Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTES 4.64%
2 TPMN 4.49%
3 VOLT 4.30%
4 UTRN 4.03%
5 RYU 3.12%
6 FXU 3.08%
7 RSPU 3.01%
8 FOVL 2.58%
9 PUI 2.38%
10 RAYD 2.14%
11 SPHD 1.97%
12 PEY 1.79%
13 HEJD 1.62%
14 SPYD 1.42%
15 KVLE 1.37%
16 HDLV 1.14%
17 XRLV 1.11%
18 SPLV 1.11%
19 ALTL 1.11%
20 IGTR 1.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.46M (12.17%) 283.75K
Increased by +1.96%
Mar 31, 25
2 Capital Research Global Investors 12.47M (10.49%) 773.87K
Increased by +6.21%
Mar 31, 25
3 BlackRock Inc 10.81M (9.10%) -776.67K
Decreased by -7.18%
Mar 31, 25
4 State Street Corporation 6.48M (5.45%) -321.70K
Decreased by -4.97%
Mar 31, 24
5 Barrow Hanley Mewhinney & Strauss LLC 6.46M (5.44%) -404.90K
Decreased by -6.27%
Mar 31, 25
6 State Street Corp 6.31M (5.31%) -38.65K
Decreased by -0.61%
Mar 31, 25
7 Amvescap Plc. 4.30M (3.62%) 1.05M
Increased by +24.33%
Dec 31, 24
8 Geode Capital Management, LLC 2.99M (2.52%) 113.13K
Increased by +3.78%
Mar 31, 25
9 Zimmer Partners LP 2.90M (2.44%) 155.47K
Increased by +5.36%
Sep 30, 24
10 ATLAS Infrastructure Partners (UK) Ltd 2.79M (2.35%) 1.95M
Increased by +69.75%
Mar 31, 25
11 Massachusetts Financial Services Company 2.70M (2.27%) 6.17K
Increased by +0.23%
Mar 31, 25
12 NORGES BANK 2.30M (1.93%) 237.35K
Increased by +10.34%
Dec 31, 24
13 Deutsche Bank AG 2.23M (1.88%) -202.25K
Decreased by -9.06%
Mar 31, 25
14 American Century Companies Inc 1.87M (1.57%) 42.39K
Increased by +2.27%
Mar 31, 24
15 Citadel Advisors Llc 1.81M (1.53%) 1.24M
Increased by +68.55%
Sep 30, 24
16 Morgan Stanley - Brokerage Accounts 1.81M (1.52%) 49.22K
Increased by +2.72%
Mar 31, 25
17 Pictet Asset Manangement SA 1.79M (1.51%) -66.24K
Decreased by -3.70%
Mar 31, 25
18 Reaves W H & Co Inc 1.51M (1.27%) 118.80K
Increased by +7.87%
Mar 31, 25
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 5.22M (4.39%) 494.13K
Increased by +9.46%
Mar 31, 25
2 American Funds Income Fund of Amer A 4.69M (3.94%) 260.17K
Increased by +5.55%
Mar 31, 25
3 Vanguard Total Stock Mkt Idx Inv 3.82M (3.21%) 64.47K
Increased by +1.69%
Apr 30, 25
4 American Funds American Mutual A 3.81M (3.20%) -2.22K
Decreased by -0.06%
Sep 30, 24
5 Capital Group American Mutual Comp 3.81M (3.20%) -2.22K
Decreased by -0.06%
Sep 30, 24
6 Vanguard US Total Market Shares ETF 3.61M (3.04%) 2.40K
Increased by +0.07%
Sep 30, 24
7 Vanguard Institutional 500 Index Trust 3.21M (2.70%) 51.73K
Increased by +1.61%
Apr 30, 25
8 Vanguard Small Cap Index 2.99M (2.52%) 18.27K
Increased by +0.61%
Apr 30, 25
9 iShares Select Dividend ETF 2.37M (2.00%) 0.00
Increased by 0.00%
Apr 30, 25
10 Vanguard Small Cap Value Index Inv 1.93M (1.63%) 6.11K
Increased by +0.32%
Apr 30, 25
11 Pictet Glbl Sel Fd Glbl Utilities Eq P 1.74M (1.46%) -55.81K
Decreased by -3.21%
Jan 31, 25
12 The Utilities Select Sector SPDR® ETF 1.69M (1.42%) -742.00
Decreased by -0.04%
Apr 30, 25
13 Lazard Glbl Listed Infrastruct USD Hedge 1.69M (1.42%) -2.22M
Decreased by -131.39%
Jun 30, 24
14 Lazard Global Listed Infrastructure Inst 1.69M (1.42%) -2.22M
Decreased by -131.39%
Jun 30, 24
15 Invesco S&P 500® Equal Weight ETF 1.54M (1.30%) -5.00K
Decreased by -0.32%
Apr 30, 25
16 American Funds Invmt Co of Amer A 1.51M (1.27%) -2.56K
Decreased by -0.17%
Mar 31, 25
17 Capital Group Investment Co of Amer Comp 1.51M (1.27%) -2.56K
Decreased by -0.17%
Mar 31, 25
18 MFS Mid Cap Value A 1.45M (1.22%) 0.00
Increased by 0.00%
Mar 31, 25
19 MFS Mid Cap Value Equity 1.45M (1.22%) 0.00
Increased by 0.00%
Mar 31, 25
20 Utilities Select Sector SPDR® ETF 1.43M (1.21%) -4.21K
Decreased by -0.29%
Mar 31, 24