Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 COMT 1000.00%
2 DXGE 8.64%
3 TPMN 8.33%
4 DAX 7.87%
5 FLGR 7.18%
6 EWG 7.00%
7 HEDJ 5.91%
8 DBGR 5.22%
9 NFRA 4.48%
10 ZDEU 4.36%
11 BCIL 4.34%
12 WBIF 4.25%
13 UTRN 4.02%
14 JHMU 3.83%
15 EUDG 3.75%
16 PUI 3.53%
17 ECLN 3.53%
18 NEWZ 3.52%
19 FEZ 3.46%
20 RYU 3.37%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 25.29M (12.26%) 879.67K
Increased by +3.48%
Dec 31, 24
2 Capital Research Global Investors 18.87M (9.15%) -1.32M
Decreased by -7.00%
Dec 31, 24
3 BlackRock Inc 17.17M (8.32%) 224.34K
Increased by +1.31%
Dec 31, 24
4 State Street Corp 10.16M (4.92%) -34.51K
Decreased by -0.34%
Dec 31, 24
5 State Street Corporation 9.44M (4.57%) -584.16K
Decreased by -6.19%
Mar 31, 24
6 Mizuho Securities USA Inc 7.05M (3.42%) 7.04M
Increased by +99.77%
Sep 30, 24
7 Capital World Investors 6.82M (3.31%) 3.77M
Increased by +55.20%
Dec 31, 24
8 Ameriprise Financial Inc 5.38M (2.61%) -416.91K
Decreased by -7.74%
Dec 31, 24
9 Geode Capital Management, LLC 4.92M (2.39%) 115.27K
Increased by +2.34%
Dec 31, 24
10 JPMorgan Chase & Co 3.31M (1.60%) -330.00K
Decreased by -9.98%
Sep 30, 24
11 Boston Partners Global Investors, Inc 2.90M (1.41%) 582.64K
Increased by +20.09%
Dec 31, 24
12 HHG PLC 2.73M (1.32%) 12.55K
Increased by +0.46%
Dec 31, 24
13 Neuberger Berman Group LLC 2.53M (1.23%) -540.47K
Decreased by -21.36%
Sep 30, 24
14 Amvescap Plc. 2.46M (1.19%) 822.85K
Increased by +33.41%
Dec 31, 24
15 Morgan Stanley - Brokerage Accounts 2.22M (1.07%) 91.15K
Increased by +4.11%
Dec 31, 24
16 Franklin Resources Inc 1.94M (0.94%) -104.72K
Decreased by -5.39%
Dec 31, 24
17 ClearBridge Advisors, LLC 1.93M (0.94%) -158.14K
Decreased by -8.19%
Dec 31, 24
18 Northern Trust Corp 1.83M (0.89%) 81.94K
Increased by +4.48%
Dec 31, 24
19 FMR Inc 1.79M (0.87%) -240.74K
Decreased by -13.48%
Sep 30, 23
20 Pictet Asset Manangement SA 1.75M (0.85%) -251.46K
Decreased by -14.41%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds American Mutual A 6.60M (3.20%) 0.00
Increased by 0.00%
Dec 31, 24
2 Capital Group American Mutual Comp 6.60M (3.20%) 0.00
Increased by 0.00%
Dec 31, 24
3 American Funds Income Fund of Amer A 6.45M (3.13%) -296.05K
Decreased by -4.59%
Dec 31, 24
4 Vanguard Total Stock Mkt Idx Inv 5.87M (2.85%) 18.25K
Increased by +0.31%
Feb 28, 25
5 Vanguard Institutional 500 Index Trust 5.74M (2.78%) 39.06K
Increased by +0.68%
Feb 28, 25
6 American Funds Capital Income Bldr A 4.39M (2.13%) 0.00
Increased by 0.00%
Dec 31, 24
7 Vanguard Mid Cap Index Institutional 4.02M (1.95%) 17.22K
Increased by +0.43%
Feb 28, 25
8 The Utilities Select Sector SPDR® ETF 3.07M (1.49%) 8.15K
Increased by +0.27%
Feb 28, 25
9 T. Rowe Price Capital Appreciation 2.83M (1.37%) -1.26M
Decreased by -44.38%
Oct 31, 24
10 Utilities Select Sector SPDR® ETF 2.58M (1.25%) 77.48K
Increased by +3.00%
Apr 30, 24
11 Fidelity 500 Index 2.58M (1.25%) 11.40K
Increased by +0.44%
Jan 31, 25
12 SPDR® S&P 500® ETF Trust 2.56M (1.24%) -19.03K
Decreased by -0.74%
Feb 28, 25
13 SPDR® S&P 500 ETF Trust 2.44M (1.18%) 5.54K
Increased by +0.23%
Apr 30, 24
14 iShares Core S&P 500 ETF 2.43M (1.18%) -122.00
Decreased by -0.01%
Feb 28, 25
15 Fidelity® 500 Index 2.40M (1.16%) 15.29K
Increased by +0.64%
Nov 30, 23
16 JHancock Disciplined Value Mid Cap I 2.09M (1.02%) 0.00
Increased by 0.00%
Jan 31, 25
17 American Funds Capital World Gr&Inc A 2.08M (1.01%) -997.75K
Decreased by -48.03%
Dec 31, 24
18 Capital Group World Growth & Inc Cmp 2.08M (1.01%) -997.75K
Decreased by -48.03%
Dec 31, 24
19 Janus Henderson Enterprise D 2.07M (1.00%) 0.00
Increased by 0.00%
Jan 31, 25
20 Janus Inst Mid Cap Growth CF 2.07M (1.00%) 0.00
Increased by 0.00%
Dec 31, 24