Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 7.97%
2 ENY 5.42%
3 UTES 5.35%
4 PAK 5.21%
5 ENFR 5.05%
6 MLPX 4.96%
7 MORE 4.66%
8 EINC 4.57%
9 USAI 4.49%
10 DIVP 4.12%
11 MDST 4.08%
12 UTRN 4.04%
13 TPYP 3.98%
14 HDLV 3.91%
15 UMI 3.75%
16 ECLN 3.74%
17 RYU 3.46%
18 RSPU 3.30%
19 GHII 3.11%
20 BDVG 2.99%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 91.86M (12.47%) 750.03K
Increased by +0.82%
Dec 31, 24
2 BlackRock Inc 61.24M (8.31%) 2.12M
Increased by +3.46%
Dec 31, 24
3 Franklin Resources Inc 36.83M (5.00%) 2.07M
Increased by +5.62%
Dec 31, 24
4 State Street Corp 35.94M (4.88%) -514.61K
Decreased by -1.43%
Dec 31, 24
5 State Street Corporation 34.89M (4.74%) -3.23M
Decreased by -9.26%
Mar 31, 24
6 Wellington Management Company LLP 32.06M (4.35%) -3.03M
Decreased by -9.45%
Dec 31, 24
7 Amvescap Plc. 27.47M (3.73%) 3.38M
Increased by +12.31%
Dec 31, 24
8 Geode Capital Management, LLC 17.68M (2.40%) 500.06K
Increased by +2.83%
Dec 31, 24
9 Hotchkis & Wiley Capital Management LLC 13.79M (1.87%) -129.29K
Decreased by -0.94%
Dec 31, 24
10 Lazard Asset Management LLC 13.09M (1.78%) 1.37M
Increased by +10.45%
Dec 31, 23
11 Bank of America Corp 12.67M (1.72%) 1.37M
Increased by +10.82%
Dec 31, 24
12 Boston Partners Global Investors, Inc 9.52M (1.29%) 9.40M
Increased by +98.80%
Dec 31, 24
13 Northern Trust Corp 8.57M (1.16%) 468.79K
Increased by +5.47%
Dec 31, 24
14 Zimmer Partners LP 8.46M (1.15%) 2.51M
Increased by +29.67%
Sep 30, 23
15 Mitsubishi UFJ Trust & Banking Corp 8.23M (1.12%) -404.97K
Decreased by -4.92%
Sep 30, 23
16 JPMorgan Chase & Co 7.99M (1.09%) -1.17M
Decreased by -14.68%
Sep 30, 24
17 Federated Hermes Inc 7.89M (1.07%) -65.57K
Decreased by -0.83%
Dec 31, 24
18 AllianceBernstein L.P. 7.58M (1.03%) -591.89K
Decreased by -7.80%
Dec 31, 24
19 NORGES BANK 7.04M (0.96%) 364.06K
Increased by +5.17%
Dec 31, 24
20 Cohen & Steers Inc 6.99M (0.95%) 188.50K
Increased by +2.70%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 22.12M (3.00%) 32.73K
Increased by +0.15%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 20.47M (2.78%) 141.59K
Increased by +0.69%
Feb 28, 25
3 Vanguard Equity-Income Inv 19.73M (2.68%) -1.39M
Decreased by -7.06%
Dec 31, 24
4 Vanguard Mid Cap Index Institutional 15.14M (2.06%) 63.18K
Increased by +0.42%
Feb 28, 25
5 Putnam Large Cap Value A 11.21M (1.52%) 0.00
Increased by 0.00%
Feb 28, 25
6 Putnam US Large Cap Value Equity 10.96M (1.49%) 497.02K
Increased by +4.54%
Dec 31, 24
7 The Utilities Select Sector SPDR® ETF 10.93M (1.48%) 29.04K
Increased by +0.27%
Feb 28, 25
8 Lazard Glbl Listed Infrastruct USD Hedge 9.93M (1.35%) 1.66M
Increased by +16.76%
Mar 31, 24
9 Lazard Global Listed Infrastructure Inst 9.93M (1.35%) 1.66M
Increased by +16.76%
Mar 31, 24
10 Utilities Select Sector SPDR® ETF 9.20M (1.25%) 259.27K
Increased by +2.82%
Apr 30, 24
11 Fidelity 500 Index 9.20M (1.25%) 40.59K
Increased by +0.44%
Jan 31, 25
12 SPDR® S&P 500® ETF Trust 9.13M (1.24%) -67.70K
Decreased by -0.74%
Feb 28, 25
13 iShares Core S&P 500 ETF 8.67M (1.18%) -436.00
Decreased by -0.01%
Feb 28, 25
14 SPDR® S&P 500 ETF Trust 8.65M (1.17%) -18.83K
Decreased by -0.22%
Apr 30, 24
15 Fidelity® 500 Index 8.59M (1.17%) 54.66K
Increased by +0.64%
Nov 30, 23
16 Vanguard Wellesley® Income Inv 8.10M (1.10%) -1.02M
Decreased by -12.53%
Dec 31, 24
17 Vanguard Windsor™ II Inv 7.90M (1.07%) 0.00
Increased by 0.00%
Dec 31, 24
18 iShares Select Dividend ETF 7.37M (1.00%) 57.87K
Increased by +0.79%
Feb 28, 25
19 Franklin Utilities A1 7.00M (0.95%) 0.00
Increased by 0.00%
Dec 31, 24
20 Franklin Utilities Fund A1 7.00M (0.95%) 0.00
Increased by 0.00%
Feb 28, 25