Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NLR 6.63%
2 RNWZ 5.87%
3 FXU 4.05%
4 UTRN 3.95%
5 RSPU 3.27%
6 RYU 3.21%
7 XLU 3.08%
8 HDLV 2.95%
9 DWEQ 2.84%
10 BILD 2.84%
11 VPU 2.83%
12 FUTY 2.80%
13 DVLU 2.64%
14 IDU 2.61%
15 PUI 2.47%
16 INFR 2.26%
17 PJFV 2.21%
18 NUKZ 2.19%
19 UTSL 2.14%
20 VTRN 2.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 254.36M (11.60%) 6.15M
Increased by +2.42%
Dec 31, 24
2 BlackRock Inc 194.78M (8.89%) 11.96M
Increased by +6.14%
Dec 31, 24
3 FMR Inc 187.53M (8.56%) 10.69M
Increased by +5.70%
Dec 31, 24
4 JPMorgan Chase & Co 128.83M (5.88%) -138.45M
Decreased by -107.47%
Dec 31, 24
5 Massachusetts Financial Services Company 118.55M (5.41%) 4.51M
Increased by +3.80%
Mar 31, 25
6 State Street Corp 111.20M (5.07%) 2.24M
Increased by +2.02%
Dec 31, 24
7 State Street Corporation 101.86M (4.65%) -7.08M
Decreased by -6.95%
Mar 31, 24
8 Capital Research & Mgmt Co - Division 3 77.04M (3.51%) -35.00M
Decreased by -45.44%
Dec 31, 24
9 Geode Capital Management, LLC 51.99M (2.37%) 2.15M
Increased by +4.14%
Dec 31, 24
10 Third Point, LLC 48.50M (2.21%) -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 (1.96%) -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 (1.85%) -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 (1.03%) -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 67.53M (3.08%) 336.19K
Increased by +0.50%
Mar 31, 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 60.97M (2.78%) 324.38K
Increased by +0.53%
Mar 31, 25
4 Vanguard Mid Cap Index Institutional 46.02M (2.10%) -7.06K
Decreased by -0.02%
Mar 31, 25
5 MFS Large Cap Value Equity 43.98M (2.01%) 1.38M
Increased by +3.15%
Mar 31, 25
6 MFS Value A 43.98M (2.01%) -247.50K
Decreased by -0.56%
Mar 31, 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 32.77M (1.50%) 136.00K
Increased by +0.41%
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 26.53M (1.21%) 21.91K
Increased by +0.08%
Apr 30, 25
15 SPDR® S&P 500® ETF Trust 26.49M (1.21%) -139.21K
Decreased by -0.53%
Mar 31, 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 JPM US Equity-MA 24.65M (1.12%) 20.65M
Increased by +83.81%
Dec 31, 24
19 Fidelity® 500 Index 24.37M (1.11%) 155.08K
Increased by +0.64%
Nov 30, 23
20 JPMorgan US Equity L 24.15M (1.10%) -202.48K
Decreased by -0.84%
Mar 31, 25