Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NLR 7.66%
2 RNWZ 6.15%
3 UTRN 3.95%
4 FXU 3.31%
5 RSPU 3.29%
6 RYU 3.21%
7 XLU 3.11%
8 HDLV 2.95%
9 BILD 2.84%
10 DWEQ 2.84%
11 FUTY 2.81%
12 VPU 2.70%
13 NUKZ 2.68%
14 IDU 2.66%
15 PUI 2.49%
16 UTSL 2.48%
17 INFR 2.26%
18 UPW 2.15%
19 PJFV 2.11%
20 JXI 2.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 254.36M (11.63%) 6.15M
Increased by +2.42%
Dec 31, 24
2 BlackRock Inc 194.78M (8.90%) 11.96M
Increased by +6.14%
Dec 31, 24
3 FMR Inc 187.53M (8.57%) 10.69M
Increased by +5.70%
Dec 31, 24
4 JPMorgan Chase & Co 128.83M (5.89%) -138.45M
Decreased by -107.47%
Dec 31, 24
5 Massachusetts Financial Services Company 114.04M (5.21%) 9.19M
Increased by +8.06%
Dec 31, 24
6 State Street Corp 111.20M (5.08%) 2.24M
Increased by +2.02%
Dec 31, 24
7 State Street Corporation 101.86M (4.66%) -7.08M
Decreased by -6.95%
Mar 31, 24
8 Capital Research & Mgmt Co - Division 3 77.04M (3.52%) -35.00M
Decreased by -45.44%
Dec 31, 24
9 Geode Capital Management, LLC 51.99M (2.38%) 2.15M
Increased by +4.14%
Dec 31, 24
10 Third Point, LLC 48.50M (2.22%) -1.25M
Decreased by -2.58%
Dec 31, 24
11 Capital Research Global Investors 46.81M (2.14%) 19.32M
Increased by +41.27%
Dec 31, 24
12 T. Rowe Price Associates, Inc. 43.06M (1.97%) -270.44K
Decreased by -0.63%
Dec 31, 24
13 Deutsche Bank AG 42.06M (1.92%) 1.46M
Increased by +3.47%
Dec 31, 24
14 Blackstone Inc 40.63M (1.86%) -7.85M
Decreased by -19.32%
Jun 30, 24
15 Ameriprise Financial Inc 35.53M (1.62%) 3.96M
Increased by +11.15%
Dec 31, 24
16 Wellington Management Company LLP 33.35M (1.52%) 3.09M
Increased by +9.28%
Dec 31, 24
17 NORGES BANK 29.32M (1.34%) 2.69M
Increased by +9.17%
Dec 31, 24
18 Gallagher Fiduciary Advisors, LLC 22.64M (1.04%) -419.55K
Decreased by -1.85%
Mar 31, 24
19 Franklin Resources Inc 19.69M (0.90%) 2.57M
Increased by +13.08%
Dec 31, 24
20 Legal & General Group PLC 19.62M (0.90%) 211.61K
Increased by +1.08%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 67.20M (3.07%) 246.05K
Increased by +0.37%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 60.64M (2.77%) 434.61K
Increased by +0.72%
Feb 28, 25
3 Vanguard Mid Cap Index Institutional 46.03M (2.10%) 197.19K
Increased by +0.43%
Feb 28, 25
4 MFS Value A 44.23M (2.02%) 2.13M
Increased by +4.82%
Feb 28, 25
5 MFS Large Cap Value Equity 42.60M (1.95%) 7.12M
Increased by +16.70%
Dec 31, 24
6 American Funds Growth Fund of Amer A 39.72M (1.82%) 0.00
Increased by 0.00%
Sep 30, 24
7 Capital Group Growth Fnd of Amer Comp 39.72M (1.82%) 0.00
Increased by 0.00%
Sep 30, 24
8 The Utilities Select Sector SPDR® ETF 32.38M (1.48%) 86.04K
Increased by +0.27%
Feb 28, 25
9 American Funds American Balanced A 29.01M (1.33%) 0.00
Increased by 0.00%
Dec 31, 24
10 Fidelity 500 Index 27.26M (1.25%) 120.29K
Increased by +0.44%
Jan 31, 25
11 SPDR® S&P 500® ETF Trust 27.03M (1.24%) -200.46K
Decreased by -0.74%
Feb 28, 25
12 Utilities Select Sector SPDR® ETF 26.69M (1.22%) 800.77K
Increased by +3.00%
Apr 30, 24
13 iShares Core S&P 500 ETF 25.68M (1.17%) -1.29K
Decreased by -0.01%
Feb 28, 25
14 SPDR® S&P 500 ETF Trust 25.24M (1.15%) 57.02K
Increased by +0.23%
Apr 30, 24
15 JPM US Equity-MA 24.65M (1.13%) 20.65M
Increased by +83.81%
Dec 31, 24
16 Fidelity® 500 Index 24.37M (1.11%) 155.08K
Increased by +0.64%
Nov 30, 23
17 JPMorgan US Equity L 24.36M (1.11%) -288.94K
Decreased by -1.19%
Jan 31, 25
18 Fidelity® Low-Priced Stock 22.80M (1.04%) -23.74K
Decreased by -0.10%
Oct 31, 23
19 Fidelity Low-Priced Stock 21.85M (1.00%) -24.43K
Decreased by -0.11%
Dec 31, 24
20 American Funds Invmt Co of Amer A 19.52M (0.89%) 8.66M
Increased by +44.34%
Dec 31, 24