Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VDE 24.51%
2 DUG 23.68%
3 DDG 23.68%
4 DRLL 23.26%
5 XLE 22.87%
6 IYE 22.13%
7 FENY 22.07%
8 WEEI 20.95%
9 FILL 18.22%
10 DIG 17.91%
11 IXC 17.41%
12 ERX 15.75%
13 OILD 14.60%
14 OILU 14.60%
15 WTIU 14.25%
16 WTID 14.25%
17 NRGU 10.45%
18 NRGZ 10.00%
19 YGRN 10.00%
20 NRGD 10.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 429.95M (10.00%) -1.41M
Decreased by -0.33%
Mar 31, 25
2 BlackRock Inc 302.61M (7.04%) -4.00M
Decreased by -1.32%
Mar 31, 25
3 State Street Corp 214.79M (4.99%) -7.07M
Decreased by -3.29%
Mar 31, 25
4 State Street Corporation 210.48M (4.89%) -4.96M
Decreased by -2.36%
Mar 31, 24
5 FMR Inc 141.80M (3.30%) -4.31M
Decreased by -3.04%
Mar 31, 25
6 Geode Capital Management, LLC 95.96M (2.23%) 2.67M
Increased by +2.78%
Mar 31, 25
7 JPMorgan Chase & Co 95.41M (2.22%) 4.72M
Increased by +4.95%
Mar 31, 25
8 Morgan Stanley - Brokerage Accounts 74.34M (1.73%) 3.79M
Increased by +5.09%
Mar 31, 25
9 Bank of America Corp 74.03M (1.72%) 8.51M
Increased by +11.50%
Mar 31, 25
10 NORGES BANK 64.49M (1.50%) 194.32K
Increased by +0.30%
Dec 31, 24
11 Northern Trust Corp 46.02M (1.07%) 3.00M
Increased by +6.52%
Dec 31, 24
12 Bank of New York Mellon Corp 45.32M (1.05%) 1.34M
Increased by +2.96%
Mar 31, 25
13 T. Rowe Price Associates, Inc. 44.28M (1.03%) -3.42M
Decreased by -7.73%
Mar 31, 25
14 Goldman Sachs Group Inc 38.58M (0.90%) 20.01M
Increased by +51.86%
Dec 31, 23
15 Franklin Resources Inc 36.30M (0.84%) 642.12K
Increased by +1.77%
Mar 31, 25
16 Capital Research Global Investors 34.08M (0.79%) -681.75K
Decreased by -2.00%
Mar 31, 25
17 Dimensional Fund Advisors, Inc. 33.12M (0.77%) 28.94K
Increased by +0.09%
Mar 31, 25
18 Charles Schwab Investment Management Inc 32.37M (0.75%) 512.86K
Increased by +1.58%
Mar 31, 25
19 Legal & General Group PLC 31.17M (0.72%) -1.13M
Decreased by -3.64%
Sep 30, 24
20 State Farm Mutual Automobile Ins Co 30.52M (0.71%) 0.00
Increased by 0.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 140.78M (3.27%) -1.32M
Decreased by -0.94%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 139.25M (3.24%) 2.07M
Increased by +1.49%
Apr 30, 25
3 Vanguard Institutional 500 Index Trust 122.94M (2.86%) 1.96M
Increased by +1.60%
Apr 30, 25
4 Energy Select Sector SPDR® ETF 78.69M (1.83%) -1.53M
Decreased by -1.94%
Apr 30, 24
5 The Energy Select Sector SPDR® ETF 59.95M (1.39%) 577.11K
Increased by +0.96%
Apr 30, 25
6 Fidelity 500 Index 54.61M (1.27%) -432.96K
Decreased by -0.79%
Mar 31, 25
7 SPDR® S&P 500 ETF 54.15M (1.26%) -1.34M
Decreased by -2.48%
Mar 31, 25
8 SPDR® S&P 500® ETF Trust 52.71M (1.23%) -276.26K
Decreased by -0.52%
Mar 31, 25
9 SPDR® S&P 500® ETF 52.43M (1.22%) -314.63K
Decreased by -0.60%
Apr 30, 25
10 iShares Core S&P 500 ETF 51.56M (1.20%) -53.84K
Decreased by -0.10%
Apr 30, 25
11 Fidelity® 500 Index 47.15M (1.10%) 795.11K
Increased by +1.69%
Nov 30, 23
12 SPDR® S&P 500 ETF Trust 46.98M (1.09%) 106.11K
Increased by +0.23%
Apr 30, 24
13 Vanguard Value Index Inv 38.08M (0.89%) 15.20K
Increased by +0.04%
Apr 30, 25
14 Vanguard Institutional Index I 26.72M (0.62%) -68.41K
Decreased by -0.26%
Apr 30, 25
15 Vanguard Dividend Appreciation ETF 23.51M (0.55%) 263.76K
Increased by +1.12%
Apr 30, 25
16 State St S&P 500® Indx SL Cl III 22.73M (0.53%) 280.80K
Increased by +1.24%
Apr 30, 25
17 Vanguard Energy ETF 18.74M (0.44%) -657.24K
Decreased by -3.51%
Apr 30, 25
18 Vanguard High Dividend Yield ETF 16.71M (0.39%) -23.54K
Decreased by -0.14%
Apr 30, 25
19 Strategic Advisers Fidelity US TtlStk 16.31M (0.38%) 820.60K
Increased by +5.03%
Mar 31, 25
20 Blackrock Eq Idx Fund CF 16.28M (0.38%) -210.83K
Decreased by -1.29%
Mar 31, 25