Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MLPX 7.45%
2 AMND 6.54%
3 MORE 6.52%
4 TPYP 6.44%
5 USAI 6.27%
6 EINC 6.11%
7 MDST 5.71%
8 WBIF 5.07%
9 WBIY 4.87%
10 EIPI 4.57%
11 RYE 4.55%
12 ENFR 4.35%
13 RSPG 4.31%
14 SDEI 4.23%
15 WEEI 4.04%
16 UTRN 3.97%
17 UMI 3.95%
18 XLE 3.83%
19 GLIF 3.82%
20 DIVY 3.62%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 75.20M (12.07%) 4.86M
Increased by +6.47%
Mar 31, 25
2 BlackRock Inc 57.46M (9.23%) 1.83M
Increased by +3.18%
Mar 31, 25
3 State Street Corp 38.35M (6.16%) -118.31K
Decreased by -0.31%
Mar 31, 25
4 State Street Corporation 37.51M (6.02%) -1.11M
Decreased by -2.95%
Mar 31, 24
5 Charles Schwab Investment Management Inc 20.96M (3.37%) 2.54M
Increased by +12.13%
Mar 31, 25
6 Geode Capital Management, LLC 15.45M (2.48%) 1.41M
Increased by +9.10%
Mar 31, 25
7 Morgan Stanley - Brokerage Accounts 10.88M (1.75%) -198.03K
Decreased by -1.82%
Mar 31, 25
8 Deutsche Bank AG 8.49M (1.36%) -841.78K
Decreased by -9.92%
Mar 31, 25
9 Tortoise Midstream Energy Fund, Inc. 7.17M (1.15%) -499.56K
Decreased by -6.97%
Mar 31, 25
10 Amvescap Plc. 6.67M (1.07%) -1.10M
Decreased by -16.53%
Dec 31, 24
11 Northern Trust Corp 6.54M (1.05%) 864.39K
Increased by +13.23%
Dec 31, 24
12 Wellington Management Company LLP 6.39M (1.03%) 2.18M
Increased by +34.15%
Mar 31, 25
13 UBS Group AG 5.87M (0.94%) 1.30M
Increased by +22.07%
Dec 31, 24
14 NORGES BANK 5.37M (0.86%) 620.56K
Increased by +11.55%
Dec 31, 24
15 Amundi 5.24M (0.84%) 1.14M
Increased by +21.69%
Mar 31, 25
16 Goldman Sachs Group Inc 5.17M (0.83%) -1.55M
Decreased by -29.95%
Mar 31, 25
17 Legal & General Group PLC 5.00M (0.80%) 347.32K
Increased by +6.95%
Mar 31, 25
18 Bank of New York Mellon Corp 4.73M (0.76%) 115.75K
Increased by +2.45%
Mar 31, 25
19 Dimensional Fund Advisors, Inc. 4.66M (0.75%) -288.58K
Decreased by -6.19%
Mar 31, 25
20 UBS Asset Mgmt Americas Inc 4.55M (0.73%) 677.62K
Increased by +14.88%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Cushing Midstream Strategy 117.99M (18.95%) -6.87M
Decreased by -5.82%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 20.02M (3.22%) 302.43K
Increased by +1.51%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 18.49M (2.97%) 12.77K
Increased by +0.07%
Sep 30, 24
4 Schwab US Dividend Equity ETF™ 17.58M (2.82%) 3.05K
Increased by +0.02%
Apr 30, 25
5 Vanguard Institutional 500 Index Trust 17.52M (2.81%) 280.44K
Increased by +1.60%
Apr 30, 25
6 Energy Select Sector SPDR® ETF 14.06M (2.26%) -273.02K
Decreased by -1.94%
Apr 30, 24
7 Vanguard Mid Cap Index Institutional 13.58M (2.18%) 129.94K
Increased by +0.96%
Apr 30, 25
8 The Energy Select Sector SPDR® ETF 12.53M (2.01%) 120.64K
Increased by +0.96%
Apr 30, 25
9 Fidelity 500 Index 7.78M (1.25%) 13.44K
Increased by +0.17%
Mar 31, 25
10 SPDR® S&P 500 ETF 7.72M (1.24%) -113.15K
Decreased by -1.47%
Mar 31, 25
11 SPDR® S&P 500® ETF Trust 7.52M (1.21%) -39.42K
Decreased by -0.52%
Mar 31, 25
12 SPDR® S&P 500® ETF 7.48M (1.20%) -44.90K
Decreased by -0.60%
Apr 30, 25
13 iShares Core S&P 500 ETF 7.35M (1.18%) -7.67K
Decreased by -0.10%
Apr 30, 25
14 SPDR® S&P 500 ETF Trust 6.90M (1.11%) 15.57K
Increased by +0.23%
Apr 30, 24
15 Fidelity® 500 Index 6.79M (1.09%) 43.19K
Increased by +0.64%
Nov 30, 23
16 Vanguard Value Index Inv 5.48M (0.88%) 5.68K
Increased by +0.10%
Apr 30, 25
17 Vanguard Mid-Cap Value ETF 4.02M (0.65%) 12.56K
Increased by +0.31%
Apr 30, 25
18 Vanguard Institutional Index I 3.81M (0.61%) -10.43K
Decreased by -0.27%
Apr 30, 25
19 State St S&P 500® Indx SL Cl III 3.24M (0.52%) 39.98K
Increased by +1.23%
Apr 30, 25
20 Janus Inst Mid Cap Growth CF 2.99M (0.48%) -377.35K
Decreased by -12.64%
Dec 31, 24