Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 COMT 1000.00%
2 IYZ 18.79%
3 CSCL 18.42%
4 CIBR 7.75%
5 VLUE 6.46%
6 HACK 6.35%
7 SPDG 5.79%
8 FCTE 5.54%
9 FDND 5.31%
10 FDN 5.25%
11 DIVB 5.19%
12 BRIF 5.07%
13 ERNZ 4.90%
14 DOGG 4.52%
15 TRFK 4.45%
16 UDI 4.44%
17 GEND 4.34%
18 DJD 4.26%
19 SCHD 4.26%
20 KNCT 4.25%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 393.99M (9.98%) 5.04M
Increased by +1.28%
Jun 30, 25
2 BlackRock Inc 369.71M (9.37%) 3.33M
Increased by +0.90%
Jun 30, 25
3 State Street Corp 194.70M (4.93%) 1.07M
Increased by +0.55%
Jun 30, 25
4 State Street Corporation 194.43M (4.93%) 768.81K
Increased by +0.40%
Mar 31, 24
5 Geode Capital Management, LLC 99.25M (2.52%) 1.16M
Increased by +1.17%
Jun 30, 25
6 FMR Inc 93.09M (2.36%) -356.25K
Decreased by -0.38%
Jun 30, 25
7 Charles Schwab Investment Management Inc 76.64M (1.94%) -1.54M
Decreased by -2.01%
Jun 30, 25
8 Morgan Stanley - Brokerage Accounts 70.33M (1.78%) -1.83M
Decreased by -2.60%
Jun 30, 25
9 NORGES BANK 55.01M (1.39%) -694.53K
Decreased by -1.26%
Jun 30, 25
10 Bank of America Corp 49.81M (1.26%) 2.29M
Increased by +4.59%
Jun 30, 25
11 Amvescap Plc. 48.53M (1.23%) 1.41M
Increased by +2.91%
Jun 30, 25
12 Northern Trust Corp 46.87M (1.19%) -188.58K
Decreased by -0.40%
Jun 30, 25
13 Bank of New York Mellon Corp 44.40M (1.13%) -1.01M
Decreased by -2.27%
Jun 30, 25
14 UBS Asset Mgmt Americas Inc 40.86M (1.04%) 3.07M
Increased by +7.50%
Jun 30, 25
15 Franklin Resources Inc 40.84M (1.03%) 12.90M
Increased by +31.60%
Jun 30, 25
16 Wells Fargo & Co 38.51M (0.98%) -778.47K
Decreased by -2.02%
Jun 30, 25
17 Legal & General Group PLC 35.14M (0.89%) -433.60K
Decreased by -1.23%
Jun 30, 25
18 Ameriprise Financial Inc 33.76M (0.86%) -810.36K
Decreased by -2.40%
Jun 30, 25
19 Wellington Management Company LLP 33.21M (0.84%) -9.78M
Decreased by -29.45%
Mar 31, 25
20 Goldman Sachs Group Inc 33.15M (0.84%) 620.20K
Increased by +1.87%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 114.83M (2.91%) -599.39K
Decreased by -0.52%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 111.97M (2.84%) -2.59M
Decreased by -2.32%
Jul 31, 25
3 Vanguard 500 Index Investor 98.48M (2.50%) -14.43M
Decreased by -14.65%
Jul 31, 25
4 Invesco QQQ Trust 81.62M (2.07%) 566.49K
Increased by +0.69%
Aug 29, 25
5 Performer (AFRIS) 65.50M (1.66%) 65.50M
Increased by +100.00%
Feb 29, 24
6 Fidelity 500 Index 50.43M (1.28%) 21.65K
Increased by +0.04%
Jul 31, 25
7 SPDR® S&P 500 ETF 49.54M (1.26%) -775.49K
Decreased by -1.57%
Mar 31, 25
8 SPDR® S&P 500® ETF Trust 48.23M (1.22%) -252.83K
Decreased by -0.52%
Mar 31, 25
9 SPDR® S&P 500 ETF Trust 48.08M (1.22%) 108.58K
Increased by +0.23%
Apr 30, 24
10 SPDR® S&P 500® ETF 48.05M (1.22%) 591.26K
Increased by +1.23%
Aug 31, 25
11 iShares Core S&P 500 ETF 47.87M (1.21%) 0.00
Increased by 0.00%
Aug 31, 25
12 Fidelity® 500 Index 47.49M (1.20%) 302.19K
Increased by +0.64%
Nov 30, 23
13 Schwab US Dividend Equity ETF™ 42.25M (1.07%) 8.93K
Increased by +0.02%
Aug 30, 25
14 The Technology Select Sector SPDR® ETF 32.17M (0.82%) 15.09K
Increased by +0.05%
Aug 31, 25
15 Vanguard Value Index Inv 31.59M (0.80%) -38.04K
Decreased by -0.12%
Jul 31, 25
16 Technology Select Sector SPDR® ETF 28.10M (0.71%) 31.33K
Increased by +0.11%
Apr 30, 24
17 Vanguard Information Technology ETF 25.35M (0.64%) 258.26K
Increased by +1.02%
Jul 31, 25
18 Vanguard Institutional Index I 24.05M (0.61%) -268.82K
Decreased by -1.12%
Jul 31, 25
19 Vanguard Dividend Appreciation ETF 21.39M (0.54%) 41.52K
Increased by +0.19%
Jul 31, 25
20 State St S&P 500® Indx SL Cl III 21.24M (0.54%) -32.73K
Decreased by -0.15%
Aug 31, 25