Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTES 7.11%
2 JHMU 4.99%
3 ZAP 4.60%
4 UTRN 4.04%
5 ECLN 3.81%
6 FXU 3.41%
7 PUI 3.40%
8 XLU 3.38%
9 SDP 3.36%
10 RYU 3.26%
11 RSPU 3.24%
12 VPU 3.12%
13 FUTY 3.07%
14 IDU 2.91%
15 BILD 2.82%
16 GREI 2.64%
17 UPW 2.46%
18 UTSL 2.40%
19 JXI 2.25%
20 RYJ 2.16%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 73.83M (12.88%) 953.00K
Increased by +1.29%
Dec 31, 24
2 BlackRock Inc 47.84M (8.34%) 1.74M
Increased by +3.64%
Dec 31, 24
3 State Street Corp 36.59M (6.38%) -550.07K
Decreased by -1.50%
Dec 31, 24
4 State Street Corporation 32.61M (5.69%) 3.18M
Increased by +9.76%
Mar 31, 24
5 Bank of America Corp 20.76M (3.62%) 6.34M
Increased by +30.52%
Dec 31, 24
6 T. Rowe Price Associates, Inc. 19.70M (3.44%) -772.74K
Decreased by -3.92%
Dec 31, 24
7 JPMorgan Chase & Co 19.29M (3.36%) -17.25M
Decreased by -89.40%
Dec 31, 24
8 Massachusetts Financial Services Company 17.61M (3.07%) 2.42M
Increased by +13.75%
Dec 31, 24
9 T. Rowe Price Investment Management,Inc. 16.70M (2.91%) -4.85M
Decreased by -29.04%
Dec 31, 23
10 Geode Capital Management, LLC 15.18M (2.65%) 616.85K
Increased by +4.06%
Dec 31, 24
11 Aristotle Capital Management LLC 13.48M (2.35%) -213.19K
Decreased by -1.58%
Dec 31, 24
12 Goldman Sachs Group Inc 7.73M (1.35%) 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 (1.15%) 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 (0.95%) 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 18.10M (3.16%) 61.98K
Increased by +0.34%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 15.92M (2.78%) 104.34K
Increased by +0.66%
Feb 28, 25
3 Vanguard Mid Cap Index Institutional 12.40M (2.16%) 53.22K
Increased by +0.43%
Feb 28, 25
4 Invesco QQQ Trust 11.82M (2.06%) -10.25K
Decreased by -0.09%
Mar 31, 25
5 T. Rowe Price Capital Appreciation 10.81M (1.89%) -3.08M
Decreased by -28.47%
Dec 31, 23
6 The Utilities Select Sector SPDR® ETF 8.46M (1.48%) 46.83K
Increased by +0.55%
Mar 31, 25
7 MFS Large Cap Value Equity 8.10M (1.41%) 1.57M
Increased by +19.42%
Dec 31, 24
8 MFS Value A 7.87M (1.37%) -131.38K
Decreased by -1.67%
Feb 28, 25
9 JPM US Equity Income-MA 7.39M (1.29%) 7.39M
Increased by +99.90%
Sep 30, 23
10 Fidelity 500 Index 7.19M (1.25%) 32.02K
Increased by +0.45%
Feb 28, 25
11 T. Rowe Price U.S. Value Equity Tr-Z 7.16M (1.25%) -53.60K
Decreased by -0.75%
Dec 31, 24
12 iShares Core S&P 500 ETF 7.01M (1.22%) 20.28K
Increased by +0.29%
Mar 31, 25
13 SPDR® S&P 500® ETF Trust 6.96M (1.21%) -36.40K
Decreased by -0.52%
Mar 31, 25
14 Utilities Select Sector SPDR® ETF 6.90M (1.20%) 207.13K
Increased by +3.00%
Apr 30, 24
15 MFS Large Cap Value (SMA) 6.79M (1.18%) 6.79M
Increased by +100.00%
Jun 30, 23
16 T. Rowe Price US Value Equity Composite 6.50M (1.13%) -230.16K
Decreased by -3.54%
Dec 31, 24
17 SPDR® S&P 500 ETF Trust 6.49M (1.13%) 14.76K
Increased by +0.23%
Apr 30, 24
18 Fidelity® 500 Index 6.43M (1.12%) 40.90K
Increased by +0.64%
Nov 30, 23
19 T. Rowe Price Value 6.26M (1.09%) -7.54K
Decreased by -0.12%
Feb 28, 25
20 JPM US Equity Income-Composite 5.79M (1.01%) -73.88K
Decreased by -1.28%
Dec 31, 24