Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 COMT 1000.00%
2 UTES 6.39%
3 NFRX 4.29%
4 UTRN 3.96%
5 ADPV 3.64%
6 RYU 3.27%
7 RSPU 3.26%
8 TCAF 3.00%
9 OCFS 2.95%
10 PJFV 2.90%
11 PUI 2.46%
12 HDLV 2.30%
13 AIVL 2.27%
14 GQGU 2.13%
15 UPGD 2.04%
16 RYJ 2.04%
17 XLU 1.99%
18 FUTY 1.79%
19 VPU 1.78%
20 IDU 1.73%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Investment Management,Inc. 99.92M (15.37%) 48.42M
Increased by +48.46%
Dec 31, 25
2 Vanguard Group Inc 82.38M (12.67%) 719.80K
Increased by +0.87%
Dec 31, 25
3 Capital Research Global Investors 72.28M (11.12%) 51.33M
Increased by +71.03%
Mar 31, 26
4 BlackRock Inc 58.65M (9.02%) 3.25M
Increased by +5.54%
Dec 31, 25
5 Capital Research & Mgmt Co - Division 3 36.09M (5.55%) -49.95M
Decreased by -138.41%
Mar 31, 26
6 State Street Corp 35.44M (5.45%) 1.44M
Increased by +4.06%
Dec 31, 25
7 State Street Corporation 32.96M (5.07%) 563.23K
Increased by +1.71%
Dec 31, 23
8 Geode Capital Management, LLC 17.02M (2.62%) 166.31K
Increased by +0.98%
Dec 31, 25
9 FMR Inc 12.39M (1.91%) 216.87K
Increased by +1.75%
Dec 31, 25
10 Deutsche Bank AG 12.29M (1.89%) 419.61K
Increased by +3.41%
Mar 31, 26
11 Boston Partners Global Investors, Inc 12.07M (1.86%) -1.94M
Decreased by -16.08%
Mar 31, 26
12 Neuberger Berman Group LLC 10.35M (1.59%) -576.14K
Decreased by -5.56%
Mar 31, 26
13 Mizuho Securities USA Inc 10.01M (1.54%) 9.96M
Increased by +99.51%
Sep 30, 24
14 Goldman Sachs Group Inc 9.92M (1.53%) 7.39M
Increased by +74.49%
Dec 31, 23
15 Brookfield Corp 9.82M (1.51%) -539.08K
Decreased by -5.49%
Mar 31, 25
16 Amvescap Plc. 9.11M (1.40%) -114.16K
Decreased by -1.25%
Mar 31, 26
17 NORGES BANK 8.97M (1.38%) 438.66K
Increased by +4.89%
Dec 31, 25
18 Morgan Stanley - Brokerage Accounts 8.68M (1.34%) -158.04K
Decreased by -1.82%
Dec 31, 25
19 Cohen & Steers Inc 8.03M (1.24%) 1.58M
Increased by +19.66%
Dec 31, 23
20 Reaves W H & Co Inc 7.67M (1.18%) 446.25K
Increased by +5.82%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds American Mutual A 40.97M (6.30%) 13.43M
Increased by +32.78%
Mar 31, 26
2 Capital Group American Mutual Comp 40.97M (6.30%) 13.43M
Increased by +32.78%
Mar 31, 26
3 T. Rowe Price Capital Appreciation 35.69M (5.49%) 0.00
Increased by 0.00%
Mar 31, 26
4 American Funds American Balanced A 23.29M (3.58%) 0.00
Increased by 0.00%
Dec 31, 25
5 Vanguard Total Stock Mkt Idx Inv 20.77M (3.19%) 132.90K
Increased by +0.64%
Mar 31, 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 (2.85%) 129.86K
Increased by +0.70%
May 31, 25
8 Vanguard 500 Index Investor 16.63M (2.56%) -164.65K
Decreased by -0.99%
Mar 31, 26
9 American Funds Invmt Co of Amer A 15.26M (2.35%) 5.67M
Increased by +37.17%
Mar 31, 26
10 Capital Group Investment Co of Amer Comp 15.26M (2.35%) 5.67M
Increased by +37.17%
Mar 31, 26
11 Vanguard Mid Cap Index Institutional 14.10M (2.17%) -86.82K
Decreased by -0.62%
Mar 31, 26
12 American Funds Fundamental Invs A 13.31M (2.05%) 1.08M
Increased by +8.15%
Mar 31, 26
13 Capital Group Fundamental Invtrs Comp 13.31M (2.05%) 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 10.85M (1.67%) 30.59K
Increased by +0.28%
Apr 30, 26
16 The Utilities Select Sector SPDR® ETF 10.58M (1.63%) -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 8.44M (1.30%) 24.77K
Increased by +0.29%
Apr 30, 26