Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FXU 6.56%
2 TEKX 6.20%
3 DIVZ 5.52%
4 RSPU 5.03%
5 ADPV 4.98%
6 PUI 4.89%
7 GLRY 4.50%
8 NEWZ 4.38%
9 HCOW 4.31%
10 COWS 3.99%
11 UTES 3.97%
12 RYU 3.85%
13 BUL 3.54%
14 SIMS 3.24%
15 DVLU 3.17%
16 SMRI 3.09%
17 FCUS 2.95%
18 VFLO 2.85%
19 EHLS 2.68%
20 SPDV 2.67%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 28.24M (14.56%) -37.13K
Decreased by -0.13%
Dec 31, 24
2 BlackRock Inc 19.77M (10.19%) 73.06K
Increased by +0.37%
Dec 31, 24
3 Putnam Investments, LLC., a Franklin Templeton company 14.95M (7.71%) 215.02K
Increased by +1.44%
Dec 31, 23
4 Putnam Investments LLC 14.74M (7.60%) 1.31M
Increased by +8.88%
Sep 30, 23
5 Franklin Resources Inc 12.22M (6.30%) 871.80K
Increased by +7.14%
Dec 31, 24
6 State Street Corporation 11.07M (5.71%) -2.97M
Decreased by -26.87%
Mar 31, 24
7 State Street Corp 10.97M (5.66%) -113.26K
Decreased by -1.03%
Dec 31, 24
8 Elliott Investment Management L.P. 10.36M (5.34%) 0.00
Increased by 0.00%
Jun 30, 24
9 Amvescap Plc. 5.79M (2.98%) -101.88K
Decreased by -1.76%
Dec 31, 24
10 Geode Capital Management, LLC 5.35M (2.76%) -52.17K
Decreased by -0.98%
Dec 31, 24
11 JPMorgan Chase & Co 5.07M (2.61%) 1.83M
Increased by +36.14%
Sep 30, 24
12 Morgan Stanley - Brokerage Accounts 5.00M (2.58%) -405.66K
Decreased by -8.11%
Dec 31, 24
13 Bluescape Energy Partners LLC 4.86M (2.51%) 0.00
Increased by 0.00%
Sep 30, 23
14 Elliott Investment Management LP 4.80M (2.48%) -4.87M
Decreased by -101.42%
Dec 31, 24
15 Permian Investment Partners 4.68M (2.41%) -1.25M
Decreased by -26.59%
Dec 31, 23
16 FMR Inc 4.67M (2.41%) -489.31K
Decreased by -10.48%
Dec 31, 24
17 UBS Group AG 4.53M (2.33%) -1.27M
Decreased by -28.14%
Mar 31, 24
18 Barclays PLC 4.26M (2.20%) 3.05M
Increased by +71.46%
Dec 31, 24
19 LSV Asset Management 4.18M (2.15%) -77.60K
Decreased by -1.86%
Dec 31, 24
20 Lyrical Asset Management LP 3.64M (1.88%) 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 (3.37%) -56.74K
Decreased by -0.87%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 6.27M (3.23%) -119.96K
Decreased by -1.91%
Mar 31, 25
3 Putnam Large Cap Value A 6.08M (3.13%) 136.03K
Increased by +2.24%
Mar 31, 25
4 Putnam US Large Cap Value Equity 6.08M (3.13%) 268.38K
Increased by +4.42%
Mar 31, 25
5 Vanguard Institutional 500 Index Trust 5.63M (2.90%) 10.28K
Increased by +0.18%
Mar 31, 25
6 Vanguard Small Cap Index 4.94M (2.55%) -228.98K
Decreased by -4.63%
Mar 31, 25
7 Schwab US Dividend Equity ETF™ 3.62M (1.86%) -2.11K
Decreased by -0.06%
Jan 31, 24
8 Vanguard Small Cap Value Index Inv 3.20M (1.65%) -201.82K
Decreased by -6.30%
Mar 31, 25
9 The Utilities Select Sector SPDR® ETF 3.01M (1.55%) -1.32K
Decreased by -0.04%
Apr 30, 25
10 iShares Select Dividend ETF 2.87M (1.48%) 22.59K
Increased by +0.79%
Feb 28, 25
11 Utilities Select Sector SPDR® ETF 2.82M (1.45%) 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 (1.37%) -5.76K
Decreased by -0.22%
Apr 30, 24
14 Fidelity 500 Index 2.54M (1.31%) 4.39K
Increased by +0.17%
Mar 31, 25
15 SPDR® S&P 500 ETF 2.52M (1.30%) -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 (1.26%) -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 (1.22%) 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