Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NLR 7.10%
2 TPMN 5.77%
3 UTES 4.88%
4 UTRN 4.07%
5 INFR 3.97%
6 JHMU 3.94%
7 XLU 3.65%
8 PUI 3.46%
9 VPU 3.40%
10 RYU 3.35%
11 FUTY 3.32%
12 RSPU 3.28%
13 IDU 3.15%
14 ECLN 3.10%
15 EIPI 3.02%
16 SDP 2.93%
17 JXI 2.51%
18 UPW 2.50%
19 UTSL 2.41%
20 SPDV 2.36%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 60.28M (12.13%) 390.54K
Increased by +0.65%
Sep 30, 24
2 BlackRock Inc 53.17M (10.70%) -1.84M
Decreased by -3.47%
Jun 30, 24
3 State Street Corporation 27.97M (5.63%) -2.37M
Decreased by -8.47%
Mar 31, 24
4 State Street Corp 26.57M (5.35%) -435.91K
Decreased by -1.64%
Sep 30, 24
5 JPMorgan Chase & Co 17.48M (3.52%) -7.04M
Decreased by -40.29%
Sep 30, 24
6 Bank of America Corp 14.68M (2.95%) 7.44M
Increased by +50.72%
Sep 30, 24
7 Geode Capital Management, LLC 11.83M (2.38%) 49.28K
Increased by +0.42%
Sep 30, 24
8 Ameriprise Financial Inc 7.33M (1.47%) 210.44K
Increased by +2.87%
Sep 30, 24
9 Legal & General Group PLC 7.14M (1.44%) -242.63K
Decreased by -3.40%
Sep 30, 24
10 Capital World Investors 6.57M (1.32%) 3.08K
Increased by +0.05%
Sep 30, 24
11 Morgan Stanley - Brokerage Accounts 6.36M (1.28%) -5.65M
Decreased by -88.81%
Sep 30, 24
12 Amvescap Plc. 5.90M (1.19%) -387.06K
Decreased by -6.56%
Sep 30, 24
13 Northern Trust Corp 5.47M (1.10%) -160.54K
Decreased by -2.93%
Sep 30, 24
14 FMR Inc 5.40M (1.09%) 877.35K
Increased by +16.24%
Sep 30, 24
15 Goldman Sachs Group Inc 4.87M (0.98%) 1.15M
Increased by +23.72%
Sep 30, 24
16 Capital Research Global Investors 4.74M (0.95%) 4.08K
Increased by +0.09%
Sep 30, 24
17 NORGES BANK 4.46M (0.90%) 942.47K
Increased by +21.13%
Jun 30, 24
18 Point72 Asset Management, L.P. 3.83M (0.77%) 3.83M
Increased by +100.00%
Mar 31, 24
19 Massachusetts Financial Services Company 3.67M (0.74%) -39.72K
Decreased by -1.08%
Sep 30, 24
20 UBS Asset Mgmt Americas Inc 3.45M (0.70%) -157.18K
Decreased by -4.55%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 15.73M (3.17%) -56.58K
Decreased by -0.36%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 13.21M (2.66%) 157.90K
Increased by +1.20%
Oct 31, 24
3 Vanguard Mid Cap Index Institutional 10.57M (2.13%) 19.12K
Increased by +0.18%
Oct 31, 24
4 The Utilities Select Sector SPDR® ETF 7.20M (1.45%) 22.99K
Increased by +0.32%
Nov 30, 24
5 Utilities Select Sector SPDR® ETF 6.30M (1.27%) -18.54K
Decreased by -0.29%
Mar 31, 24
6 SPDR® S&P 500® ETF Trust 6.16M (1.24%) 36.33K
Increased by +0.59%
Nov 30, 24
7 Fidelity 500 Index 6.11M (1.23%) -10.05K
Decreased by -0.16%
Oct 31, 24
8 SPDR® S&P 500 ETF Trust 6.01M (1.21%) -46.77K
Decreased by -0.78%
Mar 31, 24
9 Fidelity® 500 Index 5.82M (1.17%) 37.01K
Increased by +0.64%
Nov 30, 23
10 iShares Core S&P 500 ETF 5.63M (1.13%) 0.00
Increased by 0.00%
Nov 30, 24
11 JPM US Equity Income-MA 5.58M (1.12%) 5.58M
Increased by +99.90%
Sep 30, 23
12 JPM US Equity Income-Composite 4.77M (0.96%) -104.83K
Decreased by -2.20%
Sep 30, 24
13 American Funds Income Fund of Amer A 4.63M (0.93%) 0.00
Increased by 0.00%
Sep 30, 23
14 American Funds Washington Mutual A 4.50M (0.91%) 0.00
Increased by 0.00%
Sep 30, 24
15 Capital Group Wash Mutual Invtrs Comp 4.50M (0.91%) 0.00
Increased by 0.00%
Sep 30, 24
16 JPMorgan Equity Income I 4.23M (0.85%) -542.72K
Decreased by -12.83%
Oct 31, 24
17 Vanguard Value Index Inv 4.22M (0.85%) 15.14K
Increased by +0.36%
Oct 31, 24
18 iShares MSCI USA Quality Factor ETF 3.90M (0.79%) 14.02K
Increased by +0.36%
Oct 31, 24
19 Vanguard Mid-Cap Value ETF 3.43M (0.69%) 11.87K
Increased by +0.35%
Oct 31, 24
20 Pictet Glbl Sel Fd Glbl Utilities Eq P 3.42M (0.69%) -38.46K
Decreased by -1.13%
Aug 31, 24