Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 47.27%
2 XLU 7.28%
3 BOUT 6.92%
4 SDP 6.91%
5 VPU 6.77%
6 FUTY 6.58%
7 IDU 6.34%
8 UPW 5.19%
9 UTSL 4.92%
10 HDLV 4.86%
11 JHMU 4.69%
12 JXI 4.47%
13 BILT 4.24%
14 MBCC 4.09%
15 UTRN 4.04%
16 RCTR 4.00%
17 WBIF 3.90%
18 ZAP 3.88%
19 WBIG 3.84%
20 EASY 3.79%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 108.06M (9.61%) 1.64M
Increased by +1.52%
Dec 31, 25
2 BlackRock Inc 88.56M (7.87%) 1.75M
Increased by +1.97%
Dec 31, 25
3 State Street Corporation 63.61M (5.65%) 803.95K
Increased by +1.26%
Dec 31, 23
4 JPMorgan Chase & Co 61.77M (5.49%) -77.87M
Decreased by -126.06%
Dec 31, 25
5 State Street Corp 61.49M (5.47%) 2.37M
Increased by +3.85%
Dec 31, 25
6 Capital World Investors 41.14M (3.66%) 7.59M
Increased by +18.46%
Dec 31, 25
7 T. Rowe Price Associates, Inc. 34.46M (3.06%) 5.44M
Increased by +15.78%
Dec 31, 25
8 Geode Capital Management, LLC 27.26M (2.42%) 384.86K
Increased by +1.41%
Dec 31, 25
9 FMR Inc 23.01M (2.05%) -1.50M
Decreased by -6.51%
Dec 31, 25
10 Massachusetts Financial Services Company 16.30M (1.45%) -3.51M
Decreased by -21.53%
Dec 31, 25
11 Franklin Resources Inc 15.34M (1.36%) 1.38M
Increased by +8.98%
Dec 31, 25
12 GQG Partners LLC 14.80M (1.32%) -1.75M
Decreased by -11.85%
Dec 31, 24
13 Lombard Odier Asset Management (Europe) Ltd 14.76M (1.31%) 14.76M
Increased by +100.00%
Sep 30, 25
14 Mizuho Securities USA Inc 14.72M (1.31%) 14.63M
Increased by +99.43%
Sep 30, 24
15 Morgan Stanley - Brokerage Accounts 13.15M (1.17%) -812.44K
Decreased by -6.18%
Dec 31, 25
16 NORGES BANK 12.75M (1.13%) -100.75K
Decreased by -0.79%
Dec 31, 25
17 Capital Research & Mgmt Co - Division 3 11.24M (1.00%) -8.41M
Decreased by -74.82%
Dec 31, 25
18 Northern Trust Corp 9.82M (0.87%) -748.64K
Decreased by -7.62%
Dec 31, 25
19 Capital Research Global Investors 9.47M (0.84%) -2.44M
Decreased by -25.72%
Sep 30, 23
20 Ameriprise Financial Inc 9.47M (0.84%) -333.15K
Decreased by -3.52%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 34.95M (3.11%) 142.59K
Increased by +0.41%
Mar 31, 26
2 Vanguard US Total Market Shares ETF 34.75M (3.09%) 69.76K
Increased by +0.20%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 31.16M (2.77%) 214.83K
Increased by +0.69%
May 31, 25
4 Vanguard 500 Index Investor 28.04M (2.49%) -281.74K
Decreased by -1.00%
Mar 31, 26
5 American Funds Income Fund of Amer A 22.31M (1.98%) 11.81M
Increased by +52.93%
Mar 31, 26
6 State Street®UtilSelSectSPDR®ETF 18.22M (1.62%) -16.01K
Decreased by -0.09%
Apr 30, 26
7 The Utilities Select Sector SPDR® ETF 17.81M (1.58%) -14.36K
Decreased by -0.08%
Aug 31, 25
8 iShares Core S&P 500 ETF 14.20M (1.26%) 21.12K
Increased by +0.15%
Apr 29, 26
9 Fidelity 500 Index 14.06M (1.25%) 49.01K
Increased by +0.35%
Mar 31, 26
10 Utilities Select Sector SPDR® ETF 13.78M (1.22%) -40.57K
Decreased by -0.29%
Mar 31, 24
11 SPDR® S&P 500 ETF 13.62M (1.21%) -199.64K
Decreased by -1.47%
Mar 31, 25
12 SPDR® S&P 500® ETF 13.28M (1.18%) 163.19K
Increased by +1.23%
Aug 31, 25
13 SPDR® S&P 500® ETF Trust 13.26M (1.18%) -69.55K
Decreased by -0.52%
Mar 31, 25
14 SPDR® S&P 500 ETF Trust 13.16M (1.17%) -102.23K
Decreased by -0.78%
Mar 31, 24
15 State Street® SPDR® S&P 500® ETF 13.09M (1.16%) -14.08K
Decreased by -0.11%
Apr 30, 26
16 Fidelity® 500 Index 12.71M (1.13%) 80.87K
Increased by +0.64%
Nov 30, 23
17 American Funds Washington Mutual A 10.89M (0.97%) -5.59M
Decreased by -51.33%
Mar 31, 26
18 Capital Group Wash Mutual Invtrs Comp 10.89M (0.97%) -5.59M
Decreased by -51.33%
Mar 31, 26
19 Vanguard Value Index Inv 10.17M (0.90%) -92.80K
Decreased by -0.91%
Mar 31, 26
20 American Funds American Balanced A 9.22M (0.82%) 3.54M
Increased by +38.41%
Mar 31, 26