Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 COMT 1000.00%
2 PCIG 7.40%
3 EAGL 4.66%
4 PCGG 4.08%
5 UTRN 4.01%
6 FDFF 3.97%
7 STNC 3.42%
8 CZAR 2.92%
9 EQTY 2.90%
10 BKDV 2.34%
11 BOUT 2.32%
12 DVOL 2.31%
13 FTCS 2.12%
14 SHRY 2.11%
15 KIE 2.04%
16 SSPX 1.93%
17 RSPF 1.47%
18 CGGO 1.34%
19 NSCR 1.34%
20 BKWO 1.33%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.43M (9.29%) 123.72K
Increased by +0.64%
Sep 30, 24
2 BlackRock Inc 14.26M (6.82%) -1.01M
Decreased by -7.07%
Sep 30, 24
3 Massachusetts Financial Services Company 12.16M (5.82%) -388.11K
Decreased by -3.19%
Sep 30, 24
4 Capital World Investors 12.07M (5.77%) 32.03K
Increased by +0.27%
Sep 30, 24
5 JPMorgan Chase & Co 9.92M (4.74%) 4.73M
Increased by +47.67%
Sep 30, 24
6 State Street Corp 8.84M (4.23%) 32.42K
Increased by +0.37%
Sep 30, 24
7 State Street Corporation 8.24M (3.94%) 28.52K
Increased by +0.35%
Mar 31, 24
8 Morgan Stanley - Brokerage Accounts 8.12M (3.88%) -8.29M
Decreased by -102.05%
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 (2.07%) 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 (1.91%) -14.88K
Decreased by -0.37%
Sep 30, 24
14 Veritas Asset Management LLP 3.01M (1.44%) 883.76K
Increased by +29.36%
Sep 30, 24
15 Sustainable Growth Advisers, LP 2.83M (1.35%) 66.59K
Increased by +2.36%
Sep 30, 24
16 Lazard Asset Management LLC 2.67M (1.28%) -602.14K
Decreased by -22.57%
Sep 30, 24
17 Mackenzie Investments 2.46M (1.18%) 129.33K
Increased by +5.26%
Mar 31, 24
18 Independent Franchise Partners LLP 2.41M (1.15%) 49.16K
Increased by +2.04%
Jun 30, 24
19 Mitsubishi UFJ Asset Management Co.,Ltd 2.26M (1.08%) 64.48K
Increased by +2.85%
Sep 30, 24
20 Bank of New York Mellon Corp 2.22M (1.06%) 220.26K
Increased by +9.92%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.44M (3.08%) -44.97K
Decreased by -0.70%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 5.86M (2.80%) 15.29K
Increased by +0.26%
Dec 31, 24
3 MFS Large Cap Value Equity 4.12M (1.97%) -135.61K
Decreased by -3.29%
Dec 31, 24
4 MFS Value A 4.12M (1.97%) -51.06K
Decreased by -1.24%
Dec 31, 24
5 American Funds American Balanced A 3.11M (1.49%) 0.00
Increased by 0.00%
Dec 31, 24
6 Fidelity 500 Index 2.68M (1.28%) 208.00
Increased by +0.01%
Dec 31, 24
7 SPDR® S&P 500® ETF Trust 2.66M (1.27%) -127.00
Decreased by -0.00%
Jan 30, 25
8 iShares Core S&P 500 ETF 2.52M (1.21%) -4.32K
Decreased by -0.17%
Jan 29, 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 2.28M (1.09%) -109.71K
Decreased by -4.82%
Sep 30, 24
13 MS INVF Global Brands A 2.27M (1.08%) 113.64K
Increased by +5.01%
Dec 31, 24
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 (0.77%) 9.55K
Increased by +0.59%
Jan 30, 25
20 American Funds Europacific Growth A 1.53M (0.73%) 0.00
Increased by 0.00%
Dec 31, 24