Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 COMT 1000.00%
2 TMET 1000.00%
3 ZAP 4.60%
4 UTRN 3.97%
5 RSPU 3.22%
6 RYU 3.11%
7 UTES 3.09%
8 OCFS 2.99%
9 PUI 2.61%
10 ECLN 2.60%
11 FXU 2.51%
12 TCAF 2.35%
13 XLU 2.07%
14 GREI 2.03%
15 UPGD 2.00%
16 RYJ 2.00%
17 SDP 1.92%
18 FUTY 1.87%
19 VPU 1.87%
20 IDU 1.79%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 34.31M (12.76%) 979.93K
Increased by +2.86%
Mar 31, 25
2 T. Rowe Price Associates, Inc. 28.40M (10.56%) 1.36M
Increased by +4.77%
Mar 31, 25
3 BlackRock Inc 20.61M (7.66%) 28.71K
Increased by +0.14%
Mar 31, 25
4 State Street Corp 13.42M (4.99%) 394.93K
Increased by +2.94%
Mar 31, 25
5 State Street Corporation 13.07M (4.86%) -1.10M
Decreased by -8.39%
Mar 31, 24
6 T. Rowe Price Investment Management,Inc. 13.02M (4.84%) -4.02M
Decreased by -30.91%
Mar 31, 25
7 Franklin Resources Inc 7.23M (2.69%) 5.30M
Increased by +73.30%
Mar 31, 24
8 Geode Capital Management, LLC 7.05M (2.62%) 300.14K
Increased by +4.26%
Mar 31, 25
9 Ameriprise Financial Inc 6.04M (2.25%) -394.65K
Decreased by -6.53%
Mar 31, 25
10 FMR Inc 5.57M (2.07%) 396.76K
Increased by +7.13%
Mar 31, 25
11 Putnam Investments, LLC., a Franklin Templeton company 5.11M (1.90%) 156.73K
Increased by +3.07%
Dec 31, 23
12 Putnam Investments LLC 4.96M (1.84%) -75.34K
Decreased by -1.52%
Sep 30, 23
13 Amvescap Plc. 4.66M (1.73%) 646.00K
Increased by +13.87%
Mar 31, 25
14 HHG PLC 4.66M (1.73%) 56.97K
Increased by +1.22%
Mar 31, 25
15 AllianceBernstein L.P. 3.58M (1.33%) 1.22M
Increased by +34.07%
Mar 31, 25
16 Deutsche Bank AG 3.18M (1.18%) -1.19M
Decreased by -37.58%
Sep 30, 23
17 Wells Fargo & Co 3.14M (1.17%) 75.79K
Increased by +2.41%
Mar 31, 25
18 Zimmer Partners LP 2.96M (1.10%) -1.13M
Decreased by -38.14%
Sep 30, 24
19 Goldman Sachs Group Inc 2.83M (1.05%) 151.81K
Increased by +5.37%
Mar 31, 25
20 Bessemer Group Inc 2.82M (1.05%) -1.88K
Decreased by -0.07%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 8.55M (3.18%) 5.08K
Increased by +0.06%
May 31, 25
2 Vanguard US Total Market Shares ETF 8.44M (3.14%) 6.25K
Increased by +0.07%
Sep 30, 24
3 T. Rowe Price Capital Appreciation 8.10M (3.01%) -2.94M
Decreased by -36.25%
Mar 31, 25
4 Vanguard Institutional 500 Index Trust 7.68M (2.85%) 53.44K
Increased by +0.70%
May 31, 25
5 Vanguard Mid Cap Index Institutional 5.85M (2.17%) 55.17K
Increased by +0.94%
May 31, 25
6 T. Rowe Price U.S. Value Equity Tr-D 4.29M (1.60%) 238.01K
Increased by +5.54%
Jun 30, 25
7 The Utilities Select Sector SPDR® ETF 4.08M (1.52%) 3.51K
Increased by +0.09%
Jun 30, 25
8 T. Rowe Price U.S. Value Equity Tr-Z 4.05M (1.51%) 15.34K
Increased by +0.38%
Mar 31, 25
9 T. Rowe Price US Value Equity Composite 3.51M (1.31%) -168.81K
Decreased by -4.80%
Mar 31, 25
10 T. Rowe Price Value 3.51M (1.31%) -2.08K
Decreased by -0.06%
Mar 31, 25
11 Janus Henderson Enterprise D 3.51M (1.31%) 0.00
Increased by 0.00%
Apr 30, 25
12 Janus Inst Mid Cap Growth CF 3.51M (1.31%) 0.00
Increased by 0.00%
Mar 31, 25
13 Fidelity 500 Index 3.41M (1.27%) 15.08K
Increased by +0.44%
May 31, 25
14 Putnam Large Cap Value A 3.36M (1.25%) 151.48K
Increased by +4.51%
Mar 31, 24
15 Putnam US Large Cap Value Equity 3.36M (1.25%) 151.48K
Increased by +4.51%
Mar 31, 24
16 SPDR® S&P 500 ETF 3.36M (1.25%) -13.54K
Decreased by -0.40%
Mar 31, 25
17 Utilities Select Sector SPDR® ETF 3.29M (1.22%) 98.68K
Increased by +3.00%
Apr 30, 24
18 SPDR® S&P 500® ETF Trust 3.27M (1.22%) -17.17K
Decreased by -0.53%
Mar 31, 25
19 SPDR® S&P 500® ETF 3.25M (1.21%) -11.45K
Decreased by -0.35%
Jun 30, 25
20 iShares Core S&P 500 ETF 3.21M (1.19%) 5.12K
Increased by +0.16%
Jun 30, 25