Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIF 4.45%
2 TPMN 4.07%
3 UTRN 4.04%
4 UTES 3.69%
5 RYU 3.36%
6 RSPU 3.27%
7 PJFM 3.13%
8 BILD 3.10%
9 NEWZ 3.02%
10 BLLD 2.79%
11 PUI 2.77%
12 ERNZ 2.74%
13 GREI 2.44%
14 FPWR 2.22%
15 ECLN 2.22%
16 SMIG 1.99%
17 SDP 1.82%
18 FXU 1.67%
19 XLU 1.66%
20 CDC 1.66%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 40.67M (13.36%) 1.50M
Increased by +3.69%
Dec 31, 25
2 JPMorgan Chase & Co 37.85M (12.44%) 17.03M
Increased by +44.99%
Sep 30, 25
3 BlackRock Inc 31.04M (10.20%) 205.85K
Increased by +0.66%
Sep 30, 25
4 State Street Corporation 17.93M (5.89%) 741.39K
Increased by +4.13%
Mar 31, 24
5 State Street Corp 17.79M (5.84%) 331.57K
Increased by +1.86%
Sep 30, 25
6 Geode Capital Management, LLC 8.32M (2.73%) 183.59K
Increased by +2.21%
Dec 31, 25
7 Massachusetts Financial Services Company 8.27M (2.72%) -570.24K
Decreased by -6.89%
Dec 31, 25
8 Amvescap Plc. 7.44M (2.44%) 276.05K
Increased by +3.71%
Sep 30, 25
9 Victory Capital Management Inc. 7.39M (2.43%) -91.11K
Decreased by -1.23%
Dec 31, 25
10 Deutsche Bank AG 7.25M (2.38%) 1.66M
Increased by +22.93%
Dec 31, 25
11 DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main 6.95M (2.28%) 1.87M
Increased by +26.84%
Dec 31, 25
12 Capital Research & Mgmt Co - Division 3 6.20M (2.04%) -12.67K
Decreased by -0.20%
Mar 31, 24
13 T. Rowe Price Associates, Inc. 6.10M (2.00%) -874.21K
Decreased by -14.34%
Sep 30, 25
14 Wells Fargo & Co 5.68M (1.87%) -252.93K
Decreased by -4.45%
Sep 30, 25
15 Capital Research Global Investors 5.59M (1.84%) 65.97K
Increased by +1.18%
Dec 31, 23
16 Morgan Stanley - Brokerage Accounts 5.40M (1.78%) -819.87K
Decreased by -15.17%
Sep 30, 25
17 Ameriprise Financial Inc 4.90M (1.61%) 128.86K
Increased by +2.63%
Sep 30, 25
18 GQG Partners LLC 4.52M (1.49%) -901.74K
Decreased by -19.95%
Dec 31, 25
19 NORGES BANK 4.52M (1.49%) 1.07M
Increased by +23.69%
Dec 31, 25
20 The Goldman Sachs Group Inc 4.28M (1.41%) 273.56K
Increased by +6.39%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 9.63M (3.16%) 54.71K
Increased by +0.57%
Feb 28, 26
2 Vanguard US Total Market Shares ETF 9.46M (3.11%) 6.30K
Increased by +0.07%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 8.50M (2.79%) 60.64K
Increased by +0.71%
May 31, 25
4 Vanguard 500 Index Investor 7.83M (2.57%) 74.70K
Increased by +0.95%
Feb 28, 26
5 Vanguard Mid Cap Index Institutional 6.61M (2.17%) 22.92K
Increased by +0.35%
Feb 28, 26
6 State Street®UtilSelSectSPDR®ETF 5.10M (1.68%) 60.51K
Increased by +1.19%
Feb 28, 26
7 DWS Top Dividende LD 5.09M (1.67%) 5.09M
Increased by +100.00%
Jan 31, 26
8 The Utilities Select Sector SPDR® ETF 4.85M (1.59%) -3.91K
Decreased by -0.08%
Aug 31, 25
9 JPM US Equity Income-Composite 4.32M (1.42%) -170.04K
Decreased by -3.93%
Dec 31, 25
10 JPM US Equity Income-MA 4.32M (1.42%) -170.04K
Decreased by -3.93%
Dec 31, 25
11 JPMorgan Equity Income I 4.28M (1.41%) -38.29K
Decreased by -0.89%
Jan 31, 26
12 Victory Sycamore Established Value R 3.94M (1.30%) -277.00K
Decreased by -7.03%
Dec 31, 25
13 iShares Core S&P 500 ETF 3.88M (1.27%) 0.00
Increased by 0.00%
Feb 28, 26
14 Fidelity 500 Index 3.87M (1.27%) 17.93K
Increased by +0.46%
Jan 31, 26
15 SPDR® S&P 500 ETF 3.72M (1.22%) -54.56K
Decreased by -1.47%
Mar 31, 25
16 Utilities Select Sector SPDR® ETF 3.68M (1.21%) 103.58K
Increased by +2.82%
Apr 30, 24
17 SPDR® S&P 500® ETF Trust 3.62M (1.19%) -19.01K
Decreased by -0.53%
Mar 31, 25
18 SPDR® S&P 500® ETF 3.61M (1.19%) 44.53K
Increased by +1.23%
Aug 31, 25
19 State Street® SPDR® S&P 500® ETF 3.55M (1.17%) -27.08K
Decreased by -0.76%
Feb 28, 26
20 T. Rowe Price U.S. Large-Cap Core Tr-B 3.48M (1.14%) 395.79K
Increased by +11.39%
Mar 31, 25