Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AMND 6.54%
2 MORE 6.52%
3 TPYP 6.50%
4 MLPX 6.20%
5 EINC 5.36%
6 WBIF 5.07%
7 MDST 5.01%
8 ENFR 4.93%
9 BKGI 4.84%
10 RYE 4.55%
11 RSPG 4.40%
12 USAI 4.27%
13 SDEI 4.23%
14 UTRN 3.97%
15 ABEQ 3.93%
16 GLIF 3.82%
17 ATMP 3.78%
18 DIVY 3.62%
19 RDIV 3.59%
20 UMI 3.44%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 76.51M (12.19%) 1.31M
Increased by +1.72%
Jun 30, 25
2 BlackRock Inc 56.56M (9.01%) -898.53K
Decreased by -1.59%
Jun 30, 25
3 State Street Corp 37.89M (6.04%) -460.55K
Decreased by -1.22%
Jun 30, 25
4 State Street Corporation 37.51M (5.98%) -1.11M
Decreased by -2.95%
Mar 31, 24
5 Charles Schwab Investment Management Inc 21.57M (3.44%) 613.67K
Increased by +2.84%
Jun 30, 25
6 Geode Capital Management, LLC 15.80M (2.52%) 355.75K
Increased by +2.25%
Jun 30, 25
7 Morgan Stanley - Brokerage Accounts 11.27M (1.80%) 385.69K
Increased by +3.42%
Jun 30, 25
8 Amvescap Plc. 8.39M (1.34%) 46.89K
Increased by +0.56%
Jun 30, 25
9 NORGES BANK 6.89M (1.10%) 1.52M
Increased by +22.06%
Jun 30, 25
10 Northern Trust Corp 6.45M (1.03%) -426.28K
Decreased by -6.61%
Jun 30, 25
11 Wellington Management Company LLP 6.39M (1.02%) 2.18M
Increased by +34.15%
Mar 31, 25
12 Arnhold & S. Bleichroeder Advisers, LLC 6.26M (1.00%) 3.55M
Increased by +56.67%
Jun 30, 25
13 Deutsche Bank AG 5.69M (0.91%) -2.80M
Decreased by -49.16%
Jun 30, 25
14 Boston Partners Global Investors, Inc 5.51M (0.88%) 1.92M
Increased by +34.94%
Jun 30, 25
15 UBS Group AG 5.38M (0.86%) -780.19K
Decreased by -14.49%
Jun 30, 25
16 Amundi 5.24M (0.84%) 1.14M
Increased by +21.69%
Mar 31, 25
17 UBS Asset Mgmt Americas Inc 5.19M (0.83%) 634.62K
Increased by +12.23%
Jun 30, 25
18 Legal & General Group PLC 5.14M (0.82%) 142.33K
Increased by +2.77%
Jun 30, 25
19 Tortoise Midstream Energy Fund, Inc. 5.13M (0.82%) -2.04M
Decreased by -39.80%
Jun 30, 25
20 JPMorgan Chase & Co 5.08M (0.81%) 687.81K
Increased by +13.54%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Cushing Midstream Strategy 117.99M (18.79%) -6.87M
Decreased by -5.82%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 19.63M (3.13%) -451.08K
Decreased by -2.30%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 18.49M (2.94%) 12.77K
Increased by +0.07%
Sep 30, 24
4 Schwab US Dividend Equity ETF™ 17.75M (2.83%) 3.75K
Increased by +0.02%
Aug 30, 25
5 Vanguard Institutional 500 Index Trust 17.65M (2.81%) 120.75K
Increased by +0.68%
May 31, 25
6 Vanguard 500 Index Investor 15.46M (2.46%) -2.26M
Decreased by -14.65%
Jul 31, 25
7 Energy Select Sector SPDR® ETF 14.06M (2.24%) -273.02K
Decreased by -1.94%
Apr 30, 24
8 Vanguard Mid Cap Index Institutional 13.93M (2.22%) 150.50K
Increased by +1.08%
Jul 31, 25
9 The Energy Select Sector SPDR® ETF 12.15M (1.93%) 2.00K
Increased by +0.02%
Aug 31, 25
10 Fidelity 500 Index 7.92M (1.26%) 3.40K
Increased by +0.04%
Jul 31, 25
11 SPDR® S&P 500 ETF 7.72M (1.23%) -113.15K
Decreased by -1.47%
Mar 31, 25
12 SPDR® S&P 500® ETF 7.56M (1.20%) 92.85K
Increased by +1.23%
Aug 31, 25
13 SPDR® S&P 500® ETF Trust 7.52M (1.20%) -39.42K
Decreased by -0.52%
Mar 31, 25
14 iShares Core S&P 500 ETF 7.52M (1.20%) 0.00
Increased by 0.00%
Aug 31, 25
15 SPDR® S&P 500 ETF Trust 6.90M (1.10%) 15.57K
Increased by +0.23%
Apr 30, 24
16 Fidelity® 500 Index 6.79M (1.08%) 43.19K
Increased by +0.64%
Nov 30, 23
17 Vanguard Value Index Inv 5.54M (0.88%) -5.10K
Decreased by -0.09%
Jul 31, 25
18 First Eagle Global A 4.58M (0.73%) 0.00
Increased by 0.00%
Jul 31, 25
19 Vanguard Mid-Cap Value ETF 3.93M (0.63%) -2.30K
Decreased by -0.06%
Jul 31, 25
20 Vanguard Institutional Index I 3.78M (0.60%) -43.96K
Decreased by -1.16%
Jul 31, 25