Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 COMT 1000.00%
2 SDP 6.77%
3 BKGI 5.40%
4 WCAP 5.33%
5 ZAP 4.20%
6 XLU 4.12%
7 DIVZ 4.00%
8 UTRN 3.94%
9 FUTY 3.71%
10 FXU 3.69%
11 IDU 3.55%
12 RSPU 3.53%
13 VPU 3.43%
14 RYU 3.43%
15 BAMD 3.36%
16 IVEP 3.25%
17 TIME 3.03%
18 NUKZ 3.01%
19 UPW 2.99%
20 HELS 2.95%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 107.10M (12.20%) 940.84K
Increased by +0.88%
Dec 31, 25
2 BlackRock Inc 80.44M (9.17%) 2.12M
Increased by +2.63%
Dec 31, 25
3 Capital Research Global Investors 48.98M (5.58%) -10.81M
Decreased by -22.08%
Mar 31, 26
4 State Street Corp 48.62M (5.54%) 1.69M
Increased by +3.47%
Dec 31, 25
5 Wellington Management Company LLP 44.94M (5.12%) 14.20M
Increased by +31.59%
Dec 31, 25
6 State Street Corporation 44.26M (5.04%) -3.52M
Decreased by -7.96%
Mar 31, 24
7 Massachusetts Financial Services Company 26.62M (3.03%) -1.33M
Decreased by -5.01%
Mar 31, 26
8 JPMorgan Chase & Co 22.38M (2.55%) -4.63M
Decreased by -20.68%
Mar 31, 26
9 Geode Capital Management, LLC 20.44M (2.33%) 314.93K
Increased by +1.54%
Dec 31, 25
10 Dodge & Cox 19.48M (2.22%) -2.67M
Decreased by -13.72%
Mar 31, 26
11 Bank of America Corp 13.77M (1.57%) -912.99K
Decreased by -6.63%
Dec 31, 25
12 Bank of New York Mellon Corp 12.59M (1.43%) -284.74K
Decreased by -2.26%
Mar 31, 26
13 Morgan Stanley - Brokerage Accounts 11.91M (1.36%) 929.67K
Increased by +7.81%
Dec 31, 25
14 Hotchkis & Wiley Capital Management LLC 11.70M (1.33%) 1.48M
Increased by +12.62%
Dec 31, 25
15 Amvescap Plc. 11.45M (1.30%) -38.33K
Decreased by -0.33%
Mar 31, 26
16 NORGES BANK 11.18M (1.27%) 1.15M
Increased by +10.30%
Dec 31, 25
17 FMR Inc 10.35M (1.18%) -3.40M
Decreased by -32.79%
Dec 31, 23
18 Canada Pension Plan Investment Board 9.89M (1.13%) -540.94K
Decreased by -5.47%
Sep 30, 25
19 Franklin Resources Inc 9.43M (1.07%) 34.91K
Increased by +0.37%
Dec 31, 25
20 The Goldman Sachs Group Inc 8.00M (0.91%) 2.53M
Increased by +31.67%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 27.90M (3.18%) 888.93K
Increased by +3.19%
Mar 31, 26
2 Vanguard US Total Market Shares ETF 26.61M (3.03%) 104.55K
Increased by +0.39%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 23.89M (2.72%) 168.53K
Increased by +0.71%
May 31, 25
4 Vanguard 500 Index Investor 21.74M (2.48%) -217.74K
Decreased by -1.00%
Mar 31, 26
5 Vanguard Mid Cap Index Institutional 18.98M (2.16%) 424.00K
Increased by +2.23%
Mar 31, 26
6 MFS Large Cap Value Equity 15.21M (1.73%) -1.13M
Decreased by -7.45%
Mar 31, 26
7 MFS Value A 15.21M (1.73%) -483.28K
Decreased by -3.18%
Mar 31, 26
8 State Street®UtilSelSectSPDR®ETF 14.19M (1.62%) 39.99K
Increased by +0.28%
Apr 30, 26
9 The Utilities Select Sector SPDR® ETF 13.82M (1.57%) -11.14K
Decreased by -0.08%
Aug 31, 25
10 Dodge & Cox Stock I 13.78M (1.57%) -2.04M
Decreased by -14.84%
Mar 31, 26
11 Vanguard Wellington Inv 12.29M (1.40%) 2.39M
Increased by +19.48%
Mar 31, 26
12 American Funds Capital Income Bldr A 11.14M (1.27%) -2.93M
Decreased by -26.29%
Mar 31, 26
13 iShares Core S&P 500 ETF 11.04M (1.26%) 32.37K
Increased by +0.29%
Apr 30, 26
14 Fidelity 500 Index 10.91M (1.24%) 38.02K
Increased by +0.35%
Mar 31, 26
15 American Funds Income Fund of Amer A 10.55M (1.20%) 836.26K
Increased by +7.93%
Dec 31, 25
16 Utilities Select Sector SPDR® ETF 10.47M (1.19%) 314.13K
Increased by +3.00%
Apr 30, 24
17 SPDR® S&P 500 ETF 10.45M (1.19%) -153.14K
Decreased by -1.46%
Mar 31, 25
18 SPDR® S&P 500® ETF 10.28M (1.17%) 126.75K
Increased by +1.23%
Aug 31, 25
19 State Street® SPDR® S&P 500® ETF 10.21M (1.16%) 33.30K
Increased by +0.33%
Apr 30, 26
20 SPDR® S&P 500® ETF Trust 10.18M (1.16%) -53.35K
Decreased by -0.52%
Mar 31, 25