Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 YGRN 10.00%
2 NRGO 10.00%
3 NRGZ 10.00%
4 NRGD 9.92%
5 NRGU 9.30%
6 IEO 8.68%
7 CRAK 7.38%
8 WTID 6.01%
9 WTIU 6.01%
10 JHME 5.31%
11 PXI 5.03%
12 RYE 5.00%
13 PXE 4.91%
14 RSPG 4.91%
15 IVENC 4.56%
16 DRLL 4.45%
17 UTRN 4.02%
18 WEEI 3.91%
19 NVQ_old 3.86%
20 NVQ 3.86%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 38.87M (12.82%) 3.92M
Increased by +10.10%
Jun 30, 25
2 BlackRock Inc 24.32M (8.02%) -431.45K
Decreased by -1.77%
Mar 31, 25
3 State Street Corporation 24.02M (7.92%) -1.08M
Decreased by -4.49%
Mar 31, 24
4 State Street Corp 19.47M (6.42%) -1.23M
Decreased by -6.31%
Mar 31, 25
5 Wellington Management Company LLP 11.68M (3.85%) -146.88K
Decreased by -1.26%
Jun 30, 25
6 Elliott Investment Management L.P. 7.37M (2.43%) 0.00
Increased by 0.00%
Jun 30, 24
7 Elliott Investment Management LP 7.37M (2.43%) 0.00
Increased by 0.00%
Jun 30, 24
8 Geode Capital Management, LLC 6.98M (2.30%) 65.14K
Increased by +0.93%
Mar 31, 25
9 Morgan Stanley - Brokerage Accounts 6.55M (2.16%) -300.99K
Decreased by -4.59%
Mar 31, 25
10 Boston Partners Global Investors, Inc 5.45M (1.80%) 2.01M
Increased by +36.92%
Mar 31, 25
11 Bank of New York Mellon Corp 4.98M (1.64%) 178.40K
Increased by +3.58%
Mar 31, 25
12 Demars Financial Group, LLC 4.71M (1.55%) 536.46K
Increased by +11.38%
Mar 31, 25
13 Harris Associates L.P. 4.13M (1.36%) 1.99M
Increased by +48.24%
Jun 30, 25
14 Raymond James & Associates 3.86M (1.27%) -423.71K
Decreased by -10.97%
Sep 30, 24
15 Northern Trust Corp 3.78M (1.25%) -153.78K
Decreased by -4.06%
Mar 31, 25
16 Dimensional Fund Advisors, Inc. 3.70M (1.22%) -486.90K
Decreased by -13.17%
Jun 30, 25
17 Pacer Advisors, INC. 3.50M (1.16%) -50.28K
Decreased by -1.44%
Mar 31, 25
18 Amvescap Plc. 3.35M (1.10%) -55.35K
Decreased by -1.65%
Mar 31, 25
19 T. Rowe Price Associates, Inc. 3.33M (1.10%) -342.39K
Decreased by -10.27%
Jun 30, 25
20 Ameriprise Financial Inc 3.20M (1.06%) -1.46M
Decreased by -45.70%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 10.60M (3.50%) -555.40K
Decreased by -5.24%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 9.88M (3.26%) -158.19K
Decreased by -1.60%
Jun 30, 25
3 Vanguard Institutional 500 Index Trust 8.99M (2.96%) 63.70K
Increased by +0.71%
May 31, 25
4 Energy Select Sector SPDR® ETF 8.75M (2.89%) -41.68K
Decreased by -0.48%
Mar 31, 24
5 Vanguard 500 Index Investor 8.72M (2.88%) -269.36K
Decreased by -3.09%
Jun 30, 25
6 Cushing Midstream Strategy 8.53M (2.81%) -495.23K
Decreased by -5.81%
Mar 31, 25
7 Vanguard Mid Cap Index Institutional 6.78M (2.24%) 3.35M
Increased by +49.39%
Jun 30, 25
8 The Energy Select Sector SPDR® ETF 6.09M (2.01%) -12.69K
Decreased by -0.21%
Jul 31, 25
9 Fidelity® 500 Index 4.66M (1.54%) 29.65K
Increased by +0.64%
Nov 30, 23
10 SPDR® S&P 500 ETF Trust 4.44M (1.46%) -34.44K
Decreased by -0.78%
Mar 31, 24
11 SPDR® S&P 500 ETF 3.93M (1.30%) -127.78K
Decreased by -3.25%
Mar 31, 25
12 Fidelity 500 Index 3.89M (1.28%) -94.09K
Decreased by -2.42%
Jun 30, 25
13 SPDR® S&P 500® ETF Trust 3.83M (1.26%) -20.09K
Decreased by -0.52%
Mar 31, 25
14 SPDR® S&P 500® ETF 3.77M (1.24%) 16.02K
Increased by +0.43%
Jul 31, 25
15 iShares Core S&P 500 ETF 3.67M (1.21%) 16.65K
Increased by +0.45%
Jul 31, 25
16 Vanguard Equity-Income Inv 3.58M (1.18%) -205.06K
Decreased by -5.73%
Jun 30, 25
17 Vanguard Wellington™ Inv 3.52M (1.16%) 122.67K
Increased by +3.49%
Jun 30, 25
18 Vanguard Value Index Inv 2.73M (0.90%) -21.61K
Decreased by -0.79%
Jun 30, 25
19 Oakmark Investor 2.57M (0.85%) 866.00K
Increased by +33.70%
Jun 30, 25
20 Vanguard Mid-Cap Value ETF 1.93M (0.64%) 920.12K
Increased by +47.57%
Jun 30, 25