Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NLR 5.61%
2 RNWZ 5.55%
3 UTRN 3.95%
4 FXU 3.89%
5 RYU 3.21%
6 RSPU 3.10%
7 HDLV 2.95%
8 XLU 2.90%
9 DWEQ 2.84%
10 VPU 2.71%
11 BILD 2.61%
12 FUTY 2.61%
13 DVLU 2.51%
14 IDU 2.45%
15 PUI 2.34%
16 INFR 2.26%
17 PJFV 2.21%
18 LSEQ 2.14%
19 VTRN 2.08%
20 UPW 2.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 257.29M (11.74%) 2.93M
Increased by +1.14%
Mar 31, 25
2 BlackRock Inc 207.43M (9.46%) 12.66M
Increased by +6.10%
Mar 31, 25
3 FMR Inc 157.42M (7.18%) -30.11M
Decreased by -19.13%
Mar 31, 25
4 JPMorgan Chase & Co 123.52M (5.64%) -5.31M
Decreased by -4.30%
Mar 31, 25
5 Massachusetts Financial Services Company 118.55M (5.41%) 4.51M
Increased by +3.80%
Mar 31, 25
6 State Street Corp 114.00M (5.20%) 2.80M
Increased by +2.46%
Mar 31, 25
7 State Street Corporation 101.86M (4.65%) -7.08M
Decreased by -6.95%
Mar 31, 24
8 Geode Capital Management, LLC 56.40M (2.57%) 4.42M
Increased by +7.83%
Mar 31, 25
9 Capital Research & Mgmt Co - Division 3 56.15M (2.56%) -20.89M
Decreased by -37.19%
Mar 31, 25
10 Third Point, LLC 51.10M (2.33%) 2.60M
Increased by +5.09%
Mar 31, 25
11 Deutsche Bank AG 42.19M (1.92%) 127.79K
Increased by +0.30%
Mar 31, 25
12 Blackstone Inc 40.63M (1.85%) -7.85M
Decreased by -19.32%
Jun 30, 24
13 Capital Research Global Investors 36.91M (1.68%) -9.89M
Decreased by -26.80%
Mar 31, 25
14 Ameriprise Financial Inc 35.79M (1.63%) 264.93K
Increased by +0.74%
Mar 31, 25
15 NORGES BANK 29.32M (1.34%) 2.69M
Increased by +9.17%
Dec 31, 24
16 T. Rowe Price Associates, Inc. 28.86M (1.32%) -14.20M
Decreased by -49.19%
Mar 31, 25
17 Wellington Management Company LLP 26.48M (1.21%) -6.87M
Decreased by -25.94%
Mar 31, 25
18 Legal & General Group PLC 21.36M (0.97%) 1.73M
Increased by +8.12%
Mar 31, 25
19 Gallagher Fiduciary Advisors, LLC 20.74M (0.95%) 20.74M
Increased by +100.00%
Mar 31, 25
20 Franklin Resources Inc 19.93M (0.91%) 237.35K
Increased by +1.19%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 68.55M (3.13%) 1.02M
Increased by +1.48%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 66.23M (3.02%) -16.59M
Decreased by -25.04%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 61.95M (2.83%) 988.82K
Increased by +1.60%
Apr 30, 25
4 Vanguard Mid Cap Index Institutional 46.47M (2.12%) 446.17K
Increased by +0.96%
Apr 30, 25
5 MFS Large Cap Value Equity 43.98M (2.01%) 1.38M
Increased by +3.15%
Mar 31, 25
6 MFS Value A 43.27M (1.97%) -706.22K
Decreased by -1.63%
Apr 30, 25
7 American Funds Growth Fund of Amer A 39.72M (1.81%) 0.00
Increased by 0.00%
Sep 30, 24
8 Capital Group Growth Fnd of Amer Comp 39.72M (1.81%) 0.00
Increased by 0.00%
Sep 30, 24
9 The Utilities Select Sector SPDR® ETF 32.62M (1.49%) -14.32K
Decreased by -0.04%
Apr 30, 25
10 American Funds American Balanced A 29.01M (1.32%) 0.00
Increased by 0.00%
Mar 31, 25
11 Fidelity 500 Index 27.52M (1.26%) 139.79K
Increased by +0.51%
Mar 31, 25
12 SPDR® S&P 500 ETF 27.21M (1.24%) -396.49K
Decreased by -1.46%
Mar 31, 25
13 Utilities Select Sector SPDR® ETF 26.69M (1.22%) 800.77K
Increased by +3.00%
Apr 30, 24
14 SPDR® S&P 500® ETF Trust 26.49M (1.21%) -139.21K
Decreased by -0.53%
Mar 31, 25
15 SPDR® S&P 500® ETF 26.35M (1.20%) -158.55K
Decreased by -0.60%
Apr 30, 25
16 iShares Core S&P 500 ETF 25.98M (1.19%) -27.13K
Decreased by -0.10%
Apr 30, 25
17 SPDR® S&P 500 ETF Trust 25.24M (1.15%) 57.02K
Increased by +0.23%
Apr 30, 24
18 Fidelity® 500 Index 24.37M (1.11%) 155.08K
Increased by +0.64%
Nov 30, 23
19 JPM US Equity-MA 24.15M (1.10%) 19.76M
Increased by +81.79%
Mar 31, 25
20 JPMorgan US Equity L 24.15M (1.10%) -202.48K
Decreased by -0.84%
Mar 31, 25