Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 11.16%
2 XLU 7.70%
3 VPU 7.02%
4 FUTY 7.00%
5 SDP 6.91%
6 IDU 6.62%
7 UTSL 5.70%
8 JXI 5.35%
9 UPW 5.13%
10 HDLV 4.86%
11 JHMU 4.69%
12 UTRN 4.04%
13 WBIF 3.90%
14 WBIG 3.84%
15 PUI 3.27%
16 RSPU 3.23%
17 RYU 3.17%
18 GII 3.16%
19 IGF 3.15%
20 ECLN 3.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 JPMorgan Chase & Co 109.45M (10.02%) 29.61M
Increased by +27.05%
Sep 30, 24
2 Vanguard Group Inc 102.79M (9.41%) 698.42K
Increased by +0.68%
Dec 31, 24
3 BlackRock Inc 80.49M (7.37%) 2.80M
Increased by +3.48%
Sep 30, 24
4 State Street Corporation 63.61M (5.82%) 803.95K
Increased by +1.26%
Dec 31, 23
5 State Street Corp 58.93M (5.40%) 1.55M
Increased by +2.62%
Sep 30, 24
6 FMR Inc 29.38M (2.69%) -1.02M
Decreased by -3.47%
Sep 30, 24
7 Capital Research & Mgmt Co - Division 3 27.24M (2.49%) -1.29M
Decreased by -4.72%
Dec 31, 24
8 Geode Capital Management, LLC 24.52M (2.24%) 1.08M
Increased by +4.39%
Sep 30, 24
9 Massachusetts Financial Services Company 21.92M (2.01%) -3.25M
Decreased by -14.81%
Dec 31, 24
10 T. Rowe Price Associates, Inc. 18.02M (1.65%) -1.31M
Decreased by -7.27%
Sep 30, 24
11 GQG Partners LLC 14.80M (1.36%) -1.75M
Decreased by -11.85%
Dec 31, 24
12 Mizuho Securities USA Inc 14.72M (1.35%) 14.63M
Increased by +99.43%
Sep 30, 24
13 Franklin Resources Inc 14.15M (1.30%) -2.16M
Decreased by -15.27%
Sep 30, 24
14 Morgan Stanley - Brokerage Accounts 11.27M (1.03%) -11.03M
Decreased by -97.89%
Sep 30, 24
15 Northern Trust Corp 10.34M (0.95%) -375.06K
Decreased by -3.63%
Sep 30, 24
16 NORGES BANK 10.30M (0.94%) -310.88K
Decreased by -3.02%
Dec 31, 24
17 Ameriprise Financial Inc 9.50M (0.87%) 2.62K
Increased by +0.03%
Sep 30, 24
18 Capital Research Global Investors 9.47M (0.87%) -2.44M
Decreased by -25.72%
Sep 30, 23
19 Bank of America Corp 8.50M (0.78%) 26.59K
Increased by +0.31%
Sep 30, 24
20 Legal & General Group PLC 8.31M (0.76%) -1.58M
Decreased by -18.96%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 34.33M (3.14%) -65.49K
Decreased by -0.19%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 29.67M (2.72%) 272.15K
Increased by +0.92%
Dec 31, 24
3 The Utilities Select Sector SPDR® ETF 15.79M (1.45%) -89.50K
Decreased by -0.57%
Jan 31, 25
4 American Funds Washington Mutual A 13.89M (1.27%) -740.06K
Decreased by -5.33%
Dec 31, 24
5 Capital Group Wash Mutual Invtrs Comp 13.89M (1.27%) -740.06K
Decreased by -5.33%
Dec 31, 24
6 Utilities Select Sector SPDR® ETF 13.78M (1.26%) -40.57K
Decreased by -0.29%
Mar 31, 24
7 Fidelity 500 Index 13.60M (1.25%) 90.06K
Increased by +0.66%
Dec 31, 24
8 SPDR® S&P 500® ETF Trust 13.36M (1.22%) -131.38K
Decreased by -0.98%
Jan 31, 25
9 SPDR® S&P 500 ETF Trust 13.16M (1.20%) -102.23K
Decreased by -0.78%
Mar 31, 24
10 iShares Core S&P 500 ETF 12.85M (1.18%) 18.67K
Increased by +0.15%
Jan 31, 25
11 Fidelity® 500 Index 12.71M (1.16%) 80.87K
Increased by +0.64%
Nov 30, 23
12 MFS Large Cap Value Equity 12.25M (1.12%) -1.41M
Decreased by -11.54%
Dec 31, 24
13 MFS Value A 12.25M (1.12%) -151.84K
Decreased by -1.24%
Dec 31, 24
14 Vanguard Value Index Inv 9.33M (0.85%) -59.29K
Decreased by -0.64%
Dec 31, 24
15 Franklin Income A1 8.00M (0.73%) 0.00
Increased by 0.00%
Dec 31, 24
16 Vanguard Institutional Index I 6.92M (0.63%) -5.07K
Decreased by -0.07%
Dec 31, 24
17 Vanguard Utilities ETF 6.72M (0.62%) 57.41K
Increased by +0.85%
Dec 31, 24
18 JPMorgan Equity Premium Income ETF 6.48M (0.59%) 16.30K
Increased by +0.25%
Jan 31, 25
19 American Funds Capital Income Bldr A 5.75M (0.53%) -949.17K
Decreased by -16.52%
Sep 30, 23
20 T. Rowe Price Equity Income 5.74M (0.53%) -600.00K
Decreased by -10.45%
Mar 31, 24