Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 9.14%
2 XLU 8.30%
3 FUTY 7.52%
4 VPU 7.41%
5 IDU 7.09%
6 SDP 6.91%
7 UTSL 6.63%
8 UPW 5.74%
9 JXI 5.50%
10 HDLV 4.86%
11 JHMU 4.69%
12 PUI 4.07%
13 UTRN 4.04%
14 ZAP 3.94%
15 WBIF 3.90%
16 WBIG 3.84%
17 BOUT 3.63%
18 IGF 3.34%
19 GII 3.30%
20 ECLN 3.24%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 102.79M (9.40%) 698.42K
Increased by +0.68%
Dec 31, 24
2 BlackRock Inc 83.74M (7.66%) 3.25M
Increased by +3.88%
Dec 31, 24
3 State Street Corporation 63.61M (5.82%) 803.95K
Increased by +1.26%
Dec 31, 23
4 State Street Corp 57.65M (5.27%) -1.28M
Decreased by -2.22%
Dec 31, 24
5 JPMorgan Chase & Co 55.81M (5.10%) -53.64M
Decreased by -96.12%
Dec 31, 24
6 FMR Inc 28.22M (2.58%) -1.16M
Decreased by -4.11%
Dec 31, 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 25.05M (2.29%) 528.87K
Increased by +2.11%
Dec 31, 24
9 Massachusetts Financial Services Company 21.92M (2.00%) -3.25M
Decreased by -14.81%
Dec 31, 24
10 T. Rowe Price Associates, Inc. 15.88M (1.45%) -2.15M
Decreased by -13.53%
Dec 31, 24
11 GQG Partners LLC 14.80M (1.35%) -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 14.10M (1.29%) -50.97K
Decreased by -0.36%
Dec 31, 24
14 Morgan Stanley - Brokerage Accounts 11.49M (1.05%) 225.60K
Increased by +1.96%
Dec 31, 24
15 Northern Trust Corp 10.81M (0.99%) 460.59K
Increased by +4.26%
Dec 31, 24
16 NORGES BANK 10.30M (0.94%) -310.88K
Decreased by -3.02%
Dec 31, 24
17 Capital Research Global Investors 9.47M (0.87%) -2.44M
Decreased by -25.72%
Sep 30, 23
18 Ameriprise Financial Inc 9.27M (0.85%) -226.50K
Decreased by -2.44%
Dec 31, 24
19 Royal Bank of Canada 8.48M (0.78%) 1.07M
Increased by +12.64%
Dec 31, 24
20 Goldman Sachs Group Inc 8.43M (0.77%) 863.65K
Increased by +10.25%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 34.53M (3.16%) 117.32K
Increased by +0.34%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 30.39M (2.78%) 207.52K
Increased by +0.68%
Feb 28, 25
3 The Utilities Select Sector SPDR® ETF 16.23M (1.48%) 43.14K
Increased by +0.27%
Feb 28, 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 13.66M (1.25%) 60.28K
Increased by +0.44%
Jan 31, 25
8 SPDR® S&P 500® ETF Trust 13.54M (1.24%) -100.46K
Decreased by -0.74%
Feb 28, 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 12.87M (1.18%) -647.00
Decreased by -0.01%
Feb 28, 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 11.91M (1.09%) -198.81K
Decreased by -1.67%
Feb 28, 25
14 Vanguard Value Index Inv 9.45M (0.86%) 60.65K
Increased by +0.64%
Feb 28, 25
15 Franklin Income A1 7.50M (0.69%) 0.00
Increased by 0.00%
Feb 28, 25
16 Vanguard Utilities ETF 6.96M (0.64%) -18.46K
Decreased by -0.27%
Feb 28, 25
17 Vanguard Institutional Index I 6.79M (0.62%) -79.60K
Decreased by -1.17%
Feb 28, 25
18 JPMorgan Equity Premium Income ETF 6.47M (0.59%) 10.99K
Increased by +0.17%
Feb 28, 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 (0.52%) -600.00K
Decreased by -10.45%
Mar 31, 24