Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MLPX 8.90%
2 TPYP 7.64%
3 USAI 7.26%
4 EINC 7.17%
5 TPMN 7.04%
6 MDST 6.91%
7 AMND 6.54%
8 MORE 6.52%
9 WBIF 5.07%
10 ENFR 5.04%
11 WBIY 4.87%
12 EIPI 4.77%
13 UMI 4.59%
14 RYE 4.55%
15 RSPG 4.55%
16 SDEI 4.23%
17 WEEI 4.20%
18 PUI 4.07%
19 XLE 4.06%
20 UTRN 3.97%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 70.12M (11.77%) 558.79K
Increased by +0.80%
Dec 31, 24
2 BlackRock Inc 55.18M (9.26%) 1.72M
Increased by +3.13%
Dec 31, 24
3 State Street Corp 38.39M (6.45%) -672.49K
Decreased by -1.75%
Dec 31, 24
4 State Street Corporation 37.51M (6.30%) -1.11M
Decreased by -2.95%
Mar 31, 24
5 Charles Schwab Investment Management Inc 18.41M (3.09%) 934.01K
Increased by +5.07%
Dec 31, 24
6 Geode Capital Management, LLC 14.04M (2.36%) 357.01K
Increased by +2.54%
Dec 31, 24
7 Morgan Stanley - Brokerage Accounts 10.25M (1.72%) -53.01K
Decreased by -0.52%
Dec 31, 24
8 Deutsche Bank AG 9.32M (1.57%) -315.09K
Decreased by -3.38%
Dec 31, 24
9 JPMorgan Chase & Co 8.60M (1.44%) 1.02M
Increased by +11.82%
Sep 30, 24
10 Amvescap Plc. 6.67M (1.12%) -1.10M
Decreased by -16.53%
Dec 31, 24
11 Northern Trust Corp 6.54M (1.10%) 864.39K
Increased by +13.23%
Dec 31, 24
12 Tortoise Midstream Energy Fund, Inc. 6.12M (1.03%) -418.96K
Decreased by -6.84%
Dec 31, 24
13 UBS Group AG 5.87M (0.99%) 1.30M
Increased by +22.07%
Dec 31, 24
14 NORGES BANK 5.37M (0.90%) 620.56K
Increased by +11.55%
Dec 31, 24
15 Legal & General Group PLC 4.62M (0.78%) -95.82K
Decreased by -2.07%
Dec 31, 24
16 Bank of New York Mellon Corp 4.61M (0.77%) -84.15K
Decreased by -1.83%
Dec 31, 24
17 Goldman Sachs Group Inc 4.30M (0.72%) -351.31K
Decreased by -8.18%
Dec 31, 24
18 Bank of America Corp 4.27M (0.72%) -82.46K
Decreased by -1.93%
Dec 31, 24
19 Wellington Management Company LLP 4.21M (0.71%) 3.42M
Increased by +81.25%
Dec 31, 24
20 Amundi 4.11M (0.69%) 207.32K
Increased by +5.05%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Cushing Midstream Strategy 84.84M (14.24%) 1.54M
Increased by +1.82%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 18.42M (3.09%) 64.59K
Increased by +0.35%
Feb 28, 25
3 Vanguard Institutional 500 Index Trust 17.20M (2.89%) 115.91K
Increased by +0.67%
Feb 28, 25
4 Schwab US Dividend Equity ETF™ 15.35M (2.58%) 12.75K
Increased by +0.08%
Feb 28, 25
5 The Energy Select Sector SPDR® ETF 14.28M (2.40%) 132.19K
Increased by +0.93%
Feb 28, 25
6 Energy Select Sector SPDR® ETF 14.06M (2.36%) -273.02K
Decreased by -1.94%
Apr 30, 24
7 Vanguard Mid Cap Index Institutional 12.62M (2.12%) 53.99K
Increased by +0.43%
Feb 28, 25
8 Fidelity 500 Index 7.74M (1.30%) 484.14K
Increased by +6.26%
Jan 31, 25
9 SPDR® S&P 500® ETF Trust 7.67M (1.29%) -56.94K
Decreased by -0.74%
Feb 28, 25
10 iShares Core S&P 500 ETF 7.29M (1.22%) -366.00
Decreased by -0.01%
Feb 28, 25
11 SPDR® S&P 500 ETF Trust 6.90M (1.16%) 15.57K
Increased by +0.23%
Apr 30, 24
12 Fidelity® 500 Index 6.79M (1.14%) 43.19K
Increased by +0.64%
Nov 30, 23
13 Vanguard Value Index Inv 5.04M (0.85%) 31.70K
Increased by +0.63%
Feb 28, 25
14 Vanguard Mid-Cap Value ETF 3.93M (0.66%) 7.46K
Increased by +0.19%
Feb 28, 25
15 Vanguard Institutional Index I 3.85M (0.65%) -45.81K
Decreased by -1.19%
Feb 28, 25
16 iShares Select Dividend ETF 3.70M (0.62%) 29.06K
Increased by +0.79%
Feb 28, 25
17 Vanguard Energy ETF 3.03M (0.51%) 8.74K
Increased by +0.29%
Feb 28, 25
18 State St S&P 500® Indx SL Cl III 3.00M (0.50%) 2.40K
Increased by +0.08%
Feb 28, 25
19 Janus Inst Mid Cap Growth CF 2.99M (0.50%) -377.35K
Decreased by -12.64%
Dec 31, 24
20 Janus Henderson Enterprise D 2.88M (0.48%) -108.39K
Decreased by -3.77%
Jan 31, 25