Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DRLL 24.69%
2 FENY 24.55%
3 XLE 23.99%
4 DUG 23.68%
5 DDG 23.68%
6 IYE 23.62%
7 VDE 23.08%
8 WEEI 22.02%
9 ERX 21.78%
10 DIG 19.84%
11 FILL 19.83%
12 IXC 18.77%
13 WTIU 15.69%
14 WTID 15.69%
15 OILD 15.48%
16 OILU 15.48%
17 NANR 10.27%
18 NRGU 10.00%
19 NRGZ 10.00%
20 YGRN 10.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 431.35M (9.97%) -759.35K
Decreased by -0.18%
Dec 31, 24
2 BlackRock Inc 306.61M (7.09%) -197.66K
Decreased by -0.06%
Dec 31, 24
3 State Street Corp 221.85M (5.13%) 175.81K
Increased by +0.08%
Dec 31, 24
4 State Street Corporation 210.48M (4.86%) -4.96M
Decreased by -2.36%
Mar 31, 24
5 FMR Inc 146.11M (3.38%) -5.76M
Decreased by -3.94%
Dec 31, 24
6 Geode Capital Management, LLC 93.30M (2.16%) 1.10M
Increased by +1.18%
Dec 31, 24
7 JPMorgan Chase & Co 90.69M (2.10%) -88.16M
Decreased by -97.21%
Dec 31, 24
8 Morgan Stanley - Brokerage Accounts 70.56M (1.63%) 1.20M
Increased by +1.70%
Dec 31, 24
9 Bank of America Corp 65.52M (1.51%) -2.14M
Decreased by -3.26%
Dec 31, 24
10 NORGES BANK 64.49M (1.49%) 194.32K
Increased by +0.30%
Dec 31, 24
11 T. Rowe Price Associates, Inc. 47.71M (1.10%) -2.55M
Decreased by -5.34%
Dec 31, 24
12 Northern Trust Corp 46.02M (1.06%) 3.00M
Increased by +6.52%
Dec 31, 24
13 Bank of New York Mellon Corp 43.98M (1.02%) 5.54M
Increased by +12.59%
Dec 31, 24
14 Goldman Sachs Group Inc 38.58M (0.89%) 20.01M
Increased by +51.86%
Dec 31, 23
15 Franklin Resources Inc 35.66M (0.82%) 4.14M
Increased by +11.61%
Dec 31, 24
16 Capital Research Global Investors 34.76M (0.80%) 1.29M
Increased by +3.72%
Dec 31, 24
17 Dimensional Fund Advisors, Inc. 33.09M (0.76%) -3.01M
Decreased by -9.10%
Dec 31, 24
18 Charles Schwab Investment Management Inc 31.86M (0.74%) 700.41K
Increased by +2.20%
Dec 31, 24
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%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 138.64M (3.20%) 488.13K
Increased by +0.35%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 121.89M (2.82%) 828.14K
Increased by +0.68%
Feb 28, 25
3 Energy Select Sector SPDR® ETF 78.69M (1.82%) -1.53M
Decreased by -1.94%
Apr 30, 24
4 The Energy Select Sector SPDR® ETF 64.98M (1.50%) -82.68K
Decreased by -0.13%
Mar 31, 25
5 Fidelity 500 Index 55.05M (1.27%) 245.12K
Increased by +0.45%
Feb 28, 25
6 iShares Core S&P 500 ETF 53.11M (1.23%) 153.84K
Increased by +0.29%
Mar 31, 25
7 SPDR® S&P 500® ETF Trust 52.71M (1.22%) -276.26K
Decreased by -0.52%
Mar 31, 25
8 Fidelity® 500 Index 47.15M (1.09%) 795.11K
Increased by +1.69%
Nov 30, 23
9 SPDR® S&P 500 ETF Trust 46.98M (1.09%) 106.11K
Increased by +0.23%
Apr 30, 24
10 Vanguard Value Index Inv 37.94M (0.88%) 235.83K
Increased by +0.62%
Feb 28, 25
11 Vanguard Institutional Index I 27.25M (0.63%) -322.84K
Decreased by -1.18%
Feb 28, 25
12 Vanguard Dividend Appreciation ETF 24.44M (0.56%) 119.43K
Increased by +0.49%
Feb 28, 25
13 State St S&P 500® Indx SL Cl III 21.26M (0.49%) 15.80K
Increased by +0.07%
Feb 28, 25
14 Vanguard Energy ETF 19.82M (0.46%) 1.32M
Increased by +6.68%
Feb 28, 25
15 Vanguard High Dividend Yield ETF 18.53M (0.43%) -167.13K
Decreased by -0.90%
Feb 28, 25
16 Blackrock Eq Idx Fund CF 16.28M (0.38%) -210.83K
Decreased by -1.29%
Mar 31, 25
17 American Funds Washington Mutual A 15.77M (0.36%) -3.14M
Decreased by -19.89%
Dec 31, 24
18 Capital Group Wash Mutual Invtrs Comp 15.77M (0.36%) -3.14M
Decreased by -19.89%
Dec 31, 24
19 Strategic Advisers Fidelity US TtlStk 15.49M (0.36%) 468.96K
Increased by +3.03%
Feb 28, 25
20 Vanguard Wellington™ Inv 14.08M (0.33%) 784.14K
Increased by +5.57%
Sep 30, 24