Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTES 4.73%
2 DIP 4.33%
3 UTRN 4.07%
4 TPMN 3.51%
5 RSPU 3.23%
6 RYU 3.17%
7 TEKX 2.92%
8 SMIG 2.79%
9 PUI 2.61%
10 FXU 2.48%
11 ZAP 2.27%
12 FAN 2.01%
13 UPGD 2.00%
14 RYJ 2.00%
15 ECLN 1.99%
16 LOPP 1.92%
17 NBSM 1.63%
18 MFSV 1.58%
19 QQQN 1.55%
20 CDL 1.46%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 33.30M (13.00%) 481.49K
Increased by +1.45%
Jun 30, 25
2 BlackRock Inc 23.78M (9.28%) 178.52K
Increased by +0.75%
Jun 30, 25
3 State Street Corp 16.73M (6.53%) 350.60K
Increased by +2.10%
Jun 30, 25
4 State Street Corporation 16.66M (6.50%) 3.30M
Increased by +19.80%
Mar 31, 24
5 HHG PLC 10.78M (4.21%) -92.44K
Decreased by -0.86%
Jun 30, 25
6 Victory Capital Management Inc. 9.98M (3.90%) -606.70K
Decreased by -6.08%
Jun 30, 25
7 Nuveen, LLC 8.37M (3.26%) 2.06M
Increased by +24.60%
Jun 30, 25
8 Nuveen Asset Management, LLC 8.07M (3.15%) -176.02K
Decreased by -2.18%
Dec 31, 24
9 Massachusetts Financial Services Company 7.08M (2.76%) 384.20K
Increased by +5.43%
Jun 30, 25
10 Geode Capital Management, LLC 6.85M (2.67%) -53.09K
Decreased by -0.78%
Jun 30, 25
11 Amvescap Plc. 4.87M (1.90%) 230.55K
Increased by +4.74%
Jun 30, 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 3.68M (1.43%) 8.63K
Increased by +0.23%
Jun 30, 25
14 Morgan Stanley - Brokerage Accounts 3.50M (1.36%) 31.21K
Increased by +0.89%
Jun 30, 25
15 Bank of America Corp 3.20M (1.25%) 43.83K
Increased by +1.37%
Jun 30, 25
16 Pictet Asset Manangement SA 3.16M (1.23%) -246.71K
Decreased by -7.81%
Jun 30, 25
17 Mairs & Power Inc 3.04M (1.19%) -2.50K
Decreased by -0.08%
Jun 30, 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 Legal & General Group PLC 2.37M (0.92%) 149.68K
Increased by +6.32%
Jun 30, 25

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 8.06M (3.14%) -194.39K
Decreased by -2.41%
Jul 31, 25
3 Sycamore Mid Cap Value Comp 7.34M (2.87%) 7.11M
Increased by +96.74%
Mar 31, 25
4 Vanguard Institutional 500 Index Trust 7.30M (2.85%) 53.70K
Increased by +0.74%
May 31, 25
5 Janus Henderson Enterprise D 7.23M (2.82%) 0.00
Increased by 0.00%
Jun 30, 25
6 Janus Inst Mid Cap Growth CF 7.23M (2.82%) 0.00
Increased by 0.00%
Jun 30, 25
7 Victory Sycamore Established Value R 6.91M (2.70%) -435.00K
Decreased by -6.30%
Jun 30, 25
8 Vanguard 500 Index Investor 6.36M (2.48%) -931.80K
Decreased by -14.65%
Jul 31, 25
9 Vanguard Mid Cap Index Institutional 5.73M (2.24%) 61.50K
Increased by +1.07%
Jul 31, 25
10 The Utilities Select Sector SPDR® ETF 4.16M (1.62%) -3.36K
Decreased by -0.08%
Aug 31, 25
11 CREF Stock R3 3.62M (1.41%) -41.45K
Decreased by -1.14%
Jul 31, 25
12 CREF Stock R1 3.53M (1.38%) -69.67K
Decreased by -1.97%
Feb 28, 25
13 Franklin Utilities A1 3.50M (1.37%) 0.00
Increased by 0.00%
Jul 31, 25
14 Franklin Utilities Fund A1 3.50M (1.37%) 0.00
Increased by 0.00%
Jul 31, 25
15 Fidelity 500 Index 3.26M (1.27%) 1.40K
Increased by +0.04%
Jul 31, 25
16 Utilities Select Sector SPDR® ETF 3.22M (1.26%) -9.49K
Decreased by -0.29%
Mar 31, 24
17 SPDR® S&P 500 ETF 3.20M (1.25%) -46.81K
Decreased by -1.46%
Mar 31, 25
18 iShares Select Dividend ETF 3.17M (1.24%) 0.00
Increased by 0.00%
Aug 31, 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 3.11M (1.21%) 38.20K
Increased by +1.23%
Aug 31, 25