Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTES 6.27%
2 JHMU 4.92%
3 SDP 4.34%
4 KOOL 4.26%
5 UTRN 4.06%
6 FXU 4.02%
7 XLU 3.58%
8 LSAT 3.58%
9 VPU 3.41%
10 RYU 3.35%
11 NBCT 3.25%
12 NBET 3.25%
13 FUTY 3.24%
14 RSPU 3.19%
15 YLDE 3.13%
16 IDU 3.08%
17 PUI 3.03%
18 BILD 2.96%
19 UTSL 2.75%
20 UPW 2.68%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 63.40M (9.75%) 3.00K
Increased by +0.00%
Dec 31, 24
2 Vanguard Group Inc 63.02M (9.69%) 490.27K
Increased by +0.78%
Dec 31, 24
3 Capital Research & Mgmt Co - Division 3 49.77M (7.65%) -103.51K
Decreased by -0.21%
Dec 31, 24
4 Wellington Management Company LLP 38.41M (5.91%) 4.08M
Increased by +10.63%
Dec 31, 24
5 State Street Corp 32.63M (5.02%) -315.32K
Decreased by -0.97%
Dec 31, 24
6 State Street Corporation 31.27M (4.81%) -2.88M
Decreased by -9.21%
Mar 31, 24
7 Morgan Stanley - Brokerage Accounts 22.52M (3.46%) -1.74M
Decreased by -7.74%
Dec 31, 24
8 FMR Inc 20.49M (3.15%) 1.51M
Increased by +7.38%
Dec 31, 24
9 NORGES BANK 17.50M (2.69%) 4.63M
Increased by +26.48%
Dec 31, 24
10 ClearBridge Advisors, LLC 13.99M (2.15%) -137.93K
Decreased by -0.99%
Dec 31, 24
11 Newport Trust Co. 13.29M (2.04%) -190.69K
Decreased by -1.43%
Dec 31, 24
12 Geode Capital Management, LLC 13.07M (2.01%) 311.09K
Increased by +2.38%
Dec 31, 24
13 Bank of America Corp 9.75M (1.50%) -1.39M
Decreased by -14.30%
Dec 31, 24
14 DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main 9.54M (1.47%) -632.60K
Decreased by -6.63%
Dec 31, 24
15 Deutsche Bank AG 8.91M (1.37%) -1.29M
Decreased by -14.48%
Dec 31, 24
16 Franklin Resources Inc 7.68M (1.18%) -14.46K
Decreased by -0.19%
Dec 31, 24
17 T. Rowe Price Associates, Inc. 7.23M (1.11%) -113.76K
Decreased by -1.57%
Dec 31, 24
18 Northern Trust Corp 7.18M (1.10%) 538.92K
Increased by +7.50%
Dec 31, 24
19 JPMorgan Chase & Co 6.86M (1.05%) 556.37K
Increased by +8.11%
Sep 30, 24
20 Amvescap Plc. 6.67M (1.02%) 2.76M
Increased by +41.37%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 19.98M (3.07%) 72.09K
Increased by +0.36%
Feb 28, 25
2 American Funds Washington Mutual A 18.13M (2.79%) 332.17K
Increased by +1.83%
Dec 31, 24
3 Capital Group Wash Mutual Invtrs Comp 18.13M (2.79%) 332.17K
Increased by +1.83%
Dec 31, 24
4 Vanguard Institutional 500 Index Trust 17.56M (2.70%) 119.45K
Increased by +0.68%
Feb 28, 25
5 American Funds American Mutual A 11.62M (1.79%) 0.00
Increased by 0.00%
Dec 31, 24
6 Capital Group American Mutual Comp 11.62M (1.79%) 0.00
Increased by 0.00%
Dec 31, 24
7 The Utilities Select Sector SPDR® ETF 9.38M (1.44%) 24.92K
Increased by +0.27%
Feb 28, 25
8 Fidelity 500 Index 7.90M (1.21%) 34.85K
Increased by +0.44%
Jan 31, 25
9 Utilities Select Sector SPDR® ETF 7.87M (1.21%) 236.21K
Increased by +3.00%
Apr 30, 24
10 SPDR® S&P 500® ETF Trust 7.82M (1.20%) -58.03K
Decreased by -0.74%
Feb 28, 25
11 SPDR® S&P 500 ETF Trust 7.45M (1.14%) 16.83K
Increased by +0.23%
Apr 30, 24
12 iShares Core S&P 500 ETF 7.44M (1.14%) -374.00
Decreased by -0.01%
Feb 28, 25
13 Fidelity® 500 Index 7.29M (1.12%) 58.04K
Increased by +0.80%
Oct 31, 23
14 American Funds American Balanced A 7.24M (1.11%) -488.60K
Decreased by -6.75%
Dec 31, 24
15 Vanguard Equity-Income Inv 6.93M (1.06%) -924.69K
Decreased by -13.35%
Dec 31, 24
16 Vanguard Wellington™ Inv 6.20M (0.95%) 6.20M
Increased by +100.00%
Dec 31, 24
17 Vanguard Value Index Inv 5.47M (0.84%) 46.19K
Increased by +0.84%
Feb 28, 25
18 American Funds New Perspective A 5.33M (0.82%) 0.00
Increased by 0.00%
Sep 30, 23
19 Capital Group New Perspective Comp 5.33M (0.82%) 0.00
Increased by 0.00%
Sep 30, 23
20 Neuberger Berman Large Cap Value Inv 4.78M (0.74%) 31.79K
Increased by +0.66%
Dec 31, 23