Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MLPI 6.08%
2 ENY 5.42%
3 ENFR 5.27%
4 PAK 5.21%
5 MDST 4.97%
6 EINC 4.76%
7 MORE 4.66%
8 PIPE 4.62%
9 MLPX 4.60%
10 UMI 4.57%
11 TPMN 4.41%
12 TPYP 4.27%
13 UTRN 4.04%
14 USAI 4.02%
15 HDLV 3.91%
16 ADPV 3.74%
17 RYU 3.46%
18 NDIV 3.21%
19 RSPU 3.17%
20 ECLN 3.13%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 90.11M (12.01%) 759.67K
Increased by +0.84%
Dec 31, 25
2 BlackRock Inc 63.22M (8.43%) 3.88K
Increased by +0.01%
Mar 31, 26
3 Vanguard Capital Management, LLC 47.20M (6.29%) 47.20M
Increased by +100.00%
Mar 31, 26
4 Franklin Resources Inc 43.84M (5.84%) 1.50M
Increased by +3.42%
Mar 31, 26
5 State Street Corp 39.42M (5.25%) 534.32K
Increased by +1.36%
Mar 31, 26
6 Vanguard Portfolio Management, LLC 36.61M (4.88%) 36.61M
Increased by +100.00%
Mar 31, 26
7 State Street Corporation 34.89M (4.65%) -3.23M
Decreased by -9.26%
Mar 31, 24
8 Amvescap Plc. 28.92M (3.85%) -1.86M
Decreased by -6.43%
Mar 31, 26
9 Wellington Management Company LLP 24.51M (3.27%) -9.48M
Decreased by -38.69%
Mar 31, 26
10 T. Rowe Price Investment Management,Inc. 20.75M (2.77%) -48.50M
Decreased by -233.76%
Mar 31, 26
11 Geode Capital Management, LLC 19.37M (2.58%) 440.43K
Increased by +2.27%
Mar 31, 26
12 Morgan Stanley - Brokerage Accounts 16.96M (2.26%) -2.41M
Decreased by -14.20%
Mar 31, 26
13 Bank of America Corp 14.41M (1.92%) 855.42K
Increased by +5.94%
Mar 31, 26
14 Barclays PLC 13.39M (1.78%) 8.51M
Increased by +63.58%
Mar 31, 26
15 Lazard Asset Management LLC 13.09M (1.75%) 1.37M
Increased by +10.45%
Dec 31, 23
16 Boston Partners Global Investors, Inc 12.65M (1.69%) -407.76K
Decreased by -3.22%
Mar 31, 26
17 FMR Inc 12.51M (1.67%) 1.50M
Increased by +11.95%
Mar 31, 26
18 The Goldman Sachs Group Inc 8.70M (1.16%) 3.52M
Increased by +40.45%
Mar 31, 26
19 Millennium Management LLC 8.59M (1.14%) 7.33M
Increased by +85.34%
Mar 31, 26
20 Zimmer Partners LP 8.46M (1.13%) 2.51M
Increased by +29.67%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 22.73M (3.03%) 53.64K
Increased by +0.24%
Apr 30, 26
2 Vanguard US Total Market Shares ETF 22.16M (2.95%) -1.13M
Decreased by -5.08%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 21.00M (2.80%) 146.57K
Increased by +0.70%
May 31, 25
4 Vanguard 500 Index Investor 19.18M (2.56%) 344.51K
Increased by +1.80%
Apr 30, 26
5 Vanguard Mid Cap Index Institutional 15.46M (2.06%) 37.60K
Increased by +0.24%
Apr 30, 26
6 T. Rowe Price Capital Appreciation 14.89M (1.98%) 2.78M
Increased by +18.65%
Apr 30, 26
7 Vanguard Equity-Income Inv 12.33M (1.64%) -5.47M
Decreased by -44.36%
Mar 31, 26
8 Putnam Large Cap Value A 12.32M (1.64%) 0.00
Increased by 0.00%
Apr 30, 26
9 State Street®UtilSelSectSPDR®ETF 12.02M (1.60%) 23.98K
Increased by +0.20%
May 29, 26
10 The Utilities Select Sector SPDR® ETF 11.98M (1.60%) -9.66K
Decreased by -0.08%
Aug 31, 25
11 Putnam US Large Cap Value Equity 11.66M (1.55%) 0.00
Increased by 0.00%
Dec 31, 25
12 Lazard Glbl Listed Infrastruct USD Hedge 9.93M (1.32%) 1.66M
Increased by +16.76%
Mar 31, 24
13 Lazard Global Listed Infrastructure Inst 9.93M (1.32%) 1.66M
Increased by +16.76%
Mar 31, 24
14 iShares Core S&P 500 ETF 9.75M (1.30%) 29.81K
Increased by +0.31%
May 29, 26
15 Fidelity 500 Index 9.48M (1.26%) 32.57K
Increased by +0.34%
Apr 30, 26
16 Utilities Select Sector SPDR® ETF 9.20M (1.23%) 259.27K
Increased by +2.82%
Apr 30, 24
17 SPDR® S&P 500 ETF 9.18M (1.22%) -134.54K
Decreased by -1.46%
Mar 31, 25
18 SPDR® S&P 500® ETF Trust 8.94M (1.19%) -46.87K
Decreased by -0.52%
Mar 31, 25
19 SPDR® S&P 500® ETF 8.92M (1.19%) 109.80K
Increased by +1.23%
Aug 31, 25
20 State Street® SPDR® S&P 500® ETF 8.90M (1.19%) 12.04K
Increased by +0.14%
May 29, 26