Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 COMT 1000.00%
2 PCIG 8.18%
3 PCGG 5.61%
4 FCTE 4.97%
5 BEEX 4.08%
6 UTRN 4.01%
7 FDFF 3.97%
8 STNC 3.42%
9 CZAR 2.92%
10 FPAG 2.82%
11 EQTY 2.63%
12 TMFG 2.61%
13 TOLL 2.50%
14 EAGL 2.46%
15 DVOL 2.31%
16 BKDV 2.17%
17 SHRY 2.11%
18 SSPX 1.93%
19 SPMV 1.88%
20 KIE 1.87%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.78M (9.46%) 258.70K
Increased by +1.31%
Mar 31, 25
2 BlackRock Inc 15.10M (7.22%) 340.42K
Increased by +2.25%
Mar 31, 25
3 Capital World Investors 12.10M (5.79%) 320.00
Increased by +0.00%
Mar 31, 25
4 Massachusetts Financial Services Company 9.83M (4.70%) -1.78M
Decreased by -18.14%
Mar 31, 25
5 State Street Corp 9.17M (4.39%) 82.87K
Increased by +0.90%
Mar 31, 25
6 Morgan Stanley - Brokerage Accounts 8.73M (4.17%) 342.02K
Increased by +3.92%
Mar 31, 25
7 State Street Corporation 8.24M (3.94%) 28.52K
Increased by +0.35%
Mar 31, 24
8 JPMorgan Chase & Co 5.66M (2.71%) 300.94K
Increased by +5.32%
Mar 31, 25
9 Geode Capital Management, LLC 5.41M (2.59%) 464.64K
Increased by +8.58%
Mar 31, 25
10 HPS Investment Partners, LLC 4.34M (2.08%) 0.00
Increased by 0.00%
Mar 31, 25
11 Berkshire Hathaway Inc 4.10M (1.96%) 0.00
Increased by 0.00%
Mar 31, 25
12 Mawer Investment Management Ltd 3.27M (1.57%) -629.15K
Decreased by -19.22%
Mar 31, 25
13 Bank of New York Mellon Corp 3.03M (1.45%) 469.24K
Increased by +15.47%
Mar 31, 25
14 Polen Capital 3.01M (1.44%) 2.29M
Increased by +76.08%
Mar 31, 25
15 Mackenzie Investments 3.00M (1.43%) 1.38M
Increased by +46.17%
Dec 31, 24
16 Eagle Capital Management LLC 2.62M (1.25%) -1.36M
Decreased by -51.84%
Mar 31, 25
17 Independent Franchise Partners LLP 2.41M (1.15%) 49.16K
Increased by +2.04%
Jun 30, 24
18 Mitsubishi UFJ Asset Management Co.,Ltd 2.39M (1.14%) 61.35K
Increased by +2.57%
Mar 31, 25
19 Northern Trust Corp 2.29M (1.10%) 131.68K
Increased by +5.75%
Mar 31, 25
20 Sustainable Growth Advisers, LP 2.26M (1.08%) -562.68K
Decreased by -24.86%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.59M (3.15%) 6.39K
Increased by +0.10%
May 31, 25
2 Vanguard US Total Market Shares ETF 6.54M (3.13%) -4.77K
Decreased by -0.07%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 6.15M (2.94%) 44.02K
Increased by +0.72%
May 31, 25
4 American Funds American Balanced A 3.11M (1.49%) 0.00
Increased by 0.00%
Mar 31, 25
5 MFS Large Cap Value Equity 3.01M (1.44%) -1.11M
Decreased by -36.93%
Mar 31, 25
6 MFS Value A 2.94M (1.41%) -18.22K
Decreased by -0.62%
May 31, 25
7 Fidelity 500 Index 2.72M (1.30%) 3.35K
Increased by +0.12%
Apr 30, 25
8 SPDR® S&P 500 ETF 2.69M (1.29%) -39.37K
Decreased by -1.46%
Mar 31, 25
9 SPDR® S&P 500® ETF Trust 2.62M (1.25%) -13.72K
Decreased by -0.52%
Mar 31, 25
10 SPDR® S&P 500® ETF 2.58M (1.23%) -11.56K
Decreased by -0.45%
May 31, 25
11 iShares Core S&P 500 ETF 2.50M (1.20%) 0.00
Increased by 0.00%
May 31, 25
12 SPDR® S&P 500 ETF Trust 2.37M (1.13%) 5.36K
Increased by +0.23%
Apr 30, 24
13 Fidelity® 500 Index 2.36M (1.13%) 15.04K
Increased by +0.64%
Nov 30, 23
14 MS INVF Global Brands A 2.35M (1.13%) 158.15K
Increased by +6.72%
May 31, 25
15 MS INVF Global Brands A USD 2.28M (1.09%) -34.20K
Decreased by -1.50%
Sep 30, 24
16 Morgan Stanley Glbl Franchise 2.19M (1.05%) -75.92K
Decreased by -3.47%
Mar 31, 25
17 Vanguard Growth Index Investor 1.79M (0.85%) 18.98K
Increased by +1.06%
Mar 31, 24
18 American Funds Washington Mutual A 1.73M (0.83%) -3.46K
Decreased by -0.20%
Mar 31, 25
19 Capital Group Wash Mutual Invtrs Comp 1.73M (0.83%) -3.46K
Decreased by -0.20%
Mar 31, 25
20 American Funds Fundamental Invs A 1.71M (0.82%) -4.69K
Decreased by -0.27%
Mar 31, 25