Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SUSA 1000.00%
2 SUSL 1000.00%
3 AMND 8.82%
4 TPMN 8.77%
5 MLPX 8.47%
6 MDST 7.72%
7 TPYP 7.70%
8 USAI 7.43%
9 UMI 6.25%
10 EINC 6.19%
11 WBIY 6.17%
12 ENFR 5.11%
13 XUDV 5.03%
14 HDLV 4.85%
15 RSPG 4.59%
16 WBIE 4.29%
17 UTRN 4.09%
18 RYE 4.05%
19 FTXN 3.99%
20 WEEI 3.97%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 202.85M (10.47%) 1.47M
Increased by +0.72%
Dec 31, 24
2 BlackRock Inc 160.36M (8.27%) 7.70M
Increased by +4.80%
Dec 31, 24
3 State Street Corporation 123.21M (6.36%) -3.77M
Decreased by -3.06%
Mar 31, 24
4 State Street Corp 122.97M (6.35%) -3.58M
Decreased by -2.91%
Dec 31, 24
5 Bank of America Corp 67.01M (3.46%) 3.37M
Increased by +5.04%
Dec 31, 24
6 Geode Capital Management, LLC 51.76M (2.67%) 1.25M
Increased by +2.42%
Dec 31, 24
7 NORGES BANK 33.49M (1.73%) 5.91M
Increased by +17.65%
Dec 31, 24
8 JPMorgan Chase & Co 32.17M (1.66%) -44.50M
Decreased by -138.32%
Dec 31, 24
9 Morgan Stanley - Brokerage Accounts 30.52M (1.57%) -81.47K
Decreased by -0.27%
Dec 31, 24
10 Charles Schwab Investment Management Inc 30.29M (1.56%) -449.86K
Decreased by -1.49%
Dec 31, 24
11 Amvescap Plc. 24.16M (1.25%) -2.51M
Decreased by -10.40%
Dec 31, 24
12 Orbis Allan Gray Ltd 22.67M (1.17%) 4.40M
Increased by +19.40%
Dec 31, 24
13 Northern Trust Corp 20.94M (1.08%) 1.61M
Increased by +7.68%
Dec 31, 24
14 UBS Group AG 19.26M (0.99%) 1.46M
Increased by +7.60%
Dec 31, 24
15 Dimensional Fund Advisors, Inc. 16.42M (0.85%) -561.48K
Decreased by -3.42%
Dec 31, 24
16 Ensign Peak Advisors Inc 15.83M (0.82%) -3.82K
Decreased by -0.02%
Sep 30, 23
17 Wells Fargo & Co 15.80M (0.82%) 1.08M
Increased by +6.81%
Dec 31, 24
18 Legal & General Group PLC 15.25M (0.79%) -770.81K
Decreased by -5.05%
Dec 31, 24
19 Deutsche Bank AG 14.71M (0.76%) 2.12M
Increased by +14.39%
Dec 31, 24
20 Amundi 14.59M (0.75%) -327.51K
Decreased by -2.25%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Cushing Midstream Strategy 263.55M (13.60%) 4.79M
Increased by +1.82%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 59.55M (3.07%) 210.56K
Increased by +0.35%
Feb 28, 25
3 Vanguard Institutional 500 Index Trust 53.60M (2.77%) 366.92K
Increased by +0.68%
Feb 28, 25
4 Energy Select Sector SPDR® ETF 46.86M (2.42%) -715.13K
Decreased by -1.53%
Apr 30, 24
5 The Energy Select Sector SPDR® ETF 44.48M (2.30%) 411.92K
Increased by +0.93%
Feb 28, 25
6 Fidelity 500 Index 24.10M (1.24%) 106.34K
Increased by +0.44%
Jan 31, 25
7 SPDR® S&P 500® ETF Trust 23.90M (1.23%) -177.22K
Decreased by -0.74%
Feb 28, 25
8 SPDR® S&P 500 ETF Trust 22.77M (1.17%) -49.36K
Decreased by -0.22%
Apr 30, 24
9 iShares Core S&P 500 ETF 22.70M (1.17%) -1.14K
Decreased by -0.01%
Feb 28, 25
10 Fidelity® 500 Index 22.59M (1.17%) 143.75K
Increased by +0.64%
Nov 30, 23
11 Vanguard Mid Cap Index Institutional 20.39M (1.05%) 86.84K
Increased by +0.43%
Feb 28, 25
12 Vanguard Value Index Inv 16.32M (0.84%) 106.81K
Increased by +0.65%
Feb 28, 25
13 Vanguard Institutional Index I 11.98M (0.62%) -137.88K
Decreased by -1.15%
Feb 28, 25
14 T. Rowe Price US Value Equity Composite 11.25M (0.58%) -60.45K
Decreased by -0.54%
Dec 31, 23
15 T. Rowe Price Value 11.25M (0.58%) -60.45K
Decreased by -0.54%
Dec 31, 23
16 T. Rowe Price U.S. Value Equity Tr-Z 10.20M (0.53%) 60.45K
Increased by +0.59%
Dec 31, 23
17 JPM America Equity A (dist) USD 10.12M (0.52%) -402.95K
Decreased by -3.98%
Feb 28, 25
18 ThomasPartners Dividend Growth Non K-1 10.05M (0.52%) 10.05M
Increased by +99.99%
Jun 30, 24
19 Vanguard Energy ETF 9.76M (0.50%) 28.10K
Increased by +0.29%
Feb 28, 25
20 State St S&P 500® Indx SL Cl III 9.35M (0.48%) 7.00K
Increased by +0.07%
Feb 28, 25