Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTES 5.09%
2 DIP 4.33%
3 UTRN 4.07%
4 EASY 4.05%
5 CSIO 3.78%
6 TPMN 3.51%
7 RSPU 3.42%
8 RYU 3.17%
9 TEKX 3.08%
10 SMIG 3.00%
11 GARA 2.73%
12 PUI 2.68%
13 HALX 2.67%
14 LOTI 2.13%
15 FAN 2.00%
16 RYJ 1.98%
17 UPGD 1.98%
18 ZAP 1.97%
19 FPWR 1.95%
20 ECLN 1.95%

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 24.50M (9.51%) 173.54K
Increased by +0.71%
Mar 31, 26
3 State Street Corp 17.01M (6.61%) 129.03K
Increased by +0.76%
Mar 31, 26
4 Vanguard Capital Management, LLC 16.70M (6.49%) 16.70M
Increased by +100.00%
Mar 31, 26
5 State Street Corporation 16.66M (6.47%) 3.30M
Increased by +19.80%
Mar 31, 24
6 Vanguard Portfolio Management, LLC 14.60M (5.67%) 14.60M
Increased by +100.00%
Mar 31, 26
7 HHG PLC 11.27M (4.38%) 138.68K
Increased by +1.23%
Mar 31, 26
8 T. Rowe Price Associates, Inc. 10.61M (4.12%) 2.22M
Increased by +20.90%
Mar 31, 26
9 Nuveen Asset Management, LLC 8.07M (3.14%) -176.02K
Decreased by -2.18%
Dec 31, 24
10 Nuveen, LLC 7.44M (2.89%) 47.22K
Increased by +0.63%
Mar 31, 26
11 Geode Capital Management, LLC 7.26M (2.82%) 186.12K
Increased by +2.56%
Mar 31, 26
12 Victory Capital Management Inc. 7.24M (2.81%) -1.34M
Decreased by -18.51%
Mar 31, 26
13 Massachusetts Financial Services Company 7.05M (2.74%) -126.67K
Decreased by -1.80%
Mar 31, 26
14 Bank of America Corp 5.34M (2.08%) 1.60M
Increased by +29.98%
Mar 31, 26
15 Amvescap Plc. 4.99M (1.94%) 264.91K
Increased by +5.31%
Mar 31, 26
16 Citadel Advisors Llc 4.29M (1.67%) 4.21M
Increased by +98.23%
Sep 30, 25
17 T. Rowe Price Investment Management,Inc. 4.19M (1.63%) 4.14M
Increased by +98.91%
Dec 31, 24
18 Franklin Resources Inc 3.90M (1.51%) 211.60K
Increased by +5.43%
Mar 31, 26
19 Pictet Asset Manangement SA 3.41M (1.33%) -655.91K
Decreased by -19.22%
Mar 31, 26
20 Morgan Stanley - Brokerage Accounts 3.35M (1.30%) 266.72K
Increased by +7.96%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 8.19M (3.18%) 46.01K
Increased by +0.56%
Apr 30, 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%
Mar 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 6.67M (2.59%) 119.99K
Increased by +1.80%
Apr 30, 26
8 Vanguard Mid Cap Index Institutional 5.57M (2.16%) 10.84K
Increased by +0.19%
Apr 30, 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 4.18M (1.62%) 5.84K
Increased by +0.14%
May 31, 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%
Apr 30, 26
16 iShares Core S&P 500 ETF 3.39M (1.32%) 10.35K
Increased by +0.31%
May 29, 26
17 Fidelity 500 Index 3.29M (1.28%) 11.30K
Increased by +0.34%
Apr 30, 26
18 iShares Select Dividend ETF 3.25M (1.26%) 21.32K
Increased by +0.66%
May 29, 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