Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 COMT 1000.00%
2 XLU 7.23%
3 VPU 7.06%
4 SDP 6.69%
5 FUTY 6.51%
6 IDU 6.12%
7 UPW 5.17%
8 JHMU 5.11%
9 UTSL 4.93%
10 HDLV 4.81%
11 JXI 4.69%
12 ZAP 4.16%
13 UTRN 3.93%
14 FLV 3.82%
15 PUI 3.56%
16 DIVP 3.52%
17 WBIF 3.46%
18 ECLN 3.40%
19 RYU 3.28%
20 HDLB 3.27%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 74.56M (9.62%) 1.68M
Increased by +2.25%
Mar 31, 25
2 BlackRock Inc 63.15M (8.15%) 585.10K
Increased by +0.93%
Mar 31, 25
3 State Street Corp 40.51M (5.23%) 800.09K
Increased by +1.98%
Mar 31, 25
4 State Street Corporation 38.46M (4.96%) -3.23M
Decreased by -8.41%
Mar 31, 24
5 Geode Capital Management, LLC 18.37M (2.37%) 491.66K
Increased by +2.68%
Mar 31, 25
6 Massachusetts Financial Services Company 18.11M (2.34%) 9.83K
Increased by +0.05%
Mar 31, 25
7 Wellington Management Company LLP 14.22M (1.83%) -1.88M
Decreased by -13.20%
Mar 31, 25
8 FMR Inc 14.18M (1.83%) 2.67M
Increased by +18.83%
Mar 31, 25
9 Morgan Stanley - Brokerage Accounts 11.51M (1.48%) 322.69K
Increased by +2.80%
Mar 31, 25
10 GQG Partners LLC 10.25M (1.32%) 10.19M
Increased by +99.44%
Mar 31, 25
11 Royal Bank of Canada 8.92M (1.15%) 418.01K
Increased by +4.69%
Mar 31, 25
12 Bank of America Corp 8.71M (1.12%) 1.21M
Increased by +13.94%
Mar 31, 25
13 Charles Schwab Investment Management Inc 8.66M (1.12%) 93.70K
Increased by +1.08%
Mar 31, 25
14 Northern Trust Corp 8.00M (1.03%) 499.65K
Increased by +6.24%
Dec 31, 24
15 Franklin Resources Inc 7.27M (0.94%) -722.04K
Decreased by -9.94%
Mar 31, 25
16 Pathway Financial Advisors, LLC 6.78M (0.87%) 6.72M
Increased by +99.14%
Sep 30, 24
17 JPMorgan Chase & Co 6.59M (0.85%) -258.81K
Decreased by -3.93%
Sep 30, 24
18 Legal & General Group PLC 6.12M (0.79%) 181.45K
Increased by +2.96%
Mar 31, 25
19 Federated Hermes Inc 5.44M (0.70%) -135.97K
Decreased by -2.50%
Jun 30, 24
20 Bank of New York Mellon Corp 5.08M (0.66%) -70.42K
Decreased by -1.39%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 24.75M (3.19%) 371.65K
Increased by +1.50%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 24.46M (3.16%) 8.71K
Increased by +0.04%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 21.92M (2.83%) 350.56K
Increased by +1.60%
Apr 30, 25
4 The Utilities Select Sector SPDR® ETF 11.54M (1.49%) -5.06K
Decreased by -0.04%
Apr 30, 25
5 MFS Large Cap Value Equity 9.97M (1.29%) -344.34K
Decreased by -3.45%
Mar 31, 25
6 MFS Value A 9.81M (1.27%) -160.14K
Decreased by -1.63%
Apr 30, 25
7 Fidelity 500 Index 9.74M (1.26%) 60.86K
Increased by +0.63%
Mar 31, 25
8 SPDR® S&P 500 ETF 9.65M (1.25%) -96.11K
Decreased by -1.00%
Mar 31, 25
9 Utilities Select Sector SPDR® ETF 9.63M (1.24%) 271.13K
Increased by +2.82%
Apr 30, 24
10 SPDR® S&P 500® ETF Trust 9.40M (1.21%) -49.25K
Decreased by -0.52%
Mar 31, 25
11 SPDR® S&P 500® ETF 9.35M (1.21%) -56.09K
Decreased by -0.60%
Apr 30, 25
12 iShares Core S&P 500 ETF 9.19M (1.19%) -9.60K
Decreased by -0.10%
Apr 30, 25
13 SPDR® S&P 500 ETF Trust 9.07M (1.17%) -19.69K
Decreased by -0.22%
Apr 30, 24
14 Fidelity® 500 Index 8.98M (1.16%) 57.16K
Increased by +0.64%
Nov 30, 23
15 Vanguard Wellington™ Inv 6.91M (0.89%) -2.20M
Decreased by -31.88%
Mar 31, 25
16 Vanguard Value Index Inv 6.76M (0.87%) -1.75K
Decreased by -0.03%
Apr 30, 25
17 Vanguard Utilities ETF 4.87M (0.63%) -54.12K
Decreased by -1.11%
Apr 30, 25
18 Vanguard Institutional Index I 4.76M (0.61%) -12.23K
Decreased by -0.26%
Apr 30, 25
19 State St S&P 500® Indx SL Cl III 4.05M (0.52%) 50.03K
Increased by +1.23%
Apr 30, 25
20 Federated Hermes Strategic Val Dividend 3.13M (0.40%) -40.00K
Decreased by -1.28%
Jun 30, 24