Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MLPX 9.61%
2 EINC 8.41%
3 MDST 8.09%
4 AMND 7.72%
5 TPYP 7.69%
6 USAI 7.64%
7 UMI 7.21%
8 NVIR 6.05%
9 WEEI 5.69%
10 ENFR 5.62%
11 NBCT 5.59%
12 NBET 5.59%
13 RSPG 5.25%
14 XLE 5.08%
15 TPMN 4.88%
16 JHME 4.85%
17 MORE 4.69%
18 IYE 4.52%
19 BGIG 4.20%
20 UTRN 4.13%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 130.36M (10.74%) 1.01M
Increased by +0.77%
Dec 31, 24
2 BlackRock Inc 111.54M (9.19%) 4.54M
Increased by +4.07%
Dec 31, 24
3 State Street Corporation 75.55M (6.22%) -3.51M
Decreased by -4.65%
Mar 31, 24
4 State Street Corp 74.47M (6.13%) -3.74M
Decreased by -5.03%
Dec 31, 24
5 Bank of America Corp 47.33M (3.90%) -8.91M
Decreased by -18.83%
Dec 31, 24
6 Dodge & Cox 36.35M (2.99%) -923.11K
Decreased by -2.54%
Dec 31, 24
7 Geode Capital Management, LLC 31.26M (2.57%) 540.53K
Increased by +1.73%
Dec 31, 24
8 Wellington Management Company LLP 27.94M (2.30%) -7.79M
Decreased by -27.88%
Dec 31, 24
9 T. Rowe Price Associates, Inc. 22.91M (1.89%) -4.61M
Decreased by -20.11%
Dec 31, 24
10 Morgan Stanley - Brokerage Accounts 22.31M (1.84%) 1.98M
Increased by +8.88%
Dec 31, 24
11 JPMorgan Chase & Co 20.00M (1.65%) -31.96M
Decreased by -159.83%
Dec 31, 24
12 Blackstone Inc 18.95M (1.56%) 5.07M
Increased by +26.74%
Dec 31, 24
13 Deutsche Bank AG 16.59M (1.37%) 8.09K
Increased by +0.05%
Dec 31, 24
14 ClearBridge Advisors, LLC 15.89M (1.31%) -3.39M
Decreased by -21.34%
Dec 31, 24
15 Royal Bank of Canada 15.56M (1.28%) -400.05K
Decreased by -2.57%
Dec 31, 24
16 Northern Trust Corp 15.24M (1.25%) 1.70M
Increased by +11.13%
Dec 31, 24
17 Mackenzie Investments 14.68M (1.21%) 7.60M
Increased by +51.80%
Dec 31, 24
18 Federated Hermes Inc 13.63M (1.12%) 921.54K
Increased by +6.76%
Sep 30, 23
19 Amvescap Plc. 13.22M (1.09%) -134.02K
Decreased by -1.01%
Dec 31, 24
20 Franklin Resources Inc 13.05M (1.07%) -183.93K
Decreased by -1.41%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Cushing Midstream Strategy 108.31M (8.92%) 1.97M
Increased by +1.82%
Dec 31, 24
2 Vanguard US Total Market Shares ETF 38.60M (3.18%) 33.07K
Increased by +0.09%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 38.52M (3.17%) 80.83K
Increased by +0.21%
Mar 31, 25
4 Vanguard Institutional 500 Index Trust 33.88M (2.79%) 68.75K
Increased by +0.20%
Mar 31, 25
5 Energy Select Sector SPDR® ETF 29.48M (2.43%) -449.80K
Decreased by -1.53%
Apr 30, 24
6 The Energy Select Sector SPDR® ETF 22.75M (1.87%) 232.75K
Increased by +1.02%
Apr 30, 25
7 Dodge & Cox Stock I 18.96M (1.56%) -7.85M
Decreased by -41.38%
Mar 31, 25
8 Fidelity 500 Index 15.29M (1.26%) 26.24K
Increased by +0.17%
Mar 31, 25
9 SPDR® S&P 500 ETF 15.17M (1.25%) -222.73K
Decreased by -1.47%
Mar 31, 25
10 SPDR® S&P 500® ETF 14.79M (1.22%) 12.17K
Increased by +0.08%
Apr 30, 25
11 SPDR® S&P 500® ETF Trust 14.76M (1.22%) -77.33K
Decreased by -0.52%
Mar 31, 25
12 iShares Core S&P 500 ETF 14.45M (1.19%) -14.36K
Decreased by -0.10%
Apr 29, 25
13 SPDR® S&P 500 ETF Trust 14.33M (1.18%) -31.05K
Decreased by -0.22%
Apr 30, 24
14 Fidelity® 500 Index 14.17M (1.17%) 90.20K
Increased by +0.64%
Nov 30, 23
15 Vanguard Mid Cap Index Institutional 13.13M (1.08%) -33.85K
Decreased by -0.26%
Mar 31, 25
16 Vanguard Wellington™ Inv 11.84M (0.97%) 194.86K
Increased by +1.65%
Mar 31, 25
17 Vanguard Value Index Inv 10.70M (0.88%) 165.46K
Increased by +1.55%
Mar 31, 25
18 UBS: Global Equity 9.99M (0.82%) 0.00
Increased by 0.00%
Sep 30, 24
19 Federated Hermes Strategic Val Dividend 7.66M (0.63%) 1.14M
Increased by +14.84%
Sep 30, 23
20 Federated Hermes Strategic Value Div IS 7.66M (0.63%) 1.14M
Increased by +14.84%
Sep 30, 23