Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 COMT 1000.00%
2 XLU 7.22%
3 SDP 6.69%
4 VPU 6.61%
5 FUTY 6.52%
6 IDU 6.19%
7 UTSL 5.30%
8 UPW 5.24%
9 JHMU 5.11%
10 HDLV 4.81%
11 JXI 4.41%
12 ZAP 4.16%
13 UTRN 3.93%
14 URAN 3.84%
15 FLV 3.82%
16 RIFR 3.73%
17 PUI 3.58%
18 BAMD 3.50%
19 WBIF 3.46%
20 DIVP 3.42%

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 8.15M (1.05%) 152.54K
Increased by +1.87%
Mar 31, 25
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 Nuveen, LLC 5.76M (0.74%) 5.76M
Increased by +100.00%
Mar 31, 25
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 24.80M (3.20%) 52.97K
Increased by +0.21%
May 31, 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 22.07M (2.85%) 151.07K
Increased by +0.68%
May 31, 25
4 The Utilities Select Sector SPDR® ETF 11.63M (1.50%) 48.35K
Increased by +0.42%
May 31, 25
5 MFS Large Cap Value Equity 9.97M (1.29%) -344.34K
Decreased by -3.45%
Mar 31, 25
6 MFS Value A 9.75M (1.26%) -60.39K
Decreased by -0.62%
May 31, 25
7 Fidelity 500 Index 9.75M (1.26%) 12.03K
Increased by +0.12%
Apr 30, 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 9.27M (1.20%) -41.41K
Decreased by -0.45%
May 31, 25
12 SPDR® S&P 500 ETF Trust 9.07M (1.17%) -19.69K
Decreased by -0.22%
Apr 30, 24
13 iShares Core S&P 500 ETF 8.99M (1.16%) 0.00
Increased by 0.00%
May 31, 25
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 6.77M (0.87%) 12.29K
Increased by +0.18%
May 31, 25
17 Vanguard Utilities ETF 4.88M (0.63%) 15.53K
Increased by +0.32%
May 31, 25
18 Vanguard Institutional Index I 4.76M (0.61%) -256.00
Decreased by -0.01%
May 31, 25
19 State St S&P 500® Indx SL Cl III 4.12M (0.53%) 69.70K
Increased by +1.69%
May 31, 25
20 Federated Hermes Strategic Val Dividend 3.13M (0.40%) -40.00K
Decreased by -1.28%
Jun 30, 24