Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MLPX 7.34%
2 TPYP 7.09%
3 USAI 6.93%
4 AMND 6.54%
5 MORE 6.52%
6 EINC 5.24%
7 BKGI 5.23%
8 MDST 5.20%
9 WBIF 5.07%
10 WBIY 4.87%
11 ENFR 4.60%
12 RYE 4.55%
13 RSPG 4.43%
14 SDEI 4.23%
15 RDIV 4.04%
16 UTRN 3.97%
17 GLIF 3.82%
18 ATMP 3.78%
19 XLE 3.70%
20 UMI 3.64%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 75.20M (11.98%) 4.86M
Increased by +6.47%
Mar 31, 25
2 BlackRock Inc 57.46M (9.15%) 1.83M
Increased by +3.18%
Mar 31, 25
3 State Street Corp 38.35M (6.11%) -118.31K
Decreased by -0.31%
Mar 31, 25
4 State Street Corporation 37.51M (5.97%) -1.11M
Decreased by -2.95%
Mar 31, 24
5 Charles Schwab Investment Management Inc 20.96M (3.34%) 2.54M
Increased by +12.13%
Mar 31, 25
6 Geode Capital Management, LLC 15.45M (2.46%) 1.41M
Increased by +9.10%
Mar 31, 25
7 Morgan Stanley - Brokerage Accounts 10.88M (1.73%) -198.03K
Decreased by -1.82%
Mar 31, 25
8 Deutsche Bank AG 8.49M (1.35%) -841.78K
Decreased by -9.92%
Mar 31, 25
9 Amvescap Plc. 8.34M (1.33%) -1.13M
Decreased by -13.50%
Mar 31, 25
10 Tortoise Midstream Energy Fund, Inc. 7.17M (1.14%) -499.56K
Decreased by -6.97%
Mar 31, 25
11 Northern Trust Corp 6.88M (1.10%) 330.19K
Increased by +4.80%
Mar 31, 25
12 Wellington Management Company LLP 6.39M (1.02%) 2.18M
Increased by +34.15%
Mar 31, 25
13 UBS Group AG 6.16M (0.98%) -33.85K
Decreased by -0.55%
Mar 31, 25
14 NORGES BANK 5.37M (0.86%) 620.56K
Increased by +11.55%
Dec 31, 24
15 Amundi 5.24M (0.83%) 1.14M
Increased by +21.69%
Mar 31, 25
16 Goldman Sachs Group Inc 5.17M (0.82%) -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 (0.75%) 115.75K
Increased by +2.45%
Mar 31, 25
19 Dimensional Fund Advisors, Inc. 4.66M (0.74%) -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 (18.79%) -6.87M
Decreased by -5.82%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 20.08M (3.20%) 32.52K
Increased by +0.16%
Jun 30, 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%) -3.06K
Decreased by -0.02%
Jul 31, 25
5 Vanguard 500 Index Investor 17.73M (2.82%) 79.66K
Increased by +0.45%
Jun 30, 25
6 Vanguard Institutional 500 Index Trust 17.65M (2.81%) 120.75K
Increased by +0.68%
May 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 13.78M (2.20%) 78.95K
Increased by +0.57%
Jun 30, 25
9 The Energy Select Sector SPDR® ETF 12.40M (1.97%) -7.94K
Decreased by -0.06%
Jul 31, 25
10 Fidelity 500 Index 7.91M (1.26%) 86.87K
Increased by +1.10%
Jun 30, 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 7.59M (1.21%) -31.56K
Decreased by -0.42%
Jul 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 7.43M (1.18%) -738.00
Decreased by -0.01%
Jul 30, 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%) 56.40K
Increased by +1.02%
Jun 30, 25
18 First Eagle Global A 4.58M (0.73%) 2.58M
Increased by +56.43%
Jun 30, 25
19 Vanguard Mid-Cap Value ETF 3.93M (0.63%) -118.49K
Decreased by -3.01%
Jun 30, 25
20 Vanguard Institutional Index I 3.82M (0.61%) 10.12K
Increased by +0.26%
Jun 30, 25