Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 4.88%
2 DIP 4.33%
3 UTRN 4.07%
4 RYU 3.17%
5 RSPU 2.95%
6 NBSM 2.75%
7 PUI 2.68%
8 LOPP 2.30%
9 RYJ 1.99%
10 SMIG 1.97%
11 UTES 1.88%
12 FAN 1.77%
13 QQQN 1.55%
14 FXU 1.55%
15 ECLN 1.46%
16 SDP 1.35%
17 CDL 1.32%
18 TPHD 1.30%
19 CDC 1.30%
20 XLU 1.25%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 32.66M (12.75%) 226.28K
Increased by +0.69%
Dec 31, 24
2 BlackRock Inc 24.58M (9.60%) 1.49M
Increased by +6.08%
Dec 31, 24
3 State Street Corporation 16.66M (6.50%) 3.30M
Increased by +19.80%
Mar 31, 24
4 State Street Corp 16.37M (6.39%) 130.05K
Increased by +0.79%
Dec 31, 24
5 Victory Capital Management Inc. 10.81M (4.22%) -184.17K
Decreased by -1.70%
Dec 31, 24
6 HHG PLC 10.77M (4.20%) 76.99K
Increased by +0.71%
Dec 31, 24
7 Nuveen Asset Management, LLC 8.07M (3.15%) -176.02K
Decreased by -2.18%
Dec 31, 24
8 Massachusetts Financial Services Company 6.70M (2.61%) -314.72K
Decreased by -4.70%
Mar 31, 25
9 Geode Capital Management, LLC 6.70M (2.61%) 102.60K
Increased by +1.53%
Dec 31, 24
10 Amvescap Plc. 4.87M (1.90%) 531.96K
Increased by +10.92%
Dec 31, 24
11 T. Rowe Price Investment Management,Inc. 4.19M (1.63%) 4.14M
Increased by +98.91%
Dec 31, 24
12 Pictet Asset Manangement SA 4.08M (1.59%) 72.75K
Increased by +1.78%
Dec 31, 24
13 Mairs & Power Inc 3.91M (1.53%) -181.25K
Decreased by -4.63%
Dec 31, 24
14 Franklin Resources Inc 3.67M (1.43%) -7.59K
Decreased by -0.21%
Dec 31, 24
15 Bank of America Corp 3.21M (1.25%) 383.50K
Increased by +11.95%
Dec 31, 24
16 Morgan Stanley - Brokerage Accounts 2.81M (1.10%) 54.51K
Increased by +1.94%
Dec 31, 24
17 Goldman Sachs Group Inc 2.57M (1.00%) 1.94M
Increased by +75.43%
Dec 31, 23
18 Magellan Asset Management Limited 2.51M (0.98%) 881.09K
Increased by +35.06%
Mar 31, 24
19 Northern Trust Corp 2.41M (0.94%) 177.13K
Increased by +7.34%
Dec 31, 24
20 Thrivent Financial For Lutherans 2.33M (0.91%) -27.78K
Decreased by -1.19%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 8.14M (3.18%) 5.96K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 8.12M (3.17%) 29.65K
Increased by +0.36%
Mar 31, 25
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 Janus Henderson Enterprise D 7.23M (2.82%) 0.00
Increased by 0.00%
Feb 28, 25
6 Janus Inst Mid Cap Growth CF 7.23M (2.82%) 0.00
Increased by 0.00%
Dec 31, 24
7 Vanguard Institutional 500 Index Trust 7.13M (2.78%) 19.51K
Increased by +0.27%
Mar 31, 25
8 Vanguard Mid Cap Index Institutional 5.53M (2.16%) -14.62K
Decreased by -0.26%
Mar 31, 25
9 The Utilities Select Sector SPDR® ETF 3.83M (1.50%) 15.90K
Increased by +0.41%
Apr 30, 25
10 CREF Stock R1 3.53M (1.38%) -69.67K
Decreased by -1.97%
Feb 28, 25
11 CREF Stock R3 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%
Jan 31, 25
13 Franklin Utilities Fund A1 3.50M (1.37%) 0.00
Increased by 0.00%
Mar 31, 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%) 5.56K
Increased by +0.17%
Mar 31, 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%
Apr 30, 25
18 SPDR® S&P 500® ETF 3.12M (1.22%) 2.57K
Increased by +0.08%
Apr 30, 25
19 SPDR® S&P 500® ETF Trust 3.12M (1.22%) -16.31K
Decreased by -0.52%
Mar 31, 25
20 SPDR® S&P 500 ETF Trust 3.04M (1.19%) -23.86K
Decreased by -0.78%
Mar 31, 24