Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 COMT 1000.00%
2 UTES 6.63%
3 ADPV 3.97%
4 UTRN 3.96%
5 RSPU 3.28%
6 RYU 3.27%
7 OCFS 3.19%
8 PUI 2.70%
9 CGDG 2.56%
10 NBET 2.38%
11 NBCT 2.38%
12 TCAF 2.30%
13 HDLV 2.30%
14 AIVL 2.27%
15 PJFV 2.15%
16 XLU 1.94%
17 VPU 1.89%
18 LQAI 1.84%
19 CGCV 1.79%
20 FUTY 1.74%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital Research & Mgmt Co - Division 3 87.22M (13.43%) -234.47K
Decreased by -0.27%
Mar 31, 25
2 Vanguard Group Inc 80.06M (12.33%) 671.87K
Increased by +0.84%
Mar 31, 25
3 BlackRock Inc 52.84M (8.14%) -484.52K
Decreased by -0.92%
Mar 31, 25
4 T. Rowe Price Investment Management,Inc. 46.09M (7.10%) -551.57K
Decreased by -1.20%
Mar 31, 25
5 Capital Research Global Investors 44.37M (6.83%) -1.21M
Decreased by -2.72%
Mar 31, 25
6 State Street Corporation 32.96M (5.08%) 563.23K
Increased by +1.71%
Dec 31, 23
7 State Street Corp 32.50M (5.01%) 682.53K
Increased by +2.10%
Mar 31, 25
8 Boston Partners Global Investors, Inc 17.46M (2.69%) -3.85M
Decreased by -22.06%
Mar 31, 25
9 FMR Inc 16.57M (2.55%) 677.06K
Increased by +4.09%
Mar 31, 25
10 Deutsche Bank AG 16.33M (2.51%) 1.78M
Increased by +10.88%
Mar 31, 25
11 Geode Capital Management, LLC 16.06M (2.47%) 567.15K
Increased by +3.53%
Mar 31, 25
12 Mizuho Securities USA Inc 10.01M (1.54%) 9.96M
Increased by +99.51%
Sep 30, 24
13 Goldman Sachs Group Inc 9.92M (1.53%) 7.39M
Increased by +74.49%
Dec 31, 23
14 Neuberger Berman Group LLC 9.46M (1.46%) -1.65M
Decreased by -17.44%
Mar 31, 25
15 Pictet Asset Manangement SA 9.24M (1.42%) -690.68K
Decreased by -7.48%
Mar 31, 25
16 Morgan Stanley - Brokerage Accounts 8.34M (1.29%) 294.95K
Increased by +3.53%
Mar 31, 25
17 Cohen & Steers Inc 8.03M (1.24%) 1.58M
Increased by +19.66%
Dec 31, 23
18 Amvescap Plc. 6.98M (1.07%) 102.78K
Increased by +1.47%
Dec 31, 24
19 Legal & General Group PLC 6.56M (1.01%) 381.75K
Increased by +5.82%
Mar 31, 25
20 JPMorgan Chase & Co 6.17M (0.95%) -264.88K
Decreased by -4.29%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds American Mutual A 39.41M (6.07%) -143.51K
Decreased by -0.36%
Mar 31, 25
2 Capital Group American Mutual Comp 39.41M (6.07%) -143.51K
Decreased by -0.36%
Mar 31, 25
3 T. Rowe Price Capital Appreciation 29.60M (4.56%) -875.00K
Decreased by -2.96%
Mar 31, 25
4 American Funds American Balanced A 23.29M (3.59%) 0.00
Increased by 0.00%
Mar 31, 25
5 Vanguard Total Stock Mkt Idx Inv 20.90M (3.22%) 287.45K
Increased by +1.38%
Apr 30, 25
6 Vanguard US Total Market Shares ETF 20.64M (3.18%) 400.64K
Increased by +1.94%
Sep 30, 24
7 Vanguard Institutional 500 Index Trust 18.41M (2.84%) 293.84K
Increased by +1.60%
Apr 30, 25
8 Vanguard Mid Cap Index Institutional 14.17M (2.18%) 135.71K
Increased by +0.96%
Apr 30, 25
9 American Funds Invmt Co of Amer A 12.95M (1.99%) -21.87K
Decreased by -0.17%
Mar 31, 25
10 Capital Group Investment Co of Amer Comp 12.95M (1.99%) -21.87K
Decreased by -0.17%
Mar 31, 25
11 American Funds Fundamental Invs A 12.23M (1.88%) -26.80K
Decreased by -0.22%
Mar 31, 25
12 Capital Group Fundamental Invtrs Comp 12.23M (1.88%) -26.80K
Decreased by -0.22%
Mar 31, 25
13 American Funds Income Fund of Amer A 11.59M (1.78%) 985.54K
Increased by +8.50%
Mar 31, 25
14 American Funds Capital Income Bldr A 10.07M (1.55%) -1.32M
Decreased by -13.08%
Mar 31, 25
15 The Utilities Select Sector SPDR® ETF 9.69M (1.49%) -4.25K
Decreased by -0.04%
Apr 30, 25
16 American Funds Washington Mutual A 9.52M (1.47%) -19.04K
Decreased by -0.20%
Mar 31, 25
17 Capital Group Wash Mutual Invtrs Comp 9.52M (1.47%) -19.04K
Decreased by -0.20%
Mar 31, 25
18 Pictet Glbl Sel Fd Glbl Utilities Eq P 9.06M (1.40%) -397.69K
Decreased by -4.39%
Jan 31, 25
19 Fidelity 500 Index 8.18M (1.26%) 14.11K
Increased by +0.17%
Mar 31, 25
20 SPDR® S&P 500 ETF 8.11M (1.25%) -118.73K
Decreased by -1.46%
Mar 31, 25