Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FXU 6.49%
2 TEKX 6.17%
3 DIVZ 5.66%
4 RSPU 5.19%
5 ADPV 4.98%
6 PUI 4.87%
7 GLRY 4.53%
8 NEWZ 4.50%
9 HCOW 4.27%
10 COWS 4.27%
11 UTES 4.06%
12 RYU 3.85%
13 BUL 3.79%
14 DVLU 3.36%
15 SIMS 3.33%
16 FCUS 3.22%
17 SMRI 3.17%
18 VFLO 3.06%
19 SPDV 2.84%
20 FLOW 2.68%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 27.36M (14.18%) -879.18K
Decreased by -3.21%
Mar 31, 25
2 BlackRock Inc 16.58M (8.59%) -3.19M
Decreased by -19.26%
Mar 31, 25
3 Putnam Investments, LLC., a Franklin Templeton company 14.95M (7.75%) 215.02K
Increased by +1.44%
Dec 31, 23
4 Putnam Investments LLC 14.74M (7.64%) 1.31M
Increased by +8.88%
Sep 30, 23
5 Franklin Resources Inc 12.55M (6.50%) 335.89K
Increased by +2.68%
Mar 31, 25
6 State Street Corp 11.16M (5.78%) 187.58K
Increased by +1.68%
Mar 31, 25
7 State Street Corporation 11.07M (5.74%) -2.97M
Decreased by -26.87%
Mar 31, 24
8 Elliott Investment Management L.P. 10.36M (5.37%) 0.00
Increased by 0.00%
Jun 30, 24
9 Amvescap Plc. 5.79M (3.00%) -101.88K
Decreased by -1.76%
Dec 31, 24
10 FMR Inc 5.72M (2.97%) 1.06M
Increased by +18.45%
Mar 31, 25
11 Geode Capital Management, LLC 5.37M (2.78%) 24.87K
Increased by +0.46%
Mar 31, 25
12 JPMorgan Chase & Co 5.07M (2.62%) 1.83M
Increased by +36.14%
Sep 30, 24
13 Morgan Stanley - Brokerage Accounts 4.98M (2.58%) -22.16K
Decreased by -0.44%
Mar 31, 25
14 Bluescape Energy Partners LLC 4.86M (2.52%) 0.00
Increased by 0.00%
Sep 30, 23
15 Elliott Investment Management LP 4.80M (2.49%) -4.87M
Decreased by -101.42%
Dec 31, 24
16 Permian Investment Partners 4.68M (2.43%) -1.25M
Decreased by -26.59%
Dec 31, 23
17 UBS Group AG 4.53M (2.35%) -1.27M
Decreased by -28.14%
Mar 31, 24
18 Amundi 4.38M (2.27%) 3.88M
Increased by +88.54%
Mar 31, 25
19 Barclays PLC 4.26M (2.21%) 3.05M
Increased by +71.46%
Dec 31, 24
20 LSV Asset Management 4.01M (2.08%) -168.96K
Decreased by -4.22%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 6.54M (3.39%) -56.74K
Decreased by -0.87%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 6.35M (3.29%) 84.61K
Increased by +1.33%
Apr 30, 25
3 Putnam Large Cap Value A 6.08M (3.15%) 0.00
Increased by 0.00%
Apr 30, 25
4 Putnam US Large Cap Value Equity 6.08M (3.15%) 268.38K
Increased by +4.42%
Mar 31, 25
5 Vanguard Institutional 500 Index Trust 5.72M (2.96%) 91.80K
Increased by +1.61%
Apr 30, 25
6 Vanguard Small Cap Index 4.97M (2.58%) 29.61K
Increased by +0.60%
Apr 30, 25
7 Schwab US Dividend Equity ETF™ 3.62M (1.87%) -2.11K
Decreased by -0.06%
Jan 31, 24
8 Vanguard Small Cap Value Index Inv 3.21M (1.67%) 10.12K
Increased by +0.31%
Apr 30, 25
9 The Utilities Select Sector SPDR® ETF 3.01M (1.56%) -1.32K
Decreased by -0.04%
Apr 30, 25
10 iShares Select Dividend ETF 2.87M (1.49%) 22.59K
Increased by +0.79%
Feb 28, 25
11 Utilities Select Sector SPDR® ETF 2.82M (1.46%) 79.35K
Increased by +2.82%
Apr 30, 24
12 Fidelity® 500 Index 2.67M (1.38%) 16.99K
Increased by +0.64%
Nov 30, 23
13 SPDR® S&P 500 ETF Trust 2.66M (1.38%) -5.76K
Decreased by -0.22%
Apr 30, 24
14 Fidelity 500 Index 2.54M (1.32%) 4.39K
Increased by +0.17%
Mar 31, 25
15 SPDR® S&P 500 ETF 2.52M (1.31%) -36.89K
Decreased by -1.46%
Mar 31, 25
16 SPDR® S&P 500® ETF Trust 2.45M (1.27%) -12.85K
Decreased by -0.52%
Mar 31, 25
17 SPDR® S&P 500® ETF 2.44M (1.27%) -14.64K
Decreased by -0.60%
Apr 30, 25
18 iShares Core S&P 500 ETF 2.40M (1.24%) -2.50K
Decreased by -0.10%
Apr 30, 25
19 SPDR® Portfolio S&P 500 High Div ETF 2.37M (1.23%) 4.63K
Increased by +0.20%
Jan 31, 24
20 Lyrical U.S. Value Equity - CS 1.76M (0.91%) -12.76K
Decreased by -0.72%
Mar 31, 25