Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 COMT 1000.00%
2 PCIG 6.87%
3 FCTE 5.12%
4 PCGG 4.64%
5 UTRN 4.01%
6 FDFF 3.97%
7 BEEX 3.89%
8 CZAR 3.79%
9 STNC 3.42%
10 EQTY 3.22%
11 TOLL 3.21%
12 FPAG 2.94%
13 TMFG 2.76%
14 EAGL 2.52%
15 KOOL 2.49%
16 DVOL 2.31%
17 BKDV 2.28%
18 OMAH 2.25%
19 SHRY 2.11%
20 FGSI 2.09%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 20.29M (9.72%) 511.29K
Increased by +2.52%
Jun 30, 25
2 BlackRock Inc 15.10M (7.23%) 340.42K
Increased by +2.25%
Mar 31, 25
3 Capital World Investors 12.14M (5.82%) 46.66K
Increased by +0.38%
Jun 30, 25
4 State Street Corp 9.17M (4.40%) 82.87K
Increased by +0.90%
Mar 31, 25
5 Massachusetts Financial Services Company 8.95M (4.29%) -880.32K
Decreased by -9.83%
Jun 30, 25
6 Morgan Stanley - Brokerage Accounts 8.73M (4.18%) 342.02K
Increased by +3.92%
Mar 31, 25
7 State Street Corporation 8.24M (3.95%) 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 (1.44%) 1.38M
Increased by +46.17%
Dec 31, 24
16 Mitsubishi UFJ Asset Management Co.,Ltd 2.71M (1.30%) 316.33K
Increased by +11.69%
Jun 30, 25
17 Independent Franchise Partners LLP 2.41M (1.15%) 49.16K
Increased by +2.04%
Jun 30, 24
18 Northern Trust Corp 2.29M (1.10%) 131.68K
Increased by +5.75%
Mar 31, 25
19 Eagle Capital Management LLC 2.28M (1.09%) -339.23K
Decreased by -14.85%
Jun 30, 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 US Total Market Shares ETF 6.54M (3.13%) -4.77K
Decreased by -0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 6.45M (3.09%) -149.75K
Decreased by -2.32%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 6.15M (2.95%) 44.02K
Increased by +0.72%
May 31, 25
4 Vanguard 500 Index Investor 5.35M (2.56%) -783.42K
Decreased by -14.66%
Jul 31, 25
5 American Funds American Balanced A 3.11M (1.49%) 0.00
Increased by 0.00%
Jun 30, 25
6 MFS Large Cap Value Equity 2.91M (1.39%) -99.38K
Decreased by -3.42%
Jun 30, 25
7 MFS Value A 2.91M (1.39%) -32.83K
Decreased by -1.13%
Jun 30, 25
8 Fidelity 500 Index 2.74M (1.31%) 7.58K
Increased by +0.28%
Jun 30, 25
9 SPDR® S&P 500 ETF 2.69M (1.29%) -39.37K
Decreased by -1.46%
Mar 31, 25
10 SPDR® S&P 500® ETF 2.64M (1.26%) 11.30K
Increased by +0.43%
Jul 31, 25
11 SPDR® S&P 500® ETF Trust 2.62M (1.26%) -13.72K
Decreased by -0.52%
Mar 31, 25
12 iShares Core S&P 500 ETF 2.58M (1.24%) 11.68K
Increased by +0.45%
Jul 31, 25
13 MS INVF Global Brands A 2.44M (1.17%) 0.00
Increased by 0.00%
Jul 31, 25
14 SPDR® S&P 500 ETF Trust 2.37M (1.13%) 5.36K
Increased by +0.23%
Apr 30, 24
15 Fidelity® 500 Index 2.36M (1.13%) 15.04K
Increased by +0.64%
Nov 30, 23
16 MS INVF Global Brands A USD 2.28M (1.09%) -34.20K
Decreased by -1.50%
Sep 30, 24
17 Morgan Stanley Glbl Franchise 2.19M (1.05%) -75.92K
Decreased by -3.47%
Mar 31, 25
18 Vanguard Growth Index Investor 1.79M (0.86%) 18.98K
Increased by +1.06%
Mar 31, 24
19 American Funds Washington Mutual A 1.73M (0.83%) 0.00
Increased by 0.00%
Jun 30, 25
20 Capital Group Wash Mutual Invtrs Comp 1.73M (0.83%) 0.00
Increased by 0.00%
Jun 30, 25