Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NRGD 10.55%
2 NRGU 10.55%
3 YGRN 10.00%
4 NRGZ 10.00%
5 NRGO 10.00%
6 IEO 9.84%
7 TNGY 8.16%
8 CRAK 7.34%
9 PXI 5.96%
10 WTID 5.93%
11 WTIU 5.93%
12 RSPG 5.54%
13 PXE 5.35%
14 JHME 5.31%
15 RYE 5.00%
16 FTXN 4.88%
17 DRLL 4.76%
18 IVENC 4.56%
19 AFOS 4.47%
20 WEEI 4.40%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 38.29M (13.16%) -52.76K
Decreased by -0.14%
Dec 31, 25
2 BlackRock Inc 24.39M (8.38%) 1.97M
Increased by +8.07%
Mar 31, 26
3 State Street Corporation 24.02M (8.25%) -1.08M
Decreased by -4.49%
Mar 31, 24
4 Vanguard Capital Management, LLC 19.17M (6.59%) 19.17M
Increased by +100.00%
Mar 31, 26
5 State Street Corp 19.03M (6.54%) 1.09M
Increased by +5.73%
Mar 31, 26
6 Vanguard Portfolio Management, LLC 15.67M (5.39%) 15.67M
Increased by +100.00%
Mar 31, 26
7 Geode Capital Management, LLC 7.82M (2.69%) 52.05K
Increased by +0.67%
Mar 31, 26
8 Elliott Investment Management L.P. 7.37M (2.53%) 0.00
Increased by 0.00%
Jun 30, 24
9 Elliott Investment Management LP 7.37M (2.53%) 0.00
Increased by 0.00%
Jun 30, 24
10 Morgan Stanley - Brokerage Accounts 6.07M (2.09%) -10.34K
Decreased by -0.17%
Mar 31, 26
11 Boston Partners Global Investors, Inc 5.65M (1.94%) -470.51K
Decreased by -8.33%
Mar 31, 26
12 Wellington Management Company LLP 5.64M (1.94%) -1.57M
Decreased by -27.79%
Mar 31, 26
13 FMR Inc 4.91M (1.69%) 1.44M
Increased by +29.30%
Mar 31, 26
14 Demars Financial Group, LLC 4.71M (1.62%) 536.46K
Increased by +11.38%
Mar 31, 25
15 Bank of New York Mellon Corp 3.95M (1.36%) -457.90K
Decreased by -11.58%
Mar 31, 26
16 Raymond James & Associates 3.86M (1.33%) -423.71K
Decreased by -10.97%
Sep 30, 24
17 Pacer Advisors, INC. 3.50M (1.20%) -50.28K
Decreased by -1.44%
Mar 31, 25
18 JPMorgan Chase & Co 3.44M (1.18%) 237.98K
Increased by +6.93%
Mar 31, 26
19 Northern Trust Corp 3.18M (1.09%) -112.70K
Decreased by -3.55%
Mar 31, 26
20 Dimensional Fund Advisors, Inc. 3.09M (1.06%) -260.29K
Decreased by -8.43%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 10.60M (3.64%) -555.40K
Decreased by -5.24%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 9.39M (3.23%) 27.98K
Increased by +0.30%
Apr 30, 26
3 Cushing Midstream Strategy 8.82M (3.03%) 286.50K
Increased by +3.25%
Dec 31, 25
4 Energy Select Sector SPDR® ETF 8.75M (3.01%) -41.68K
Decreased by -0.48%
Mar 31, 24
5 Vanguard 500 Index Investor 7.65M (2.63%) 137.44K
Increased by +1.80%
Apr 30, 26
6 State Street®EngySelSectSPDR®ETF 6.54M (2.25%) -38.08K
Decreased by -0.58%
May 31, 26
7 Vanguard Mid Cap Index Institutional 6.38M (2.19%) 13.89K
Increased by +0.22%
Apr 30, 26
8 The Energy Select Sector SPDR® ETF 5.97M (2.05%) 983.00
Increased by +0.02%
Aug 31, 25
9 Fidelity® 500 Index 4.66M (1.60%) 29.65K
Increased by +0.64%
Nov 30, 23
10 SPDR® S&P 500 ETF Trust 4.44M (1.53%) -34.44K
Decreased by -0.78%
Mar 31, 24
11 SPDR® S&P 500 ETF 3.93M (1.35%) -127.78K
Decreased by -3.25%
Mar 31, 25
12 iShares Core S&P 500 ETF 3.89M (1.34%) 11.87K
Increased by +0.31%
May 29, 26
13 SPDR® S&P 500® ETF Trust 3.83M (1.31%) -20.09K
Decreased by -0.52%
Mar 31, 25
14 Fidelity 500 Index 3.78M (1.30%) 13.00K
Increased by +0.34%
Apr 30, 26
15 SPDR® S&P 500® ETF 3.70M (1.27%) 45.54K
Increased by +1.23%
Aug 31, 25
16 State Street® SPDR® S&P 500® ETF 3.55M (1.22%) 3.76K
Increased by +0.11%
May 31, 26
17 Vanguard Wellington™ Inv 3.52M (1.21%) 122.67K
Increased by +3.49%
Jun 30, 25
18 Vanguard Value Index Inv 2.73M (0.94%) 7.76K
Increased by +0.28%
Apr 30, 26
19 Vanguard Equity-Income Inv 2.12M (0.73%) -149.73K
Decreased by -7.05%
Mar 31, 26
20 Vanguard Wellington Inv 2.05M (0.70%) -453.47K
Decreased by -22.14%
Dec 31, 25