Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 9.85%
2 NLR 8.55%
3 UTES 4.71%
4 UTRN 4.07%
5 INFR 3.97%
6 ZAP 3.95%
7 JHMU 3.94%
8 XLU 3.38%
9 RYU 3.35%
10 PUI 3.27%
11 RSPU 3.21%
12 FUTY 3.06%
13 VPU 3.04%
14 SDP 2.93%
15 IDU 2.92%
16 ECLN 2.87%
17 UTSL 2.70%
18 EIPI 2.58%
19 SPDV 2.36%
20 UPW 2.33%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 60.78M (12.22%) 492.52K
Increased by +0.81%
Dec 31, 24
2 BlackRock Inc 56.56M (11.37%) 720.53K
Increased by +1.27%
Dec 31, 24
3 State Street Corporation 27.97M (5.63%) -2.37M
Decreased by -8.47%
Mar 31, 24
4 State Street Corp 26.58M (5.34%) 3.20K
Increased by +0.01%
Dec 31, 24
5 JPMorgan Chase & Co 14.45M (2.91%) -20.52M
Decreased by -142.03%
Dec 31, 24
6 Bank of America Corp 13.60M (2.73%) -1.08M
Decreased by -7.93%
Dec 31, 24
7 Geode Capital Management, LLC 12.20M (2.45%) 365.67K
Increased by +3.00%
Dec 31, 24
8 Ameriprise Financial Inc 7.13M (1.43%) -193.51K
Decreased by -2.71%
Dec 31, 24
9 Amvescap Plc. 6.53M (1.31%) 623.38K
Increased by +9.55%
Dec 31, 24
10 Legal & General Group PLC 6.50M (1.31%) 256.28K
Increased by +3.94%
Dec 31, 24
11 Morgan Stanley - Brokerage Accounts 6.46M (1.30%) 106.68K
Increased by +1.65%
Dec 31, 24
12 Northern Trust Corp 5.81M (1.17%) 335.13K
Increased by +5.77%
Dec 31, 24
13 NORGES BANK 5.27M (1.06%) 807.33K
Increased by +15.33%
Dec 31, 24
14 Capital World Investors 5.24M (1.05%) -1.33M
Decreased by -25.44%
Dec 31, 24
15 FMR Inc 5.10M (1.03%) -299.25K
Decreased by -5.87%
Dec 31, 24
16 Capital Research Global Investors 4.76M (0.96%) 15.33K
Increased by +0.32%
Dec 31, 24
17 UBS Asset Mgmt Americas Inc 4.00M (0.80%) 542.67K
Increased by +13.58%
Dec 31, 24
18 Goldman Sachs Group Inc 3.91M (0.79%) -958.94K
Decreased by -24.54%
Dec 31, 24
19 Point72 Asset Management, L.P. 3.83M (0.77%) 3.83M
Increased by +100.00%
Mar 31, 24
20 Massachusetts Financial Services Company 3.66M (0.74%) -15.94K
Decreased by -0.44%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 15.71M (3.16%) 50.51K
Increased by +0.32%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 13.81M (2.78%) 90.36K
Increased by +0.65%
Feb 28, 25
3 Vanguard Mid Cap Index Institutional 10.76M (2.16%) 46.20K
Increased by +0.43%
Feb 28, 25
4 The Utilities Select Sector SPDR® ETF 7.38M (1.48%) 19.61K
Increased by +0.27%
Feb 28, 25
5 Utilities Select Sector SPDR® ETF 6.30M (1.27%) -18.54K
Decreased by -0.29%
Mar 31, 24
6 Fidelity 500 Index 6.21M (1.25%) 27.41K
Increased by +0.44%
Jan 31, 25
7 SPDR® S&P 500® ETF Trust 6.16M (1.24%) -45.71K
Decreased by -0.74%
Feb 28, 25
8 SPDR® S&P 500 ETF Trust 6.01M (1.21%) -46.77K
Decreased by -0.78%
Mar 31, 24
9 iShares Core S&P 500 ETF 5.85M (1.18%) -294.00
Decreased by -0.01%
Feb 28, 25
10 Fidelity® 500 Index 5.82M (1.17%) 37.01K
Increased by +0.64%
Nov 30, 23
11 JPM US Equity Income-MA 5.58M (1.12%) 5.58M
Increased by +99.90%
Sep 30, 23
12 American Funds Income Fund of Amer A 4.63M (0.93%) 0.00
Increased by 0.00%
Sep 30, 23
13 Vanguard Value Index Inv 4.30M (0.86%) 29.99K
Increased by +0.70%
Feb 28, 25
14 JPM US Equity Income-Composite 4.18M (0.84%) -596.04K
Decreased by -14.27%
Dec 31, 24
15 JPMorgan Equity Income I 4.18M (0.84%) 0.00
Increased by 0.00%
Jan 31, 25
16 Vanguard Mid-Cap Value ETF 3.35M (0.67%) 6.53K
Increased by +0.19%
Feb 28, 25
17 American Funds Washington Mutual A 3.25M (0.65%) -1.25M
Decreased by -38.41%
Dec 31, 24
18 Capital Group Wash Mutual Invtrs Comp 3.25M (0.65%) -1.25M
Decreased by -38.41%
Dec 31, 24
19 JPMorgan Equity Premium Income ETF 3.23M (0.65%) 5.47K
Increased by +0.17%
Feb 28, 25
20 iShares Select Dividend ETF 3.20M (0.64%) 25.22K
Increased by +0.79%
Feb 28, 25