Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TMET 1000.00%
2 COMT 1000.00%
3 XLU 13.76%
4 FUTY 12.34%
5 IDU 12.19%
6 VPU 12.19%
7 SDP 12.13%
8 UPW 9.94%
9 UTSL 8.79%
10 JXI 8.62%
11 SMOG 7.64%
12 RNWZ 6.93%
13 FILL 6.03%
14 POWR 5.91%
15 ORFN 5.85%
16 CSIO 5.78%
17 VOLT 5.69%
18 RIFR 5.42%
19 IGF 5.22%
20 GII 5.15%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 216.03M (10.38%) 2.23M
Increased by +1.03%
Dec 31, 25
2 JPMorgan Chase & Co 194.02M (9.32%) 96.80M
Increased by +49.89%
Sep 30, 25
3 BlackRock Inc 171.33M (8.23%) 2.73M
Increased by +1.59%
Sep 30, 25
4 State Street Corp 114.34M (5.49%) 2.02M
Increased by +1.76%
Sep 30, 25
5 State Street Corporation 105.18M (5.05%) -10.82M
Decreased by -10.29%
Mar 31, 24
6 Morgan Stanley - Brokerage Accounts 66.08M (3.18%) 2.15M
Increased by +3.25%
Sep 30, 25
7 Geode Capital Management, LLC 47.27M (2.27%) 966.15K
Increased by +2.04%
Dec 31, 25
8 Franklin Resources Inc 46.16M (2.22%) -1.91M
Decreased by -4.14%
Sep 30, 25
9 NORGES BANK 35.08M (1.69%) 861.41K
Increased by +2.46%
Dec 31, 25
10 Bank of America Corp 32.50M (1.56%) -392.10K
Decreased by -1.21%
Sep 30, 25
11 FMR Inc 31.97M (1.54%) 3.88M
Increased by +12.14%
Dec 31, 25
12 Capital Research Global Investors 29.55M (1.42%) 1.30M
Increased by +4.41%
Dec 31, 25
13 Wells Fargo & Co 27.85M (1.34%) 158.89K
Increased by +0.57%
Sep 30, 25
14 Northern Trust Corp 22.47M (1.08%) -205.10K
Decreased by -0.91%
Sep 30, 25
15 Goldman Sachs Group Inc 22.33M (1.07%) 1.69M
Increased by +7.58%
Jun 30, 25
16 Royal Bank of Canada 20.87M (1.00%) -17.83M
Decreased by -85.46%
Sep 30, 25
17 Nuveen Asset Management, LLC 20.01M (0.96%) -96.06K
Decreased by -0.48%
Dec 31, 24
18 UBS Group AG 18.62M (0.89%) 72.31K
Increased by +0.39%
Sep 30, 25
19 The Goldman Sachs Group Inc 17.93M (0.86%) -154.87K
Decreased by -0.86%
Dec 31, 25
20 Nuveen, LLC 17.45M (0.84%) -14.55K
Decreased by -0.08%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 66.19M (3.18%) 302.37K
Increased by +0.46%
Mar 31, 26
2 Vanguard US Total Market Shares ETF 65.11M (3.13%) 72.66K
Increased by +0.11%
Sep 30, 24
3 Vanguard 500 Index Investor 53.03M (2.55%) -537.53K
Decreased by -1.01%
Mar 31, 26
4 State Street®UtilSelSectSPDR®ETF 35.48M (1.70%) -30.27K
Decreased by -0.09%
Mar 31, 26
5 The Utilities Select Sector SPDR® ETF 33.35M (1.60%) -26.89K
Decreased by -0.08%
Aug 31, 25
6 iShares Core S&P 500 ETF 26.77M (1.29%) -14.57K
Decreased by -0.05%
Mar 31, 26
7 Fidelity 500 Index 26.50M (1.27%) 43.68K
Increased by +0.16%
Feb 28, 26
8 Utilities Select Sector SPDR® ETF 25.67M (1.23%) 770.13K
Increased by +3.00%
Apr 30, 24
9 SPDR® S&P 500 ETF 25.57M (1.23%) -374.73K
Decreased by -1.47%
Mar 31, 25
10 SPDR® S&P 500® ETF Trust 24.89M (1.20%) -130.46K
Decreased by -0.52%
Mar 31, 25
11 SPDR® S&P 500® ETF 24.88M (1.20%) 305.88K
Increased by +1.23%
Aug 31, 25
12 SPDR® S&P 500 ETF Trust 24.26M (1.17%) 54.81K
Increased by +0.23%
Apr 30, 24
13 State Street® SPDR® S&P 500® ETF 24.14M (1.16%) -59.34K
Decreased by -0.25%
Mar 31, 26
14 Fidelity® 500 Index 23.58M (1.13%) 150.07K
Increased by +0.64%
Nov 30, 23
15 Vanguard Value Index Inv 18.26M (0.88%) -143.32K
Decreased by -0.79%
Mar 31, 26
16 UBS HV Global Selections - Agg 17.31M (0.83%) 17.31M
Increased by +99.97%
Jun 30, 24
17 UBS HV Tax-Opt Global Selections - Agg 17.31M (0.83%) 17.31M
Increased by +100.00%
Jun 30, 24
18 UBS Tax-Opt Digital Transformation theme 17.31M (0.83%) 17.31M
Increased by +100.00%
Jun 30, 24
19 American Funds American Mutual A 16.71M (0.80%) 4.63M
Increased by +27.72%
Mar 31, 26
20 Vanguard Utilities ETF 14.19M (0.68%) 160.20K
Increased by +1.13%
Mar 31, 26