Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ENY 5.42%
2 PAK 5.21%
3 ENFR 5.10%
4 MDST 4.83%
5 MORE 4.66%
6 MLPX 4.58%
7 EINC 4.56%
8 TPMN 4.41%
9 UMI 4.32%
10 USAI 4.27%
11 UTRN 4.04%
12 TPYP 4.03%
13 HDLV 3.91%
14 UTES 3.75%
15 ADPV 3.74%
16 RYU 3.46%
17 ECLN 3.29%
18 FPWR 3.29%
19 GHII 3.11%
20 BDVG 3.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 91.05M (12.34%) -298.01K
Decreased by -0.33%
Jun 30, 25
2 BlackRock Inc 60.25M (8.16%) 917.56K
Increased by +1.52%
Jun 30, 25
3 Franklin Resources Inc 38.20M (5.18%) 943.00K
Increased by +2.47%
Jun 30, 25
4 State Street Corp 37.37M (5.06%) 883.24K
Increased by +2.36%
Jun 30, 25
5 State Street Corporation 34.89M (4.73%) -3.23M
Decreased by -9.26%
Mar 31, 24
6 Amvescap Plc. 30.82M (4.18%) 2.88M
Increased by +9.35%
Jun 30, 25
7 Wellington Management Company LLP 30.34M (4.11%) -256.48K
Decreased by -0.85%
Jun 30, 25
8 Geode Capital Management, LLC 18.77M (2.54%) 422.55K
Increased by +2.25%
Jun 30, 25
9 Boston Partners Global Investors, Inc 13.96M (1.89%) 898.94K
Increased by +6.44%
Jun 30, 25
10 Bank of America Corp 13.89M (1.88%) 706.52K
Increased by +5.09%
Jun 30, 25
11 Lazard Asset Management LLC 13.09M (1.77%) 1.37M
Increased by +10.45%
Dec 31, 23
12 FMR Inc 11.57M (1.57%) 18.98K
Increased by +0.16%
Jun 30, 25
13 Hotchkis & Wiley Capital Management LLC 9.87M (1.34%) -3.67M
Decreased by -37.15%
Jun 30, 25
14 NORGES BANK 9.28M (1.26%) 2.24M
Increased by +24.17%
Jun 30, 25
15 Zimmer Partners LP 8.46M (1.15%) 2.51M
Increased by +29.67%
Sep 30, 23
16 AllianceBernstein L.P. 8.41M (1.14%) 530.71K
Increased by +6.31%
Jun 30, 25
17 Northern Trust Corp 8.29M (1.12%) -310.36K
Decreased by -3.74%
Jun 30, 25
18 Mitsubishi UFJ Trust & Banking Corp 8.23M (1.11%) -404.97K
Decreased by -4.92%
Sep 30, 23
19 Federated Hermes Inc 8.07M (1.09%) 76.16K
Increased by +0.94%
Jun 30, 25
20 JPMorgan Chase & Co 7.99M (1.08%) -1.17M
Decreased by -14.68%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 22.16M (3.00%) -1.13M
Decreased by -5.08%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 22.11M (3.00%) -471.24K
Decreased by -2.13%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 21.00M (2.85%) 146.57K
Increased by +0.70%
May 31, 25
4 Vanguard 500 Index Investor 18.30M (2.48%) -2.68M
Decreased by -14.65%
Jul 31, 25
5 Vanguard Equity-Income Inv 16.75M (2.27%) -1.44M
Decreased by -8.61%
Jun 30, 25
6 Vanguard Mid Cap Index Institutional 15.67M (2.12%) 168.10K
Increased by +1.07%
Jul 31, 25
7 The Utilities Select Sector SPDR® ETF 11.98M (1.62%) -9.66K
Decreased by -0.08%
Aug 31, 25
8 Putnam Large Cap Value A 11.46M (1.55%) 0.00
Increased by 0.00%
Jul 31, 25
9 Putnam US Large Cap Value Equity 11.46M (1.55%) 0.00
Increased by 0.00%
Jun 30, 25
10 Lazard Glbl Listed Infrastruct USD Hedge 9.93M (1.35%) 1.66M
Increased by +16.76%
Mar 31, 24
11 Lazard Global Listed Infrastructure Inst 9.93M (1.35%) 1.66M
Increased by +16.76%
Mar 31, 24
12 Fidelity 500 Index 9.37M (1.27%) 4.06K
Increased by +0.04%
Jul 31, 25
13 Utilities Select Sector SPDR® ETF 9.20M (1.25%) 259.27K
Increased by +2.82%
Apr 30, 24
14 SPDR® S&P 500 ETF 9.18M (1.24%) -134.54K
Decreased by -1.46%
Mar 31, 25
15 SPDR® S&P 500® ETF Trust 8.94M (1.21%) -46.87K
Decreased by -0.52%
Mar 31, 25
16 SPDR® S&P 500® ETF 8.92M (1.21%) 109.80K
Increased by +1.23%
Aug 31, 25
17 iShares Core S&P 500 ETF 8.90M (1.21%) 0.00
Increased by 0.00%
Aug 31, 25
18 SPDR® S&P 500 ETF Trust 8.65M (1.17%) -18.83K
Decreased by -0.22%
Apr 30, 24
19 Fidelity® 500 Index 8.59M (1.16%) 54.66K
Increased by +0.64%
Nov 30, 23
20 Vanguard Wellesley® Income Inv 7.69M (1.04%) 325.80K
Increased by +4.24%
Jun 30, 25