Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTES 5.14%
2 DIP 4.33%
3 EASY 4.10%
4 UTRN 4.07%
5 CSIO 3.75%
6 TPMN 3.51%
7 RSPU 3.27%
8 SMIG 3.25%
9 RYU 3.17%
10 GARA 2.78%
11 PUI 2.58%
12 LOTI 2.15%
13 ZAP 2.10%
14 TEKX 2.02%
15 FAN 2.00%
16 SPCT 2.00%
17 RYJ 1.98%
18 UPGD 1.98%
19 LOPP 1.96%
20 ECLN 1.91%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 33.79M (13.18%) 383.61K
Increased by +1.14%
Dec 31, 25
2 BlackRock Inc 24.03M (9.37%) 254.12K
Increased by +1.06%
Sep 30, 25
3 State Street Corporation 16.66M (6.50%) 3.30M
Increased by +19.80%
Mar 31, 24
4 State Street Corp 16.50M (6.43%) -238.88K
Decreased by -1.45%
Sep 30, 25
5 HHG PLC 10.91M (4.26%) 135.62K
Increased by +1.24%
Sep 30, 25
6 Victory Capital Management Inc. 8.58M (3.35%) -544.12K
Decreased by -6.34%
Dec 31, 25
7 Nuveen Asset Management, LLC 8.07M (3.15%) -176.02K
Decreased by -2.18%
Dec 31, 24
8 Nuveen, LLC 7.39M (2.88%) -1.38M
Decreased by -18.65%
Dec 31, 25
9 Massachusetts Financial Services Company 7.17M (2.80%) 167.58K
Increased by +2.34%
Dec 31, 25
10 Geode Capital Management, LLC 7.07M (2.76%) 129.00K
Increased by +1.82%
Dec 31, 25
11 Amvescap Plc. 4.75M (1.85%) -117.63K
Decreased by -2.48%
Sep 30, 25
12 Citadel Advisors Llc 4.29M (1.67%) 4.21M
Increased by +98.23%
Sep 30, 25
13 T. Rowe Price Investment Management,Inc. 4.19M (1.63%) 4.14M
Increased by +98.91%
Dec 31, 24
14 Pictet Asset Manangement SA 4.07M (1.59%) 215.19K
Increased by +5.29%
Dec 31, 25
15 Franklin Resources Inc 3.68M (1.44%) 4.49K
Increased by +0.12%
Sep 30, 25
16 Bank of America Corp 3.35M (1.31%) 152.06K
Increased by +4.54%
Sep 30, 25
17 Morgan Stanley - Brokerage Accounts 3.15M (1.23%) -343.73K
Decreased by -10.91%
Sep 30, 25
18 Reaves W H & Co Inc 3.06M (1.19%) 1.28M
Increased by +41.81%
Dec 31, 25
19 Mairs & Power Inc 2.96M (1.15%) -36.70K
Decreased by -1.24%
Dec 31, 25
20 JPMorgan Chase & Co 2.64M (1.03%) 1.18M
Increased by +44.71%
Sep 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 8.13M (3.17%) 10.49K
Increased by +0.13%
Feb 28, 26
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%
Jan 31, 26
6 Janus Inst Mid Cap Growth CF 7.23M (2.82%) 0.00
Increased by 0.00%
Dec 31, 25
7 Vanguard 500 Index Investor 6.61M (2.58%) 62.86K
Increased by +0.95%
Feb 28, 26
8 Victory Sycamore Established Value R 5.80M (2.26%) -524.00K
Decreased by -9.04%
Dec 31, 25
9 Vanguard Mid Cap Index Institutional 5.59M (2.18%) 19.43K
Increased by +0.35%
Feb 28, 26
10 State Street®UtilSelSectSPDR®ETF 4.41M (1.72%) 26.98K
Increased by +0.61%
Mar 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 (1.38%) -69.67K
Decreased by -1.97%
Feb 28, 25
14 Franklin Utilities A1 3.50M (1.37%) 0.00
Increased by 0.00%
Jan 31, 26
15 Franklin Utilities Fund A1 3.50M (1.37%) 0.00
Increased by 0.00%
Feb 28, 26
16 iShares Core S&P 500 ETF 3.30M (1.29%) -1.80K
Decreased by -0.05%
Mar 31, 26
17 Fidelity 500 Index 3.27M (1.28%) 5.38K
Increased by +0.16%
Feb 28, 26
18 iShares Select Dividend ETF 3.27M (1.27%) 0.00
Increased by 0.00%
Mar 31, 26
19 Utilities Select Sector SPDR® ETF 3.22M (1.26%) -9.49K
Decreased by -0.29%
Mar 31, 24
20 SPDR® S&P 500 ETF 3.20M (1.25%) -46.81K
Decreased by -1.46%
Mar 31, 25