Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UMI 6.89%
2 ENFR 5.18%
3 MLPX 5.08%
4 RYE 4.69%
5 EINC 4.63%
6 RSPG 4.50%
7 USAI 4.25%
8 TPYP 4.11%
9 PXI 3.95%
10 UTRN 3.95%
11 MGNR 3.93%
12 ECLN 3.64%
13 SMIG 3.34%
14 EMLP 2.60%
15 IQRA 2.24%
16 BMVP 2.16%
17 RPG 2.12%
18 PWC 2.02%
19 PDP 2.01%
20 GURU 1.97%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 26.81M (12.30%) -30.89K
Decreased by -0.12%
Dec 31, 23
2 BlackRock Inc 20.03M (9.19%) 1.46M
Increased by +7.31%
Dec 31, 23
3 State Street Corporation 14.51M (6.66%) -397.81K
Decreased by -2.74%
Dec 31, 23
4 Blackstone Inc 9.44M (4.33%) 3.55M
Increased by +37.65%
Dec 31, 23
5 Wellington Management Company LLP 7.56M (3.47%) -762.54K
Decreased by -10.09%
Dec 31, 23
6 Goldman Sachs Group Inc 7.32M (3.36%) 3.58M
Increased by +48.87%
Dec 31, 23
7 Tortoise Midstream Energy Fund, Inc. 6.79M (3.12%) -791.12K
Decreased by -11.64%
Dec 31, 23
8 Amvescap Plc. 6.75M (3.10%) 319.61K
Increased by +4.74%
Dec 31, 23
9 Deutsche Bank AG 5.34M (2.45%) -239.46K
Decreased by -4.49%
Dec 31, 23
10 Geode Capital Management, LLC 4.96M (2.28%) 110.93K
Increased by +2.24%
Dec 31, 23
11 Morgan Stanley - Brokerage Accounts 3.73M (1.71%) -64.59K
Decreased by -1.73%
Dec 31, 23
12 Neuberger Berman Group LLC 3.61M (1.66%) -181.96K
Decreased by -5.04%
Dec 31, 23
13 Kayne Anderson Capital Advisors LP 2.96M (1.36%) -153.29K
Decreased by -5.18%
Dec 31, 23
14 FMR Inc 2.87M (1.32%) 440.34K
Increased by +15.33%
Dec 31, 23
15 Zimmer Partners LP 2.58M (1.19%) 200.30K
Increased by +7.75%
Dec 31, 23
16 Jennison Associates LLC 2.49M (1.14%) -1.96K
Decreased by -0.08%
Dec 31, 23
17 Citadel Advisors Llc 2.37M (1.09%) 643.80K
Increased by +27.17%
Sep 30, 23
18 Chickasaw Capital Management, LLC 2.23M (1.02%) -232.82K
Decreased by -10.44%
Mar 31, 24
19 Northern Trust Corp 2.21M (1.01%) -70.90K
Decreased by -3.21%
Dec 31, 23
20 Legal & General Group PLC 2.20M (1.01%) 318.26K
Increased by +14.44%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.02M (3.22%) 25.16K
Increased by +0.36%
Mar 31, 24
2 Vanguard Small Cap Index 5.69M (2.61%) -60.34K
Decreased by -1.06%
Mar 31, 24
3 Vanguard Institutional 500 Index Trust 5.62M (2.58%) 54.55K
Increased by +0.97%
Mar 31, 24
4 Energy Select Sector SPDR® ETF 5.38M (2.47%) -104.48K
Decreased by -1.94%
Apr 30, 24
5 Vanguard Equity-Income Inv 3.25M (1.49%) 3.25M
Increased by +100.00%
Mar 31, 24
6 Vanguard Small Cap Growth Index Inv 3.22M (1.48%) -2.32K
Decreased by -0.07%
Mar 31, 24
7 Fidelity 500 Index 2.69M (1.24%) 20.57K
Increased by +0.76%
Mar 31, 24
8 SPDR® S&P 500 ETF Trust 2.64M (1.21%) 5.94K
Increased by +0.23%
Apr 30, 24
9 Fidelity® 500 Index 2.61M (1.20%) 16.59K
Increased by +0.64%
Nov 30, 23
10 Tortoise Energy Infrastructure TR Ins 2.40M (1.10%) -48.13K
Decreased by -2.01%
Mar 31, 24
11 iShares Core S&P 500 ETF 2.30M (1.05%) 2.00K
Increased by +0.09%
Apr 30, 24
12 Vanguard Energy Inv 2.10M (0.96%) 408.60K
Increased by +19.46%
Mar 31, 24
13 Tortoise Strategic Midsteam Composite 1.81M (0.83%) 381.39K
Increased by +21.03%
Mar 31, 24
14 Vanguard Wellesley® Income Inv 1.69M (0.77%) 1.69M
Increased by +100.00%
Mar 31, 24
15 MFS Mid Cap Value A 1.53M (0.70%) 0.00
Increased by 0.00%
Mar 31, 24
16 MFS Mid Cap Value Equity 1.53M (0.70%) -18.38K
Decreased by -1.20%
Mar 31, 24
17 Vanguard Institutional Index I 1.47M (0.67%) 1.52K
Increased by +0.10%
Mar 31, 24
18 Tortoise Midstream MLP Separate Accounts 1.46M (0.67%) 10.62K
Increased by +0.73%
Sep 30, 23
19 Hartford MidCap Y 1.13M (0.52%) -20.25K
Decreased by -1.78%
Mar 31, 24
20 MainGate MLP I 1.10M (0.50%) -75.00K
Decreased by -6.82%
Dec 31, 23