Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 COMT 1000.00%
2 PCIG 7.40%
3 PCGG 4.08%
4 UTRN 4.01%
5 FDFF 3.97%
6 BEEX 3.96%
7 EAGL 3.46%
8 STNC 3.42%
9 EQTY 3.23%
10 CZAR 2.92%
11 BKDV 2.50%
12 DVOL 2.31%
13 FTCS 2.15%
14 SHRY 2.11%
15 SSPX 1.93%
16 KIE 1.85%
17 NSCR 1.74%
18 BOUT 1.59%
19 RFFC 1.58%
20 BKWO 1.56%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.52M (9.34%) 88.36K
Increased by +0.45%
Dec 31, 24
2 BlackRock Inc 14.76M (7.06%) 501.18K
Increased by +3.40%
Dec 31, 24
3 Capital World Investors 12.10M (5.79%) 28.41K
Increased by +0.23%
Dec 31, 24
4 Massachusetts Financial Services Company 11.62M (5.56%) -548.13K
Decreased by -4.72%
Dec 31, 24
5 State Street Corp 9.09M (4.35%) 246.80K
Increased by +2.71%
Dec 31, 24
6 Morgan Stanley - Brokerage Accounts 8.38M (4.01%) 262.24K
Increased by +3.13%
Dec 31, 24
7 State Street Corporation 8.24M (3.94%) 28.52K
Increased by +0.35%
Mar 31, 24
8 JPMorgan Chase & Co 5.36M (2.56%) -4.57M
Decreased by -85.26%
Dec 31, 24
9 Geode Capital Management, LLC 4.95M (2.37%) 627.74K
Increased by +12.68%
Dec 31, 24
10 HPS Investment Partners, LLC 4.34M (2.08%) 0.00
Increased by 0.00%
Dec 31, 24
11 Berkshire Hathaway Inc 4.10M (1.96%) 0.00
Increased by 0.00%
Dec 31, 24
12 Eagle Capital Management LLC 3.98M (1.91%) -2.69K
Decreased by -0.07%
Dec 31, 24
13 Mawer Investment Management Ltd 3.90M (1.87%) -366.74K
Decreased by -9.40%
Dec 31, 24
14 Mackenzie Investments 3.00M (1.43%) 1.38M
Increased by +46.17%
Dec 31, 24
15 Bank of New York Mellon Corp 2.56M (1.23%) 343.59K
Increased by +13.40%
Dec 31, 24
16 Independent Franchise Partners LLP 2.41M (1.15%) 49.16K
Increased by +2.04%
Jun 30, 24
17 Lazard Asset Management LLC 2.34M (1.12%) -330.23K
Decreased by -14.13%
Dec 31, 24
18 Mitsubishi UFJ Asset Management Co.,Ltd 2.33M (1.11%) 64.72K
Increased by +2.78%
Dec 31, 24
19 Sustainable Growth Advisers, LP 2.26M (1.08%) -562.68K
Decreased by -24.86%
Dec 31, 24
20 Veritas Asset Management LLP 2.22M (1.06%) -789.91K
Decreased by -35.57%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.48M (3.10%) 21.57K
Increased by +0.33%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 6.00M (2.87%) 41.19K
Increased by +0.69%
Feb 28, 25
3 MFS Large Cap Value Equity 4.12M (1.97%) -135.61K
Decreased by -3.29%
Dec 31, 24
4 MFS Value A 3.37M (1.61%) -255.29K
Decreased by -7.58%
Feb 28, 25
5 American Funds American Balanced A 3.11M (1.49%) 0.00
Increased by 0.00%
Dec 31, 24
6 Fidelity 500 Index 2.70M (1.29%) 11.90K
Increased by +0.44%
Jan 31, 25
7 SPDR® S&P 500® ETF Trust 2.67M (1.28%) -19.81K
Decreased by -0.74%
Feb 28, 25
8 iShares Core S&P 500 ETF 2.54M (1.21%) -128.00
Decreased by -0.01%
Feb 28, 25
9 SPDR® S&P 500 ETF Trust 2.37M (1.13%) 5.36K
Increased by +0.23%
Apr 30, 24
10 Fidelity® 500 Index 2.36M (1.13%) 15.04K
Increased by +0.64%
Nov 30, 23
11 MS INVF Global Brands A USD 2.28M (1.09%) -34.20K
Decreased by -1.50%
Sep 30, 24
12 Morgan Stanley Glbl Franchise 2.27M (1.08%) -10.73K
Decreased by -0.47%
Dec 31, 24
13 MS INVF Global Brands A 2.21M (1.06%) -15.16K
Decreased by -0.69%
Feb 28, 25
14 Vanguard Growth Index Investor 1.79M (0.85%) 18.98K
Increased by +1.06%
Mar 31, 24
15 American Funds Washington Mutual A 1.73M (0.83%) 0.00
Increased by 0.00%
Dec 31, 24
16 Capital Group Wash Mutual Invtrs Comp 1.73M (0.83%) 0.00
Increased by 0.00%
Dec 31, 24
17 American Funds Fundamental Invs A 1.71M (0.82%) 0.00
Increased by 0.00%
Dec 31, 24
18 Capital Group Fundamental Invtrs Comp 1.71M (0.82%) 0.00
Increased by 0.00%
Dec 31, 24
19 The Financial Select Sector SPDR® ETF 1.62M (0.78%) 1.93K
Increased by +0.12%
Feb 28, 25
20 American Funds Europacific Growth A 1.53M (0.73%) 0.00
Increased by 0.00%
Dec 31, 24