Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DIP 4.31%
2 UTRN 3.95%
3 NEWZ 3.51%
4 RYU 3.39%
5 ZAP 3.36%
6 DIVZ 3.36%
7 RSPU 3.21%
8 JDVL 2.75%
9 SDP 2.60%
10 FXU 2.56%
11 PUI 2.41%
12 RDIV 2.39%
13 FDV 2.32%
14 BMVP 2.00%
15 ECLN 1.98%
16 FPWR 1.98%
17 SDOG 1.96%
18 RYJ 1.94%
19 UPGD 1.94%
20 XLU 1.85%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital World Investors 76.95M (14.06%) -1.38M
Decreased by -1.80%
Dec 31, 25
2 Vanguard Group Inc 68.11M (12.45%) 761.16K
Increased by +1.12%
Dec 31, 25
3 BlackRock Inc 45.61M (8.34%) 578.44K
Increased by +1.27%
Sep 30, 25
4 State Street Corporation 38.99M (7.12%) -2.16M
Decreased by -5.54%
Mar 31, 24
5 State Street Corp 38.81M (7.09%) 357.87K
Increased by +0.92%
Sep 30, 25
6 Blackstone Inc 28.83M (5.27%) 0.00
Increased by 0.00%
Sep 30, 25
7 Boston Partners Global Investors, Inc 17.79M (3.25%) -558.47K
Decreased by -3.14%
Dec 31, 25
8 Geode Capital Management, LLC 13.46M (2.46%) 126.83K
Increased by +0.94%
Dec 31, 25
9 Amvescap Plc. 11.69M (2.14%) -514.64K
Decreased by -4.40%
Sep 30, 25
10 Millennium Management LLC 11.37M (2.08%) 3.53M
Increased by +31.02%
Dec 31, 25
11 Morgan Stanley - Brokerage Accounts 10.99M (2.01%) 795.49K
Increased by +7.24%
Sep 30, 25
12 JPMorgan Chase & Co 10.32M (1.89%) 5.20M
Increased by +50.37%
Sep 30, 25
13 Allspring Global Investments Holdings, LLC 9.28M (1.70%) 205.62K
Increased by +2.22%
Dec 31, 25
14 Neuberger Berman Group LLC 9.01M (1.65%) 445.68K
Increased by +4.95%
Dec 31, 25
15 Federated Hermes Inc 8.63M (1.58%) 1.74M
Increased by +20.15%
Sep 30, 25
16 T. Rowe Price Associates, Inc. 7.58M (1.39%) 138.96K
Increased by +1.83%
Sep 30, 25
17 Ameriprise Financial Inc 7.07M (1.29%) -1.11M
Decreased by -15.63%
Dec 31, 24
18 ICAHN CARL C 5.89M (1.08%) -8.20M
Decreased by -139.35%
Dec 31, 23
19 Victory Capital Management Inc. 5.51M (1.01%) 1.98M
Increased by +35.91%
Dec 31, 25
20 Bank of America Corp 5.14M (0.94%) 540.46K
Increased by +10.51%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Income Fund of Amer A 23.66M (4.32%) 0.00
Increased by 0.00%
Dec 31, 25
2 American Funds Washington Mutual A 21.23M (3.88%) 0.00
Increased by 0.00%
Dec 31, 25
3 Capital Group Wash Mutual Invtrs Comp 21.23M (3.88%) 0.00
Increased by 0.00%
Dec 31, 25
4 American Funds Fundamental Invs A 20.88M (3.82%) 0.00
Increased by 0.00%
Dec 31, 25
5 Capital Group Fundamental Invtrs Comp 20.88M (3.82%) 0.00
Increased by 0.00%
Dec 31, 25
6 Vanguard US Total Market Shares ETF 17.33M (3.17%) 11.75K
Increased by +0.07%
Sep 30, 24
7 Vanguard Total Stock Mkt Idx Inv 17.33M (3.17%) 27.58K
Increased by +0.16%
Feb 28, 26
8 Vanguard Institutional 500 Index Trust 14.58M (2.66%) 92.04K
Increased by +0.63%
May 31, 25
9 Vanguard 500 Index Investor 13.37M (2.44%) 127.54K
Increased by +0.95%
Feb 28, 26
10 Vanguard Mid Cap Index Institutional 11.92M (2.18%) 41.98K
Increased by +0.35%
Feb 28, 26
11 State Street®UtilSelSectSPDR®ETF 8.72M (1.59%) 103.33K
Increased by +1.19%
Feb 28, 26
12 The Utilities Select Sector SPDR® ETF 8.32M (1.52%) -6.71K
Decreased by -0.08%
Aug 31, 25
13 American Funds American Balanced A 7.62M (1.39%) 0.00
Increased by 0.00%
Dec 31, 25
14 Allspring Special Mid Cap Value Inst 7.54M (1.38%) 261.80K
Increased by +3.47%
Feb 28, 26
15 Allspring Mid Value SMA 7.28M (1.33%) -99.70K
Decreased by -1.37%
Dec 31, 25
16 Allspring Special US Mid Cap Value Eq 7.28M (1.33%) -99.70K
Decreased by -1.37%
Dec 31, 25
17 iShares Core S&P 500 ETF 6.63M (1.21%) 0.00
Increased by 0.00%
Feb 28, 26
18 Fidelity 500 Index 6.61M (1.21%) 30.64K
Increased by +0.46%
Jan 31, 26
19 iShares Select Dividend ETF 6.59M (1.20%) 0.00
Increased by 0.00%
Feb 28, 26
20 Utilities Select Sector SPDR® ETF 6.45M (1.18%) 181.58K
Increased by +2.82%
Apr 30, 24