REGL 1.52%
15 HSMV 1.51%
16 OSCV 1.40%
17 XMMO 1.15%
18 EMLP 0.95%
19 ELFY 0.90%
20 FRTY 0.89%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 6.49M (11.77%) -128.04K
Decreased by -1.97%
Mar 31, 26
2 Vanguard Group Inc 6.00M (10.87%) -39.03K
Decreased by -0.65%
Dec 31, 25
3 Vanguard Portfolio Management, LLC 3.25M (5.89%) 3.25M
Increased by +100.00%
Mar 31, 26
4 Wellington Management Company LLP 2.86M (5.18%) -162.30K
Decreased by -5.68%
Mar 31, 26
5 Vanguard Capital Management, LLC 2.44M (4.43%) 2.44M
Increased by +100.00%
Mar 31, 26
6 Morgan Stanley - Brokerage Accounts 2.18M (3.95%) 73.82K
Increased by +3.39%
Mar 31, 26
7 T. Rowe Price Investment Management,Inc. 1.95M (3.54%) -276.64K
Decreased by -14.16%
Mar 31, 26
8 State Street Corp 1.92M (3.49%) 36.20K
Increased by +1.88%
Mar 31, 26
9 Reaves W H & Co Inc 1.80M (3.26%) -7.33K
Decreased by -0.41%
Mar 31, 26
10 State Street Corporation 1.62M (2.93%) -50.00K
Decreased by -3.09%
Mar 31, 24
11 Jennison Associates LLC 1.50M (2.71%) 13.69K
Increased by +0.91%
Mar 31, 26
12 FMR Inc 1.44M (2.61%) 505.12K
Increased by +35.04%
Mar 31, 26
13 Two Sigma Investments LLC 1.35M (2.45%) 816.44K
Increased by +60.46%
Mar 31, 26
14 Neuberger Berman Group LLC 1.31M (2.38%) 13.72K
Increased by +1.04%
Mar 31, 26
15 AllianceBernstein L.P. 1.20M (2.17%) -137.72K
Decreased by -11.48%
Mar 31, 26
16 Capital World Investors 1.19M (2.15%) 1.19M
Increased by +100.00%
Mar 31, 26
17 Geode Capital Management, LLC 1.11M (2.01%) 6.19K
Increased by +0.56%
Mar 31, 26
18 Parnassus Investments, LLC 1.05M (1.91%) -132.09K
Decreased by -12.54%
Dec 31, 23
19 Mariner Value Strategies, LLC 793.13K (1.44%) -321.34K
Decreased by -40.52%
Sep 30, 24
20 Pictet Asset Manangement SA 770.81K (1.40%) -9.15K
Decreased by -1.19%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 1.83M (3.32%) 342.00
Increased by +0.02%
May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 1.75M (3.17%) 4.26K
Increased by +0.24%
Apr 30, 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 1.26M (2.29%) -2.31K
Decreased by -0.18%
Apr 30, 26
7 iShares Select Dividend ETF 1.04M (1.88%) 7.04K
Increased by +0.68%
May 29, 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 812.23K (1.47%) 5.63K
Increased by +0.69%
Apr 30, 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 Vanguard Explorer Inv 750.94K (1.36%) -96.18K
Decreased by -12.81%
Mar 31, 26
13 Parnassus Mid-Cap 749.99K (1.36%) 53.41K
Increased by +7.12%
Jun 30, 24
14 Pictet Glbl Sel Fd Glbl Utilities Eq P 739.27K (1.34%) -13.40K
Decreased by -1.81%
Feb 28, 26
15 Vanguard Institutional Extnd Mkt Idx Tr 610.41K (1.11%) 6.26K
Increased by +1.03%
Apr 30, 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 T. Rowe Price Small-Cap Value 489.36K (0.89%) -305.00
Decreased by -0.06%
Apr 30, 26