Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 COMT 1000.00%
2 SDP 6.77%
3 BKGI 6.65%
4 XLU 3.95%
5 UTRN 3.94%
6 ZAP 3.93%
7 DIVZ 3.76%
8 ECLN 3.60%
9 VPU 3.56%
10 FUTY 3.53%
11 RYU 3.43%
12 IDU 3.38%
13 RSPU 3.31%
14 BAMD 3.22%
15 UTSL 3.05%
16 HDLB 2.76%
17 UPW 2.75%
18 RNWZ 2.64%
19 FDV 2.63%
20 JXI 2.57%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 105.80M (12.42%) 14.72M
Increased by +13.91%
Jun 30, 25
2 BlackRock Inc 70.85M (8.32%) 1.37M
Increased by +1.94%
Mar 31, 25
3 State Street Corp 45.03M (5.29%) 957.68K
Increased by +2.13%
Mar 31, 25
4 Capital Research Global Investors 44.80M (5.26%) 21.72M
Increased by +48.49%
Jun 30, 25
5 State Street Corporation 44.26M (5.20%) -3.52M
Decreased by -7.96%
Mar 31, 24
6 JPMorgan Chase & Co 31.94M (3.75%) 3.98M
Increased by +12.46%
Mar 31, 25
7 Wellington Management Company LLP 29.45M (3.46%) 11.70M
Increased by +39.74%
Jun 30, 25
8 Massachusetts Financial Services Company 29.24M (3.43%) -122.75K
Decreased by -0.42%
Jun 30, 25
9 Dodge & Cox 22.93M (2.69%) -383.13K
Decreased by -1.67%
Jun 30, 25
10 Geode Capital Management, LLC 19.15M (2.25%) 672.93K
Increased by +3.51%
Mar 31, 25
11 Bank of New York Mellon Corp 15.88M (1.86%) 939.84K
Increased by +5.92%
Mar 31, 25
12 T. Rowe Price Associates, Inc. 15.05M (1.77%) 958.96K
Increased by +6.37%
Jun 30, 25
13 Bank of America Corp 13.69M (1.61%) 1.74M
Increased by +12.72%
Mar 31, 25
14 Hotchkis & Wiley Capital Management LLC 11.73M (1.38%) 1.08M
Increased by +9.19%
Jun 30, 25
15 Morgan Stanley - Brokerage Accounts 11.04M (1.30%) 827.71K
Increased by +7.50%
Mar 31, 25
16 Amvescap Plc. 10.87M (1.28%) -93.86K
Decreased by -0.86%
Mar 31, 25
17 Canada Pension Plan Investment Board 10.44M (1.23%) -209.99K
Decreased by -2.01%
Jun 30, 25
18 FMR Inc 10.35M (1.22%) -3.40M
Decreased by -32.79%
Dec 31, 23
19 Franklin Resources Inc 10.30M (1.21%) -372.47K
Decreased by -3.62%
Jun 30, 25
20 NORGES BANK 10.03M (1.18%) 1.24M
Increased by +12.38%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 26.82M (3.15%) -617.91K
Decreased by -2.30%
Jul 31, 25
2 Vanguard US Total Market Shares ETF 26.61M (3.12%) 104.55K
Increased by +0.39%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 23.89M (2.81%) 168.53K
Increased by +0.71%
May 31, 25
4 Vanguard 500 Index Investor 21.11M (2.48%) -3.09M
Decreased by -14.65%
Jul 31, 25
5 Vanguard Mid Cap Index Institutional 19.02M (2.23%) 204.98K
Increased by +1.08%
Jul 31, 25
6 MFS Large Cap Value Equity 17.44M (2.05%) 229.17K
Increased by +1.31%
Jun 30, 25
7 MFS Value A 17.33M (2.04%) -101.35K
Decreased by -0.58%
Jul 31, 25
8 Dodge & Cox Stock I 16.33M (1.92%) -330.30K
Decreased by -2.02%
Jun 30, 25
9 The Utilities Select Sector SPDR® ETF 13.83M (1.62%) 75.11K
Increased by +0.54%
Aug 29, 25
10 American Funds American Mutual A 13.41M (1.58%) 10.68M
Increased by +79.58%
Jun 30, 25
11 Capital Group American Mutual Comp 13.41M (1.58%) 10.68M
Increased by +79.58%
Jun 30, 25
12 Vanguard Equity-Income Inv 10.95M (1.29%) 4.06M
Increased by +37.05%
Jun 30, 25
13 Fidelity 500 Index 10.81M (1.27%) 4.65K
Increased by +0.04%
Jul 31, 25
14 Utilities Select Sector SPDR® ETF 10.47M (1.23%) 314.13K
Increased by +3.00%
Apr 30, 24
15 SPDR® S&P 500 ETF 10.45M (1.23%) -153.14K
Decreased by -1.46%
Mar 31, 25
16 iShares Core S&P 500 ETF 10.26M (1.21%) -3.02K
Decreased by -0.03%
Aug 29, 25
17 SPDR® S&P 500® ETF Trust 10.18M (1.20%) -53.35K
Decreased by -0.52%
Mar 31, 25
18 SPDR® S&P 500® ETF 10.15M (1.19%) -40.58K
Decreased by -0.40%
Aug 29, 25
19 SPDR® S&P 500 ETF Trust 9.90M (1.16%) 22.36K
Increased by +0.23%
Apr 30, 24
20 Fidelity® 500 Index 9.75M (1.15%) 62.06K
Increased by +0.64%
Nov 30, 23