Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTES 6.20%
2 JHMU 4.99%
3 QQLV 4.41%
4 QQQA 4.33%
5 UTRN 4.04%
6 ECLN 3.63%
7 ZAP 3.57%
8 FXU 3.40%
9 SDP 3.36%
10 RYU 3.26%
11 RSPU 3.23%
12 XLU 3.18%
13 PUI 3.16%
14 VPU 2.90%
15 FUTY 2.86%
16 IDU 2.74%
17 GREI 2.64%
18 VOLT 2.58%
19 RIFR 2.49%
20 UTSL 2.39%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 74.82M (12.69%) 986.17K
Increased by +1.32%
Mar 31, 25
2 BlackRock Inc 49.23M (8.35%) 1.39M
Increased by +2.83%
Mar 31, 25
3 State Street Corp 34.02M (5.77%) -2.58M
Decreased by -7.57%
Mar 31, 25
4 State Street Corporation 32.61M (5.53%) 3.18M
Increased by +9.76%
Mar 31, 24
5 T. Rowe Price Associates, Inc. 25.81M (4.38%) 6.11M
Increased by +23.67%
Mar 31, 25
6 Bank of America Corp 24.10M (4.09%) 3.34M
Increased by +13.86%
Mar 31, 25
7 JPMorgan Chase & Co 20.81M (3.53%) 1.52M
Increased by +7.30%
Mar 31, 25
8 Massachusetts Financial Services Company 16.97M (2.88%) -639.78K
Decreased by -3.77%
Mar 31, 25
9 T. Rowe Price Investment Management,Inc. 16.70M (2.83%) -4.85M
Decreased by -29.04%
Dec 31, 23
10 Geode Capital Management, LLC 15.73M (2.67%) 552.14K
Increased by +3.51%
Mar 31, 25
11 Aristotle Capital Management LLC 13.11M (2.22%) -371.91K
Decreased by -2.84%
Mar 31, 25
12 Morgan Stanley - Brokerage Accounts 6.27M (1.06%) -1.02M
Decreased by -16.26%
Mar 31, 25
13 Barrow Hanley Mewhinney & Strauss LLC 6.25M (1.06%) -325.36K
Decreased by -5.21%
Mar 31, 25
14 Goldman Sachs Group Inc 6.19M (1.05%) -1.54M
Decreased by -24.81%
Mar 31, 25
15 FMR Inc 6.17M (1.05%) -437.14K
Decreased by -7.08%
Mar 31, 25
16 Wells Fargo & Co 6.14M (1.04%) -221.82K
Decreased by -3.61%
Sep 30, 24
17 Northern Trust Corp 5.97M (1.01%) 328.85K
Increased by +5.51%
Mar 31, 25
18 Brookfield Corp 5.86M (0.99%) 252.26K
Increased by +4.31%
Mar 31, 25
19 Amvescap Plc. 5.71M (0.97%) 33.47K
Increased by +0.59%
Mar 31, 25
20 Franklin Resources Inc 5.48M (0.93%) 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 18.55M (3.15%) -570.71K
Decreased by -3.08%
Jun 30, 25
2 Vanguard US Total Market Shares ETF 17.70M (3.00%) 119.56K
Increased by +0.68%
Sep 30, 24
3 Vanguard 500 Index Investor 16.37M (2.78%) 41.23K
Increased by +0.25%
Jun 30, 25
4 Vanguard Institutional 500 Index Trust 16.33M (2.77%) 112.16K
Increased by +0.69%
May 31, 25
5 Vanguard Mid Cap Index Institutional 12.73M (2.16%) -340.26K
Decreased by -2.67%
Jun 30, 25
6 Invesco QQQ Trust 11.83M (2.01%) -7.42K
Decreased by -0.06%
Jul 31, 25
7 T. Rowe Price Capital Appreciation 10.81M (1.83%) -3.08M
Decreased by -28.47%
Dec 31, 23
8 MFS Large Cap Value Equity 9.58M (1.62%) 1.75M
Increased by +18.28%
Jun 30, 25
9 MFS Value A 9.58M (1.62%) 710.22K
Increased by +7.42%
Jun 30, 25
10 The Utilities Select Sector SPDR® ETF 9.17M (1.56%) -60.00K
Decreased by -0.65%
Jul 31, 25
11 JPM US Equity Income-MA 7.39M (1.25%) 7.39M
Increased by +99.90%
Sep 30, 23
12 T. Rowe Price U.S. Value Equity Tr-D 7.33M (1.24%) 111.15K
Increased by +1.52%
Jun 30, 25
13 Fidelity 500 Index 7.31M (1.24%) 62.92K
Increased by +0.86%
Jun 30, 25
14 T. Rowe Price U.S. Value Equity Tr-Z 7.22M (1.22%) 61.65K
Increased by +0.85%
Mar 31, 25
15 SPDR® S&P 500 ETF 7.15M (1.21%) -105.24K
Decreased by -1.47%
Mar 31, 25
16 SPDR® S&P 500® ETF 7.07M (1.20%) 30.17K
Increased by +0.43%
Jul 31, 25
17 SPDR® S&P 500® ETF Trust 6.96M (1.18%) -36.40K
Decreased by -0.52%
Mar 31, 25
18 Utilities Select Sector SPDR® ETF 6.90M (1.17%) 207.13K
Increased by +3.00%
Apr 30, 24
19 iShares Core S&P 500 ETF 6.89M (1.17%) 31.28K
Increased by +0.45%
Jul 31, 25
20 MFS Large Cap Value (SMA) 6.79M (1.15%) 6.79M
Increased by +100.00%
Jun 30, 23