Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTES 7.19%
2 JHMU 4.99%
3 QQQA 4.72%
4 ZAP 4.60%
5 UTRN 4.04%
6 ECLN 3.72%
7 SDP 3.36%
8 PUI 3.33%
9 XLU 3.33%
10 FXU 3.32%
11 RYU 3.26%
12 RSPU 3.15%
13 VPU 3.05%
14 FUTY 3.02%
15 IDU 2.83%
16 BILD 2.69%
17 GREI 2.64%
18 UTSL 2.23%
19 UPW 2.17%
20 RYJ 2.16%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 73.83M (12.83%) 953.00K
Increased by +1.29%
Dec 31, 24
2 BlackRock Inc 47.84M (8.31%) 1.74M
Increased by +3.64%
Dec 31, 24
3 State Street Corp 36.59M (6.36%) -550.07K
Decreased by -1.50%
Dec 31, 24
4 State Street Corporation 32.61M (5.67%) 3.18M
Increased by +9.76%
Mar 31, 24
5 Bank of America Corp 20.76M (3.61%) 6.34M
Increased by +30.52%
Dec 31, 24
6 T. Rowe Price Associates, Inc. 19.70M (3.42%) -772.74K
Decreased by -3.92%
Dec 31, 24
7 JPMorgan Chase & Co 19.29M (3.35%) -17.25M
Decreased by -89.40%
Dec 31, 24
8 Massachusetts Financial Services Company 17.61M (3.06%) 2.42M
Increased by +13.75%
Dec 31, 24
9 T. Rowe Price Investment Management,Inc. 16.70M (2.90%) -4.85M
Decreased by -29.04%
Dec 31, 23
10 Geode Capital Management, LLC 15.18M (2.64%) 616.85K
Increased by +4.06%
Dec 31, 24
11 Aristotle Capital Management LLC 13.48M (2.34%) -213.19K
Decreased by -1.58%
Dec 31, 24
12 Goldman Sachs Group Inc 7.73M (1.34%) 1.58M
Increased by +20.38%
Dec 31, 24
13 Morgan Stanley - Brokerage Accounts 7.29M (1.27%) 323.06K
Increased by +4.43%
Dec 31, 24
14 FMR Inc 6.61M (1.15%) 3.58M
Increased by +54.20%
Dec 31, 24
15 Barrow Hanley Mewhinney & Strauss LLC 6.57M (1.14%) 1.09M
Increased by +16.58%
Dec 31, 24
16 Wells Fargo & Co 6.14M (1.07%) -221.82K
Decreased by -3.61%
Sep 30, 24
17 Amvescap Plc. 5.68M (0.99%) 504.14K
Increased by +8.88%
Dec 31, 24
18 Northern Trust Corp 5.64M (0.98%) 561.48K
Increased by +9.96%
Dec 31, 24
19 Franklin Resources Inc 5.44M (0.94%) 551.47K
Increased by +10.14%
Dec 31, 24
20 Victory Capital Management Inc. 5.10M (0.89%) -392.86K
Decreased by -7.71%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 18.80M (3.27%) 696.80K
Increased by +3.71%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 17.70M (3.08%) 119.56K
Increased by +0.68%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 15.96M (2.77%) 35.15K
Increased by +0.22%
Mar 31, 25
4 Vanguard Mid Cap Index Institutional 12.82M (2.23%) 417.38K
Increased by +3.26%
Mar 31, 25
5 Invesco QQQ Trust 11.82M (2.05%) -10.25K
Decreased by -0.09%
Mar 31, 25
6 T. Rowe Price Capital Appreciation 10.81M (1.88%) -3.08M
Decreased by -28.47%
Dec 31, 23
7 The Utilities Select Sector SPDR® ETF 8.51M (1.48%) 97.40K
Increased by +1.14%
Mar 31, 25
8 MFS Large Cap Value Equity 7.83M (1.36%) -270.25K
Decreased by -3.45%
Mar 31, 25
9 MFS Value A 7.83M (1.36%) -44.05K
Decreased by -0.56%
Mar 31, 25
10 JPM US Equity Income-MA 7.39M (1.29%) 7.39M
Increased by +99.90%
Sep 30, 23
11 T. Rowe Price U.S. Value Equity Tr-Z 7.22M (1.25%) 61.65K
Increased by +0.85%
Mar 31, 25
12 Fidelity 500 Index 7.19M (1.25%) 32.02K
Increased by +0.45%
Feb 28, 25
13 T. Rowe Price U.S. Value Equity Tr-D 7.16M (1.24%) -53.60K
Decreased by -0.75%
Dec 31, 24
14 SPDR® S&P 500 ETF 7.15M (1.24%) -105.24K
Decreased by -1.47%
Mar 31, 25
15 iShares Core S&P 500 ETF 7.01M (1.22%) 20.28K
Increased by +0.29%
Mar 31, 25
16 SPDR® S&P 500® ETF Trust 6.96M (1.21%) -36.40K
Decreased by -0.52%
Mar 31, 25
17 Utilities Select Sector SPDR® ETF 6.90M (1.20%) 207.13K
Increased by +3.00%
Apr 30, 24
18 SPDR® S&P 500® ETF 6.88M (1.20%) -115.25K
Decreased by -1.68%
Mar 31, 25
19 MFS Large Cap Value (SMA) 6.79M (1.18%) 6.79M
Increased by +100.00%
Jun 30, 23
20 SPDR® S&P 500 ETF Trust 6.49M (1.13%) 14.76K
Increased by +0.23%
Apr 30, 24