Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 USNG 9.16%
2 MLPX 9.08%
3 EINC 8.04%
4 MDST 7.84%
5 AMND 7.72%
6 TPYP 7.48%
7 UMI 7.37%
8 USAI 7.11%
9 ENFR 5.84%
10 NVIR 5.75%
11 WEEI 5.72%
12 NBCT 5.38%
13 NBET 5.38%
14 JHME 4.85%
15 RSPG 4.80%
16 MORE 4.69%
17 IYE 4.65%
18 XLE 4.45%
19 VDE 4.15%
20 UTRN 4.13%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 131.16M (10.80%) 807.02K
Increased by +0.62%
Mar 31, 25
2 BlackRock Inc 113.41M (9.34%) 1.87M
Increased by +1.65%
Mar 31, 25
3 State Street Corporation 75.55M (6.22%) -3.51M
Decreased by -4.65%
Mar 31, 24
4 State Street Corp 70.17M (5.78%) -4.30M
Decreased by -6.13%
Mar 31, 25
5 Bank of America Corp 44.81M (3.69%) -2.52M
Decreased by -5.62%
Mar 31, 25
6 Geode Capital Management, LLC 32.46M (2.67%) 1.19M
Increased by +3.68%
Mar 31, 25
7 Wellington Management Company LLP 29.62M (2.44%) 1.68M
Increased by +5.67%
Mar 31, 25
8 Morgan Stanley - Brokerage Accounts 27.30M (2.25%) 4.99M
Increased by +18.29%
Mar 31, 25
9 Dodge & Cox 26.26M (2.16%) -10.09M
Decreased by -38.42%
Mar 31, 25
10 JPMorgan Chase & Co 25.17M (2.07%) 5.17M
Increased by +20.54%
Mar 31, 25
11 Blackstone Inc 20.08M (1.65%) 1.13M
Increased by +5.61%
Mar 31, 25
12 T. Rowe Price Associates, Inc. 19.19M (1.58%) -3.72M
Decreased by -19.37%
Mar 31, 25
13 Deutsche Bank AG 17.52M (1.44%) 933.00K
Increased by +5.33%
Mar 31, 25
14 Royal Bank of Canada 15.68M (1.29%) 117.21K
Increased by +0.75%
Mar 31, 25
15 Northern Trust Corp 15.29M (1.26%) 54.90K
Increased by +0.36%
Mar 31, 25
16 ClearBridge Advisors, LLC 14.94M (1.23%) -952.56K
Decreased by -6.38%
Mar 31, 25
17 Mackenzie Investments 14.68M (1.21%) 7.60M
Increased by +51.80%
Dec 31, 24
18 UBS Group AG 14.02M (1.15%) 1.27M
Increased by +9.05%
Mar 31, 25
19 Federated Hermes Inc 13.63M (1.12%) 921.54K
Increased by +6.76%
Sep 30, 23
20 Franklin Resources Inc 13.05M (1.08%) -183.93K
Decreased by -1.41%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Cushing Midstream Strategy 138.19M (11.38%) 29.89M
Increased by +21.63%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 39.26M (3.23%) 99.87K
Increased by +0.25%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 38.60M (3.18%) 33.07K
Increased by +0.09%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 34.67M (2.86%) 239.20K
Increased by +0.69%
May 31, 25
5 Vanguard 500 Index Investor 34.65M (2.85%) -17.26K
Decreased by -0.05%
Jun 30, 25
6 Energy Select Sector SPDR® ETF 29.48M (2.43%) -449.80K
Decreased by -1.53%
Apr 30, 24
7 The Energy Select Sector SPDR® ETF 20.26M (1.67%) -12.97K
Decreased by -0.06%
Jul 31, 25
8 Dodge & Cox Stock I 18.96M (1.56%) -7.85M
Decreased by -41.38%
Mar 31, 25
9 Fidelity 500 Index 15.47M (1.27%) 91.41K
Increased by +0.59%
Jun 30, 25
10 SPDR® S&P 500 ETF 15.17M (1.25%) -222.73K
Decreased by -1.47%
Mar 31, 25
11 SPDR® S&P 500® ETF 14.79M (1.22%) -61.66K
Decreased by -0.42%
Jul 31, 25
12 SPDR® S&P 500® ETF Trust 14.76M (1.22%) -77.33K
Decreased by -0.52%
Mar 31, 25
13 iShares Core S&P 500 ETF 14.52M (1.20%) -1.44K
Decreased by -0.01%
Jul 30, 25
14 SPDR® S&P 500 ETF Trust 14.33M (1.18%) -31.05K
Decreased by -0.22%
Apr 30, 24
15 Fidelity® 500 Index 14.17M (1.17%) 90.20K
Increased by +0.64%
Nov 30, 23
16 Vanguard Mid Cap Index Institutional 13.47M (1.11%) 88.90K
Increased by +0.66%
Jun 30, 25
17 Vanguard Wellington™ Inv 12.76M (1.05%) 924.68K
Increased by +7.24%
Jun 30, 25
18 Vanguard Value Index Inv 10.83M (0.89%) 118.42K
Increased by +1.09%
Jun 30, 25
19 UBS: Global Equity 9.99M (0.82%) 0.00
Increased by 0.00%
Sep 30, 24
20 Federated Hermes Strategic Val Dividend 7.66M (0.63%) 1.14M
Increased by +14.84%
Sep 30, 23