Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 COMT 1000.00%
2 KBWP 8.30%
3 DHLX 5.86%
4 FCTE 5.12%
5 PCGG 4.84%
6 EQTY 4.22%
7 UTRN 4.01%
8 FDFF 3.97%
9 PCIG 3.93%
10 CZAR 3.43%
11 STNC 3.42%
12 NEWZ 3.17%
13 ITOL 2.91%
14 PCLG 2.71%
15 KAT 2.65%
16 TMFG 2.49%
17 OMAH 2.35%
18 FPAG 2.33%
19 DVOL 2.31%
20 KOOL 2.28%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 20.17M (9.56%) 191.66K
Increased by +0.95%
Dec 31, 25
2 BlackRock Inc 16.15M (7.66%) -88.43K
Decreased by -0.55%
Mar 31, 26
3 Vanguard Capital Management, LLC 13.58M (6.44%) 13.58M
Increased by +100.00%
Mar 31, 26
4 Capital World Investors 11.48M (5.44%) -775.12K
Decreased by -6.75%
Mar 31, 26
5 State Street Corp 9.22M (4.37%) 15.80K
Increased by +0.17%
Mar 31, 26
6 Massachusetts Financial Services Company 8.36M (3.96%) -186.94K
Decreased by -2.24%
Mar 31, 26
7 State Street Corporation 8.24M (3.91%) 28.52K
Increased by +0.35%
Mar 31, 24
8 Dodge & Cox 8.12M (3.85%) 263.64K
Increased by +3.25%
Mar 31, 26
9 Morgan Stanley - Brokerage Accounts 6.37M (3.02%) 804.44K
Increased by +12.62%
Mar 31, 26
10 JPMorgan Chase & Co 5.64M (2.67%) 2.45M
Increased by +43.41%
Mar 31, 26
11 Geode Capital Management, LLC 5.24M (2.49%) 102.95K
Increased by +1.96%
Mar 31, 26
12 Vanguard Portfolio Management, LLC 4.56M (2.16%) 4.56M
Increased by +100.00%
Mar 31, 26
13 HPS Investment Partners, LLC 4.24M (2.01%) -96.44K
Decreased by -2.27%
Jun 30, 25
14 Berkshire Hathaway Inc 3.60M (1.71%) -497.00K
Decreased by -13.79%
Dec 31, 25
15 Bank of New York Mellon Corp 3.32M (1.57%) -157.97K
Decreased by -4.76%
Mar 31, 26
16 NORGES BANK 3.28M (1.55%) 1.16M
Increased by +35.43%
Dec 31, 25
17 Mackenzie Investments 3.00M (1.42%) 1.38M
Increased by +46.17%
Dec 31, 24
18 Mawer Investment Management Ltd 2.97M (1.41%) -302.04K
Decreased by -10.16%
Jun 30, 25
19 DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main 2.95M (1.40%) 533.40K
Increased by +18.09%
Mar 31, 26
20 Independent Franchise Partners LLP 2.59M (1.23%) 472.48K
Increased by +18.26%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 6.54M (3.10%) -4.77K
Decreased by -0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 6.49M (3.08%) 20.05K
Increased by +0.31%
Apr 30, 26
3 Vanguard Institutional 500 Index Trust 6.15M (2.92%) 44.02K
Increased by +0.72%
May 31, 25
4 Vanguard 500 Index Investor 5.56M (2.64%) 99.31K
Increased by +1.79%
Apr 30, 26
5 Dodge & Cox Stock I 3.68M (1.75%) 0.00
Increased by 0.00%
Mar 31, 26
6 American Funds American Balanced A 3.22M (1.53%) 108.00K
Increased by +3.35%
Mar 31, 26
7 iShares Core S&P 500 ETF 2.83M (1.34%) 8.63K
Increased by +0.31%
May 29, 26
8 Fidelity 500 Index 2.75M (1.30%) 9.46K
Increased by +0.34%
Apr 30, 26
9 SPDR® S&P 500 ETF 2.69M (1.28%) -39.37K
Decreased by -1.46%
Mar 31, 25
10 SPDR® S&P 500® ETF Trust 2.62M (1.24%) -13.72K
Decreased by -0.52%
Mar 31, 25
11 SPDR® S&P 500® ETF 2.61M (1.24%) 32.13K
Increased by +1.23%
Aug 31, 25
12 State Street® SPDR® S&P 500® ETF 2.58M (1.23%) 2.75K
Increased by +0.11%
May 31, 26
13 MFS Large Cap Value Equity 2.54M (1.20%) -189.16K
Decreased by -7.45%
Mar 31, 26
14 MFS Value A 2.49M (1.18%) -44.25K
Decreased by -1.77%
Apr 30, 26
15 SPDR® S&P 500 ETF Trust 2.37M (1.12%) 5.36K
Increased by +0.23%
Apr 30, 24
16 Fidelity® 500 Index 2.36M (1.12%) 15.04K
Increased by +0.64%
Nov 30, 23
17 MS INVF Global Brands A USD 2.28M (1.08%) -34.20K
Decreased by -1.50%
Sep 30, 24
18 Dodge & Cox International Stock I 2.25M (1.07%) 196.10K
Increased by +8.72%
Mar 31, 26
19 Vanguard Value Index Inv 1.89M (0.89%) 5.42K
Increased by +0.29%
Apr 30, 26
20 Vanguard Growth Index Investor 1.79M (0.85%) 18.98K
Increased by +1.06%
Mar 31, 24