Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTES 4.36%
2 UTRN 4.03%
3 TPMN 3.98%
4 FXU 3.29%
5 RSPU 3.18%
6 VOLT 3.13%
7 RYU 3.12%
8 XVOL 2.55%
9 FOVL 2.54%
10 RAYD 2.14%
11 PUI 2.13%
12 HEJD 2.12%
13 PEY 1.82%
14 SPHD 1.64%
15 SMMV 1.46%
16 KVLE 1.37%
17 ZAP 1.31%
18 SPYD 1.29%
19 SPLV 1.14%
20 HDLV 1.14%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital Research Global Investors 15.10M (12.69%) 2.63M
Increased by +17.42%
Jun 30, 25
2 Vanguard Group Inc 14.78M (12.43%) 316.63K
Increased by +2.14%
Jun 30, 25
3 BlackRock Inc 10.58M (8.90%) -230.26K
Decreased by -2.18%
Jun 30, 25
4 State Street Corp 6.66M (5.60%) 345.14K
Increased by +5.18%
Jun 30, 25
5 Barrow Hanley Mewhinney & Strauss LLC 6.66M (5.60%) 195.05K
Increased by +2.93%
Jun 30, 25
6 State Street Corporation 6.48M (5.45%) -321.70K
Decreased by -4.97%
Mar 31, 24
7 Amvescap Plc. 4.25M (3.57%) 102.78K
Increased by +2.42%
Jun 30, 25
8 Deutsche Bank AG 3.03M (2.55%) 798.34K
Increased by +26.34%
Jun 30, 25
9 Geode Capital Management, LLC 3.03M (2.55%) 33.22K
Increased by +1.10%
Jun 30, 25
10 Zimmer Partners LP 2.90M (2.44%) 155.47K
Increased by +5.36%
Sep 30, 24
11 ATLAS Infrastructure Partners (UK) Ltd 2.86M (2.41%) 69.40K
Increased by +2.42%
Jun 30, 25
12 Massachusetts Financial Services Company 2.78M (2.34%) 84.73K
Increased by +3.05%
Jun 30, 25
13 Morgan Stanley - Brokerage Accounts 1.91M (1.61%) 103.01K
Increased by +5.39%
Jun 30, 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 Pictet Asset Manangement SA 1.74M (1.46%) -50.46K
Decreased by -2.90%
Jun 30, 25
17 Reaves W H & Co Inc 1.49M (1.25%) -21.59K
Decreased by -1.45%
Jun 30, 25
18 JPMorgan Chase & Co 1.38M (1.16%) -74.55K
Decreased by -5.40%
Sep 30, 24
19 Goldman Sachs Group Inc 1.38M (1.16%) 557.98K
Increased by +40.56%
Dec 31, 23
20 Lazard Asset Management LLC 1.32M (1.11%) -1.60M
Decreased by -120.60%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Income Fund of Amer A 4.95M (4.16%) 266.19K
Increased by +5.37%
Jun 30, 25
2 American Funds Capital Income Bldr A 4.27M (3.59%) -955.54K
Decreased by -22.40%
Jun 30, 25
3 American Funds American Mutual A 3.81M (3.20%) -2.22K
Decreased by -0.06%
Sep 30, 24
4 Capital Group American Mutual Comp 3.81M (3.20%) -2.22K
Decreased by -0.06%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 3.73M (3.14%) -95.37K
Decreased by -2.55%
Jul 31, 25
6 Vanguard US Total Market Shares ETF 3.61M (3.03%) 2.40K
Increased by +0.07%
Sep 30, 24
7 Vanguard Institutional 500 Index Trust 3.23M (2.72%) 26.02K
Increased by +0.80%
May 31, 25
8 Vanguard 500 Index Investor 2.96M (2.49%) -433.35K
Decreased by -14.66%
Jul 31, 25
9 Vanguard Small Cap Index 2.90M (2.44%) -18.93K
Decreased by -0.65%
Jul 31, 25
10 American Funds Capital World Gr&Inc A 2.49M (2.10%) 2.00M
Increased by +80.02%
Jun 30, 25
11 Capital Group World Growth & Inc Cmp 2.49M (2.10%) 2.00M
Increased by +80.02%
Jun 30, 25
12 iShares Select Dividend ETF 2.36M (1.98%) 0.00
Increased by 0.00%
Aug 31, 25
13 The Utilities Select Sector SPDR® ETF 1.93M (1.63%) -1.56K
Decreased by -0.08%
Aug 31, 25
14 American Funds Invmt Co of Amer A 1.87M (1.57%) 355.45K
Increased by +19.00%
Jun 30, 25
15 Capital Group Investment Co of Amer Comp 1.87M (1.57%) 355.45K
Increased by +19.00%
Jun 30, 25
16 Vanguard Small Cap Value Index Inv 1.87M (1.57%) 4.08K
Increased by +0.22%
Jul 31, 25
17 Pictet Glbl Sel Fd Glbl Utilities Eq P 1.70M (1.43%) -8.11K
Decreased by -0.48%
May 31, 25
18 Lazard Glbl Listed Infrastruct USD Hedge 1.69M (1.42%) -2.22M
Decreased by -131.39%
Jun 30, 24
19 Lazard Global Listed Infrastructure Inst 1.69M (1.42%) -2.22M
Decreased by -131.39%
Jun 30, 24
20 Invesco S&P 500® Equal Weight ETF 1.59M (1.33%) 2.32K
Increased by +0.15%
Aug 29, 25