Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IEO 19.07%
2 WTIU 11.67%
3 WTID 11.67%
4 NRGU 10.00%
5 NRGZ 10.00%
6 YGRN 10.00%
7 NRGO 10.00%
8 TEXU 9.89%
9 NRGD 9.89%
10 FRAK 8.73%
11 EAGL 8.23%
12 DHLX 7.85%
13 FTXN 7.82%
14 XLE 7.26%
15 OILT 7.07%
16 GXPE 7.02%
17 JHME 6.90%
18 ROPE 6.80%
19 IYE 6.60%
20 WEEI 6.55%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 120.25M (9.86%) 408.30K
Increased by +0.34%
Dec 31, 25
2 BlackRock Inc 89.00M (7.30%) -2.87M
Decreased by -3.22%
Sep 30, 25
3 State Street Corporation 70.32M (5.77%) -1.19M
Decreased by -1.69%
Mar 31, 24
4 State Street Corp 65.49M (5.37%) -1.67M
Decreased by -2.54%
Sep 30, 25
5 JPMorgan Chase & Co 64.47M (5.29%) 26.26M
Increased by +40.73%
Sep 30, 25
6 Capital Research & Mgmt Co - Division 3 48.36M (3.96%) 2.71M
Increased by +5.61%
Dec 31, 25
7 T. Rowe Price Associates, Inc. 43.80M (3.59%) 489.02K
Increased by +1.12%
Sep 30, 25
8 Charles Schwab Investment Management Inc 41.45M (3.40%) 2.35M
Increased by +5.67%
Dec 31, 25
9 Geode Capital Management, LLC 27.91M (2.29%) -95.44K
Decreased by -0.34%
Dec 31, 25
10 Wellington Management Company LLP 24.07M (1.97%) -4.27M
Decreased by -17.74%
Dec 31, 25
11 Harris Associates L.P. 24.00M (1.97%) 5.14M
Increased by +21.41%
Dec 31, 25
12 Massachusetts Financial Services Company 22.34M (1.83%) -887.86K
Decreased by -3.97%
Dec 31, 25
13 FMR Inc 21.15M (1.73%) 1.60M
Increased by +7.57%
Dec 31, 25
14 Eagle Capital Management LLC 19.84M (1.63%) -280.62K
Decreased by -1.41%
Dec 31, 25
15 Bank of America Corp 19.06M (1.56%) 91.50K
Increased by +0.48%
Sep 30, 25
16 Morgan Stanley - Brokerage Accounts 17.22M (1.41%) 448.49K
Increased by +2.60%
Sep 30, 25
17 Capital World Investors 15.61M (1.28%) -10.60M
Decreased by -67.94%
Dec 31, 23
18 Goldman Sachs Group Inc 14.86M (1.22%) 6.52M
Increased by +43.87%
Dec 31, 23
19 Fisher Asset Management, LLC 14.85M (1.22%) 193.40K
Increased by +1.30%
Dec 31, 25
20 Franklin Resources Inc 14.39M (1.18%) -925.41K
Decreased by -6.43%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 39.08M (3.20%) 182.83K
Increased by +0.47%
Feb 28, 26
2 Vanguard US Total Market Shares ETF 36.80M (3.02%) -285.01K
Decreased by -0.77%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 36.29M (2.97%) 251.98K
Increased by +0.69%
May 31, 25
4 Schwab US Dividend Equity ETF™ 32.74M (2.68%) 83.74K
Increased by +0.26%
Feb 28, 26
5 Vanguard 500 Index Investor 31.79M (2.61%) 302.45K
Increased by +0.95%
Feb 28, 26
6 Energy Select Sector SPDR® ETF 28.01M (2.30%) -133.19K
Decreased by -0.48%
Mar 31, 24
7 State Street®EngySelSectSPDR®ETF 23.14M (1.90%) 251.30K
Increased by +1.09%
Feb 28, 26
8 The Energy Select Sector SPDR® ETF 20.98M (1.72%) 3.45K
Increased by +0.02%
Aug 31, 25
9 SPDR® S&P 500 ETF 15.87M (1.30%) -450.84K
Decreased by -2.84%
Mar 31, 25
10 iShares Core S&P 500 ETF 15.75M (1.29%) 0.00
Increased by 0.00%
Feb 28, 26
11 Fidelity 500 Index 15.70M (1.29%) 72.78K
Increased by +0.46%
Jan 31, 26
12 SPDR® S&P 500® ETF Trust 15.45M (1.27%) -81.00K
Decreased by -0.52%
Mar 31, 25
13 SPDR® S&P 500® ETF 15.25M (1.25%) 187.47K
Increased by +1.23%
Aug 31, 25
14 State Street® SPDR® S&P 500® ETF 14.53M (1.19%) -110.16K
Decreased by -0.76%
Feb 28, 26
15 American Funds Washington Mutual A 14.48M (1.19%) 1.65M
Increased by +11.40%
Dec 31, 25
16 Capital Group Wash Mutual Invtrs Comp 14.48M (1.19%) 1.65M
Increased by +11.40%
Dec 31, 25
17 SPDR® S&P 500 ETF Trust 14.22M (1.17%) -110.44K
Decreased by -0.78%
Mar 31, 24
18 Fidelity® 500 Index 13.95M (1.14%) 88.80K
Increased by +0.64%
Nov 30, 23
19 Vanguard Value Index Inv 11.51M (0.94%) 142.82K
Increased by +1.24%
Feb 28, 26
20 Vanguard Equity-Income Inv 10.93M (0.90%) -803.52K
Decreased by -7.35%
Dec 31, 25