Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTES 4.99%
2 JHMU 4.92%
3 XLU 4.83%
4 FUTY 4.41%
5 SDP 4.34%
6 BILD 4.27%
7 NBCT 4.17%
8 NBET 4.17%
9 IDU 4.16%
10 EMLP 4.15%
11 UTRN 4.06%
12 VPU 3.98%
13 KOOL 3.91%
14 LSAT 3.66%
15 PUI 3.63%
16 FXU 3.63%
17 YLDE 3.55%
18 RSPU 3.48%
19 ECLN 3.35%
20 RYU 3.35%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 64.36M (10.18%) 208.48K
Increased by +0.32%
Jun 30, 24
2 Vanguard Group Inc 62.53M (9.89%) 732.84K
Increased by +1.17%
Sep 30, 24
3 Capital Research & Mgmt Co - Division 3 49.87M (7.89%) -4.22M
Decreased by -8.47%
Sep 30, 24
4 Morgan Stanley - Brokerage Accounts 46.61M (7.37%) 5.58M
Increased by +11.97%
Jun 30, 24
5 Wellington Management Company LLP 34.20M (5.41%) 7.42M
Increased by +21.71%
Jun 30, 24
6 State Street Corp 31.40M (4.97%) 134.08K
Increased by +0.43%
Jun 30, 24
7 State Street Corporation 31.27M (4.94%) -2.88M
Decreased by -9.21%
Mar 31, 24
8 FMR Inc 18.98M (3.00%) 1.58M
Increased by +8.34%
Sep 30, 24
9 Newport Trust Co. 13.48M (2.13%) -307.32K
Decreased by -2.28%
Sep 30, 24
10 ClearBridge Advisors, LLC 13.45M (2.13%) 874.13K
Increased by +6.50%
Jun 30, 24
11 NORGES BANK 12.87M (2.03%) 42.15K
Increased by +0.33%
Jun 30, 24
12 Geode Capital Management, LLC 12.62M (1.99%) 280.75K
Increased by +2.23%
Jun 30, 24
13 Bank of America Corp 10.96M (1.73%) 12.84K
Increased by +0.12%
Jun 30, 24
14 Deutsche Bank AG 10.07M (1.59%) -440.99K
Decreased by -4.38%
Jun 30, 24
15 DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main 9.13M (1.44%) 8.00M
Increased by +87.56%
Jun 30, 24
16 Franklin Resources Inc 7.57M (1.20%) 466.06K
Increased by +6.16%
Jun 30, 24
17 Legal & General Group PLC 7.47M (1.18%) -642.77K
Decreased by -8.60%
Jun 30, 24
18 Neuberger Berman Group LLC 6.73M (1.06%) -556.60K
Decreased by -8.27%
Jun 30, 24
19 Northern Trust Corp 6.64M (1.05%) -227.62K
Decreased by -3.43%
Sep 30, 24
20 T. Rowe Price Associates, Inc. 6.31M (1.00%) -131.91K
Decreased by -2.09%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 19.98M (3.16%) -69.12K
Decreased by -0.35%
Oct 31, 24
2 American Funds Washington Mutual A 17.80M (2.81%) -1.44M
Decreased by -8.11%
Sep 30, 24
3 Capital Group Wash Mutual Invtrs Comp 17.80M (2.81%) -1.44M
Decreased by -8.11%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 16.78M (2.65%) 199.95K
Increased by +1.19%
Oct 31, 24
5 American Funds American Mutual A 11.62M (1.84%) -6.77K
Decreased by -0.06%
Sep 30, 24
6 Capital Group American Mutual Comp 11.62M (1.84%) -6.77K
Decreased by -0.06%
Sep 30, 24
7 The Utilities Select Sector SPDR® ETF 9.47M (1.50%) 12.58K
Increased by +0.13%
Oct 31, 24
8 Utilities Select Sector SPDR® ETF 7.87M (1.24%) 236.21K
Increased by +3.00%
Apr 30, 24
9 Vanguard Equity-Income Inv 7.85M (1.24%) -517.62K
Decreased by -6.59%
Sep 30, 24
10 Fidelity 500 Index 7.78M (1.23%) -13.19K
Decreased by -0.17%
Sep 30, 24
11 American Funds American Balanced A 7.73M (1.22%) -1.08M
Decreased by -13.97%
Sep 30, 24
12 SPDR® S&P 500® ETF Trust 7.72M (1.22%) 40.28K
Increased by +0.52%
Oct 31, 24
13 SPDR® S&P 500 ETF Trust 7.45M (1.18%) 16.83K
Increased by +0.23%
Apr 30, 24
14 Fidelity® 500 Index 7.29M (1.15%) 58.04K
Increased by +0.80%
Oct 31, 23
15 iShares Core S&P 500 ETF 7.05M (1.11%) 10.85K
Increased by +0.15%
Oct 31, 24
16 Vanguard Value Index Inv 5.37M (0.85%) 17.97K
Increased by +0.33%
Oct 31, 24
17 American Funds New Perspective A 5.33M (0.84%) 0.00
Increased by 0.00%
Sep 30, 23
18 Capital Group New Perspective Comp 5.33M (0.84%) 0.00
Increased by 0.00%
Sep 30, 23
19 iShares MSCI USA Quality Factor ETF 5.05M (0.80%) 18.14K
Increased by +0.36%
Oct 31, 24
20 Neuberger Berman Large Cap Value Inv 4.78M (0.76%) 31.79K
Increased by +0.66%
Dec 31, 23