Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 COMT 1000.00%
2 PCIG 6.61%
3 EAGL 4.54%
4 PCGG 4.03%
5 FDFF 3.97%
6 STNC 3.66%
7 CZAR 2.92%
8 EQTY 2.75%
9 DVOL 2.31%
10 SHRY 2.11%
11 FTCS 2.07%
12 BKDV 2.02%
13 KIE 1.97%
14 SSPX 1.93%
15 CGGO 1.43%
16 NBCR 1.32%
17 RSPF 1.31%
18 WBIG 1.31%
19 CGBL 1.30%
20 RND 1.29%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.43M (9.28%) 123.72K
Increased by +0.64%
Sep 30, 24
2 BlackRock Inc 15.27M (7.29%) 781.42K
Increased by +5.12%
Jun 30, 24
3 Massachusetts Financial Services Company 12.16M (5.81%) -388.11K
Decreased by -3.19%
Sep 30, 24
4 Capital World Investors 12.07M (5.76%) 32.03K
Increased by +0.27%
Sep 30, 24
5 State Street Corp 8.84M (4.22%) 32.42K
Increased by +0.37%
Sep 30, 24
6 State Street Corporation 8.24M (3.94%) 28.52K
Increased by +0.35%
Mar 31, 24
7 Morgan Stanley - Brokerage Accounts 8.12M (3.88%) -8.29M
Decreased by -102.05%
Sep 30, 24
8 JPMorgan Chase & Co 4.96M (2.37%) 2.36M
Increased by +47.67%
Sep 30, 24
9 HPS Investment Partners, LLC 4.34M (2.07%) 0.00
Increased by 0.00%
Sep 30, 24
10 Geode Capital Management, LLC 4.32M (2.06%) 38.45K
Increased by +0.89%
Sep 30, 24
11 Mawer Investment Management Ltd 4.27M (2.04%) -136.31K
Decreased by -3.19%
Sep 30, 24
12 Berkshire Hathaway Inc 4.10M (1.96%) 0.00
Increased by 0.00%
Sep 30, 24
13 Eagle Capital Management LLC 3.99M (1.90%) -14.88K
Decreased by -0.37%
Sep 30, 24
14 WCM Investment Management 3.49M (1.66%) 767.00
Increased by +0.02%
Sep 30, 24
15 Veritas Asset Management LLP 3.01M (1.44%) 883.76K
Increased by +29.36%
Sep 30, 24
16 Sustainable Growth Advisers, LP 2.83M (1.35%) 66.59K
Increased by +2.36%
Sep 30, 24
17 Lazard Asset Management LLC 2.67M (1.27%) -602.14K
Decreased by -22.57%
Sep 30, 24
18 Mackenzie Investments 2.46M (1.17%) 129.33K
Increased by +5.26%
Mar 31, 24
19 Independent Franchise Partners LLP 2.41M (1.15%) 49.16K
Increased by +2.04%
Jun 30, 24
20 Mitsubishi UFJ Asset Management Co.,Ltd 2.26M (1.08%) 64.48K
Increased by +2.85%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.52M (3.11%) -22.53K
Decreased by -0.35%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 5.76M (2.75%) 68.00K
Increased by +1.18%
Oct 31, 24
3 MFS Large Cap Value Equity 4.26M (2.03%) -94.11K
Decreased by -2.21%
Sep 30, 24
4 MFS Value A 4.23M (2.02%) -28.27K
Decreased by -0.67%
Oct 31, 24
5 American Funds American Balanced A 3.11M (1.49%) 0.00
Increased by 0.00%
Sep 30, 24
6 SPDR® S&P 500® ETF Trust 2.68M (1.28%) 15.87K
Increased by +0.59%
Nov 30, 24
7 Fidelity 500 Index 2.67M (1.27%) -4.38K
Decreased by -0.16%
Oct 31, 24
8 iShares Core S&P 500 ETF 2.46M (1.17%) 0.00
Increased by 0.00%
Nov 30, 24
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 2.28M (1.09%) -109.71K
Decreased by -4.82%
Sep 30, 24
13 MS INVF Global Brands A 2.19M (1.04%) -91.17K
Decreased by -4.17%
Oct 31, 24
14 Vanguard Growth Index Investor 1.79M (0.85%) 18.98K
Increased by +1.06%
Mar 31, 24
15 American Funds New Perspective A 1.77M (0.84%) -1.06K
Decreased by -0.06%
Mar 31, 24
16 Capital Group New Perspective Comp 1.77M (0.84%) -1.06K
Decreased by -0.06%
Mar 31, 24
17 American Funds Washington Mutual A 1.73M (0.83%) 0.00
Increased by 0.00%
Sep 30, 24
18 Capital Group Wash Mutual Invtrs Comp 1.73M (0.83%) 0.00
Increased by 0.00%
Sep 30, 24
19 American Funds Fundamental Invs A 1.71M (0.82%) -622.00
Decreased by -0.04%
Sep 30, 24
20 Capital Group Fundamental Invtrs Comp 1.71M (0.82%) -622.00
Decreased by -0.04%
Sep 30, 24