Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTES 13.99%
2 EGGQ 9.81%
3 NETZ 7.98%
4 PWRD 7.98%
5 ZAP 6.02%
6 XMMO 5.75%
7 XLU 5.23%
8 USNG 5.19%
9 VPU 4.74%
10 FUTY 4.68%
11 SPRX 4.64%
12 IDU 4.43%
13 FXU 4.18%
14 ADPV 3.96%
15 LSAT 3.93%
16 ECLN 3.82%
17 CBLS 3.75%
18 FMKT 3.68%
19 RSPU 3.65%
20 UTSL 3.62%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 41.97M (13.26%) -1.40M
Decreased by -3.34%
Mar 31, 25
2 BlackRock Inc 29.51M (9.33%) -42.13K
Decreased by -0.14%
Mar 31, 25
3 FMR Inc 17.30M (5.46%) -2.76M
Decreased by -15.93%
Mar 31, 25
4 State Street Corp 16.43M (5.19%) 308.81K
Increased by +1.88%
Mar 31, 25
5 State Street Corporation 11.93M (3.77%) -9.81K
Decreased by -0.08%
Mar 31, 24
6 Geode Capital Management, LLC 9.07M (2.87%) 528.41K
Increased by +5.83%
Mar 31, 25
7 Oaktree Capital Management LLC 9.00M (2.84%) -8.00M
Decreased by -88.89%
Sep 30, 23
8 Morgan Stanley - Brokerage Accounts 7.64M (2.41%) 479.42K
Increased by +6.28%
Mar 31, 25
9 Massachusetts Financial Services Company 5.92M (1.87%) -343.79K
Decreased by -5.81%
Mar 31, 25
10 Pacer Advisors, INC. 5.57M (1.76%) 5.54M
Increased by +99.48%
Dec 31, 23
11 Koch Industries Inc 4.92M (1.55%) 0.00
Increased by 0.00%
Sep 30, 23
12 Steadfast Capital Management LLC 4.76M (1.51%) 2.55M
Increased by +53.42%
Mar 31, 24
13 Lone Pine Capital LLC 4.60M (1.45%) -748.18K
Decreased by -16.25%
Mar 31, 25
14 LAURION CAPITAL MANAGEMENT LP 4.59M (1.45%) -3.50M
Decreased by -76.33%
Sep 30, 23
15 Alkeon Capital Management, LLC 4.42M (1.40%) 3.13M
Increased by +71.01%
Jun 30, 24
16 River Road Asset Management, LLC 4.33M (1.37%) -421.27K
Decreased by -9.72%
Dec 31, 23
17 ClearBridge Advisors, LLC 4.24M (1.34%) 99.06K
Increased by +2.33%
Dec 31, 23
18 Dimensional Fund Advisors, Inc. 4.19M (1.32%) 11.39K
Increased by +0.27%
Mar 31, 25
19 JPMorgan Chase & Co 4.02M (1.27%) 825.03K
Increased by +20.54%
Mar 31, 25
20 Jacobs Levy Equity Management, Inc. 3.80M (1.20%) -100.55K
Decreased by -2.64%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 10.92M (3.45%) -83.24K
Decreased by -0.76%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 10.91M (3.45%) -12.26K
Decreased by -0.11%
Jun 30, 25
3 iShares Core S&P Mid-Cap ETF 10.43M (3.30%) -1.86K
Decreased by -0.02%
Apr 30, 24
4 Vanguard Institutional 500 Index Trust 9.68M (3.06%) 67.13K
Increased by +0.69%
May 31, 25
5 Vanguard 500 Index Investor 9.63M (3.04%) -46.49K
Decreased by -0.48%
Jun 30, 25
6 Pacer US Cash Cows 100 ETF 7.52M (2.38%) 16.42K
Increased by +0.22%
Apr 30, 24
7 Vanguard Mid Cap Index Institutional 7.49M (2.37%) 19.77K
Increased by +0.26%
Jun 30, 25
8 The Utilities Select Sector SPDR® ETF 5.40M (1.71%) -35.30K
Decreased by -0.65%
Jul 31, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 5.02M (1.59%) 42.23K
Increased by +0.84%
Mar 31, 24
10 Vanguard Small Cap Index 4.56M (1.44%) -47.53K
Decreased by -1.04%
Mar 31, 24
11 Fidelity 500 Index 4.30M (1.36%) 7.33K
Increased by +0.17%
Jun 30, 25
12 SPDR® S&P 500 ETF 4.23M (1.34%) -62.00K
Decreased by -1.46%
Mar 31, 25
13 SPDR® S&P 500® ETF Trust 4.12M (1.30%) -21.60K
Decreased by -0.52%
Mar 31, 25
14 SPDR® S&P 500® ETF 4.12M (1.30%) -17.11K
Decreased by -0.42%
Jul 31, 25
15 iShares Core S&P 500 ETF 4.03M (1.27%) -400.00
Decreased by -0.01%
Jul 30, 25
16 Vanguard Value Index Inv 3.01M (0.95%) 21.86K
Increased by +0.73%
Jun 30, 25
17 Janus Henderson Global Alpha Equity 2.83M (0.89%) 755.17K
Increased by +26.68%
Dec 31, 23
18 Vanguard Mid-Cap Growth ETF 2.76M (0.87%) 121.37K
Increased by +4.39%
Jun 30, 25
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