Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 47.27%
2 XLU 7.46%
3 SDP 6.91%
4 FUTY 6.73%
5 IDU 6.45%
6 VPU 6.38%
7 BOUT 6.02%
8 UPW 5.27%
9 UTSL 5.08%
10 HDLV 4.86%
11 RCTR 4.79%
12 JHMU 4.69%
13 JXI 4.51%
14 BILT 4.30%
15 MBCC 4.09%
16 UTRN 4.04%
17 POWR 3.96%
18 FILL 3.96%
19 EASY 3.91%
20 WBIF 3.90%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 JPMorgan Chase & Co 139.64M (12.50%) 70.68M
Increased by +50.61%
Sep 30, 25
2 Vanguard Group Inc 108.06M (9.67%) 1.64M
Increased by +1.52%
Dec 31, 25
3 BlackRock Inc 86.82M (7.77%) -357.08K
Decreased by -0.41%
Sep 30, 25
4 State Street Corporation 63.61M (5.69%) 803.95K
Increased by +1.26%
Dec 31, 23
5 State Street Corp 59.12M (5.29%) 8.39K
Increased by +0.01%
Sep 30, 25
6 Capital World Investors 41.14M (3.68%) 7.59M
Increased by +18.46%
Dec 31, 25
7 T. Rowe Price Associates, Inc. 29.02M (2.60%) 11.50M
Increased by +39.61%
Sep 30, 25
8 Geode Capital Management, LLC 27.26M (2.44%) 384.86K
Increased by +1.41%
Dec 31, 25
9 FMR Inc 23.01M (2.06%) -1.50M
Decreased by -6.51%
Dec 31, 25
10 Massachusetts Financial Services Company 16.30M (1.46%) -3.51M
Decreased by -21.53%
Dec 31, 25
11 GQG Partners LLC 14.80M (1.33%) -1.75M
Decreased by -11.85%
Dec 31, 24
12 Lombard Odier Asset Management (Europe) Ltd 14.76M (1.32%) 14.76M
Increased by +100.00%
Sep 30, 25
13 Mizuho Securities USA Inc 14.72M (1.32%) 14.63M
Increased by +99.43%
Sep 30, 24
14 Franklin Resources Inc 13.96M (1.25%) -52.70K
Decreased by -0.38%
Sep 30, 25
15 Morgan Stanley - Brokerage Accounts 13.96M (1.25%) 1.10M
Increased by +7.88%
Sep 30, 25
16 NORGES BANK 12.75M (1.14%) -100.75K
Decreased by -0.79%
Dec 31, 25
17 Capital Research & Mgmt Co - Division 3 11.24M (1.01%) -8.41M
Decreased by -74.82%
Dec 31, 25
18 Northern Trust Corp 10.57M (0.95%) -13.34K
Decreased by -0.13%
Sep 30, 25
19 Royal Bank of Canada 10.44M (0.93%) -8.26M
Decreased by -79.15%
Sep 30, 25
20 Ameriprise Financial Inc 9.81M (0.88%) 53.16K
Increased by +0.54%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 34.81M (3.12%) 115.47K
Increased by +0.33%
Feb 28, 26
2 Vanguard US Total Market Shares ETF 34.75M (3.11%) 69.76K
Increased by +0.20%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 31.16M (2.79%) 214.83K
Increased by +0.69%
May 31, 25
4 Vanguard 500 Index Investor 28.32M (2.54%) 269.66K
Increased by +0.95%
Feb 28, 26
5 State Street®UtilSelSectSPDR®ETF 18.46M (1.65%) 218.75K
Increased by +1.18%
Feb 28, 26
6 The Utilities Select Sector SPDR® ETF 17.81M (1.59%) -14.36K
Decreased by -0.08%
Aug 31, 25
7 American Funds Washington Mutual A 16.48M (1.48%) -976.77K
Decreased by -5.93%
Dec 31, 25
8 Capital Group Wash Mutual Invtrs Comp 16.48M (1.48%) -976.77K
Decreased by -5.93%
Dec 31, 25
9 iShares Core S&P 500 ETF 14.04M (1.26%) 0.00
Increased by 0.00%
Feb 28, 26
10 Fidelity 500 Index 13.99M (1.25%) 64.85K
Increased by +0.46%
Jan 31, 26
11 Utilities Select Sector SPDR® ETF 13.78M (1.23%) -40.57K
Decreased by -0.29%
Mar 31, 24
12 SPDR® S&P 500 ETF 13.62M (1.22%) -199.64K
Decreased by -1.47%
Mar 31, 25
13 SPDR® S&P 500® ETF 13.28M (1.19%) 163.19K
Increased by +1.23%
Aug 31, 25
14 SPDR® S&P 500® ETF Trust 13.26M (1.19%) -69.55K
Decreased by -0.52%
Mar 31, 25
15 SPDR® S&P 500 ETF Trust 13.16M (1.18%) -102.23K
Decreased by -0.78%
Mar 31, 24
16 State Street® SPDR® S&P 500® ETF 12.97M (1.16%) -98.23K
Decreased by -0.76%
Feb 28, 26
17 Fidelity® 500 Index 12.71M (1.14%) 80.87K
Increased by +0.64%
Nov 30, 23
18 American Funds Income Fund of Amer A 10.50M (0.94%) 1.54M
Increased by +14.67%
Dec 31, 25
19 Vanguard Value Index Inv 10.26M (0.92%) 136.58K
Increased by +1.33%
Feb 28, 26
20 Franklin Income A1 9.00M (0.81%) 0.00
Increased by 0.00%
Feb 28, 26