Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 COMT 1000.00%
2 XLU 7.80%
3 FUTY 7.03%
4 VPU 6.83%
5 SDP 6.69%
6 IDU 6.58%
7 UTSL 6.23%
8 UPW 5.39%
9 JXI 5.14%
10 JHMU 5.11%
11 HDLV 4.81%
12 DIVP 4.03%
13 ZAP 3.98%
14 UTRN 3.93%
15 FLV 3.79%
16 PUI 3.77%
17 ECLN 3.58%
18 RNWZ 3.55%
19 FXU 3.52%
20 WBIF 3.46%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 72.89M (9.41%) 779.05K
Increased by +1.07%
Dec 31, 24
2 BlackRock Inc 62.56M (8.08%) 2.10M
Increased by +3.35%
Dec 31, 24
3 State Street Corp 39.71M (5.13%) -161.20K
Decreased by -0.41%
Dec 31, 24
4 State Street Corporation 38.46M (4.97%) -3.23M
Decreased by -8.41%
Mar 31, 24
5 Massachusetts Financial Services Company 18.10M (2.34%) 124.86K
Increased by +0.69%
Dec 31, 24
6 Geode Capital Management, LLC 17.87M (2.31%) 385.61K
Increased by +2.16%
Dec 31, 24
7 Wellington Management Company LLP 16.10M (2.08%) -1.73M
Decreased by -10.75%
Dec 31, 24
8 FMR Inc 11.51M (1.49%) 4.12M
Increased by +35.76%
Dec 31, 24
9 Morgan Stanley - Brokerage Accounts 11.19M (1.44%) -11.62K
Decreased by -0.10%
Dec 31, 24
10 Charles Schwab Investment Management Inc 8.56M (1.11%) 135.66K
Increased by +1.58%
Dec 31, 24
11 Royal Bank of Canada 8.50M (1.10%) 357.97K
Increased by +4.21%
Dec 31, 24
12 Northern Trust Corp 8.00M (1.03%) 499.65K
Increased by +6.24%
Dec 31, 24
13 Franklin Resources Inc 7.99M (1.03%) -148.10K
Decreased by -1.85%
Dec 31, 24
14 Bank of America Corp 7.49M (0.97%) -1.21M
Decreased by -16.17%
Dec 31, 24
15 Pathway Financial Advisors, LLC 6.78M (0.88%) 6.72M
Increased by +99.14%
Sep 30, 24
16 JPMorgan Chase & Co 6.59M (0.85%) -258.81K
Decreased by -3.93%
Sep 30, 24
17 Goldman Sachs Group Inc 6.30M (0.81%) 2.28M
Increased by +36.15%
Dec 31, 23
18 Legal & General Group PLC 5.94M (0.77%) -31.40K
Decreased by -0.53%
Dec 31, 24
19 Capital Research Global Investors 5.61M (0.72%) -4.62M
Decreased by -82.30%
Dec 31, 24
20 Federated Hermes Inc 5.44M (0.70%) -135.97K
Decreased by -2.50%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 24.32M (3.14%) 83.02K
Increased by +0.34%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 21.42M (2.77%) 139.54K
Increased by +0.65%
Feb 28, 25
3 The Utilities Select Sector SPDR® ETF 11.44M (1.48%) 30.42K
Increased by +0.27%
Feb 28, 25
4 MFS Large Cap Value Equity 10.32M (1.33%) 304.50K
Increased by +2.95%
Dec 31, 24
5 MFS Value A 10.03M (1.30%) -167.41K
Decreased by -1.67%
Feb 28, 25
6 Fidelity 500 Index 9.63M (1.24%) 42.50K
Increased by +0.44%
Jan 31, 25
7 Utilities Select Sector SPDR® ETF 9.63M (1.24%) 271.13K
Increased by +2.82%
Apr 30, 24
8 SPDR® S&P 500® ETF Trust 9.55M (1.23%) -70.82K
Decreased by -0.74%
Feb 28, 25
9 Vanguard Wellington™ Inv 9.11M (1.18%) -192.29K
Decreased by -2.11%
Dec 31, 24
10 iShares Core S&P 500 ETF 9.07M (1.17%) -456.00
Decreased by -0.01%
Feb 28, 25
11 SPDR® S&P 500 ETF Trust 9.07M (1.17%) -19.69K
Decreased by -0.22%
Apr 30, 24
12 Fidelity® 500 Index 8.98M (1.16%) 57.16K
Increased by +0.64%
Nov 30, 23
13 Vanguard Value Index Inv 6.65M (0.86%) 44.85K
Increased by +0.67%
Feb 28, 25
14 Vanguard Utilities ETF 4.90M (0.63%) -16.32K
Decreased by -0.33%
Feb 28, 25
15 Vanguard Institutional Index I 4.79M (0.62%) -56.31K
Decreased by -1.18%
Feb 28, 25
16 State St S&P 500® Indx SL Cl III 3.74M (0.48%) 2.80K
Increased by +0.07%
Feb 28, 25
17 Vanguard High Dividend Yield ETF 3.19M (0.41%) -28.82K
Decreased by -0.90%
Feb 28, 25
18 Federated Hermes Strategic Val Dividend 3.13M (0.40%) -40.00K
Decreased by -1.28%
Jun 30, 24
19 Federated Hermes Strategic Value Div IS 3.13M (0.40%) -40.00K
Decreased by -1.28%
Jun 30, 24
20 American Funds Capital Income Bldr A 3.13M (0.40%) -952.03K
Decreased by -30.40%
Dec 31, 24