Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 8.85%
2 UTES 5.35%
3 FXU 4.37%
4 VOLT 4.19%
5 UTRN 4.03%
6 RSPU 3.24%
7 RYU 3.12%
8 FOVL 2.66%
9 PUI 2.56%
10 RAYD 2.14%
11 SPHD 1.94%
12 PEY 1.77%
13 HEJD 1.49%
14 SPYD 1.42%
15 KVLE 1.37%
16 HDLV 1.14%
17 DVY 1.14%
18 SDP 1.03%
19 SPLV 1.02%
20 IGTR 1.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.18M (11.95%) 143.72K
Increased by +1.01%
Dec 31, 24
2 Capital Research Global Investors 11.69M (9.85%) -2.67M
Decreased by -22.84%
Dec 31, 24
3 BlackRock Inc 11.59M (9.77%) 1.21M
Increased by +10.41%
Dec 31, 24
4 Barrow Hanley Mewhinney & Strauss LLC 6.86M (5.79%) 37.77K
Increased by +0.55%
Dec 31, 24
5 State Street Corporation 6.48M (5.46%) -321.70K
Decreased by -4.97%
Mar 31, 24
6 State Street Corp 6.35M (5.35%) -54.59K
Decreased by -0.86%
Dec 31, 24
7 Amvescap Plc. 4.30M (3.62%) 1.05M
Increased by +24.33%
Dec 31, 24
8 ATLAS Infrastructure Partners (UK) Ltd 3.56M (3.00%) 273.41K
Increased by +7.69%
Sep 30, 24
9 Zimmer Partners LP 2.90M (2.44%) 155.47K
Increased by +5.36%
Sep 30, 24
10 Geode Capital Management, LLC 2.88M (2.43%) 204.81K
Increased by +7.11%
Dec 31, 24
11 Massachusetts Financial Services Company 2.69M (2.27%) -15.87K
Decreased by -0.59%
Dec 31, 24
12 Deutsche Bank AG 2.44M (2.05%) 610.04K
Increased by +25.05%
Dec 31, 24
13 NORGES BANK 2.30M (1.94%) 237.35K
Increased by +10.34%
Dec 31, 24
14 American Century Companies Inc 1.87M (1.57%) 42.39K
Increased by +2.27%
Mar 31, 24
15 Pictet Asset Manangement SA 1.86M (1.56%) 268.95K
Increased by +14.49%
Dec 31, 24
16 Citadel Advisors Llc 1.81M (1.53%) 1.24M
Increased by +68.55%
Sep 30, 24
17 Morgan Stanley - Brokerage Accounts 1.76M (1.48%) 165.71K
Increased by +9.43%
Dec 31, 24
18 Reaves W H & Co Inc 1.39M (1.17%) 362.08K
Increased by +26.04%
Dec 31, 24
19 JPMorgan Chase & Co 1.38M (1.16%) -74.55K
Decreased by -5.40%
Sep 30, 24
20 Goldman Sachs Group Inc 1.38M (1.16%) 557.98K
Increased by +40.56%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Capital Income Bldr A 4.73M (3.98%) 0.00
Increased by 0.00%
Dec 31, 24
2 American Funds Income Fund of Amer A 4.43M (3.73%) 309.78K
Increased by +7.00%
Dec 31, 24
3 American Funds American Mutual A 3.81M (3.21%) -2.22K
Decreased by -0.06%
Sep 30, 24
4 Capital Group American Mutual Comp 3.81M (3.21%) -2.22K
Decreased by -0.06%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 3.60M (3.03%) 4.76K
Increased by +0.13%
Feb 28, 25
6 Vanguard Institutional 500 Index Trust 3.16M (2.66%) 24.95K
Increased by +0.79%
Feb 28, 25
7 Vanguard Small Cap Index 2.90M (2.45%) 2.40K
Increased by +0.08%
Feb 28, 25
8 iShares Select Dividend ETF 2.47M (2.08%) 19.43K
Increased by +0.79%
Feb 28, 25
9 Vanguard Small Cap Value Index Inv 1.91M (1.61%) -6.56K
Decreased by -0.34%
Feb 28, 25
10 Pictet Glbl Sel Fd Glbl Utilities Eq P 1.83M (1.54%) 310.98K
Increased by +17.03%
Nov 30, 24
11 Invesco S&P 500® Equal Weight ETF 1.72M (1.45%) 1.93K
Increased by +0.11%
Feb 28, 25
12 Lazard Glbl Listed Infrastruct USD Hedge 1.69M (1.42%) -2.22M
Decreased by -131.39%
Jun 30, 24
13 Lazard Global Listed Infrastructure Inst 1.69M (1.42%) -2.22M
Decreased by -131.39%
Jun 30, 24
14 The Utilities Select Sector SPDR® ETF 1.68M (1.42%) 4.48K
Increased by +0.27%
Feb 28, 25
15 American Funds Invmt Co of Amer A 1.52M (1.28%) 0.00
Increased by 0.00%
Dec 31, 24
16 Capital Group Investment Co of Amer Comp 1.52M (1.28%) 0.00
Increased by 0.00%
Dec 31, 24
17 MFS Mid Cap Value A 1.45M (1.22%) 0.00
Increased by 0.00%
Feb 28, 25
18 MFS Mid Cap Value Equity 1.45M (1.22%) 0.00
Increased by 0.00%
Dec 31, 24
19 Utilities Select Sector SPDR® ETF 1.43M (1.21%) -4.21K
Decreased by -0.29%
Mar 31, 24
20 Fidelity 500 Index 1.42M (1.19%) 6.27K
Increased by +0.44%
Jan 31, 25