Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTES 6.88%
2 JHMU 4.99%
3 ZAP 4.54%
4 QQQA 4.44%
5 UTRN 4.04%
6 ECLN 3.63%
7 SDP 3.36%
8 RYU 3.26%
9 PUI 3.23%
10 XLU 3.23%
11 FXU 3.21%
12 RSPU 3.06%
13 VPU 3.04%
14 FUTY 2.92%
15 BILD 2.76%
16 IDU 2.74%
17 GREI 2.64%
18 UPW 2.32%
19 UTSL 2.20%
20 RYJ 2.16%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 74.82M (13.00%) 986.17K
Increased by +1.32%
Mar 31, 25
2 BlackRock Inc 49.23M (8.56%) 1.39M
Increased by +2.83%
Mar 31, 25
3 State Street Corp 34.02M (5.91%) -2.58M
Decreased by -7.57%
Mar 31, 25
4 State Street Corporation 32.61M (5.67%) 3.18M
Increased by +9.76%
Mar 31, 24
5 JPMorgan Chase & Co 20.81M (3.62%) 1.52M
Increased by +7.30%
Mar 31, 25
6 Bank of America Corp 20.76M (3.61%) 6.34M
Increased by +30.52%
Dec 31, 24
7 T. Rowe Price Associates, Inc. 19.70M (3.42%) -772.74K
Decreased by -3.92%
Dec 31, 24
8 Massachusetts Financial Services Company 16.97M (2.95%) -639.78K
Decreased by -3.77%
Mar 31, 25
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 13.11M (2.28%) -371.91K
Decreased by -2.84%
Mar 31, 25
12 Morgan Stanley - Brokerage Accounts 7.29M (1.27%) 323.06K
Increased by +4.43%
Dec 31, 24
13 Barrow Hanley Mewhinney & Strauss LLC 6.25M (1.09%) -325.36K
Decreased by -5.21%
Mar 31, 25
14 Goldman Sachs Group Inc 6.19M (1.08%) -1.54M
Decreased by -24.81%
Mar 31, 25
15 FMR Inc 6.17M (1.07%) -437.14K
Decreased by -7.08%
Mar 31, 25
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 5.48M (0.95%) 41.81K
Increased by +0.76%
Mar 31, 25
20 Pictet Asset Manangement SA 5.45M (0.95%) 576.42K
Increased by +10.57%
Mar 31, 25

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 16.22M (2.82%) 258.78K
Increased by +1.60%
Apr 30, 25
4 Vanguard Mid Cap Index Institutional 12.94M (2.25%) 124.56K
Increased by +0.96%
Apr 30, 25
5 Invesco QQQ Trust 11.72M (2.04%) -12.12K
Decreased by -0.10%
Apr 30, 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 8.54M (1.48%) -3.75K
Decreased by -0.04%
Apr 30, 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-D 7.22M (1.25%) 61.65K
Increased by +0.85%
Mar 31, 25
12 T. Rowe Price U.S. Value Equity Tr-Z 7.22M (1.25%) 61.65K
Increased by +0.85%
Mar 31, 25
13 Fidelity 500 Index 7.20M (1.25%) 12.44K
Increased by +0.17%
Mar 31, 25
14 SPDR® S&P 500 ETF 7.15M (1.24%) -105.24K
Decreased by -1.47%
Mar 31, 25
15 SPDR® S&P 500® ETF Trust 6.96M (1.21%) -36.40K
Decreased by -0.52%
Mar 31, 25
16 SPDR® S&P 500® ETF 6.92M (1.20%) -41.45K
Decreased by -0.60%
Apr 30, 25
17 Utilities Select Sector SPDR® ETF 6.90M (1.20%) 207.13K
Increased by +3.00%
Apr 30, 24
18 iShares Core S&P 500 ETF 6.80M (1.18%) -7.10K
Decreased by -0.10%
Apr 30, 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