Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LNGG 3.55%
2 LNGZ 3.18%
3 LOPX 2.93%
4 USAI 1.83%
5 PXI 1.75%
6 EINC 1.06%
7 ENFR 0.63%
8 MDST 0.61%
9 MLPX 0.40%
10 IWC 0.16%
11 VDE 0.09%
12 FENY 0.09%
13 OPTZ 0.08%
14 IWO 0.08%
15 VTWG 0.07%
16 RFLR 0.06%
17 VTWO 0.04%
18 IWM 0.04%
19 BBSC 0.03%
20 ISCV 0.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 20.30M (14.85%) -48.22K
Decreased by -0.24%
Mar 31, 25
2 Mubadala Investment Company PJSC 14.21M (10.39%) 0.00
Increased by 0.00%
Mar 31, 25
3 Valinor Management, LLC 11.57M (8.47%) -2.18M
Decreased by -18.82%
Mar 31, 25
4 Vanguard Group Inc 10.10M (7.39%) -13.29K
Decreased by -0.13%
Mar 31, 25
5 Halcyon Management Partners LP 8.92M (6.52%) 0.00
Increased by 0.00%
Mar 31, 25
6 Lasry Marc 6.30M (4.61%) -86.24K
Decreased by -1.37%
Sep 30, 24
7 Wolf Hill Capital Management, LP 5.23M (3.83%) -2.91M
Decreased by -55.68%
Mar 31, 25
8 Catalyst Capital Advisors LLC 4.60M (3.36%) 846.94K
Increased by +18.42%
Mar 31, 25
9 Jgd Management Corp 4.26M (3.12%) 0.00
Increased by 0.00%
Mar 31, 25
10 Yaupon Capital Management LP 3.97M (2.90%) 1.63M
Increased by +41.01%
Mar 31, 25
11 Teilinger Capital Ltd 3.50M (2.56%) 1.90M
Increased by +54.29%
Dec 31, 23
12 Encompass Capital Advisors LLC 3.40M (2.49%) -2.94M
Decreased by -86.35%
Dec 31, 24
13 Citadel Advisors Llc 3.23M (2.36%) 1.69M
Increased by +52.49%
Dec 31, 24
14 Geode Capital Management, LLC 3.16M (2.31%) 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 (1.34%) 710.98K
Increased by +38.93%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 5.88M (4.30%) 119.35K
Increased by +2.03%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 5.86M (4.29%) 1.18M
Increased by +20.17%
Sep 30, 24
3 Catalyst Energy Infrastructure I 3.75M (2.74%) 123.07K
Increased by +3.28%
Dec 31, 24
4 iShares Russell 2000 ETF 2.87M (2.10%) 484.00
Increased by +0.02%
Apr 30, 25
5 Global X MLP & Energy Infrastructure ETF 2.18M (1.60%) 0.00
Increased by 0.00%
Apr 30, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 2.17M (1.59%) 3.00K
Increased by +0.14%
Apr 30, 25
7 Tortoise Energy Infrastructure TR Ins 1.67M (1.22%) 0.00
Increased by 0.00%
Mar 31, 25
8 Fidelity Small Cap Index 1.15M (0.84%) 0.00
Increased by 0.00%
Feb 28, 25
9 Jupiter Merian Glb Eq AbsRet I USD Acc 1.11M (0.81%) -1.06M
Decreased by -95.82%
Dec 31, 24
10 Westwood Salient MLP & Engy Infras Inst 1.10M (0.81%) 0.00
Increased by 0.00%
Apr 30, 25
11 iShares Russell 2000 Growth ETF 1.02M (0.75%) 0.00
Increased by 0.00%
Apr 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 933.09K (0.68%) -33.86K
Decreased by -3.63%
Apr 30, 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 763.02K (0.56%) 16.10K
Increased by +2.11%
Mar 31, 25
18 Allspring (Lux) WW Glb L/SEq IPUSD Acc 661.18K (0.48%) 59.67K
Increased by +9.02%
May 31, 24
19 State St Russell Sm/Mid Cp® Indx NL Cl C 660.10K (0.48%) 3.79K
Increased by +0.57%
Apr 30, 25
20 State St Russell Sm/Mid Cp® Indx SL Cl I 660.10K (0.48%) 3.79K
Increased by +0.57%
Apr 30, 25