Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 COMT 1000.00%
2 SDP 6.77%
3 UTRN 3.94%
4 XLU 3.76%
5 ECLN 3.56%
6 RYU 3.43%
7 FUTY 3.41%
8 IDU 3.17%
9 RSPU 3.15%
10 VPU 3.13%
11 DIVZ 2.78%
12 HDLB 2.76%
13 RNWZ 2.63%
14 FDV 2.63%
15 UTSL 2.61%
16 SAMM 2.55%
17 UPW 2.50%
18 JXI 2.45%
19 CBSE 2.32%
20 RDIV 2.28%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 89.51M (10.52%) 674.86K
Increased by +0.75%
Dec 31, 24
2 BlackRock Inc 69.48M (8.16%) 3.01M
Increased by +4.34%
Dec 31, 24
3 State Street Corporation 44.26M (5.20%) -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 29.36M (3.45%) -1.60M
Decreased by -5.45%
Mar 31, 25
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 (1.40%) 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 (1.09%) 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 26.92M (3.16%) 424.78K
Increased by +1.58%
Mar 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 23.35M (2.74%) 44.91K
Increased by +0.19%
Mar 31, 25
4 MFS Large Cap Value Equity 17.21M (2.02%) -594.09K
Decreased by -3.45%
Mar 31, 25
5 MFS Value A 17.21M (2.02%) -96.83K
Decreased by -0.56%
Mar 31, 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 12.55M (1.47%) 52.08K
Increased by +0.41%
Apr 30, 25
8 Fidelity 500 Index 10.54M (1.24%) 18.18K
Increased by +0.17%
Mar 31, 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 10.19M (1.20%) 8.40K
Increased by +0.08%
Apr 30, 25
12 SPDR® S&P 500® ETF Trust 10.18M (1.20%) -53.35K
Decreased by -0.52%
Mar 31, 25
13 iShares Core S&P 500 ETF 9.96M (1.17%) -9.90K
Decreased by -0.10%
Apr 29, 25
14 SPDR® S&P 500 ETF Trust 9.90M (1.16%) 22.36K
Increased by +0.23%
Apr 30, 24
15 Fidelity® 500 Index 9.75M (1.15%) 62.06K
Increased by +0.64%
Nov 30, 23
16 American Funds Capital Income Bldr A 9.21M (1.08%) -709.17K
Decreased by -7.70%
Mar 31, 25
17 Vanguard Mid Cap Index Institutional 9.17M (1.08%) 101.97K
Increased by +1.11%
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%
Mar 31, 25
20 Vanguard Value Index Inv 7.48M (0.88%) 208.20K
Increased by +2.79%
Mar 31, 25