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 3.18%
6 RYU 3.11%
7 OCFS 2.99%
8 ECLN 2.53%
9 FXU 2.31%
10 PUI 2.27%
11 UTES 2.27%
12 XLU 2.06%
13 GREI 2.03%
14 UPGD 1.95%
15 RYJ 1.95%
16 TCAF 1.94%
17 SDP 1.92%
18 VPU 1.89%
19 FUTY 1.86%
20 WBIF 1.78%

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 3.07M (1.14%) 2.90M
Increased by +94.54%
Dec 31, 24
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 4.05M (1.51%) 15.34K
Increased by +0.38%
Mar 31, 25
7 T. Rowe Price U.S. Value Equity Tr-Z 4.05M (1.51%) 15.34K
Increased by +0.38%
Mar 31, 25
8 The Utilities Select Sector SPDR® ETF 4.04M (1.50%) 16.82K
Increased by +0.42%
May 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 3.39M (1.26%) 4.19K
Increased by +0.12%
Apr 30, 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 3.23M (1.20%) -14.38K
Decreased by -0.45%
May 31, 25
20 iShares Core S&P 500 ETF 3.13M (1.16%) 0.00
Increased by 0.00%
May 31, 25