Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTES 14.61%
2 XMMO 5.75%
3 RSPU 5.33%
4 FXU 5.05%
5 PUI 5.04%
6 WBIF 5.01%
7 NETZ 4.48%
8 FCUS 4.41%
9 ULTY 4.28%
10 LSAT 4.22%
11 COWS 4.15%
12 XLU 4.14%
13 FUTY 3.82%
14 IDU 3.75%
15 BUL 3.51%
16 ADPV 3.47%
17 SPDV 3.41%
18 VFLO 3.39%
19 WTV 3.36%
20 VPU 3.28%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 43.74M (12.97%) 565.05K
Increased by +1.29%
Sep 30, 24
2 BlackRock Inc 27.16M (8.06%) -7.43M
Decreased by -27.36%
Jun 30, 24
3 FMR Inc 22.91M (6.79%) -4.05M
Decreased by -17.69%
Sep 30, 24
4 State Street Corp 15.32M (4.54%) 3.39M
Increased by +22.11%
Jun 30, 24
5 Morgan Stanley - Brokerage Accounts 12.17M (3.61%) 1.97M
Increased by +16.20%
Jun 30, 24
6 State Street Corporation 11.93M (3.54%) -9.81K
Decreased by -0.08%
Mar 31, 24
7 Oaktree Capital Management LLC 9.00M (2.67%) -8.00M
Decreased by -88.89%
Sep 30, 23
8 Geode Capital Management, LLC 8.37M (2.48%) 2.09M
Increased by +24.97%
Jun 30, 24
9 Lone Pine Capital LLC 6.81M (2.02%) -31.72K
Decreased by -0.47%
Sep 30, 24
10 Pacer Advisors, INC. 5.57M (1.65%) 5.54M
Increased by +99.48%
Dec 31, 23
11 Amvescap Plc. 5.11M (1.51%) -1.65M
Decreased by -32.28%
Jun 30, 24
12 Koch Industries Inc 4.92M (1.46%) 0.00
Increased by 0.00%
Sep 30, 23
13 Steadfast Capital Management LLC 4.76M (1.41%) 2.55M
Increased by +53.42%
Mar 31, 24
14 Dimensional Fund Advisors, Inc. 4.63M (1.37%) -341.98K
Decreased by -7.38%
Sep 30, 24
15 LAURION CAPITAL MANAGEMENT LP 4.59M (1.36%) -3.50M
Decreased by -76.33%
Sep 30, 23
16 Third Point, LLC 4.47M (1.33%) 0.00
Increased by 0.00%
Jun 30, 24
17 Alkeon Capital Management, LLC 4.42M (1.31%) 3.13M
Increased by +71.01%
Jun 30, 24
18 River Road Asset Management, LLC 4.33M (1.29%) -421.27K
Decreased by -9.72%
Dec 31, 23
19 Wellington Management Company LLP 4.26M (1.26%) -1.39M
Decreased by -32.61%
Jun 30, 24
20 ClearBridge Advisors, LLC 4.24M (1.26%) 99.06K
Increased by +2.33%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 10.88M (3.23%) -39.89K
Decreased by -0.37%
Oct 31, 24
2 iShares Core S&P Mid-Cap ETF 10.43M (3.09%) -1.86K
Decreased by -0.02%
Apr 30, 24
3 Vanguard Institutional 500 Index Trust 9.11M (2.70%) 108.99K
Increased by +1.20%
Oct 31, 24
4 Pacer US Cash Cows 100 ETF 7.52M (2.23%) 16.42K
Increased by +0.22%
Apr 30, 24
5 Vanguard Mid Cap Index Institutional 7.29M (2.16%) 13.19K
Increased by +0.18%
Oct 31, 24
6 The Utilities Select Sector SPDR® ETF 5.14M (1.52%) 6.73K
Increased by +0.13%
Oct 31, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 5.02M (1.49%) 42.23K
Increased by +0.84%
Mar 31, 24
8 Vanguard Small Cap Index 4.56M (1.35%) -47.53K
Decreased by -1.04%
Mar 31, 24
9 Fidelity 500 Index 4.22M (1.25%) 199.61K
Increased by +4.73%
Sep 30, 24
10 SPDR® S&P 500® ETF Trust 4.19M (1.24%) 21.82K
Increased by +0.52%
Oct 31, 24
11 iShares Core S&P 500 ETF 3.82M (1.13%) 5.89K
Increased by +0.15%
Oct 31, 24
12 Vanguard Value Index Inv 2.92M (0.87%) 7.34K
Increased by +0.25%
Oct 31, 24
13 Janus Henderson Global Alpha Equity 2.83M (0.84%) 755.17K
Increased by +26.68%
Dec 31, 23
14 SPDR® S&P MIDCAP 400 ETF Trust 2.75M (0.82%) 63.49K
Increased by +2.31%
Mar 31, 24
15 Franklin Utilities A1 2.60M (0.77%) 0.00
Increased by 0.00%
Sep 30, 24
16 Franklin Utilities Fund A1 2.60M (0.77%) 0.00
Increased by 0.00%
Sep 30, 24
17 Vanguard Small Cap Growth Index Inv 2.58M (0.77%) -2.10K
Decreased by -0.08%
Mar 31, 24
18 Vanguard Mid-Cap Growth ETF 2.43M (0.72%) 6.38K
Increased by +0.26%
Oct 31, 24
19 iShares S&P Mid-Cap 400 Growth ETF 2.30M (0.68%) 1.07K
Increased by +0.05%
Apr 30, 24
20 State St Russell Sm/Mid Cp® Indx NL Cl C 2.25M (0.67%) 18.40K
Increased by +0.82%
Apr 30, 24