Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ADPV 4.98%
2 TEKX 4.97%
3 UTES 4.25%
4 RYU 3.85%
5 BUL 3.53%
6 NXG 3.41%
7 DIVZ 3.28%
8 FXU 3.26%
9 FCUS 3.25%
10 RSPU 3.08%
11 NEWZ 3.08%
12 GLRY 3.07%
13 PUI 2.71%
14 FLOW 2.65%
15 AMID 2.64%
16 BCUS 2.64%
17 RYJ 2.48%
18 COWS 2.46%
19 HCOW 2.44%
20 SPHD 2.36%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 24.45M (11.64%) -745.34K
Decreased by -3.05%
Dec 31, 25
2 BlackRock Inc 17.70M (8.43%) -77.66K
Decreased by -0.44%
Dec 31, 25
3 FMR Inc 15.59M (7.42%) 910.07K
Increased by +5.84%
Dec 31, 25
4 Putnam Investments, LLC., a Franklin Templeton company 14.95M (7.12%) 215.02K
Increased by +1.44%
Dec 31, 23
5 Putnam Investments LLC 14.74M (7.01%) 1.31M
Increased by +8.88%
Sep 30, 23
6 State Street Corporation 11.07M (5.27%) -2.97M
Decreased by -26.87%
Mar 31, 24
7 State Street Corp 10.87M (5.17%) 234.67K
Increased by +2.16%
Dec 31, 25
8 Elliott Investment Management L.P. 10.36M (4.93%) 0.00
Increased by 0.00%
Jun 30, 24
9 Franklin Resources Inc 7.70M (3.67%) 702.31K
Increased by +9.12%
Mar 31, 26
10 Victory Capital Management Inc. 7.68M (3.65%) 4.92M
Increased by +64.05%
Dec 31, 25
11 Geode Capital Management, LLC 5.64M (2.68%) 82.16K
Increased by +1.46%
Dec 31, 25
12 Amvescap Plc. 5.29M (2.52%) 568.88K
Increased by +10.76%
Mar 31, 26
13 Bluescape Energy Partners LLC 4.86M (2.31%) 0.00
Increased by 0.00%
Sep 30, 23
14 Elliott Investment Management LP 4.80M (2.28%) -4.87M
Decreased by -101.42%
Dec 31, 24
15 Permian Investment Partners 4.68M (2.23%) -1.25M
Decreased by -26.59%
Dec 31, 23
16 Morgan Stanley - Brokerage Accounts 4.49M (2.14%) -249.30K
Decreased by -5.55%
Dec 31, 25
17 Amundi 4.38M (2.08%) 3.88M
Increased by +88.54%
Mar 31, 25
18 Barclays PLC 4.26M (2.03%) 3.05M
Increased by +71.46%
Dec 31, 24
19 LSV Asset Management 4.01M (1.91%) -168.96K
Decreased by -4.22%
Mar 31, 25
20 Two Sigma Investments LLC 3.26M (1.55%) 799.32K
Increased by +24.55%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.75M (3.21%) 682.27K
Increased by +10.11%
Mar 31, 26
2 Vanguard US Total Market Shares ETF 6.54M (3.11%) -56.74K
Decreased by -0.87%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 5.76M (2.74%) 43.72K
Increased by +0.76%
May 31, 25
4 Vanguard 500 Index Investor 5.41M (2.57%) 481.62K
Increased by +8.91%
Mar 31, 26
5 Vanguard Small Cap Index 4.90M (2.33%) 551.24K
Increased by +11.24%
Mar 31, 26
6 Schwab US Dividend Equity ETF™ 3.62M (1.72%) -2.11K
Decreased by -0.06%
Jan 31, 24
7 State Street®UtilSelSectSPDR®ETF 3.53M (1.68%) 9.95K
Increased by +0.28%
Apr 30, 26
8 The Utilities Select Sector SPDR® ETF 3.17M (1.51%) -2.55K
Decreased by -0.08%
Aug 31, 25
9 Vanguard Small Cap Value Index Inv 3.12M (1.49%) 325.25K
Increased by +10.42%
Mar 31, 26
10 iShares Select Dividend ETF 2.87M (1.37%) 22.59K
Increased by +0.79%
Feb 28, 25
11 Pioneer SMA 2.83M (1.34%) 2.77M
Increased by +98.00%
Mar 31, 26
12 Pioneer US Large Core Equity 2.83M (1.34%) 760.82K
Increased by +26.93%
Mar 31, 26
13 Utilities Select Sector SPDR® ETF 2.82M (1.34%) 79.35K
Increased by +2.82%
Apr 30, 24
14 iShares Core S&P 500 ETF 2.75M (1.31%) 8.06K
Increased by +0.29%
Apr 30, 26
15 Putnam Large Cap Value A 2.72M (1.29%) 56.25K
Increased by +2.07%
Mar 31, 26
16 Fidelity 500 Index 2.71M (1.29%) 273.36K
Increased by +10.08%
Mar 31, 26
17 Fidelity® 500 Index 2.67M (1.27%) 16.99K
Increased by +0.64%
Nov 30, 23
18 SPDR® S&P 500 ETF Trust 2.66M (1.26%) -5.76K
Decreased by -0.22%
Apr 30, 24
19 Putnam US Large Cap Value Equity 2.57M (1.22%) -767.71K
Decreased by -29.84%
Dec 31, 25
20 State Street® SPDR® S&P 500® ETF 2.54M (1.21%) 8.31K
Increased by +0.33%
Apr 30, 26