Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 COMT 1000.00%
2 TPMN 28.01%
3 RNWZ 9.67%
4 JHMU 6.02%
5 XLU 5.09%
6 UTES 5.03%
7 QQLV 4.83%
8 SDP 4.77%
9 FUTY 4.56%
10 BILT 4.56%
11 VPU 4.47%
12 IDU 4.43%
13 QQQA 4.42%
14 VOLT 4.28%
15 URAN 4.02%
16 UTRN 4.01%
17 GQGU 3.99%
18 ZAP 3.97%
19 BAMD 3.77%
20 UPW 3.72%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 52.50M (9.66%) 828.59K
Increased by +1.58%
Dec 31, 25
2 BlackRock Inc 47.80M (8.80%) 1.54M
Increased by +3.22%
Mar 31, 26
3 Vanguard Capital Management, LLC 35.14M (6.47%) 35.14M
Increased by +100.00%
Mar 31, 26
4 State Street Corp 30.29M (5.58%) -149.64K
Decreased by -0.49%
Mar 31, 26
5 State Street Corporation 26.08M (4.80%) -1.99M
Decreased by -7.63%
Mar 31, 24
6 Vanguard Portfolio Management, LLC 15.61M (2.87%) 15.61M
Increased by +100.00%
Mar 31, 26
7 GQG Partners LLC 15.03M (2.77%) -1.88M
Decreased by -12.49%
Mar 31, 26
8 Morgan Stanley - Brokerage Accounts 14.49M (2.67%) -175.69K
Decreased by -1.21%
Mar 31, 26
9 Geode Capital Management, LLC 14.22M (2.62%) 399.05K
Increased by +2.81%
Mar 31, 26
10 Wellington Management Company LLP 13.16M (2.42%) -1.48M
Decreased by -11.27%
Mar 31, 26
11 Barclays PLC 10.37M (1.91%) -259.25K
Decreased by -2.50%
Mar 31, 26
12 Ameriprise Financial Inc 9.07M (1.67%) 1.01M
Increased by +11.16%
Mar 31, 26
13 Dodge & Cox 8.74M (1.61%) -602.71K
Decreased by -6.90%
Mar 31, 26
14 Amvescap Plc. 7.70M (1.42%) 13.54K
Increased by +0.18%
Mar 31, 26
15 Goldman Sachs Group Inc 6.67M (1.23%) 4.33M
Increased by +64.95%
Dec 31, 23
16 Lazard Asset Management LLC 6.47M (1.19%) 54.38K
Increased by +0.84%
Mar 31, 25
17 Victory Capital Management Inc. 6.32M (1.16%) 937.35K
Increased by +14.84%
Dec 31, 25
18 FMR Inc 6.08M (1.12%) 1.17M
Increased by +19.30%
Mar 31, 26
19 Royal Bank of Canada 6.00M (1.10%) -442.35K
Decreased by -7.37%
Mar 31, 26
20 Nuveen, LLC 5.99M (1.10%) 217.45K
Increased by +3.63%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 17.24M (3.17%) 56.56K
Increased by +0.33%
Apr 30, 26
2 Vanguard US Total Market Shares ETF 16.88M (3.11%) 208.28K
Increased by +1.23%
Sep 30, 24
3 Vanguard 500 Index Investor 14.03M (2.58%) 252.22K
Increased by +1.80%
Apr 30, 26
4 Invesco QQQ Trust 11.72M (2.16%) 55.19K
Increased by +0.47%
May 29, 26
5 State Street®UtilSelSectSPDR®ETF 8.80M (1.62%) 12.28K
Increased by +0.14%
May 31, 26
6 The Utilities Select Sector SPDR® ETF 8.65M (1.59%) -6.98K
Decreased by -0.08%
Aug 31, 25
7 iShares Core S&P 500 ETF 7.13M (1.31%) 21.80K
Increased by +0.31%
May 29, 26
8 Fidelity 500 Index 6.93M (1.28%) 23.87K
Increased by +0.34%
Apr 30, 26
9 Utilities Select Sector SPDR® ETF 6.64M (1.22%) -19.56K
Decreased by -0.29%
Mar 31, 24
10 SPDR® S&P 500 ETF 6.63M (1.22%) -97.03K
Decreased by -1.46%
Mar 31, 25
11 State Street® SPDR® S&P 500® ETF 6.53M (1.20%) 6.91K
Increased by +0.11%
May 31, 26
12 SPDR® S&P 500® ETF Trust 6.45M (1.19%) -33.80K
Decreased by -0.52%
Mar 31, 25
13 SPDR® S&P 500® ETF 6.44M (1.19%) 79.44K
Increased by +1.23%
Aug 31, 25
14 SPDR® S&P 500 ETF Trust 6.34M (1.17%) -49.30K
Decreased by -0.78%
Mar 31, 24
15 Fidelity® 500 Index 6.00M (1.10%) 38.20K
Increased by +0.64%
Nov 30, 23
16 Dodge & Cox Stock I 5.29M (0.97%) -418.90K
Decreased by -7.92%
Mar 31, 26
17 Vanguard Value Index Inv 5.01M (0.92%) 14.43K
Increased by +0.29%
Apr 30, 26
18 Vanguard Equity-Income Inv 4.64M (0.85%) -667.23K
Decreased by -14.37%
Mar 31, 26
19 Lazard Glbl Listed Infrastruct USD Hedge 4.02M (0.74%) 50.00K
Increased by +1.24%
Mar 31, 25
20 Lazard Global Listed Infrastructure Inst 4.02M (0.74%) 50.00K
Increased by +1.24%
Mar 31, 25