Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IEZ 20.16%
2 OIH 18.38%
3 ATFV 5.80%
4 PXJ 4.46%
5 RSPG 4.37%
6 DUG 4.34%
7 OILD 4.33%
8 XLE 4.24%
9 OILU 4.24%
10 RYE 4.18%
11 IYE 4.05%
12 UTRN 4.04%
13 DRLL 3.76%
14 XES 3.69%
15 RUFF 3.61%
16 FENY 3.38%
17 FTXN 3.35%
18 VDE 3.29%
19 DIG 3.13%
20 PXI 3.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 132.28M (9.29%) 1.75M
Increased by +1.33%
Dec 31, 23
2 BlackRock Inc 108.35M (7.61%) 2.63M
Increased by +2.42%
Dec 31, 23
3 State Street Corporation 84.76M (5.95%) 5.44M
Increased by +6.42%
Dec 31, 23
4 T. Rowe Price Associates, Inc. 75.38M (5.29%) 8.62M
Increased by +11.43%
Dec 31, 23
5 Capital World Investors 51.62M (3.62%) 1.13M
Increased by +2.20%
Dec 31, 23
6 GQG Partners LLC 28.87M (2.03%) -7.11M
Decreased by -24.61%
Dec 31, 23
7 FMR Inc 27.52M (1.93%) 347.36K
Increased by +1.26%
Dec 31, 23
8 Geode Capital Management, LLC 27.03M (1.90%) 644.27K
Increased by +2.38%
Dec 31, 23
9 Arnhold & S. Bleichroeder Advisers, LLC 26.87M (1.89%) -26.41K
Decreased by -0.10%
Dec 31, 23
10 Wellington Management Company LLP 23.25M (1.63%) -8.39M
Decreased by -36.10%
Dec 31, 23
11 Bank of America Corp 22.11M (1.55%) -408.92K
Decreased by -1.85%
Dec 31, 23
12 Deutsche Bank AG 21.39M (1.50%) 423.45K
Increased by +1.98%
Dec 31, 23
13 Goldman Sachs Group Inc 20.43M (1.43%) 10.77M
Increased by +52.71%
Dec 31, 23
14 NORGES BANK 19.22M (1.35%) 361.04K
Increased by +1.88%
Dec 31, 23
15 Morgan Stanley - Brokerage Accounts 17.34M (1.22%) 1.55M
Increased by +8.94%
Dec 31, 23
16 Amundi 17.19M (1.21%) -114.99K
Decreased by -0.67%
Dec 31, 23
17 Bank of New York Mellon Corp 16.06M (1.13%) -3.14M
Decreased by -19.55%
Dec 31, 23
18 Capital Research & Mgmt Co - Division 3 14.80M (1.04%) 89.48K
Increased by +0.60%
Dec 31, 23
19 Northern Trust Corp 13.66M (0.96%) -597.20K
Decreased by -4.37%
Dec 31, 23
20 Boston Partners Global Investors, Inc 13.37M (0.94%) -1.99M
Decreased by -14.90%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 45.04M (3.16%) 367.12K
Increased by +0.82%
Mar 31, 24
2 Vanguard Institutional 500 Index Trust 35.98M (2.53%) 310.20K
Increased by +0.86%
Mar 31, 24
3 Energy Select Sector SPDR® ETF 34.45M (2.42%) -668.94K
Decreased by -1.94%
Apr 30, 24
4 First Eagle Global A 19.91M (1.40%) 0.00
Increased by 0.00%
Mar 31, 24
5 Fidelity 500 Index 17.25M (1.21%) 118.89K
Increased by +0.69%
Mar 31, 24
6 SPDR® S&P 500 ETF Trust 16.84M (1.18%) 38.16K
Increased by +0.23%
Apr 30, 24
7 Fidelity® 500 Index 16.56M (1.16%) 105.39K
Increased by +0.64%
Nov 30, 23
8 American Funds American Balanced A 15.74M (1.10%) 3.66M
Increased by +23.27%
Mar 31, 24
9 American Funds New Perspective A 15.05M (1.06%) 4.71M
Increased by +31.28%
Mar 31, 24
10 American Funds Growth Fund of Amer A 14.90M (1.05%) 0.00
Increased by 0.00%
Mar 31, 24
11 Capital Group Growth Fnd of Amer Comp 14.90M (1.05%) 0.00
Increased by 0.00%
Mar 31, 24
12 iShares Core S&P 500 ETF 14.70M (1.03%) 12.77K
Increased by +0.09%
Apr 30, 24
13 American Funds Washington Mutual A 14.36M (1.01%) 14.36M
Increased by +100.00%
Mar 31, 24
14 Capital Group Wash Mutual Invtrs Comp 14.36M (1.01%) 14.36M
Increased by +100.00%
Mar 31, 24
15 American Funds Fundamental Invs A 12.68M (0.89%) 5.99M
Increased by +47.26%
Mar 31, 24
16 Capital Group Fundamental Invtrs Comp 12.68M (0.89%) 5.99M
Increased by +47.26%
Mar 31, 24
17 Capital Group New Perspective Comp 10.34M (0.73%) 0.00
Increased by 0.00%
Dec 31, 23
18 Vanguard Institutional Index I 9.38M (0.66%) -26.49K
Decreased by -0.28%
Mar 31, 24
19 DWS Top Dividende LD 9.31M (0.65%) -8.00
Decreased by -0.00%
Mar 31, 24
20 Goldman Sachs GQG Ptnrs Intl Opps Instl 8.08M (0.57%) -2.95M
Decreased by -36.47%
Dec 31, 23