Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTES 4.99%
2 JHMU 4.92%
3 XLU 4.47%
4 SDP 4.34%
5 KOOL 4.26%
6 NBET 4.11%
7 NBCT 4.08%
8 UTRN 4.06%
9 FUTY 3.99%
10 VPU 3.93%
11 IDU 3.86%
12 RIFR 3.62%
13 LSAT 3.58%
14 BILD 3.55%
15 RSPU 3.45%
16 RYU 3.35%
17 PUI 3.33%
18 TOLZ 3.20%
19 PAVE 3.20%
20 UTSL 3.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 66.33M (10.18%) 2.09M
Increased by +3.15%
Jun 30, 25
2 BlackRock Inc 63.92M (9.81%) 2.99M
Increased by +4.68%
Jun 30, 25
3 Wellington Management Company LLP 52.46M (8.05%) 3.78M
Increased by +7.20%
Jun 30, 25
4 Capital Research & Mgmt Co - Division 3 49.50M (7.60%) -1.75M
Decreased by -3.54%
Jun 30, 25
5 State Street Corp 34.38M (5.28%) 1.21M
Increased by +3.53%
Jun 30, 25
6 State Street Corporation 31.27M (4.80%) -2.88M
Decreased by -9.21%
Mar 31, 24
7 Morgan Stanley - Brokerage Accounts 19.17M (2.94%) 914.36K
Increased by +4.77%
Jun 30, 25
8 FMR Inc 18.18M (2.79%) 2.97M
Increased by +16.32%
Jun 30, 25
9 Geode Capital Management, LLC 14.04M (2.15%) 525.75K
Increased by +3.75%
Jun 30, 25
10 Newport Trust Co. 12.83M (1.97%) -502.79K
Decreased by -3.92%
Jun 30, 25
11 ClearBridge Advisors, LLC 12.26M (1.88%) 313.99K
Increased by +2.56%
Jun 30, 25
12 Bank of America Corp 10.25M (1.57%) -956.31K
Decreased by -9.33%
Jun 30, 25
13 DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main 9.54M (1.46%) -632.60K
Decreased by -6.63%
Dec 31, 24
14 NORGES BANK 9.26M (1.42%) -8.24M
Decreased by -88.97%
Jun 30, 25
15 Franklin Resources Inc 8.45M (1.30%) 12.95K
Increased by +0.15%
Jun 30, 25
16 T. Rowe Price Associates, Inc. 8.16M (1.25%) 640.30K
Increased by +7.85%
Jun 30, 25
17 Amvescap Plc. 7.43M (1.14%) -55.20K
Decreased by -0.74%
Jun 30, 25
18 Northern Trust Corp 6.67M (1.02%) -444.20K
Decreased by -6.66%
Jun 30, 25
19 UBS Asset Mgmt Americas Inc 6.11M (0.94%) 878.00K
Increased by +14.37%
Jun 30, 25
20 Deutsche Bank AG 5.96M (0.91%) 4.01M
Increased by +67.32%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 20.49M (3.15%) -486.58K
Decreased by -2.37%
Jul 31, 25
2 American Funds Washington Mutual A 20.42M (3.13%) 783.68K
Increased by +3.84%
Jun 30, 25
3 Capital Group Wash Mutual Invtrs Comp 20.42M (3.13%) 783.68K
Increased by +3.84%
Jun 30, 25
4 Vanguard US Total Market Shares ETF 20.05M (3.08%) 14.28K
Increased by +0.07%
Sep 30, 24
5 Vanguard Institutional 500 Index Trust 18.02M (2.77%) 126.45K
Increased by +0.70%
May 31, 25
6 Vanguard 500 Index Investor 16.14M (2.48%) -2.36M
Decreased by -14.65%
Jul 31, 25
7 Vanguard Wellington™ Inv 11.89M (1.83%) 541.77K
Increased by +4.56%
Jun 30, 25
8 The Utilities Select Sector SPDR® ETF 10.57M (1.62%) -8.52K
Decreased by -0.08%
Aug 31, 25
9 American Funds American Mutual A 9.05M (1.39%) -653.49K
Decreased by -7.22%
Jun 30, 25
10 Capital Group American Mutual Comp 9.05M (1.39%) -653.49K
Decreased by -7.22%
Jun 30, 25
11 Vanguard Equity-Income Inv 8.58M (1.32%) 895.25K
Increased by +10.43%
Jun 30, 25
12 Fidelity 500 Index 8.27M (1.27%) 3.55K
Increased by +0.04%
Jul 31, 25
13 SPDR® S&P 500 ETF 7.88M (1.21%) -115.32K
Decreased by -1.46%
Mar 31, 25
14 Utilities Select Sector SPDR® ETF 7.87M (1.21%) 236.21K
Increased by +3.00%
Apr 30, 24
15 SPDR® S&P 500® ETF 7.86M (1.21%) 96.90K
Increased by +1.23%
Aug 31, 25
16 iShares Core S&P 500 ETF 7.85M (1.20%) 0.00
Increased by 0.00%
Aug 31, 25
17 SPDR® S&P 500® ETF Trust 7.67M (1.18%) -40.18K
Decreased by -0.52%
Mar 31, 25
18 SPDR® S&P 500 ETF Trust 7.45M (1.14%) 16.83K
Increased by +0.23%
Apr 30, 24
19 Fidelity® 500 Index 7.29M (1.12%) 58.04K
Increased by +0.80%
Oct 31, 23
20 American Funds American Balanced A 6.88M (1.06%) 0.00
Increased by 0.00%
Jun 30, 25