Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTES 7.00%
2 JHMU 4.99%
3 QQLV 4.52%
4 QQQA 4.33%
5 UTRN 4.04%
6 ZAP 4.00%
7 NFRX 3.99%
8 BILT 3.57%
9 XLU 3.39%
10 SDP 3.36%
11 RYU 3.26%
12 VPU 3.22%
13 RSPU 3.22%
14 FUTY 3.19%
15 IDU 3.01%
16 PUI 2.93%
17 IQRA 2.92%
18 GREI 2.64%
19 FXU 2.55%
20 ECLN 2.53%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 77.61M (12.47%) 885.09K
Increased by +1.14%
Dec 31, 25
2 BlackRock Inc 53.91M (8.66%) 1.24M
Increased by +2.30%
Mar 31, 26
3 Vanguard Capital Management, LLC 39.49M (6.34%) 39.49M
Increased by +100.00%
Mar 31, 26
4 State Street Corp 37.13M (5.96%) 785.01K
Increased by +2.11%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 34.78M (5.59%) 34.78M
Increased by +100.00%
Mar 31, 26
6 State Street Corporation 32.61M (5.24%) 3.18M
Increased by +9.76%
Mar 31, 24
7 Bank of America Corp 29.44M (4.73%) 1.64M
Increased by +5.56%
Mar 31, 26
8 JPMorgan Chase & Co 28.70M (4.61%) 4.13M
Increased by +14.38%
Mar 31, 26
9 Capital Research Global Investors 27.26M (4.38%) 23.73M
Increased by +87.04%
Mar 31, 26
10 Massachusetts Financial Services Company 18.08M (2.90%) -736.13K
Decreased by -4.07%
Mar 31, 26
11 Geode Capital Management, LLC 16.99M (2.73%) 498.41K
Increased by +2.93%
Mar 31, 26
12 T. Rowe Price Investment Management,Inc. 16.70M (2.68%) -4.85M
Decreased by -29.04%
Dec 31, 23
13 GQG Partners LLC 11.19M (1.80%) -1.14M
Decreased by -10.20%
Mar 31, 26
14 Aristotle Capital Management LLC 11.11M (1.78%) -472.60K
Decreased by -4.26%
Mar 31, 26
15 Barclays PLC 9.98M (1.60%) 3.88M
Increased by +38.89%
Dec 31, 25
16 Pictet Asset Manangement SA 8.87M (1.42%) 2.40M
Increased by +27.04%
Mar 31, 26
17 Brookfield Corp 8.79M (1.41%) 3.18M
Increased by +36.20%
Mar 31, 25
18 Amvescap Plc. 8.07M (1.30%) 151.91K
Increased by +1.88%
Mar 31, 26
19 Franklin Resources Inc 7.77M (1.25%) 939.88K
Increased by +12.10%
Mar 31, 26
20 T. Rowe Price Associates, Inc. 7.56M (1.21%) -17.56M
Decreased by -232.22%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 19.88M (3.19%) 60.96K
Increased by +0.31%
Apr 30, 26
2 Vanguard US Total Market Shares ETF 17.70M (2.84%) 119.56K
Increased by +0.68%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 16.33M (2.62%) 112.16K
Increased by +0.69%
May 31, 25
4 Vanguard 500 Index Investor 15.34M (2.46%) 275.02K
Increased by +1.79%
Apr 30, 26
5 Invesco QQQ Trust 13.55M (2.18%) 63.82K
Increased by +0.47%
May 29, 26
6 Vanguard Mid Cap Index Institutional 13.51M (2.17%) 29.78K
Increased by +0.22%
Apr 30, 26
7 T. Rowe Price Capital Appreciation 10.81M (1.74%) -3.08M
Decreased by -28.47%
Dec 31, 23
8 State Street®UtilSelSectSPDR®ETF 9.63M (1.55%) 13.43K
Increased by +0.14%
May 31, 26
9 The Utilities Select Sector SPDR® ETF 9.34M (1.50%) -7.54K
Decreased by -0.08%
Aug 31, 25
10 MFS Large Cap Value Equity 9.05M (1.45%) -674.08K
Decreased by -7.45%
Mar 31, 26
11 MFS Value A 8.89M (1.43%) -157.68K
Decreased by -1.77%
Apr 30, 26
12 iShares Core S&P 500 ETF 7.79M (1.25%) 23.80K
Increased by +0.31%
May 29, 26
13 Fidelity 500 Index 7.58M (1.22%) 26.11K
Increased by +0.34%
Apr 30, 26
14 T. Rowe Price U.S. Value Equity Tr-Z 7.22M (1.16%) 61.65K
Increased by +0.85%
Mar 31, 25
15 State Street® SPDR® S&P 500® ETF 7.16M (1.15%) 7.57K
Increased by +0.11%
May 31, 26
16 SPDR® S&P 500 ETF 7.15M (1.15%) -105.24K
Decreased by -1.47%
Mar 31, 25
17 SPDR® S&P 500® ETF 6.98M (1.12%) 85.77K
Increased by +1.23%
Aug 31, 25
18 SPDR® S&P 500® ETF Trust 6.96M (1.12%) -36.40K
Decreased by -0.52%
Mar 31, 25
19 Utilities Select Sector SPDR® ETF 6.90M (1.11%) 207.13K
Increased by +3.00%
Apr 30, 24
20 JPM US Equity Income-Composite 6.87M (1.10%) 455.46K
Increased by +6.63%
Mar 31, 26