Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 COMT 1000.00%
2 SDP 6.77%
3 BKGI 6.41%
4 ZAP 3.98%
5 UTRN 3.94%
6 XLU 3.83%
7 ECLN 3.55%
8 FUTY 3.47%
9 VPU 3.46%
10 BAMD 3.44%
11 RYU 3.43%
12 IDU 3.30%
13 RSPU 3.24%
14 DIVZ 2.79%
15 HDLB 2.76%
16 UPW 2.71%
17 UTSL 2.69%
18 RNWZ 2.64%
19 FDV 2.63%
20 SAMM 2.55%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 91.08M (10.70%) 1.57M
Increased by +1.72%
Mar 31, 25
2 BlackRock Inc 70.85M (8.33%) 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 State Street Corporation 44.26M (5.20%) -3.52M
Decreased by -7.96%
Mar 31, 24
5 JPMorgan Chase & Co 31.94M (3.75%) 3.98M
Increased by +12.46%
Mar 31, 25
6 Massachusetts Financial Services Company 29.36M (3.45%) -1.60M
Decreased by -5.45%
Mar 31, 25
7 Dodge & Cox 23.31M (2.74%) 685.25K
Increased by +2.94%
Mar 31, 25
8 Capital Research Global Investors 23.08M (2.71%) -535.62K
Decreased by -2.32%
Mar 31, 25
9 Geode Capital Management, LLC 19.15M (2.25%) 672.93K
Increased by +3.51%
Mar 31, 25
10 Wellington Management Company LLP 17.74M (2.09%) 2.88M
Increased by +16.24%
Mar 31, 25
11 Bank of New York Mellon Corp 15.88M (1.87%) 939.84K
Increased by +5.92%
Mar 31, 25
12 T. Rowe Price Associates, Inc. 14.09M (1.66%) 1.55M
Increased by +11.02%
Mar 31, 25
13 Bank of America Corp 13.69M (1.61%) 1.74M
Increased by +12.72%
Mar 31, 25
14 Morgan Stanley - Brokerage Accounts 11.04M (1.30%) 827.71K
Increased by +7.50%
Mar 31, 25
15 Amvescap Plc. 10.87M (1.28%) -93.86K
Decreased by -0.86%
Mar 31, 25
16 Franklin Resources Inc 10.67M (1.25%) 1.72M
Increased by +16.16%
Mar 31, 25
17 Hotchkis & Wiley Capital Management LLC 10.65M (1.25%) 695.63K
Increased by +6.53%
Mar 31, 25
18 Canada Pension Plan Investment Board 10.65M (1.25%) -805.66K
Decreased by -7.57%
Mar 31, 25
19 FMR Inc 10.35M (1.22%) -3.40M
Decreased by -32.79%
Dec 31, 23
20 Northern Trust Corp 9.73M (1.14%) 414.36K
Increased by +4.26%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 27.36M (3.22%) 35.91K
Increased by +0.13%
May 31, 25
2 Vanguard US Total Market Shares ETF 26.61M (3.13%) 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 MFS Value A 17.63M (2.07%) 702.19K
Increased by +3.98%
May 31, 25
5 MFS Large Cap Value Equity 17.44M (2.05%) 229.17K
Increased by +1.31%
Jun 30, 25
6 Dodge & Cox Stock I 16.33M (1.92%) -330.30K
Decreased by -2.02%
Jun 30, 25
7 American Funds American Mutual A 13.41M (1.58%) 10.68M
Increased by +79.58%
Jun 30, 25
8 Capital Group American Mutual Comp 13.41M (1.58%) 10.68M
Increased by +79.58%
Jun 30, 25
9 The Utilities Select Sector SPDR® ETF 12.87M (1.51%) 11.08K
Increased by +0.09%
Jun 30, 25
10 Fidelity 500 Index 10.60M (1.25%) 45.50K
Increased by +0.43%
May 31, 25
11 Utilities Select Sector SPDR® ETF 10.47M (1.23%) 314.13K
Increased by +3.00%
Apr 30, 24
12 SPDR® S&P 500 ETF 10.45M (1.23%) -153.14K
Decreased by -1.46%
Mar 31, 25
13 SPDR® S&P 500® ETF 10.29M (1.21%) -36.14K
Decreased by -0.35%
Jun 30, 25
14 SPDR® S&P 500® ETF Trust 10.18M (1.20%) -53.35K
Decreased by -0.52%
Mar 31, 25
15 iShares Core S&P 500 ETF 10.11M (1.19%) 16.10K
Increased by +0.16%
Jun 30, 25
16 SPDR® S&P 500 ETF Trust 9.90M (1.16%) 22.36K
Increased by +0.23%
Apr 30, 24
17 Fidelity® 500 Index 9.75M (1.15%) 62.06K
Increased by +0.64%
Nov 30, 23
18 American Funds Income Fund of Amer A 9.71M (1.14%) 2.51M
Increased by +25.84%
Jun 30, 25
19 Vanguard Mid Cap Index Institutional 9.35M (1.10%) 88.11K
Increased by +0.94%
May 31, 25
20 American Funds Capital Income Bldr A 9.21M (1.08%) 0.00
Increased by 0.00%
Jun 30, 25