Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTES 4.07%
2 UTRN 4.03%
3 TPMN 3.98%
4 VOLT 3.39%
5 FXU 3.23%
6 RYU 3.12%
7 RSPU 3.09%
8 XVOL 2.83%
9 FOVL 2.54%
10 PUI 2.53%
11 RAYD 2.14%
12 SPHD 1.61%
13 HEJD 1.56%
14 ZAP 1.45%
15 PEY 1.45%
16 SMMV 1.45%
17 KVLE 1.37%
18 HUSV 1.29%
19 SPYD 1.24%
20 HDLV 1.14%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital Research Global Investors 15.10M (12.72%) 2.63M
Increased by +17.42%
Jun 30, 25
2 Vanguard Group Inc 14.78M (12.46%) 316.63K
Increased by +2.14%
Jun 30, 25
3 BlackRock Inc 10.81M (9.11%) -776.67K
Decreased by -7.18%
Mar 31, 25
4 Barrow Hanley Mewhinney & Strauss LLC 6.66M (5.61%) 195.05K
Increased by +2.93%
Jun 30, 25
5 State Street Corporation 6.48M (5.46%) -321.70K
Decreased by -4.97%
Mar 31, 24
6 State Street Corp 6.31M (5.32%) -38.65K
Decreased by -0.61%
Mar 31, 25
7 Amvescap Plc. 4.15M (3.49%) -151.83K
Decreased by -3.66%
Mar 31, 25
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 2.86M (2.41%) 69.40K
Increased by +2.42%
Jun 30, 25
11 Massachusetts Financial Services Company 2.78M (2.34%) 84.73K
Increased by +3.05%
Jun 30, 25
12 Deutsche Bank AG 2.23M (1.88%) -202.25K
Decreased by -9.06%
Mar 31, 25
13 American Century Companies Inc 1.87M (1.57%) 42.39K
Increased by +2.27%
Mar 31, 24
14 Citadel Advisors Llc 1.81M (1.53%) 1.24M
Increased by +68.55%
Sep 30, 24
15 Morgan Stanley - Brokerage Accounts 1.81M (1.52%) 49.22K
Increased by +2.72%
Mar 31, 25
16 Pictet Asset Manangement SA 1.79M (1.51%) -66.24K
Decreased by -3.70%
Mar 31, 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 First Trust Advisors L.P. 1.36M (1.15%) 479.52K
Increased by +35.28%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Income Fund of Amer A 4.95M (4.17%) 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 Vanguard Total Stock Mkt Idx Inv 3.83M (3.23%) 1.73K
Increased by +0.05%
Jun 30, 25
4 American Funds American Mutual A 3.81M (3.21%) -2.22K
Decreased by -0.06%
Sep 30, 24
5 Capital Group American Mutual Comp 3.81M (3.21%) -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 500 Index Investor 3.39M (2.86%) 155.47K
Increased by +4.59%
Jun 30, 25
8 Vanguard Institutional 500 Index Trust 3.23M (2.73%) 26.02K
Increased by +0.80%
May 31, 25
9 Vanguard Small Cap Index 2.92M (2.46%) -85.58K
Decreased by -2.93%
Jun 30, 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 (1.99%) -1.61K
Decreased by -0.07%
Jul 31, 25
13 The Utilities Select Sector SPDR® ETF 1.90M (1.60%) -12.42K
Decreased by -0.65%
Jul 31, 25
14 American Funds Invmt Co of Amer A 1.87M (1.58%) 355.45K
Increased by +19.00%
Jun 30, 25
15 Capital Group Investment Co of Amer Comp 1.87M (1.58%) 355.45K
Increased by +19.00%
Jun 30, 25
16 Vanguard Small Cap Value Index Inv 1.86M (1.57%) -69.61K
Decreased by -3.74%
Jun 30, 25
17 Pictet Glbl Sel Fd Glbl Utilities Eq P 1.71M (1.44%) -20.79K
Decreased by -1.22%
Apr 30, 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 1.58M (1.33%) 440.00
Increased by +0.03%
Jul 31, 25