Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTES 11.27%
2 NETZ 8.19%
3 XMMO 5.75%
4 WBIF 5.01%
5 EGGQ 4.97%
6 SPRX 4.91%
7 ZAP 4.07%
8 ULTY 4.04%
9 ADPV 3.96%
10 LSAT 3.93%
11 XLU 3.89%
12 CBLS 3.75%
13 FXU 3.67%
14 RSPU 3.56%
15 FUTY 3.53%
16 BUL 3.51%
17 VFLO 3.36%
18 WTV 3.24%
19 IDU 3.20%
20 ALAI 3.19%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 43.37M (12.93%) -371.55K
Decreased by -0.86%
Dec 31, 24
2 BlackRock Inc 29.56M (8.81%) 1.21M
Increased by +4.10%
Dec 31, 24
3 FMR Inc 20.05M (5.98%) -2.86M
Decreased by -14.25%
Dec 31, 24
4 State Street Corp 16.12M (4.81%) -230.55K
Decreased by -1.43%
Dec 31, 24
5 State Street Corporation 11.93M (3.56%) -9.81K
Decreased by -0.08%
Mar 31, 24
6 Oaktree Capital Management LLC 9.00M (2.68%) -8.00M
Decreased by -88.89%
Sep 30, 23
7 Geode Capital Management, LLC 8.54M (2.55%) 219.06K
Increased by +2.57%
Dec 31, 24
8 Morgan Stanley - Brokerage Accounts 7.16M (2.13%) -126.13K
Decreased by -1.76%
Dec 31, 24
9 Massachusetts Financial Services Company 5.92M (1.76%) -343.79K
Decreased by -5.81%
Mar 31, 25
10 Pacer Advisors, INC. 5.57M (1.66%) 5.54M
Increased by +99.48%
Dec 31, 23
11 Lone Pine Capital LLC 5.35M (1.60%) -1.45M
Decreased by -27.15%
Dec 31, 24
12 Koch Industries Inc 4.92M (1.47%) 0.00
Increased by 0.00%
Sep 30, 23
13 Steadfast Capital Management LLC 4.76M (1.42%) 2.55M
Increased by +53.42%
Mar 31, 24
14 LAURION CAPITAL MANAGEMENT LP 4.59M (1.37%) -3.50M
Decreased by -76.33%
Sep 30, 23
15 Alkeon Capital Management, LLC 4.42M (1.32%) 3.13M
Increased by +71.01%
Jun 30, 24
16 River Road Asset Management, LLC 4.33M (1.29%) -421.27K
Decreased by -9.72%
Dec 31, 23
17 ClearBridge Advisors, LLC 4.24M (1.27%) 99.06K
Increased by +2.33%
Dec 31, 23
18 Dimensional Fund Advisors, Inc. 4.18M (1.25%) -451.88K
Decreased by -10.81%
Dec 31, 24
19 Jacobs Levy Equity Management, Inc. 3.80M (1.13%) -100.55K
Decreased by -2.64%
Sep 30, 23
20 Merewether Investment Management, LP 3.45M (1.03%) 233.64K
Increased by +6.78%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 10.92M (3.25%) -83.24K
Decreased by -0.76%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 10.76M (3.21%) 35.96K
Increased by +0.33%
Mar 31, 25
3 iShares Core S&P Mid-Cap ETF 10.43M (3.11%) -1.86K
Decreased by -0.02%
Apr 30, 24
4 Vanguard Institutional 500 Index Trust 9.46M (2.82%) 21.33K
Increased by +0.23%
Mar 31, 25
5 Pacer US Cash Cows 100 ETF 7.52M (2.24%) 16.42K
Increased by +0.22%
Apr 30, 24
6 Vanguard Mid Cap Index Institutional 7.33M (2.18%) -21.48K
Decreased by -0.29%
Mar 31, 25
7 The Utilities Select Sector SPDR® ETF 5.08M (1.52%) 21.09K
Increased by +0.41%
Apr 30, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 5.02M (1.50%) 42.23K
Increased by +0.84%
Mar 31, 24
9 Vanguard Small Cap Index 4.56M (1.36%) -47.53K
Decreased by -1.04%
Mar 31, 24
10 Fidelity 500 Index 4.27M (1.27%) 7.37K
Increased by +0.17%
Mar 31, 25
11 SPDR® S&P 500 ETF 4.23M (1.26%) -62.00K
Decreased by -1.46%
Mar 31, 25
12 SPDR® S&P 500® ETF 4.13M (1.23%) 3.40K
Increased by +0.08%
Apr 30, 25
13 SPDR® S&P 500® ETF Trust 4.12M (1.23%) -21.60K
Decreased by -0.52%
Mar 31, 25
14 iShares Core S&P 500 ETF 4.03M (1.20%) -4.00K
Decreased by -0.10%
Apr 29, 25
15 Vanguard Value Index Inv 2.98M (0.89%) 44.15K
Increased by +1.48%
Mar 31, 25
16 Janus Henderson Global Alpha Equity 2.83M (0.84%) 755.17K
Increased by +26.68%
Dec 31, 23
17 SPDR® S&P MIDCAP 400 ETF Trust 2.75M (0.82%) 63.49K
Increased by +2.31%
Mar 31, 24
18 Vanguard Mid-Cap Growth ETF 2.65M (0.79%) 98.76K
Increased by +3.72%
Mar 31, 25
19 Vanguard Small Cap Growth Index Inv 2.58M (0.77%) -2.10K
Decreased by -0.08%
Mar 31, 24
20 Fidelity Contrafund 2.50M (0.74%) 122.60K
Increased by +4.91%
Mar 31, 25