Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GLIX 4.52%
2 FXU 4.32%
3 UTRN 4.03%
4 TPMN 3.98%
5 RSPU 3.33%
6 RYU 3.12%
7 UTES 2.82%
8 XVOL 2.55%
9 FOVL 2.54%
10 BILT 2.37%
11 RAYD 2.14%
12 PUI 2.10%
13 HEJD 2.08%
14 SPHD 1.87%
15 PEY 1.43%
16 KVLE 1.37%
17 ALTL 1.35%
18 SPYD 1.30%
19 XRLV 1.22%
20 ZAP 1.21%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital Research Global Investors 16.44M (13.65%) 2.97M
Increased by +18.07%
Mar 31, 26
2 Vanguard Group Inc 14.66M (12.18%) -11.26K
Decreased by -0.08%
Dec 31, 25
3 BlackRock Inc 11.80M (9.80%) 934.59K
Increased by +7.92%
Dec 31, 25
4 Barrow Hanley Mewhinney & Strauss LLC 7.00M (5.81%) 316.52K
Increased by +4.52%
Mar 31, 26
5 State Street Corp 6.94M (5.77%) 251.72K
Increased by +3.63%
Dec 31, 25
6 State Street Corporation 6.48M (5.38%) -321.70K
Decreased by -4.97%
Mar 31, 24
7 Lombard Odier Asset Management (Europe) Ltd 5.46M (4.54%) 5.46M
Increased by +100.00%
Sep 30, 25
8 ATLAS Infrastructure Partners (UK) Ltd 4.46M (3.71%) 1.37M
Increased by +30.69%
Dec 31, 25
9 Amvescap Plc. 4.25M (3.53%) 1.03K
Increased by +0.02%
Mar 31, 26
10 Geode Capital Management, LLC 3.10M (2.57%) 27.86K
Increased by +0.90%
Dec 31, 25
11 Zimmer Partners LP 2.90M (2.41%) 155.47K
Increased by +5.36%
Sep 30, 24
12 Soroban Capital Partners LP 2.88M (2.39%) 2.88M
Increased by +100.00%
Dec 31, 25
13 Massachusetts Financial Services Company 2.84M (2.36%) -56.00K
Decreased by -1.97%
Mar 31, 26
14 Deutsche Bank AG 2.63M (2.18%) -401.78K
Decreased by -15.28%
Sep 30, 25
15 Morgan Stanley - Brokerage Accounts 1.89M (1.57%) -47.90K
Decreased by -2.54%
Dec 31, 25
16 American Century Companies Inc 1.87M (1.55%) 42.39K
Increased by +2.27%
Mar 31, 24
17 Citadel Advisors Llc 1.81M (1.51%) 1.24M
Increased by +68.55%
Sep 30, 24
18 Reaves W H & Co Inc 1.72M (1.43%) -84.34K
Decreased by -4.90%
Dec 31, 25
19 Two Sigma Advisers, LLC 1.66M (1.38%) 612.39K
Increased by +36.93%
Dec 31, 25
20 NORGES BANK 1.58M (1.32%) 305.18K
Increased by +19.27%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Capital World Gr&Inc A 5.14M (4.27%) 2.65M
Increased by +51.48%
Mar 31, 26
2 Capital Group World Growth & Inc Cmp 5.14M (4.27%) 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 3.84M (3.19%) 61.64K
Increased by +1.60%
Mar 31, 26
5 Vanguard US Total Market Shares ETF 3.61M (3.00%) 2.40K
Increased by +0.07%
Sep 30, 24
6 Vanguard Institutional 500 Index Trust 3.23M (2.69%) 26.02K
Increased by +0.80%
May 31, 25
7 Vanguard 500 Index Investor 3.05M (2.53%) -30.07K
Decreased by -0.99%
Mar 31, 26
8 Vanguard Small Cap Index 2.79M (2.32%) 73.35K
Increased by +2.63%
Mar 31, 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 2.27M (1.89%) 0.00
Increased by 0.00%
Apr 30, 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 1.99M (1.65%) 5.60K
Increased by +0.28%
Apr 30, 26
16 The Utilities Select Sector SPDR® ETF 1.93M (1.61%) -1.56K
Decreased by -0.08%
Aug 31, 25
17 Vanguard Small Cap Value Index Inv 1.78M (1.48%) 30.73K
Increased by +1.73%
Mar 31, 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