Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTES 6.17%
2 JHMU 4.99%
3 QQQA 4.26%
4 UTRN 4.04%
5 ZAP 3.73%
6 ECLN 3.47%
7 SDP 3.36%
8 RYU 3.26%
9 PUI 3.11%
10 FXU 3.10%
11 XLU 3.08%
12 RSPU 2.98%
13 VPU 2.92%
14 FUTY 2.79%
15 BILD 2.74%
16 IDU 2.66%
17 GREI 2.64%
18 RIFR 2.51%
19 UTSL 2.28%
20 UPW 2.28%

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 T. Rowe Price Associates, Inc. 25.81M (4.49%) 6.11M
Increased by +23.67%
Mar 31, 25
6 Bank of America Corp 24.10M (4.19%) 3.34M
Increased by +13.86%
Mar 31, 25
7 JPMorgan Chase & Co 20.81M (3.62%) 1.52M
Increased by +7.30%
Mar 31, 25
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 15.73M (2.73%) 552.14K
Increased by +3.51%
Mar 31, 25
11 Aristotle Capital Management LLC 13.11M (2.28%) -371.91K
Decreased by -2.84%
Mar 31, 25
12 Morgan Stanley - Brokerage Accounts 6.27M (1.09%) -1.02M
Decreased by -16.26%
Mar 31, 25
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 Northern Trust Corp 5.97M (1.04%) 328.85K
Increased by +5.51%
Mar 31, 25
18 Brookfield Corp 5.86M (1.02%) 3.05M
Increased by +52.15%
Mar 31, 25
19 Amvescap Plc. 5.71M (0.99%) 33.47K
Increased by +0.59%
Mar 31, 25
20 Franklin Resources Inc 5.48M (0.95%) 41.81K
Increased by +0.76%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 19.10M (3.32%) 299.30K
Increased by +1.57%
Apr 30, 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 11.90M (2.07%) -26.88K
Decreased by -0.23%
May 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 8.60M (1.50%) 35.80K
Increased by +0.42%
May 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 7.70M (1.34%) -125.69K
Decreased by -1.63%
Apr 30, 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 7.21M (1.25%) 8.91K
Increased by +0.12%
Apr 30, 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 Utilities Select Sector SPDR® ETF 6.90M (1.20%) 207.13K
Increased by +3.00%
Apr 30, 24
17 SPDR® S&P 500® ETF 6.88M (1.20%) -30.67K
Decreased by -0.45%
May 31, 25
18 MFS Large Cap Value (SMA) 6.79M (1.18%) 6.79M
Increased by +100.00%
Jun 30, 23
19 iShares Core S&P 500 ETF 6.65M (1.16%) 0.00
Increased by 0.00%
May 31, 25
20 SPDR® S&P 500 ETF Trust 6.49M (1.13%) 14.76K
Increased by +0.23%
Apr 30, 24