Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTES 4.95%
2 DIP 4.33%
3 EASY 4.18%
4 UTRN 4.07%
5 CSIO 3.78%
6 TPMN 3.51%
7 RSPU 3.39%
8 RYU 3.17%
9 SMIG 3.02%
10 GARA 2.73%
11 PUI 2.61%
12 LOTI 2.17%
13 UPGD 1.98%
14 RYJ 1.98%
15 LOPP 1.96%
16 FAN 1.94%
17 ECLN 1.93%
18 FPWR 1.93%
19 SPCT 1.93%
20 ZAP 1.87%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 33.79M (13.12%) 383.61K
Increased by +1.14%
Dec 31, 25
2 BlackRock Inc 24.33M (9.45%) 293.93K
Increased by +1.21%
Dec 31, 25
3 State Street Corp 16.88M (6.56%) 386.06K
Increased by +2.29%
Dec 31, 25
4 State Street Corporation 16.66M (6.47%) 3.30M
Increased by +19.80%
Mar 31, 24
5 HHG PLC 11.13M (4.32%) 223.79K
Increased by +2.01%
Dec 31, 25
6 Victory Capital Management Inc. 8.58M (3.33%) -544.12K
Decreased by -6.34%
Dec 31, 25
7 T. Rowe Price Associates, Inc. 8.39M (3.26%) 7.46M
Increased by +88.88%
Dec 31, 25
8 Nuveen Asset Management, LLC 8.07M (3.14%) -176.02K
Decreased by -2.18%
Dec 31, 24
9 Nuveen, LLC 7.39M (2.87%) -1.38M
Decreased by -18.65%
Dec 31, 25
10 Geode Capital Management, LLC 7.07M (2.75%) 129.00K
Increased by +1.82%
Dec 31, 25
11 Massachusetts Financial Services Company 7.05M (2.74%) -126.67K
Decreased by -1.80%
Mar 31, 26
12 Amvescap Plc. 4.99M (1.94%) 264.91K
Increased by +5.31%
Mar 31, 26
13 Citadel Advisors Llc 4.29M (1.67%) 4.21M
Increased by +98.23%
Sep 30, 25
14 T. Rowe Price Investment Management,Inc. 4.19M (1.63%) 4.14M
Increased by +98.91%
Dec 31, 24
15 Franklin Resources Inc 3.90M (1.51%) 211.60K
Increased by +5.43%
Mar 31, 26
16 Bank of America Corp 3.74M (1.45%) 390.57K
Increased by +10.44%
Dec 31, 25
17 Cohen & Steers Inc 3.61M (1.40%) 1.06M
Increased by +29.41%
Dec 31, 25
18 Pictet Asset Manangement SA 3.41M (1.33%) -655.91K
Decreased by -19.22%
Mar 31, 26
19 Morgan Stanley - Brokerage Accounts 3.08M (1.20%) -67.11K
Decreased by -2.18%
Dec 31, 25
20 Reaves W H & Co Inc 3.06M (1.19%) 1.28M
Increased by +41.81%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 8.15M (3.16%) 16.70K
Increased by +0.20%
Mar 31, 26
2 Vanguard US Total Market Shares ETF 8.14M (3.16%) 5.96K
Increased by +0.07%
Sep 30, 24
3 Sycamore Mid Cap Value Comp 7.34M (2.85%) 7.11M
Increased by +96.74%
Mar 31, 25
4 Vanguard Institutional 500 Index Trust 7.30M (2.84%) 53.70K
Increased by +0.74%
May 31, 25
5 Janus Henderson Enterprise D 7.23M (2.81%) 0.00
Increased by 0.00%
Jan 31, 26
6 Janus Inst Mid Cap Growth CF 7.23M (2.81%) 0.00
Increased by 0.00%
Mar 31, 26
7 Vanguard 500 Index Investor 6.55M (2.54%) -66.17K
Decreased by -1.01%
Mar 31, 26
8 Vanguard Mid Cap Index Institutional 5.55M (2.16%) -32.27K
Decreased by -0.58%
Mar 31, 26
9 Victory Sycamore Established Value R 4.83M (1.87%) -971.00K
Decreased by -20.12%
Mar 31, 26
10 State Street®UtilSelSectSPDR®ETF 4.27M (1.66%) 12.04K
Increased by +0.28%
Apr 30, 26
11 The Utilities Select Sector SPDR® ETF 4.16M (1.62%) -3.36K
Decreased by -0.08%
Aug 31, 25
12 CREF Stock R3 3.62M (1.41%) -41.45K
Decreased by -1.14%
Jul 31, 25
13 CREF Stock R1 3.53M (1.37%) -69.67K
Decreased by -1.97%
Feb 28, 25
14 Franklin Utilities A1 3.50M (1.36%) 0.00
Increased by 0.00%
Mar 31, 26
15 Franklin Utilities Fund A1 3.50M (1.36%) 0.00
Increased by 0.00%
Mar 31, 26
16 iShares Core S&P 500 ETF 3.32M (1.29%) 9.75K
Increased by +0.29%
Apr 30, 26
17 Fidelity 500 Index 3.28M (1.27%) 11.47K
Increased by +0.35%
Mar 31, 26
18 iShares Select Dividend ETF 3.27M (1.27%) 0.00
Increased by 0.00%
Apr 30, 26
19 Utilities Select Sector SPDR® ETF 3.22M (1.25%) -9.49K
Decreased by -0.29%
Mar 31, 24
20 SPDR® S&P 500 ETF 3.20M (1.24%) -46.81K
Decreased by -1.46%
Mar 31, 25