Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GLIX 4.55%
2 FXU 4.39%
3 UTRN 4.03%
4 TPMN 3.98%
5 RSPU 3.39%
6 RYU 3.12%
7 UTES 2.94%
8 XVOL 2.55%
9 FOVL 2.54%
10 PUI 2.18%
11 RAYD 2.14%
12 HEJD 2.08%
13 BILT 1.97%
14 SPHD 1.84%
15 PEY 1.38%
16 KVLE 1.37%
17 ALTL 1.35%
18 ZAP 1.29%
19 SPYD 1.27%
20 XRLV 1.22%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital Research Global Investors 16.44M (13.64%) 2.97M
Increased by +18.07%
Mar 31, 26
2 Vanguard Group Inc 14.66M (12.16%) -11.26K
Decreased by -0.08%
Dec 31, 25
3 BlackRock Inc 11.77M (9.76%) -32.97K
Decreased by -0.28%
Mar 31, 26
4 Vanguard Capital Management, LLC 7.80M (6.47%) 7.80M
Increased by +100.00%
Mar 31, 26
5 Barrow Hanley Mewhinney & Strauss LLC 7.00M (5.81%) 316.52K
Increased by +4.52%
Mar 31, 26
6 State Street Corp 6.91M (5.73%) -29.62K
Decreased by -0.43%
Mar 31, 26
7 State Street Corporation 6.48M (5.37%) -321.70K
Decreased by -4.97%
Mar 31, 24
8 Vanguard Portfolio Management, LLC 5.99M (4.97%) 5.99M
Increased by +100.00%
Mar 31, 26
9 Lombard Odier Asset Management (Europe) Ltd 5.46M (4.53%) 5.46M
Increased by +100.00%
Sep 30, 25
10 ATLAS Infrastructure Partners (UK) Ltd 5.07M (4.21%) 613.17K
Increased by +12.08%
Mar 31, 26
11 Amvescap Plc. 4.25M (3.53%) 1.03K
Increased by +0.02%
Mar 31, 26
12 Soroban Capital Partners LP 3.85M (3.20%) 977.41K
Increased by +25.36%
Mar 31, 26
13 Geode Capital Management, LLC 3.13M (2.60%) 38.35K
Increased by +1.22%
Mar 31, 26
14 Zimmer Partners LP 2.90M (2.41%) 155.47K
Increased by +5.36%
Sep 30, 24
15 Massachusetts Financial Services Company 2.84M (2.36%) -56.00K
Decreased by -1.97%
Mar 31, 26
16 Deutsche Bank AG 2.63M (2.18%) -401.78K
Decreased by -15.28%
Sep 30, 25
17 Two Sigma Investments LLC 2.19M (1.82%) 879.12K
Increased by +40.17%
Mar 31, 26
18 Morgan Stanley - Brokerage Accounts 2.06M (1.71%) 173.03K
Increased by +8.40%
Mar 31, 26
19 American Century Companies Inc 1.87M (1.55%) 42.39K
Increased by +2.27%
Mar 31, 24
20 Citadel Advisors Llc 1.81M (1.51%) 1.24M
Increased by +68.55%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Capital World Gr&Inc A 5.14M (4.26%) 2.65M
Increased by +51.48%
Mar 31, 26
2 Capital Group World Growth & Inc Cmp 5.14M (4.26%) 2.65M
Increased by +51.48%
Mar 31, 26
3 American Funds Capital Income Bldr A 4.41M (3.66%) 146.88K
Increased by +3.33%
Mar 31, 26
4 Vanguard Total Stock Mkt Idx Inv 3.85M (3.19%) 8.13K
Increased by +0.21%
Apr 30, 26
5 Vanguard US Total Market Shares ETF 3.61M (2.99%) 2.40K
Increased by +0.07%
Sep 30, 24
6 Vanguard Institutional 500 Index Trust 3.23M (2.68%) 26.02K
Increased by +0.80%
May 31, 25
7 Vanguard 500 Index Investor 3.10M (2.58%) 55.69K
Increased by +1.79%
Apr 30, 26
8 Vanguard Small Cap Index 2.79M (2.31%) -6.22K
Decreased by -0.22%
Apr 30, 26
9 American Funds Income Fund of Amer A 2.63M (2.18%) -2.82M
Decreased by -107.46%
Dec 31, 25
10 American Funds American Mutual A 2.46M (2.04%) 1.31M
Increased by +53.35%
Mar 31, 26
11 Capital Group American Mutual Comp 2.46M (2.04%) 1.31M
Increased by +53.35%
Mar 31, 26
12 iShares Select Dividend ETF 2.26M (1.88%) 14.84K
Increased by +0.66%
May 29, 26
13 American Funds Invmt Co of Amer A 2.24M (1.86%) 370.00K
Increased by +16.52%
Mar 31, 26
14 Capital Group Investment Co of Amer Comp 2.24M (1.86%) 370.00K
Increased by +16.52%
Mar 31, 26
15 State Street®UtilSelSectSPDR®ETF 1.95M (1.62%) 2.72K
Increased by +0.14%
May 31, 26
16 The Utilities Select Sector SPDR® ETF 1.93M (1.60%) -1.56K
Decreased by -0.08%
Aug 31, 25
17 Vanguard Small Cap Value Index Inv 1.79M (1.48%) 13.28K
Increased by +0.74%
Apr 30, 26
18 Barrow Hanley Global Value Equity 1.73M (1.43%) 222.80K
Increased by +12.90%
Mar 31, 26
19 Lazard Glbl Listed Infrastruct USD Hedge 1.69M (1.40%) -2.22M
Decreased by -131.39%
Jun 30, 24
20 Lazard Global Listed Infrastructure Inst 1.69M (1.40%) -2.22M
Decreased by -131.39%
Jun 30, 24