Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ADPV 4.98%
2 TEKX 4.94%
3 NEWZ 4.41%
4 GLRY 4.17%
5 FXU 3.90%
6 BUL 3.87%
7 RYU 3.85%
8 PUI 3.85%
9 UTES 3.44%
10 FCPI 3.29%
11 RSPU 3.20%
12 FCUS 3.12%
13 DVLU 3.07%
14 FLOW 2.65%
15 SPDV 2.54%
16 DIVZ 2.51%
17 PVAL 2.49%
18 SPHD 2.36%
19 XLU 2.32%
20 VPU 2.30%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 27.36M (14.16%) -879.18K
Decreased by -3.21%
Mar 31, 25
2 BlackRock Inc 16.58M (8.58%) -3.19M
Decreased by -19.26%
Mar 31, 25
3 Putnam Investments, LLC., a Franklin Templeton company 14.95M (7.74%) 215.02K
Increased by +1.44%
Dec 31, 23
4 Putnam Investments LLC 14.74M (7.63%) 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 (5.77%) 187.58K
Increased by +1.68%
Mar 31, 25
7 State Street Corporation 11.07M (5.73%) -2.97M
Decreased by -26.87%
Mar 31, 24
8 Elliott Investment Management L.P. 10.36M (5.36%) 0.00
Increased by 0.00%
Jun 30, 24
9 Amvescap Plc. 5.92M (3.06%) 132.72K
Increased by +2.24%
Mar 31, 25
10 FMR Inc 5.72M (2.96%) 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 (2.51%) 0.00
Increased by 0.00%
Sep 30, 23
15 Elliott Investment Management LP 4.80M (2.48%) -4.87M
Decreased by -101.42%
Dec 31, 24
16 Permian Investment Partners 4.68M (2.42%) -1.25M
Decreased by -26.59%
Dec 31, 23
17 UBS Group AG 4.53M (2.34%) -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 (2.07%) -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 (3.38%) -56.74K
Decreased by -0.87%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 6.36M (3.29%) 3.96K
Increased by +0.06%
May 31, 25
3 Putnam US Large Cap Value Equity 6.08M (3.15%) 268.38K
Increased by +4.42%
Mar 31, 25
4 Vanguard Institutional 500 Index Trust 5.76M (2.98%) 43.72K
Increased by +0.76%
May 31, 25
5 Putnam Large Cap Value A 5.73M (2.96%) -352.75K
Decreased by -6.16%
May 31, 25
6 Vanguard Small Cap Index 5.00M (2.59%) 23.40K
Increased by +0.47%
May 31, 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 (1.66%) -2.73K
Decreased by -0.09%
May 31, 25
9 The Utilities Select Sector SPDR® ETF 3.03M (1.57%) 12.62K
Increased by +0.42%
May 31, 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%) 3.14K
Increased by +0.12%
Apr 30, 25
15 SPDR® S&P 500 ETF 2.52M (1.30%) -36.89K
Decreased by -1.46%
Mar 31, 25
16 Victory Pioneer A 2.50M (1.29%) 848.93K
Increased by +34.03%
Apr 30, 25
17 SPDR® S&P 500® ETF Trust 2.45M (1.27%) -12.85K
Decreased by -0.52%
Mar 31, 25
18 SPDR® S&P 500® ETF 2.43M (1.26%) -10.83K
Decreased by -0.45%
May 31, 25
19 SPDR® Portfolio S&P 500 High Div ETF 2.37M (1.23%) 4.63K
Increased by +0.20%
Jan 31, 24
20 iShares Core S&P 500 ETF 2.35M (1.21%) 0.00
Increased by 0.00%
May 31, 25