Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 COMT 1000.00%
2 SDP 6.77%
3 BKGI 6.46%
4 ZAP 3.98%
5 UTRN 3.94%
6 XLU 3.74%
7 VPU 3.49%
8 ECLN 3.48%
9 RYU 3.43%
10 FUTY 3.41%
11 BAMD 3.38%
12 IDU 3.20%
13 RSPU 3.17%
14 HDLB 2.76%
15 DIVZ 2.73%
16 UPW 2.72%
17 RNWZ 2.64%
18 FDV 2.63%
19 UTSL 2.58%
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. 10.96M (1.29%) 701.65K
Increased by +6.40%
Dec 31, 24
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 27.32M (3.21%) 402.84K
Increased by +1.47%
Apr 30, 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 23.72M (2.79%) 378.97K
Increased by +1.60%
Apr 30, 25
4 MFS Large Cap Value Equity 17.21M (2.02%) -594.09K
Decreased by -3.45%
Mar 31, 25
5 MFS Value A 16.93M (1.99%) -276.30K
Decreased by -1.63%
Apr 30, 25
6 Dodge & Cox Stock I 16.66M (1.96%) 593.60K
Increased by +3.56%
Mar 31, 25
7 The Utilities Select Sector SPDR® ETF 12.53M (1.47%) 11.02K
Increased by +0.09%
May 30, 25
8 Fidelity 500 Index 10.55M (1.24%) 13.04K
Increased by +0.12%
Apr 30, 25
9 Utilities Select Sector SPDR® ETF 10.47M (1.23%) 314.13K
Increased by +3.00%
Apr 30, 24
10 SPDR® S&P 500 ETF 10.45M (1.23%) -153.14K
Decreased by -1.46%
Mar 31, 25
11 SPDR® S&P 500® ETF Trust 10.18M (1.20%) -53.35K
Decreased by -0.52%
Mar 31, 25
12 SPDR® S&P 500® ETF 10.10M (1.19%) 0.00
Increased by 0.00%
May 30, 25
13 SPDR® S&P 500 ETF Trust 9.90M (1.16%) 22.36K
Increased by +0.23%
Apr 30, 24
14 Fidelity® 500 Index 9.75M (1.15%) 62.06K
Increased by +0.64%
Nov 30, 23
15 iShares Core S&P 500 ETF 9.73M (1.14%) 0.00
Increased by 0.00%
May 31, 25
16 Vanguard Mid Cap Index Institutional 9.26M (1.09%) 89.12K
Increased by +0.96%
Apr 30, 25
17 American Funds Capital Income Bldr A 9.21M (1.08%) -709.17K
Decreased by -7.70%
Mar 31, 25
18 JPM US Equity Income-Composite 9.00M (1.06%) 434.48K
Increased by +4.83%
Mar 31, 25
19 JPMorgan Equity Income I 9.00M (1.06%) 0.00
Increased by 0.00%
Apr 30, 25
20 Vanguard Value Index Inv 7.48M (0.88%) 6.79K
Increased by +0.09%
Apr 30, 25