Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTES 9.52%
2 XMMO 5.75%
3 TNUK 4.69%
4 MID 4.29%
5 RCTR 4.11%
6 ADPV 3.96%
7 KYLD 3.95%
8 LSAT 3.93%
9 AGOX 3.82%
10 CBLS 3.75%
11 EGGS 3.54%
12 BUL 3.51%
13 EGGY 3.43%
14 ZAP 3.42%
15 FMTM 3.40%
16 VFLO 3.36%
17 VPU 3.33%
18 CNAV 3.28%
19 SOVF 3.27%
20 WTV 3.24%

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 30.33M (9.64%) 882.48K
Increased by +2.91%
Dec 31, 25
3 FMR Inc 17.00M (5.41%) -2.90M
Decreased by -17.05%
Dec 31, 25
4 State Street Corp 16.47M (5.24%) 432.03K
Increased by +2.62%
Dec 31, 25
5 State Street Corporation 11.93M (3.79%) -9.81K
Decreased by -0.08%
Mar 31, 24
6 Oaktree Capital Management LLC 9.00M (2.86%) -8.00M
Decreased by -88.89%
Sep 30, 23
7 Geode Capital Management, LLC 8.97M (2.85%) 97.42K
Increased by +1.09%
Dec 31, 25
8 Morgan Stanley - Brokerage Accounts 7.91M (2.52%) -138.95K
Decreased by -1.76%
Dec 31, 25
9 JPMorgan Chase & Co 7.49M (2.38%) -3.26M
Decreased by -43.47%
Mar 31, 26
10 Lone Pine Capital LLC 6.19M (1.97%) 975.70K
Increased by +15.77%
Mar 31, 26
11 Pacer Advisors, INC. 5.57M (1.77%) 5.54M
Increased by +99.48%
Dec 31, 23
12 Koch Industries Inc 4.92M (1.56%) 0.00
Increased by 0.00%
Sep 30, 23
13 Steadfast Capital Management LLC 4.76M (1.52%) 2.55M
Increased by +53.42%
Mar 31, 24
14 NORGES BANK 4.63M (1.47%) -170.35K
Decreased by -3.68%
Dec 31, 25
15 UBS Group AG 4.60M (1.46%) 1.89M
Increased by +41.06%
Mar 31, 26
16 LAURION CAPITAL MANAGEMENT LP 4.59M (1.46%) -3.50M
Decreased by -76.33%
Sep 30, 23
17 Alkeon Capital Management, LLC 4.42M (1.40%) 3.13M
Increased by +71.01%
Jun 30, 24
18 River Road Asset Management, LLC 4.33M (1.38%) -421.27K
Decreased by -9.72%
Dec 31, 23
19 ClearBridge Advisors, LLC 4.24M (1.35%) 99.06K
Increased by +2.33%
Dec 31, 23
20 Massachusetts Financial Services Company 3.95M (1.26%) -2.58M
Decreased by -65.24%
Mar 31, 26

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 10.77M (3.42%) 45.87K
Increased by +0.43%
Mar 31, 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 8.11M (2.58%) -80.08K
Decreased by -0.99%
Mar 31, 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 7.32M (2.33%) -44.67K
Decreased by -0.61%
Mar 31, 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 5.29M (1.68%) 14.94K
Increased by +0.28%
Apr 30, 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 SPDR® S&P 500® ETF Trust 4.12M (1.31%) -21.60K
Decreased by -0.52%
Mar 31, 25
13 iShares Core S&P 500 ETF 4.12M (1.31%) 12.09K
Increased by +0.29%
Apr 30, 26
14 SPDR® S&P 500® ETF 4.10M (1.30%) 50.35K
Increased by +1.23%
Aug 31, 25
15 Fidelity 500 Index 4.07M (1.29%) 14.18K
Increased by +0.35%
Mar 31, 26
16 State Street® SPDR® S&P 500® ETF 3.82M (1.21%) 12.39K
Increased by +0.32%
Apr 30, 26
17 Vanguard Value Index Inv 3.13M (1.00%) -22.75K
Decreased by -0.73%
Mar 31, 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