Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BESF 7.51%
2 LNGG 3.55%
3 LNGZ 3.18%
4 LOPX 2.93%
5 USAI 2.43%
6 PXI 1.88%
7 EINC 1.36%
8 ENFR 0.87%
9 VAMO 0.87%
10 MDST 0.76%
11 MLPX 0.55%
12 IWC 0.16%
13 VDE 0.12%
14 FENY 0.11%
15 VTWG 0.11%
16 IWO 0.10%
17 OPTZ 0.08%
18 VTWO 0.06%
19 RFLR 0.06%
20 IWM 0.05%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 20.30M (14.80%) -48.22K
Decreased by -0.24%
Mar 31, 25
2 Mubadala Investment Company PJSC 14.21M (10.36%) 0.00
Increased by 0.00%
Mar 31, 25
3 Vanguard Group Inc 10.33M (7.53%) 228.17K
Increased by +2.21%
Jun 30, 25
4 Halcyon Management Partners LP 8.92M (6.50%) 0.00
Increased by 0.00%
Mar 31, 25
5 Valinor Management, LLC 8.45M (6.16%) -3.13M
Decreased by -37.00%
Jun 30, 25
6 Lasry Marc 6.30M (4.59%) -86.24K
Decreased by -1.37%
Sep 30, 24
7 Wolf Hill Capital Management, LP 5.23M (3.81%) -2.91M
Decreased by -55.68%
Mar 31, 25
8 Catalyst Capital Advisors LLC 4.70M (3.43%) 107.00K
Increased by +2.27%
Jun 30, 25
9 Jgd Management Corp 4.26M (3.11%) 0.00
Increased by 0.00%
Jun 30, 25
10 Yaupon Capital Management LP 3.67M (2.68%) -294.98K
Decreased by -8.03%
Jun 30, 25
11 Citadel Advisors Llc 3.65M (2.66%) 426.07K
Increased by +11.66%
Mar 31, 25
12 Teilinger Capital Ltd 3.50M (2.55%) 1.90M
Increased by +54.29%
Dec 31, 23
13 Encompass Capital Advisors LLC 3.40M (2.48%) -2.94M
Decreased by -86.35%
Dec 31, 24
14 Geode Capital Management, LLC 3.16M (2.30%) 79.69K
Increased by +2.53%
Mar 31, 25
15 State Street Corp 2.77M (2.02%) -13.12K
Decreased by -0.47%
Mar 31, 25
16 Bank of America Corp 2.66M (1.94%) 170.97K
Increased by +6.43%
Mar 31, 25
17 Adage Capital Partners Gp LLC 2.55M (1.86%) -53.05K
Decreased by -2.08%
Sep 30, 24
18 Hotchkis & Wiley Capital Management LLC 2.32M (1.69%) -2.36M
Decreased by -101.72%
Mar 31, 25
19 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 2.25M (1.64%) 338.43K
Increased by +15.05%
Mar 31, 25
20 Morgan Stanley - Brokerage Accounts 1.83M (1.33%) 710.98K
Increased by +38.93%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 5.86M (4.27%) 1.18M
Increased by +20.17%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 5.79M (4.22%) -122.97K
Decreased by -2.13%
Jul 31, 25
3 Catalyst Energy Infrastructure I 4.60M (3.35%) 846.94K
Increased by +18.42%
Mar 31, 25
4 iShares Russell 2000 ETF 3.16M (2.30%) -60.06K
Decreased by -1.90%
Jul 31, 25
5 Tortoise Energy Infrastructure TR Ins 1.67M (1.22%) 0.00
Increased by 0.00%
Mar 31, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 1.48M (1.08%) -649.91K
Decreased by -43.84%
Jul 31, 25
7 Global X MLP & Energy Infrastructure ETF 1.36M (0.99%) 0.00
Increased by 0.00%
Jul 31, 25
8 iShares Russell 2000 Growth ETF 1.17M (0.86%) 0.00
Increased by 0.00%
Jul 31, 25
9 Fidelity Small Cap Index 1.17M (0.85%) 1.38K
Increased by +0.12%
May 31, 25
10 Jupiter Merian Glb Eq AbsRet I USD Acc 1.11M (0.81%) -1.06M
Decreased by -95.82%
Dec 31, 24
11 Westwood Salient MLP & Engy Infras Inst 1.10M (0.80%) 0.00
Increased by 0.00%
Jun 30, 25
12 Jennison Master Limited Partnership 982.52K (0.72%) -440.84K
Decreased by -44.87%
Sep 30, 23
13 PGIM Jennison MLP Z 973.01K (0.71%) -9.51K
Decreased by -0.98%
Nov 30, 23
14 Vanguard Energy ETF 928.91K (0.68%) -3.89K
Decreased by -0.42%
Jul 31, 25
15 American Beacon Small Cp Val R5 921.08K (0.67%) 0.00
Increased by 0.00%
Jan 31, 25
16 TIAA-CREF Quant Small-Cap Equity Instl 825.55K (0.60%) 0.00
Increased by 0.00%
Nov 30, 23
17 Fidelity Extended Market Index 731.68K (0.53%) -19.61K
Decreased by -2.68%
Jun 30, 25
18 State St Russell Sm/Mid Cp® Indx SL Cl I 689.80K (0.50%) 26.20K
Increased by +3.80%
Jul 31, 25
19 Allspring (Lux) WW Glb L/SEq IPUSD Acc 661.18K (0.48%) 59.67K
Increased by +9.02%
May 31, 24
20 State St Russell Sm/Mid Cp® Indx NL Cl C 660.10K (0.48%) 3.79K
Increased by +0.57%
Apr 30, 25