Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 COMT 1000.00%
2 SDP 6.77%
3 WBIY 4.95%
4 UTRN 3.94%
5 XLU 3.88%
6 ECLN 3.60%
7 FUTY 3.52%
8 RYU 3.43%
9 IDU 3.32%
10 RSPU 3.24%
11 VPU 3.18%
12 UTSL 3.10%
13 RNWZ 2.84%
14 DIVZ 2.81%
15 HDLB 2.76%
16 NUKZ 2.73%
17 UPW 2.68%
18 FDV 2.63%
19 JXI 2.60%
20 SAMM 2.55%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 89.51M (10.53%) 674.86K
Increased by +0.75%
Dec 31, 24
2 BlackRock Inc 69.48M (8.17%) 3.01M
Increased by +4.34%
Dec 31, 24
3 State Street Corporation 44.26M (5.21%) -3.52M
Decreased by -7.96%
Mar 31, 24
4 State Street Corp 44.07M (5.18%) -227.73K
Decreased by -0.52%
Dec 31, 24
5 Massachusetts Financial Services Company 30.96M (3.64%) 1.46M
Increased by +4.72%
Dec 31, 24
6 JPMorgan Chase & Co 27.96M (3.29%) -29.28M
Decreased by -104.74%
Dec 31, 24
7 Capital Research Global Investors 23.61M (2.78%) -2.17M
Decreased by -9.20%
Dec 31, 24
8 Dodge & Cox 22.62M (2.66%) -64.74K
Decreased by -0.29%
Dec 31, 24
9 Geode Capital Management, LLC 18.48M (2.17%) 601.90K
Increased by +3.26%
Dec 31, 24
10 Bank of New York Mellon Corp 14.94M (1.76%) 1.07M
Increased by +7.16%
Dec 31, 24
11 Wellington Management Company LLP 14.86M (1.75%) -373.30K
Decreased by -2.51%
Dec 31, 24
12 T. Rowe Price Associates, Inc. 12.54M (1.47%) -4.56M
Decreased by -36.40%
Dec 31, 24
13 Bank of America Corp 11.95M (1.41%) 336.75K
Increased by +2.82%
Dec 31, 24
14 Canada Pension Plan Investment Board 11.45M (1.35%) 63.21K
Increased by +0.55%
Dec 31, 24
15 Amvescap Plc. 10.96M (1.29%) 701.65K
Increased by +6.40%
Dec 31, 24
16 FMR Inc 10.35M (1.22%) -3.40M
Decreased by -32.79%
Dec 31, 23
17 Morgan Stanley - Brokerage Accounts 10.22M (1.20%) 1.73M
Increased by +16.89%
Dec 31, 24
18 Hotchkis & Wiley Capital Management LLC 9.95M (1.17%) 1.52M
Increased by +15.22%
Dec 31, 24
19 Northern Trust Corp 9.32M (1.10%) 1.33M
Increased by +14.28%
Dec 31, 24
20 Franklin Resources Inc 8.94M (1.05%) 225.34K
Increased by +2.52%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 26.49M (3.12%) 85.00K
Increased by +0.32%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 23.30M (2.74%) 161.13K
Increased by +0.69%
Feb 28, 25
3 MFS Large Cap Value Equity 17.80M (2.09%) 1.16M
Increased by +6.54%
Dec 31, 24
4 MFS Value A 17.30M (2.04%) -288.83K
Decreased by -1.67%
Feb 28, 25
5 Dodge & Cox Stock I 16.07M (1.89%) -16.00K
Decreased by -0.10%
Dec 31, 24
6 The Utilities Select Sector SPDR® ETF 12.44M (1.46%) 33.06K
Increased by +0.27%
Feb 28, 25
7 Fidelity 500 Index 10.47M (1.23%) 46.22K
Increased by +0.44%
Jan 31, 25
8 Utilities Select Sector SPDR® ETF 10.47M (1.23%) 314.13K
Increased by +3.00%
Apr 30, 24
9 SPDR® S&P 500® ETF Trust 10.39M (1.22%) -77.06K
Decreased by -0.74%
Feb 28, 25
10 American Funds Capital Income Bldr A 9.92M (1.17%) -377.84K
Decreased by -3.81%
Dec 31, 24
11 SPDR® S&P 500 ETF Trust 9.90M (1.16%) 22.36K
Increased by +0.23%
Apr 30, 24
12 iShares Core S&P 500 ETF 9.87M (1.16%) -496.00
Decreased by -0.01%
Feb 28, 25
13 Fidelity® 500 Index 9.75M (1.15%) 62.06K
Increased by +0.64%
Nov 30, 23
14 Vanguard Mid Cap Index Institutional 9.07M (1.07%) 39.52K
Increased by +0.44%
Feb 28, 25
15 JPMorgan Equity Income I 9.00M (1.06%) 434.48K
Increased by +4.83%
Jan 31, 25
16 JPM US Equity Income-Composite 8.57M (1.01%) -109.34K
Decreased by -1.28%
Dec 31, 24
17 Vanguard Value Index Inv 7.27M (0.85%) 71.90K
Increased by +0.99%
Feb 28, 25
18 JPM US Equity Income-MA 7.13M (0.84%) 7.12M
Increased by +99.91%
Sep 30, 23
19 Franklin Income A1 7.12M (0.84%) 0.00
Increased by 0.00%
Feb 28, 25
20 American Funds Income Fund of Amer A 6.83M (0.80%) -1.76M
Decreased by -25.76%
Dec 31, 24