Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ENY 5.42%
2 PAK 5.21%
3 TPMN 4.99%
4 ENFR 4.83%
5 MDST 4.73%
6 MORE 4.66%
7 UTES 4.60%
8 MLPX 4.41%
9 EINC 4.34%
10 USAI 4.24%
11 UMI 4.19%
12 UTRN 4.04%
13 ADPV 3.96%
14 HDLV 3.91%
15 TPYP 3.79%
16 DIVP 3.79%
17 ECLN 3.50%
18 RYU 3.46%
19 BDVG 3.25%
20 GHII 3.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 91.35M (12.39%) -514.12K
Decreased by -0.56%
Mar 31, 25
2 BlackRock Inc 59.33M (8.04%) -1.91M
Decreased by -3.23%
Mar 31, 25
3 Franklin Resources Inc 37.25M (5.05%) 423.33K
Increased by +1.14%
Mar 31, 25
4 State Street Corp 36.49M (4.95%) 545.94K
Increased by +1.50%
Mar 31, 25
5 State Street Corporation 34.89M (4.73%) -3.23M
Decreased by -9.26%
Mar 31, 24
6 Wellington Management Company LLP 30.59M (4.15%) -1.47M
Decreased by -4.79%
Mar 31, 25
7 Amvescap Plc. 27.47M (3.72%) 3.38M
Increased by +12.31%
Dec 31, 24
8 Geode Capital Management, LLC 18.35M (2.49%) 669.15K
Increased by +3.65%
Mar 31, 25
9 Hotchkis & Wiley Capital Management LLC 13.53M (1.83%) -258.92K
Decreased by -1.91%
Mar 31, 25
10 Bank of America Corp 13.18M (1.79%) 511.51K
Increased by +3.88%
Mar 31, 25
11 Lazard Asset Management LLC 13.09M (1.78%) 1.37M
Increased by +10.45%
Dec 31, 23
12 Boston Partners Global Investors, Inc 13.06M (1.77%) 3.54M
Increased by +27.13%
Mar 31, 25
13 FMR Inc 11.55M (1.57%) 5.32M
Increased by +46.06%
Mar 31, 25
14 Northern Trust Corp 8.57M (1.16%) 468.79K
Increased by +5.47%
Dec 31, 24
15 Zimmer Partners LP 8.46M (1.15%) 2.51M
Increased by +29.67%
Sep 30, 23
16 Mitsubishi UFJ Trust & Banking Corp 8.23M (1.12%) -404.97K
Decreased by -4.92%
Sep 30, 23
17 Federated Hermes Inc 8.00M (1.08%) 109.16K
Increased by +1.36%
Mar 31, 25
18 JPMorgan Chase & Co 7.99M (1.08%) -1.17M
Decreased by -14.68%
Sep 30, 24
19 AllianceBernstein L.P. 7.58M (1.03%) -591.89K
Decreased by -7.80%
Dec 31, 24
20 Morgan Stanley - Brokerage Accounts 7.27M (0.99%) 377.67K
Increased by +5.20%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 22.49M (3.05%) 299.81K
Increased by +1.33%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 22.16M (3.00%) -1.13M
Decreased by -5.08%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 20.85M (2.83%) 332.50K
Increased by +1.59%
Apr 30, 25
4 Vanguard Equity-Income Inv 18.19M (2.47%) -1.54M
Decreased by -8.48%
Mar 31, 25
5 Vanguard Mid Cap Index Institutional 15.25M (2.07%) 147.42K
Increased by +0.97%
Apr 30, 25
6 Putnam Large Cap Value A 11.46M (1.55%) 0.00
Increased by 0.00%
Apr 30, 25
7 Putnam US Large Cap Value Equity 11.46M (1.55%) 506.12K
Increased by +4.42%
Mar 31, 25
8 The Utilities Select Sector SPDR® ETF 10.98M (1.49%) -4.82K
Decreased by -0.04%
Apr 30, 25
9 Lazard Glbl Listed Infrastruct USD Hedge 9.93M (1.35%) 1.66M
Increased by +16.76%
Mar 31, 24
10 Lazard Global Listed Infrastructure Inst 9.93M (1.35%) 1.66M
Increased by +16.76%
Mar 31, 24
11 Fidelity 500 Index 9.26M (1.26%) 20.05K
Increased by +0.22%
Mar 31, 25
12 Utilities Select Sector SPDR® ETF 9.20M (1.25%) 259.27K
Increased by +2.82%
Apr 30, 24
13 SPDR® S&P 500 ETF 9.18M (1.25%) -134.54K
Decreased by -1.46%
Mar 31, 25
14 SPDR® S&P 500® ETF Trust 8.94M (1.21%) -46.87K
Decreased by -0.52%
Mar 31, 25
15 SPDR® S&P 500® ETF 8.89M (1.21%) -53.38K
Decreased by -0.60%
Apr 30, 25
16 iShares Core S&P 500 ETF 8.75M (1.19%) -9.13K
Decreased by -0.10%
Apr 30, 25
17 SPDR® S&P 500 ETF Trust 8.65M (1.17%) -18.83K
Decreased by -0.22%
Apr 30, 24
18 Fidelity® 500 Index 8.59M (1.16%) 54.66K
Increased by +0.64%
Nov 30, 23
19 Vanguard Windsor™ II Inv 7.90M (1.07%) 0.00
Increased by 0.00%
Mar 31, 25
20 Vanguard Wellesley® Income Inv 7.36M (1.00%) -742.51K
Decreased by -10.09%
Mar 31, 25