Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 COMT 1000.00%
2 IHF 15.08%
3 WBIY 7.24%
4 MFVL 6.80%
5 TOS 6.08%
6 DUSA 5.80%
7 ROPE 5.73%
8 NVQ 5.64%
9 NVQ_old 5.64%
10 RTH 5.59%
11 ERNZ 5.33%
12 GBLO 5.19%
13 IYK 5.17%
14 RDIV 4.47%
15 GEND 4.40%
16 LBAY 4.25%
17 UTRN 3.99%
18 MVFD 3.81%
19 HDIV 3.68%
20 CSTK 3.52%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 125.92M (9.89%) 4.93M
Increased by +3.91%
Mar 31, 26
2 Vanguard Group Inc 120.71M (9.48%) 1.82M
Increased by +1.51%
Dec 31, 25
3 Vanguard Capital Management, LLC 82.65M (6.49%) 82.65M
Increased by +100.00%
Mar 31, 26
4 Capital World Investors 77.25M (6.07%) 9.59M
Increased by +12.41%
Mar 31, 26
5 State Street Corp 59.32M (4.66%) -861.56K
Decreased by -1.45%
Mar 31, 26
6 State Street Corporation 55.00M (4.32%) -198.85K
Decreased by -0.36%
Mar 31, 24
7 Dodge & Cox 51.78M (4.07%) -10.73M
Decreased by -20.72%
Mar 31, 26
8 FMR Inc 31.20M (2.45%) -9.82M
Decreased by -31.48%
Mar 31, 26
9 JPMorgan Chase & Co 29.53M (2.32%) -1.68M
Decreased by -5.67%
Mar 31, 26
10 Geode Capital Management, LLC 29.46M (2.31%) 418.77K
Increased by +1.42%
Mar 31, 26
11 Vanguard Portfolio Management, LLC 26.00M (2.04%) 26.00M
Increased by +100.00%
Mar 31, 26
12 Amvescap Plc. 25.14M (1.97%) 1.12M
Increased by +4.45%
Mar 31, 26
13 T. Rowe Price Associates, Inc. 23.78M (1.87%) 7.34M
Increased by +30.86%
Mar 31, 26
14 Wellington Management Company LLP 22.57M (1.77%) 4.00M
Increased by +17.74%
Mar 31, 26
15 NORGES BANK 21.00M (1.65%) 1.30M
Increased by +6.19%
Dec 31, 25
16 Capital Research Global Investors 20.01M (1.57%) 7.97M
Increased by +39.82%
Mar 31, 26
17 Morgan Stanley - Brokerage Accounts 17.83M (1.40%) -2.55M
Decreased by -14.30%
Mar 31, 26
18 Capital Research & Mgmt Co - Division 3 15.39M (1.21%) -12.20M
Decreased by -79.26%
Mar 31, 26
19 Pzena Investment Management, LLC 13.77M (1.08%) -1.81M
Decreased by -13.13%
Mar 31, 26
20 Charles Schwab Investment Management Inc 13.67M (1.07%) -182.42K
Decreased by -1.33%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 2ndVote Advisers LIF Index 136.30M (10.70%) 0.00
Increased by 0.00%
Mar 31, 23
2 2ndVote Advisers AMF Index 132.83M (10.43%) 0.00
Increased by 0.00%
Mar 31, 23
3 Vanguard Total Stock Mkt Idx Inv 40.54M (3.18%) 113.42K
Increased by +0.28%
Apr 30, 26
4 Vanguard US Total Market Shares ETF 39.87M (3.13%) 130.50K
Increased by +0.33%
Sep 30, 24
5 Vanguard Institutional 500 Index Trust 35.86M (2.82%) 250.13K
Increased by +0.70%
May 31, 25
6 Dodge & Cox Stock I 33.89M (2.66%) -7.97M
Decreased by -23.51%
Mar 31, 26
7 Vanguard 500 Index Investor 32.99M (2.59%) 591.76K
Increased by +1.79%
Apr 30, 26
8 American Funds Washington Mutual A 31.73M (2.49%) 1.06M
Increased by +3.35%
Mar 31, 26
9 Capital Group Wash Mutual Invtrs Comp 31.73M (2.49%) 1.06M
Increased by +3.35%
Mar 31, 26
10 American Funds Income Fund of Amer A 23.69M (1.86%) 0.00
Increased by 0.00%
Mar 31, 26
11 American Funds American Balanced A 18.52M (1.45%) 0.00
Increased by 0.00%
Mar 31, 26
12 iShares Core S&P 500 ETF 16.76M (1.32%) 51.27K
Increased by +0.31%
May 29, 26
13 Fidelity 500 Index 16.30M (1.28%) 56.09K
Increased by +0.34%
Apr 30, 26
14 SPDR® S&P 500 ETF 15.65M (1.23%) -228.94K
Decreased by -1.46%
Mar 31, 25
15 State Street® SPDR® S&P 500® ETF 15.34M (1.21%) 16.26K
Increased by +0.11%
May 31, 26
16 SPDR® S&P 500® ETF 15.26M (1.20%) 187.98K
Increased by +1.23%
Aug 31, 25
17 SPDR® S&P 500® ETF Trust 15.24M (1.20%) -80.03K
Decreased by -0.53%
Mar 31, 25
18 SPDR® S&P 500 ETF Trust 15.19M (1.19%) -118.03K
Decreased by -0.78%
Mar 31, 24
19 Fidelity® 500 Index 14.97M (1.18%) 95.24K
Increased by +0.64%
Nov 30, 23
20 American Funds Invmt Co of Amer A 13.70M (1.08%) 13.05M
Increased by +95.23%
Jun 30, 24