Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTES 9.67%
2 XMMO 5.75%
3 RCTR 4.60%
4 SQS 4.58%
5 MID 4.29%
6 KYLD 4.12%
7 ADPV 3.96%
8 LSAT 3.93%
9 AGOX 3.82%
10 CBLS 3.75%
11 ZAP 3.66%
12 EGGS 3.54%
13 BUL 3.51%
14 SOVF 3.49%
15 EGGY 3.47%
16 XLU 3.42%
17 FMTM 3.40%
18 VFLO 3.36%
19 VPU 3.33%
20 CNAV 3.28%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 41.59M (13.23%) 390.16K
Increased by +0.94%
Dec 31, 25
2 BlackRock Inc 28.48M (9.06%) -1.85M
Decreased by -6.48%
Mar 31, 26
3 Vanguard Capital Management, LLC 21.39M (6.80%) 21.39M
Increased by +100.00%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 16.90M (5.38%) 16.90M
Increased by +100.00%
Mar 31, 26
5 State Street Corp 16.77M (5.33%) 295.61K
Increased by +1.76%
Mar 31, 26
6 FMR Inc 15.81M (5.03%) -1.19M
Decreased by -7.51%
Mar 31, 26
7 State Street Corporation 11.93M (3.79%) -9.81K
Decreased by -0.08%
Mar 31, 24
8 Geode Capital Management, LLC 9.03M (2.87%) 68.02K
Increased by +0.75%
Mar 31, 26
9 Oaktree Capital Management LLC 9.00M (2.86%) -8.00M
Decreased by -88.89%
Sep 30, 23
10 Morgan Stanley - Brokerage Accounts 8.26M (2.63%) 342.24K
Increased by +4.14%
Mar 31, 26
11 JPMorgan Chase & Co 7.49M (2.38%) -3.26M
Decreased by -43.47%
Mar 31, 26
12 Lone Pine Capital LLC 6.19M (1.97%) 975.70K
Increased by +15.77%
Mar 31, 26
13 Pacer Advisors, INC. 5.57M (1.77%) 5.54M
Increased by +99.48%
Dec 31, 23
14 Koch Industries Inc 4.92M (1.56%) 0.00
Increased by 0.00%
Sep 30, 23
15 Steadfast Capital Management LLC 4.76M (1.52%) 2.55M
Increased by +53.42%
Mar 31, 24
16 NORGES BANK 4.63M (1.47%) -170.35K
Decreased by -3.68%
Dec 31, 25
17 UBS Group AG 4.60M (1.46%) 1.89M
Increased by +41.06%
Mar 31, 26
18 LAURION CAPITAL MANAGEMENT LP 4.59M (1.46%) -3.50M
Decreased by -76.33%
Sep 30, 23
19 Alkeon Capital Management, LLC 4.42M (1.40%) 3.13M
Increased by +71.01%
Jun 30, 24
20 River Road Asset Management, LLC 4.33M (1.38%) -421.27K
Decreased by -9.72%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 10.92M (3.47%) -83.24K
Decreased by -0.76%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 10.80M (3.43%) 30.93K
Increased by +0.29%
Apr 30, 26
3 iShares Core S&P Mid-Cap ETF 10.43M (3.32%) -1.86K
Decreased by -0.02%
Apr 30, 24
4 Vanguard 500 Index Investor 8.26M (2.63%) 147.98K
Increased by +1.79%
Apr 30, 26
5 Pacer US Cash Cows 100 ETF 7.52M (2.39%) 16.42K
Increased by +0.22%
Apr 30, 24
6 Vanguard Mid Cap Index Institutional 7.34M (2.33%) 16.82K
Increased by +0.23%
Apr 30, 26
7 The Utilities Select Sector SPDR® ETF 5.50M (1.75%) -4.43K
Decreased by -0.08%
Aug 31, 25
8 State Street®UtilSelSectSPDR®ETF 5.18M (1.65%) 10.32K
Increased by +0.20%
May 29, 26
9 Vanguard Institutional Extnd Mkt Idx Tr 5.02M (1.60%) 42.23K
Increased by +0.84%
Mar 31, 24
10 Vanguard Small Cap Index 4.56M (1.45%) -47.53K
Decreased by -1.04%
Mar 31, 24
11 SPDR® S&P 500 ETF 4.23M (1.35%) -62.00K
Decreased by -1.46%
Mar 31, 25
12 iShares Core S&P 500 ETF 4.20M (1.33%) 12.83K
Increased by +0.31%
May 29, 26
13 SPDR® S&P 500® ETF Trust 4.12M (1.31%) -21.60K
Decreased by -0.52%
Mar 31, 25
14 SPDR® S&P 500® ETF 4.10M (1.30%) 50.35K
Increased by +1.23%
Aug 31, 25
15 Fidelity 500 Index 4.08M (1.30%) 14.05K
Increased by +0.34%
Apr 30, 26
16 State Street® SPDR® S&P 500® ETF 3.85M (1.22%) 5.18K
Increased by +0.13%
May 29, 26
17 Vanguard Value Index Inv 3.14M (1.00%) 8.93K
Increased by +0.28%
Apr 30, 26
18 Janus Henderson Global Alpha Equity 2.83M (0.90%) 755.17K
Increased by +26.68%
Dec 31, 23
19 SPDR® S&P MIDCAP 400 ETF Trust 2.75M (0.87%) 63.49K
Increased by +2.31%
Mar 31, 24
20 Vanguard Small Cap Growth Index Inv 2.58M (0.82%) -2.10K
Decreased by -0.08%
Mar 31, 24