Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 COMT 1000.00%
2 UTES 6.65%
3 NFRX 4.30%
4 UTRN 3.96%
5 ADPV 3.64%
6 RSPU 3.30%
7 RYU 3.27%
8 TCAF 3.02%
9 OCFS 2.95%
10 PJFV 2.83%
11 TEXX 2.83%
12 PUI 2.54%
13 AIVL 2.42%
14 HDLV 2.30%
15 RYJ 2.04%
16 UPGD 2.04%
17 XLU 2.04%
18 GQGU 1.98%
19 FUTY 1.82%
20 VPU 1.79%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 82.38M (12.64%) 719.80K
Increased by +0.87%
Dec 31, 25
2 Capital Research Global Investors 72.28M (11.09%) 51.33M
Increased by +71.03%
Mar 31, 26
3 T. Rowe Price Investment Management,Inc. 59.29M (9.10%) -40.62M
Decreased by -68.51%
Mar 31, 26
4 BlackRock Inc 57.30M (8.79%) -1.35M
Decreased by -2.36%
Mar 31, 26
5 Vanguard Capital Management, LLC 42.51M (6.52%) 42.51M
Increased by +100.00%
Mar 31, 26
6 State Street Corp 36.20M (5.55%) 765.41K
Increased by +2.11%
Mar 31, 26
7 Capital Research & Mgmt Co - Division 3 36.09M (5.54%) -49.95M
Decreased by -138.41%
Mar 31, 26
8 Vanguard Portfolio Management, LLC 33.77M (5.18%) 33.77M
Increased by +100.00%
Mar 31, 26
9 State Street Corporation 32.96M (5.06%) 563.23K
Increased by +1.71%
Dec 31, 23
10 Geode Capital Management, LLC 17.11M (2.62%) 88.17K
Increased by +0.52%
Mar 31, 26
11 FMR Inc 13.44M (2.06%) 1.06M
Increased by +7.86%
Mar 31, 26
12 Deutsche Bank AG 12.29M (1.89%) 419.61K
Increased by +3.41%
Mar 31, 26
13 Boston Partners Global Investors, Inc 12.07M (1.85%) -1.94M
Decreased by -16.08%
Mar 31, 26
14 Neuberger Berman Group LLC 10.35M (1.59%) -576.14K
Decreased by -5.56%
Mar 31, 26
15 Mizuho Securities USA Inc 10.01M (1.54%) 9.96M
Increased by +99.51%
Sep 30, 24
16 Goldman Sachs Group Inc 9.92M (1.52%) 7.39M
Increased by +74.49%
Dec 31, 23
17 Brookfield Corp 9.82M (1.51%) -539.08K
Decreased by -5.49%
Mar 31, 25
18 Morgan Stanley - Brokerage Accounts 9.49M (1.46%) 809.68K
Increased by +8.53%
Mar 31, 26
19 Amvescap Plc. 9.11M (1.40%) -114.16K
Decreased by -1.25%
Mar 31, 26
20 NORGES BANK 8.97M (1.38%) 438.66K
Increased by +4.89%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds American Mutual A 40.97M (6.29%) 13.43M
Increased by +32.78%
Mar 31, 26
2 Capital Group American Mutual Comp 40.97M (6.29%) 13.43M
Increased by +32.78%
Mar 31, 26
3 T. Rowe Price Capital Appreciation 37.09M (5.69%) 1.40M
Increased by +3.78%
Apr 30, 26
4 American Funds American Balanced A 23.29M (3.57%) 0.00
Increased by 0.00%
Dec 31, 25
5 Vanguard Total Stock Mkt Idx Inv 20.82M (3.19%) 47.61K
Increased by +0.23%
Apr 30, 26
6 Vanguard US Total Market Shares ETF 20.64M (3.17%) 400.64K
Increased by +1.94%
Sep 30, 24
7 Vanguard Institutional 500 Index Trust 18.54M (2.84%) 129.86K
Increased by +0.70%
May 31, 25
8 Vanguard 500 Index Investor 16.93M (2.60%) 304.41K
Increased by +1.80%
Apr 30, 26
9 American Funds Invmt Co of Amer A 15.26M (2.34%) 5.67M
Increased by +37.17%
Mar 31, 26
10 Capital Group Investment Co of Amer Comp 15.26M (2.34%) 5.67M
Increased by +37.17%
Mar 31, 26
11 Vanguard Mid Cap Index Institutional 14.13M (2.17%) 29.34K
Increased by +0.21%
Apr 30, 26
12 American Funds Fundamental Invs A 13.31M (2.04%) 1.08M
Increased by +8.15%
Mar 31, 26
13 Capital Group Fundamental Invtrs Comp 13.31M (2.04%) 1.08M
Increased by +8.15%
Mar 31, 26
14 American Funds Income Fund of Amer A 11.59M (1.78%) 985.54K
Increased by +8.50%
Mar 31, 25
15 State Street®UtilSelSectSPDR®ETF 10.62M (1.63%) 14.83K
Increased by +0.14%
May 31, 26
16 The Utilities Select Sector SPDR® ETF 10.58M (1.62%) -8.53K
Decreased by -0.08%
Aug 31, 25
17 American Funds Washington Mutual A 9.98M (1.53%) 2.35M
Increased by +23.59%
Mar 31, 26
18 Capital Group Wash Mutual Invtrs Comp 9.98M (1.53%) 2.35M
Increased by +23.59%
Mar 31, 26
19 American Funds Capital Income Bldr A 8.80M (1.35%) -451.50K
Decreased by -5.13%
Mar 31, 26
20 iShares Core S&P 500 ETF 8.60M (1.32%) 26.29K
Increased by +0.31%
May 29, 26