Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTES 5.06%
2 UTRN 4.10%
3 ZAP 4.09%
4 VOLT 3.86%
5 MDLV 3.47%
6 XVOL 3.44%
7 RSPU 3.37%
8 RYU 3.37%
9 HDLV 3.31%
10 INFR 3.25%
11 FOVL 3.22%
12 PUI 3.20%
13 XLU 3.17%
14 TEKX 3.12%
15 BILT 3.09%
16 CBLS 3.07%
17 FCUS 2.97%
18 SAMT 2.93%
19 TPMN 2.91%
20 FUTY 2.83%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 56.46M (12.70%) 1.63M
Increased by +2.89%
Jun 30, 25
2 BlackRock Inc 43.51M (9.79%) 2.97M
Increased by +6.81%
Jun 30, 25
3 State Street Corp 22.92M (5.16%) 981.75K
Increased by +4.28%
Jun 30, 25
4 Bank of America Corp 15.42M (3.47%) -2.73M
Decreased by -17.70%
Jun 30, 25
5 JPMorgan Chase & Co 14.38M (3.23%) -306.02K
Decreased by -2.13%
Jun 30, 25
6 Ameriprise Financial Inc 13.65M (3.07%) 479.09K
Increased by +3.51%
Jun 30, 25
7 FMR Inc 12.32M (2.77%) 1.60M
Increased by +13.03%
Jun 30, 25
8 State Street Corporation 11.74M (2.64%) -750.47K
Decreased by -6.39%
Mar 31, 24
9 Geode Capital Management, LLC 11.24M (2.53%) 505.34K
Increased by +4.49%
Jun 30, 25
10 Barrow Hanley Mewhinney & Strauss LLC 9.72M (2.19%) -19.33K
Decreased by -0.20%
Jun 30, 25
11 Morgan Stanley - Brokerage Accounts 7.96M (1.79%) -2.09M
Decreased by -26.25%
Jun 30, 25
12 Capital Research & Mgmt Co - Division 3 7.85M (1.77%) -31.89K
Decreased by -0.41%
Jun 30, 25
13 Franklin Resources Inc 7.26M (1.63%) -553.16K
Decreased by -7.62%
Jun 30, 25
14 Boston Partners Global Investors, Inc 6.94M (1.56%) 3.71M
Increased by +53.47%
Jun 30, 25
15 Amvescap Plc. 6.13M (1.38%) 126.71K
Increased by +2.07%
Jun 30, 25
16 Brookfield Corp 5.66M (1.27%) -35.76K
Decreased by -0.63%
Mar 31, 25
17 NORGES BANK 5.64M (1.27%) 2.21M
Increased by +39.19%
Jun 30, 25
18 Capital Research Global Investors 5.60M (1.26%) 8.32K
Increased by +0.15%
Jun 30, 25
19 Newport Trust Co. 5.47M (1.23%) -43.20K
Decreased by -0.79%
Jun 30, 25
20 Citadel Advisors Llc 5.13M (1.15%) 2.01M
Increased by +39.23%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 13.54M (3.05%) -316.54K
Decreased by -2.34%
Jul 31, 25
2 Vanguard Institutional 500 Index Trust 12.20M (2.74%) 84.02K
Increased by +0.69%
May 31, 25
3 Vanguard 500 Index Investor 11.05M (2.49%) -1.62M
Decreased by -14.65%
Jul 31, 25
4 Vanguard Mid Cap Index Institutional 9.61M (2.16%) 103.61K
Increased by +1.08%
Jul 31, 25
5 The Utilities Select Sector SPDR® ETF 7.23M (1.63%) -5.83K
Decreased by -0.08%
Aug 31, 25
6 Vanguard US Total Market Shares ETF 6.76M (1.52%) 4.79K
Increased by +0.07%
Sep 30, 24
7 Columbia Dividend Value 5.67M (1.28%) 455.11K
Increased by +8.03%
Jun 30, 25
8 Columbia Dividend Income Inst 5.66M (1.27%) -9.39K
Decreased by -0.17%
Jul 31, 25
9 Fidelity 500 Index 5.66M (1.27%) 2.43K
Increased by +0.04%
Jul 31, 25
10 SPDR® S&P 500® ETF 5.40M (1.22%) 66.29K
Increased by +1.23%
Aug 31, 25
11 iShares Core S&P 500 ETF 5.37M (1.21%) 0.00
Increased by 0.00%
Aug 31, 25
12 SPDR® S&P 500 ETF 5.33M (1.20%) -78.12K
Decreased by -1.46%
Mar 31, 25
13 SPDR® S&P 500® ETF Trust 5.19M (1.17%) -27.22K
Decreased by -0.52%
Mar 31, 25
14 iShares Select Dividend ETF 4.49M (1.01%) 35.28K
Increased by +0.79%
Feb 28, 25
15 Franklin Utilities A1 4.35M (0.98%) 0.00
Increased by 0.00%
Jul 31, 25
16 Franklin Utilities Fund A1 4.35M (0.98%) 0.00
Increased by 0.00%
Jul 31, 25
17 American Funds Invmt Co of Amer A 4.15M (0.93%) 0.00
Increased by 0.00%
Jun 30, 25
18 Capital Group Investment Co of Amer Comp 4.15M (0.93%) 0.00
Increased by 0.00%
Jun 30, 25
19 American Funds Washington Mutual A 4.05M (0.91%) 0.00
Increased by 0.00%
Jun 30, 25
20 Capital Group Wash Mutual Invtrs Comp 4.05M (0.91%) 0.00
Increased by 0.00%
Jun 30, 25