Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTES 14.06%
2 NETZ 8.58%
3 XMMO 5.75%
4 EGGQ 5.50%
5 ZAP 5.19%
6 XLU 5.16%
7 SPRX 5.15%
8 FXU 5.07%
9 FUTY 4.67%
10 IDU 4.45%
11 USNG 4.26%
12 ALAI 4.02%
13 ADPV 3.96%
14 VPU 3.95%
15 LSAT 3.93%
16 UTSL 3.79%
17 CBLS 3.75%
18 UPW 3.75%
19 ECLN 3.73%
20 RSPU 3.65%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 41.97M (12.50%) -1.40M
Decreased by -3.34%
Mar 31, 25
2 BlackRock Inc 29.51M (8.79%) -42.13K
Decreased by -0.14%
Mar 31, 25
3 FMR Inc 17.30M (5.15%) -2.76M
Decreased by -15.93%
Mar 31, 25
4 State Street Corp 16.43M (4.90%) 308.81K
Increased by +1.88%
Mar 31, 25
5 State Street Corporation 11.93M (3.55%) -9.81K
Decreased by -0.08%
Mar 31, 24
6 Geode Capital Management, LLC 9.07M (2.70%) 528.41K
Increased by +5.83%
Mar 31, 25
7 Oaktree Capital Management LLC 9.00M (2.68%) -8.00M
Decreased by -88.89%
Sep 30, 23
8 Morgan Stanley - Brokerage Accounts 7.64M (2.28%) 479.42K
Increased by +6.28%
Mar 31, 25
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 Koch Industries Inc 4.92M (1.47%) 0.00
Increased by 0.00%
Sep 30, 23
12 Steadfast Capital Management LLC 4.76M (1.42%) 2.55M
Increased by +53.42%
Mar 31, 24
13 Lone Pine Capital LLC 4.60M (1.37%) -748.18K
Decreased by -16.25%
Mar 31, 25
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 (1.26%) 99.06K
Increased by +2.33%
Dec 31, 23
18 Dimensional Fund Advisors, Inc. 4.19M (1.25%) 11.39K
Increased by +0.27%
Mar 31, 25
19 JPMorgan Chase & Co 4.02M (1.20%) 825.03K
Increased by +20.54%
Mar 31, 25
20 Jacobs Levy Equity Management, Inc. 3.80M (1.13%) -100.55K
Decreased by -2.64%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 10.93M (3.26%) 13.56K
Increased by +0.12%
May 31, 25
2 Vanguard US Total Market Shares ETF 10.92M (3.25%) -83.24K
Decreased by -0.76%
Sep 30, 24
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 9.68M (2.88%) 67.13K
Increased by +0.69%
May 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 7.47M (2.23%) 70.30K
Increased by +0.94%
May 31, 25
7 The Utilities Select Sector SPDR® ETF 5.10M (1.52%) 21.20K
Increased by +0.42%
May 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 5.02M (1.49%) 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%) 5.28K
Increased by +0.12%
Apr 30, 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 Trust 4.12M (1.23%) -21.60K
Decreased by -0.52%
Mar 31, 25
13 SPDR® S&P 500® ETF 4.07M (1.21%) -18.20K
Decreased by -0.45%
May 31, 25
14 iShares Core S&P 500 ETF 3.94M (1.17%) 0.00
Increased by 0.00%
May 31, 25
15 Vanguard Value Index Inv 2.99M (0.89%) 1.29K
Increased by +0.04%
May 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 2.64M (0.79%) 6.92K
Increased by +0.26%
May 31, 25
19 Vanguard Small Cap Growth Index Inv 2.58M (0.77%) -2.10K
Decreased by -0.08%
Mar 31, 24
20 iShares S&P Mid-Cap 400 Growth ETF 2.30M (0.68%) 1.07K
Increased by +0.05%
Apr 30, 24