Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ADPV 4.98%
2 TEKX 4.84%
3 BOUT 4.28%
4 FXU 4.10%
5 RYU 3.85%
6 DIVZ 3.60%
7 RSPU 3.25%
8 GLRY 3.20%
9 PUI 3.10%
10 NEWZ 2.95%
11 FCUS 2.95%
12 HCOW 2.78%
13 COWS 2.78%
14 UTES 2.74%
15 BUL 2.68%
16 SPHD 2.36%
17 SIMS 2.33%
18 ALAI 2.32%
19 DVLU 2.27%
20 SMRI 2.15%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 28.24M (14.44%) -37.13K
Decreased by -0.13%
Dec 31, 24
2 BlackRock Inc 19.77M (10.11%) 73.06K
Increased by +0.37%
Dec 31, 24
3 Putnam Investments, LLC., a Franklin Templeton company 14.95M (7.64%) 215.02K
Increased by +1.44%
Dec 31, 23
4 Putnam Investments LLC 14.74M (7.53%) 1.31M
Increased by +8.88%
Sep 30, 23
5 Franklin Resources Inc 12.22M (6.25%) 871.80K
Increased by +7.14%
Dec 31, 24
6 State Street Corporation 11.07M (5.66%) -2.97M
Decreased by -26.87%
Mar 31, 24
7 State Street Corp 10.97M (5.61%) -113.26K
Decreased by -1.03%
Dec 31, 24
8 Elliott Investment Management L.P. 10.36M (5.30%) 0.00
Increased by 0.00%
Jun 30, 24
9 Amvescap Plc. 5.79M (2.96%) -101.88K
Decreased by -1.76%
Dec 31, 24
10 Geode Capital Management, LLC 5.35M (2.73%) -52.17K
Decreased by -0.98%
Dec 31, 24
11 JPMorgan Chase & Co 5.07M (2.59%) 1.83M
Increased by +36.14%
Sep 30, 24
12 Morgan Stanley - Brokerage Accounts 5.00M (2.56%) -405.66K
Decreased by -8.11%
Dec 31, 24
13 Bluescape Energy Partners LLC 4.86M (2.48%) 0.00
Increased by 0.00%
Sep 30, 23
14 Elliott Investment Management LP 4.80M (2.45%) -4.87M
Decreased by -101.42%
Dec 31, 24
15 Permian Investment Partners 4.68M (2.39%) -1.25M
Decreased by -26.59%
Dec 31, 23
16 FMR Inc 4.67M (2.39%) -489.31K
Decreased by -10.48%
Dec 31, 24
17 UBS Group AG 4.53M (2.32%) -1.27M
Decreased by -28.14%
Mar 31, 24
18 Barclays PLC 4.26M (2.18%) 3.05M
Increased by +71.46%
Dec 31, 24
19 LSV Asset Management 4.18M (2.14%) -77.60K
Decreased by -1.86%
Dec 31, 24
20 Lyrical Asset Management LP 3.64M (1.86%) 7.98K
Increased by +0.22%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 6.54M (3.34%) -56.74K
Decreased by -0.87%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 6.39M (3.27%) 9.44K
Increased by +0.15%
Feb 28, 25
3 Putnam Large Cap Value A 5.94M (3.04%) 0.00
Increased by 0.00%
Feb 28, 25
4 Putnam US Large Cap Value Equity 5.81M (2.97%) 264.17K
Increased by +4.55%
Dec 31, 24
5 Vanguard Institutional 500 Index Trust 5.62M (2.87%) 39.15K
Increased by +0.70%
Feb 28, 25
6 Vanguard Small Cap Index 5.17M (2.64%) 4.25K
Increased by +0.08%
Feb 28, 25
7 Schwab US Dividend Equity ETF™ 3.62M (1.85%) -2.11K
Decreased by -0.06%
Jan 31, 24
8 Vanguard Small Cap Value Index Inv 3.41M (1.74%) -12.07K
Decreased by -0.35%
Feb 28, 25
9 The Utilities Select Sector SPDR® ETF 3.00M (1.54%) 34.37K
Increased by +1.14%
Mar 31, 25
10 iShares Select Dividend ETF 2.87M (1.47%) 22.59K
Increased by +0.79%
Feb 28, 25
11 Utilities Select Sector SPDR® ETF 2.82M (1.44%) 79.35K
Increased by +2.82%
Apr 30, 24
12 Fidelity® 500 Index 2.67M (1.37%) 16.99K
Increased by +0.64%
Nov 30, 23
13 SPDR® S&P 500 ETF Trust 2.66M (1.36%) -5.76K
Decreased by -0.22%
Apr 30, 24
14 Fidelity 500 Index 2.54M (1.30%) 11.30K
Increased by +0.45%
Feb 28, 25
15 SPDR® S&P 500 ETF 2.52M (1.29%) -36.89K
Decreased by -1.46%
Mar 31, 25
16 iShares Core S&P 500 ETF 2.47M (1.26%) 7.14K
Increased by +0.29%
Mar 31, 25
17 SPDR® S&P 500® ETF Trust 2.45M (1.25%) -12.85K
Decreased by -0.52%
Mar 31, 25
18 SPDR® S&P 500® ETF 2.43M (1.24%) -40.70K
Decreased by -1.68%
Mar 31, 25
19 SPDR® Portfolio S&P 500 High Div ETF 2.37M (1.21%) 4.63K
Increased by +0.20%
Jan 31, 24
20 Lyrical U.S. Value Equity - CS 1.76M (0.90%) -12.76K
Decreased by -0.72%
Mar 31, 25