Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTES 5.18%
2 JHMU 4.92%
3 XLU 4.43%
4 SDP 4.34%
5 KOOL 4.26%
6 UTRN 4.06%
7 FUTY 4.00%
8 VPU 3.89%
9 BILD 3.84%
10 IDU 3.84%
11 LSAT 3.58%
12 TNGY 3.56%
13 PAVE 3.44%
14 RSPU 3.35%
15 RYU 3.35%
16 NBET 3.35%
17 NBCT 3.35%
18 RIFR 3.21%
19 NFRX 3.20%
20 UPW 3.13%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 76.73M (11.77%) 1.01M
Increased by +1.31%
Dec 31, 25
2 BlackRock Inc 60.84M (9.33%) -3.07M
Decreased by -5.05%
Sep 30, 25
3 Capital Research & Mgmt Co - Division 3 51.78M (7.94%) -2.29M
Decreased by -4.43%
Dec 31, 25
4 Wellington Management Company LLP 46.64M (7.15%) -3.76M
Decreased by -8.07%
Dec 31, 25
5 State Street Corp 34.99M (5.36%) 606.10K
Increased by +1.73%
Sep 30, 25
6 State Street Corporation 31.27M (4.79%) -2.88M
Decreased by -9.21%
Mar 31, 24
7 JPMorgan Chase & Co 20.86M (3.20%) 15.80M
Increased by +75.77%
Sep 30, 25
8 Morgan Stanley - Brokerage Accounts 19.08M (2.93%) -94.71K
Decreased by -0.50%
Sep 30, 25
9 FMR Inc 18.24M (2.80%) -811.40K
Decreased by -4.45%
Dec 31, 25
10 Geode Capital Management, LLC 14.30M (2.19%) 116.55K
Increased by +0.82%
Dec 31, 25
11 Newport Trust Co. 11.72M (1.80%) -491.93K
Decreased by -4.20%
Dec 31, 25
12 Amvescap Plc. 10.42M (1.60%) 2.98M
Increased by +28.64%
Sep 30, 25
13 NORGES BANK 10.36M (1.59%) 1.10M
Increased by +10.64%
Dec 31, 25
14 T. Rowe Price Associates, Inc. 10.15M (1.56%) 1.99M
Increased by +19.58%
Sep 30, 25
15 Bank of America Corp 10.03M (1.54%) -220.69K
Decreased by -2.20%
Sep 30, 25
16 DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main 9.54M (1.46%) -632.60K
Decreased by -6.63%
Dec 31, 24
17 Franklin Resources Inc 9.46M (1.45%) 1.01M
Increased by +10.72%
Sep 30, 25
18 Deutsche Bank AG 9.16M (1.40%) -236.48K
Decreased by -2.58%
Dec 31, 25
19 Northern Trust Corp 6.74M (1.03%) 65.36K
Increased by +0.97%
Sep 30, 25
20 Legal & General Group PLC 6.25M (0.96%) -53.88K
Decreased by -0.86%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Washington Mutual A 21.70M (3.33%) 0.00
Increased by 0.00%
Dec 31, 25
2 Capital Group Wash Mutual Invtrs Comp 21.70M (3.33%) 0.00
Increased by 0.00%
Dec 31, 25
3 Vanguard Total Stock Mkt Idx Inv 20.65M (3.17%) 105.42K
Increased by +0.51%
Feb 28, 26
4 Vanguard US Total Market Shares ETF 20.05M (3.07%) 14.28K
Increased by +0.07%
Sep 30, 24
5 Vanguard Institutional 500 Index Trust 18.02M (2.76%) 126.45K
Increased by +0.70%
May 31, 25
6 Vanguard 500 Index Investor 16.79M (2.57%) 159.43K
Increased by +0.95%
Feb 28, 26
7 Vanguard Wellington™ Inv 11.89M (1.82%) 541.77K
Increased by +4.56%
Jun 30, 25
8 Vanguard Wellington Inv 11.31M (1.73%) -478.58K
Decreased by -4.23%
Dec 31, 25
9 State Street®UtilSelSectSPDR®ETF 10.94M (1.68%) 129.69K
Increased by +1.19%
Feb 28, 26
10 The Utilities Select Sector SPDR® ETF 10.57M (1.62%) -8.52K
Decreased by -0.08%
Aug 31, 25
11 American Funds American Mutual A 9.05M (1.39%) 0.00
Increased by 0.00%
Dec 31, 25
12 Capital Group American Mutual Comp 9.05M (1.39%) 0.00
Increased by 0.00%
Dec 31, 25
13 iShares Core S&P 500 ETF 8.32M (1.28%) 0.00
Increased by 0.00%
Feb 28, 26
14 Fidelity 500 Index 8.29M (1.27%) 38.42K
Increased by +0.46%
Jan 31, 26
15 SPDR® S&P 500 ETF 7.88M (1.21%) -115.32K
Decreased by -1.46%
Mar 31, 25
16 Utilities Select Sector SPDR® ETF 7.87M (1.21%) 236.21K
Increased by +3.00%
Apr 30, 24
17 SPDR® S&P 500® ETF 7.86M (1.21%) 96.90K
Increased by +1.23%
Aug 31, 25
18 State Street® SPDR® S&P 500® ETF 7.68M (1.18%) -58.14K
Decreased by -0.76%
Feb 28, 26
19 SPDR® S&P 500® ETF Trust 7.67M (1.18%) -40.18K
Decreased by -0.52%
Mar 31, 25
20 SPDR® S&P 500 ETF Trust 7.45M (1.14%) 16.83K
Increased by +0.23%
Apr 30, 24