Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 47.27%
2 XLU 7.85%
3 VPU 7.56%
4 FUTY 7.12%
5 SDP 6.91%
6 IDU 6.60%
7 UTSL 5.44%
8 UPW 5.22%
9 JXI 5.05%
10 HDLV 4.86%
11 JHMU 4.69%
12 ZAP 4.06%
13 UTRN 4.04%
14 WBIF 3.90%
15 WBIG 3.84%
16 PUI 3.82%
17 BOUT 3.63%
18 RYU 3.17%
19 INCE 3.06%
20 FLLV 3.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 102.79M (9.38%) 698.42K
Increased by +0.68%
Dec 31, 24
2 BlackRock Inc 83.74M (7.64%) 3.25M
Increased by +3.88%
Dec 31, 24
3 State Street Corporation 63.61M (5.81%) 803.95K
Increased by +1.26%
Dec 31, 23
4 State Street Corp 57.65M (5.26%) -1.28M
Decreased by -2.22%
Dec 31, 24
5 JPMorgan Chase & Co 55.81M (5.09%) -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 21.18M (1.93%) -741.84K
Decreased by -3.50%
Mar 31, 25
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 (1.34%) 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 (0.86%) -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 (0.77%) 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 US Total Market Shares ETF 34.75M (3.17%) 69.76K
Increased by +0.20%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 34.61M (3.16%) 79.58K
Increased by +0.23%
Mar 31, 25
3 Vanguard Institutional 500 Index Trust 30.45M (2.78%) 61.26K
Increased by +0.20%
Mar 31, 25
4 The Utilities Select Sector SPDR® ETF 16.37M (1.49%) 67.92K
Increased by +0.41%
Apr 30, 25
5 Utilities Select Sector SPDR® ETF 13.78M (1.26%) -40.57K
Decreased by -0.29%
Mar 31, 24
6 Fidelity 500 Index 13.75M (1.25%) 23.72K
Increased by +0.17%
Mar 31, 25
7 SPDR® S&P 500 ETF 13.62M (1.24%) -199.64K
Decreased by -1.47%
Mar 31, 25
8 SPDR® S&P 500® ETF 13.28M (1.21%) 10.95K
Increased by +0.08%
Apr 30, 25
9 SPDR® S&P 500® ETF Trust 13.26M (1.21%) -69.55K
Decreased by -0.52%
Mar 31, 25
10 SPDR® S&P 500 ETF Trust 13.16M (1.20%) -102.23K
Decreased by -0.78%
Mar 31, 24
11 iShares Core S&P 500 ETF 12.99M (1.19%) -12.90K
Decreased by -0.10%
Apr 29, 25
12 Fidelity® 500 Index 12.71M (1.16%) 80.87K
Increased by +0.64%
Nov 30, 23
13 American Funds Washington Mutual A 12.67M (1.16%) -1.22M
Decreased by -9.61%
Mar 31, 25
14 Capital Group Wash Mutual Invtrs Comp 12.67M (1.16%) -1.22M
Decreased by -9.61%
Mar 31, 25
15 MFS Large Cap Value Equity 11.84M (1.08%) -408.93K
Decreased by -3.45%
Mar 31, 25
16 MFS Value A 11.84M (1.08%) -66.65K
Decreased by -0.56%
Mar 31, 25
17 Vanguard Value Index Inv 9.60M (0.88%) 157.33K
Increased by +1.64%
Mar 31, 25
18 Franklin Income A1 7.50M (0.68%) 0.00
Increased by 0.00%
Mar 31, 25
19 Vanguard Utilities ETF 6.98M (0.64%) 22.25K
Increased by +0.32%
Mar 31, 25
20 Vanguard Institutional Index I 6.74M (0.62%) -49.49K
Decreased by -0.73%
Mar 31, 25