Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTES 6.37%
2 JHMU 4.92%
3 SDP 4.34%
4 FXU 4.33%
5 KOOL 4.26%
6 UTRN 4.06%
7 XLU 3.91%
8 LSAT 3.58%
9 FUTY 3.55%
10 NBET 3.54%
11 BILD 3.47%
12 NBCT 3.45%
13 VPU 3.39%
14 RSPU 3.38%
15 YLDE 3.37%
16 IDU 3.35%
17 RYU 3.35%
18 PUI 3.32%
19 UTSL 2.71%
20 UPW 2.60%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 63.40M (9.74%) 3.00K
Increased by +0.00%
Dec 31, 24
2 Vanguard Group Inc 63.02M (9.68%) 490.27K
Increased by +0.78%
Dec 31, 24
3 Capital Research & Mgmt Co - Division 3 49.77M (7.64%) -103.51K
Decreased by -0.21%
Dec 31, 24
4 Wellington Management Company LLP 38.41M (5.90%) 4.08M
Increased by +10.63%
Dec 31, 24
5 State Street Corp 32.63M (5.01%) -315.32K
Decreased by -0.97%
Dec 31, 24
6 State Street Corporation 31.27M (4.80%) -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 20.59M (3.16%) 607.18K
Increased by +2.95%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 20.05M (3.08%) 14.28K
Increased by +0.07%
Sep 30, 24
3 American Funds Washington Mutual A 19.64M (3.02%) 1.51M
Increased by +7.69%
Mar 31, 25
4 Capital Group Wash Mutual Invtrs Comp 19.64M (3.02%) 1.51M
Increased by +7.69%
Mar 31, 25
5 Vanguard Institutional 500 Index Trust 17.60M (2.70%) 38.29K
Increased by +0.22%
Mar 31, 25
6 Vanguard Wellington™ Inv 11.35M (1.74%) 5.15M
Increased by +45.41%
Mar 31, 25
7 American Funds American Mutual A 9.71M (1.49%) -1.91M
Decreased by -19.68%
Mar 31, 25
8 Capital Group American Mutual Comp 9.71M (1.49%) -1.91M
Decreased by -19.68%
Mar 31, 25
9 The Utilities Select Sector SPDR® ETF 9.46M (1.45%) 39.27K
Increased by +0.42%
Apr 30, 25
10 Fidelity 500 Index 7.95M (1.22%) 13.71K
Increased by +0.17%
Mar 31, 25
11 SPDR® S&P 500 ETF 7.88M (1.21%) -115.32K
Decreased by -1.46%
Mar 31, 25
12 Utilities Select Sector SPDR® ETF 7.87M (1.21%) 236.21K
Increased by +3.00%
Apr 30, 24
13 Vanguard Equity-Income Inv 7.69M (1.18%) 758.95K
Increased by +9.87%
Mar 31, 25
14 SPDR® S&P 500® ETF 7.68M (1.18%) 6.32K
Increased by +0.08%
Apr 30, 25
15 SPDR® S&P 500® ETF Trust 7.67M (1.18%) -40.18K
Decreased by -0.52%
Mar 31, 25
16 iShares Core S&P 500 ETF 7.51M (1.15%) -7.46K
Decreased by -0.10%
Apr 29, 25
17 SPDR® S&P 500 ETF Trust 7.45M (1.14%) 16.83K
Increased by +0.23%
Apr 30, 24
18 Fidelity® 500 Index 7.29M (1.12%) 58.04K
Increased by +0.80%
Oct 31, 23
19 American Funds American Balanced A 6.88M (1.06%) -364.00K
Decreased by -5.29%
Mar 31, 25
20 Vanguard Value Index Inv 5.71M (0.88%) 240.24K
Increased by +4.20%
Mar 31, 25