Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NRGZ 10.00%
2 YGRN 10.00%
3 NRGO 10.00%
4 NRGD 9.76%
5 NRGU 9.41%
6 CRAK 6.22%
7 WTID 6.21%
8 WTIU 6.21%
9 PXE 5.22%
10 RSPG 5.08%
11 IEO 5.04%
12 RYE 4.87%
13 DRLL 4.48%
14 IVENC 4.41%
15 OCTA 4.38%
16 UTRN 4.17%
17 PWER 3.98%
18 DIVY 3.86%
19 TPMN 3.82%
20 WEEI 3.61%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 38.34M (12.40%) -542.11K
Decreased by -1.41%
Jun 30, 25
2 BlackRock Inc 26.26M (8.49%) 884.77K
Increased by +3.37%
Mar 31, 25
3 State Street Corporation 22.32M (7.22%) -418.29K
Decreased by -1.87%
Mar 31, 24
4 State Street Corp 19.56M (6.33%) -944.88K
Decreased by -4.83%
Mar 31, 25
5 Charles Schwab Investment Management Inc 11.72M (3.79%) 286.94K
Increased by +2.45%
Jun 30, 25
6 T. Rowe Price Associates, Inc. 11.64M (3.77%) 847.23K
Increased by +7.28%
Jun 30, 25
7 Morgan Stanley - Brokerage Accounts 7.94M (2.57%) 20.17K
Increased by +0.25%
Mar 31, 25
8 Ameriprise Financial Inc 7.54M (2.44%) -397.96K
Decreased by -5.28%
Mar 31, 25
9 Geode Capital Management, LLC 6.98M (2.26%) 106.06K
Increased by +1.52%
Mar 31, 25
10 NORGES BANK 6.16M (1.99%) 694.78K
Increased by +11.29%
Jun 30, 25
11 Royal Bank of Canada 5.23M (1.69%) 1.07M
Increased by +20.49%
Mar 31, 25
12 Nuveen Asset Management, LLC 5.19M (1.68%) -513.96K
Decreased by -9.91%
Dec 31, 24
13 Franklin Resources Inc 5.02M (1.63%) 148.19K
Increased by +2.95%
Jun 30, 25
14 Amvescap Plc. 4.91M (1.59%) 1.25M
Increased by +25.43%
Mar 31, 25
15 Barclays PLC 4.71M (1.52%) 6.66K
Increased by +0.14%
Mar 31, 25
16 FMR Inc 4.59M (1.49%) -887.00
Decreased by -0.02%
Mar 31, 25
17 Bank of America Corp 4.48M (1.45%) -59.74K
Decreased by -1.33%
Mar 31, 25
18 Nuveen, LLC 4.01M (1.30%) 4.01M
Increased by +100.00%
Mar 31, 25
19 Goldman Sachs Group Inc 3.68M (1.19%) 1.13M
Increased by +30.78%
Dec 31, 23
20 Northern Trust Corp 3.62M (1.17%) -234.99K
Decreased by -6.50%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 24.18M (7.82%) 24.18M
Increased by +100.00%
Feb 29, 24
2 Vanguard Total Stock Mkt Idx Inv 9.84M (3.18%) -229.49K
Decreased by -2.33%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 9.63M (3.11%) -720.96K
Decreased by -7.49%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 9.00M (2.91%) 62.54K
Increased by +0.69%
May 31, 25
5 Schwab US Dividend Equity ETF™ 8.90M (2.88%) -1.53K
Decreased by -0.02%
Jul 31, 25
6 Energy Select Sector SPDR® ETF 8.25M (2.67%) -125.84K
Decreased by -1.53%
Apr 30, 24
7 Vanguard 500 Index Investor 7.75M (2.51%) -1.14M
Decreased by -14.65%
Jul 31, 25
8 Vanguard Mid Cap Index Institutional 6.99M (2.26%) 75.37K
Increased by +1.08%
Jul 31, 25
9 The Energy Select Sector SPDR® ETF 6.21M (2.01%) -12.94K
Decreased by -0.21%
Jul 31, 25
10 Fidelity® 500 Index 4.11M (1.33%) 26.19K
Increased by +0.64%
Nov 30, 23
11 SPDR® S&P 500 ETF Trust 4.01M (1.30%) -8.69K
Decreased by -0.22%
Apr 30, 24
12 Fidelity 500 Index 3.97M (1.28%) -25.54K
Decreased by -0.64%
Jun 30, 25
13 SPDR® S&P 500 ETF 3.94M (1.27%) -57.66K
Decreased by -1.46%
Mar 31, 25
14 SPDR® S&P 500® ETF 3.84M (1.24%) 16.38K
Increased by +0.43%
Jul 31, 25
15 SPDR® S&P 500® ETF Trust 3.84M (1.24%) -20.09K
Decreased by -0.52%
Mar 31, 25
16 iShares Core S&P 500 ETF 3.74M (1.21%) 17.02K
Increased by +0.45%
Jul 31, 25
17 Vanguard Value Index Inv 2.78M (0.90%) -2.45K
Decreased by -0.09%
Jul 31, 25
18 Putnam Large Cap Value A 2.58M (0.84%) 0.00
Increased by 0.00%
Jun 30, 25
19 Putnam US Large Cap Value Equity 2.58M (0.84%) 0.00
Increased by 0.00%
Jun 30, 25
20 T. Rowe Price U.S. Value Equity Tr-D 2.34M (0.76%) 462.68K
Increased by +19.77%
Jun 30, 25