Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DIP 4.33%
2 UTRN 4.07%
3 TPMN 3.89%
4 UTES 3.63%
5 RSPU 3.20%
6 RYU 3.17%
7 PUI 2.65%
8 LOPP 2.30%
9 SMIG 2.00%
10 RYJ 1.99%
11 FAN 1.61%
12 QQQN 1.55%
13 FXU 1.54%
14 NBSM 1.47%
15 ECLN 1.43%
16 SDP 1.35%
17 CDC 1.32%
18 CDL 1.32%
19 TPHE 1.31%
20 HEJD 1.31%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 32.82M (12.81%) 158.51K
Increased by +0.48%
Mar 31, 25
2 BlackRock Inc 23.60M (9.21%) -978.77K
Decreased by -4.15%
Mar 31, 25
3 State Street Corporation 16.66M (6.50%) 3.30M
Increased by +19.80%
Mar 31, 24
4 State Street Corp 16.38M (6.40%) 11.72K
Increased by +0.07%
Mar 31, 25
5 HHG PLC 10.87M (4.24%) 99.80K
Increased by +0.92%
Mar 31, 25
6 Victory Capital Management Inc. 10.59M (4.13%) -216.17K
Decreased by -2.04%
Mar 31, 25
7 Nuveen Asset Management, LLC 8.07M (3.15%) -176.02K
Decreased by -2.18%
Dec 31, 24
8 Geode Capital Management, LLC 6.90M (2.69%) 205.12K
Increased by +2.97%
Mar 31, 25
9 Massachusetts Financial Services Company 6.70M (2.61%) -314.72K
Decreased by -4.70%
Mar 31, 25
10 Nuveen, LLC 6.31M (2.46%) 6.31M
Increased by +100.00%
Mar 31, 25
11 Amvescap Plc. 4.63M (1.81%) -236.25K
Decreased by -5.10%
Mar 31, 25
12 T. Rowe Price Investment Management,Inc. 4.19M (1.63%) 4.14M
Increased by +98.91%
Dec 31, 24
13 Franklin Resources Inc 3.67M (1.43%) -223.00
Decreased by -0.01%
Mar 31, 25
14 Morgan Stanley - Brokerage Accounts 3.46M (1.35%) 655.22K
Increased by +18.91%
Mar 31, 25
15 Pictet Asset Manangement SA 3.41M (1.33%) -669.73K
Decreased by -19.66%
Mar 31, 25
16 Bank of America Corp 3.16M (1.23%) -52.79K
Decreased by -1.67%
Mar 31, 25
17 Mairs & Power Inc 3.04M (1.19%) -869.33K
Decreased by -28.55%
Mar 31, 25
18 Goldman Sachs Group Inc 2.57M (1.00%) 1.94M
Increased by +75.43%
Dec 31, 23
19 Magellan Asset Management Limited 2.51M (0.98%) 881.09K
Increased by +35.06%
Mar 31, 24
20 Northern Trust Corp 2.44M (0.95%) 30.61K
Increased by +1.25%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 8.25M (3.22%) 124.14K
Increased by +1.50%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 8.14M (3.18%) 5.96K
Increased by +0.07%
Sep 30, 24
3 Sycamore Mid Cap Value Comp 7.34M (2.87%) 7.11M
Increased by +96.74%
Mar 31, 25
4 Victory Sycamore Established Value R 7.34M (2.87%) -170.00K
Decreased by -2.31%
Mar 31, 25
5 Vanguard Institutional 500 Index Trust 7.25M (2.83%) 115.22K
Increased by +1.59%
Apr 30, 25
6 Janus Henderson Enterprise D 7.23M (2.82%) 0.00
Increased by 0.00%
Mar 31, 25
7 Janus Inst Mid Cap Growth CF 7.23M (2.82%) 0.00
Increased by 0.00%
Mar 31, 25
8 Vanguard Mid Cap Index Institutional 5.58M (2.18%) 54.23K
Increased by +0.97%
Apr 30, 25
9 The Utilities Select Sector SPDR® ETF 3.84M (1.50%) 16.00K
Increased by +0.42%
May 31, 25
10 CREF Stock R3 3.71M (1.45%) 100.11K
Increased by +2.70%
Apr 30, 25
11 CREF Stock R1 3.53M (1.38%) -69.67K
Decreased by -1.97%
Feb 28, 25
12 Franklin Utilities A1 3.50M (1.37%) 0.00
Increased by 0.00%
Apr 30, 25
13 Franklin Utilities Fund A1 3.50M (1.37%) 0.00
Increased by 0.00%
Apr 30, 25
14 Utilities Select Sector SPDR® ETF 3.22M (1.26%) -9.49K
Decreased by -0.29%
Mar 31, 24
15 Fidelity 500 Index 3.22M (1.26%) 3.97K
Increased by +0.12%
Apr 30, 25
16 SPDR® S&P 500 ETF 3.20M (1.25%) -46.81K
Decreased by -1.46%
Mar 31, 25
17 iShares Select Dividend ETF 3.19M (1.25%) 0.00
Increased by 0.00%
May 31, 25
18 SPDR® S&P 500® ETF Trust 3.12M (1.22%) -16.31K
Decreased by -0.52%
Mar 31, 25
19 SPDR® S&P 500® ETF 3.08M (1.20%) -13.74K
Decreased by -0.45%
May 31, 25
20 SPDR® S&P 500 ETF Trust 3.04M (1.19%) -23.86K
Decreased by -0.78%
Mar 31, 24