Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 COMT 1000.00%
2 XLU 7.07%
3 SDP 6.69%
4 FUTY 6.30%
5 VPU 6.28%
6 IDU 6.11%
7 UPW 5.20%
8 UTSL 5.13%
9 JHMU 5.11%
10 HDLV 4.81%
11 RCTR 4.45%
12 JXI 4.34%
13 UTRN 3.93%
14 ZAP 3.93%
15 PUI 3.88%
16 EASY 3.80%
17 URAN 3.72%
18 FLV 3.62%
19 POWR 3.55%
20 FILL 3.55%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 78.26M (10.06%) 1.96M
Increased by +2.50%
Dec 31, 25
2 BlackRock Inc 69.32M (8.92%) 433.23K
Increased by +0.62%
Mar 31, 26
3 Vanguard Capital Management, LLC 50.53M (6.50%) 50.53M
Increased by +100.00%
Mar 31, 26
4 State Street Corp 44.53M (5.73%) 579.24K
Increased by +1.30%
Mar 31, 26
5 State Street Corporation 38.46M (4.95%) -3.23M
Decreased by -8.41%
Mar 31, 24
6 Lombard Odier Asset Management (Europe) Ltd 34.95M (4.49%) 34.95M
Increased by +100.00%
Sep 30, 25
7 Vanguard Portfolio Management, LLC 20.08M (2.58%) 20.08M
Increased by +100.00%
Mar 31, 26
8 Geode Capital Management, LLC 20.05M (2.58%) 755.17K
Increased by +3.77%
Mar 31, 26
9 Laurel Wealth Advisors, LLC 17.67M (2.27%) 17.52M
Increased by +99.13%
Jun 30, 25
10 Massachusetts Financial Services Company 14.39M (1.85%) -1.65M
Decreased by -11.49%
Mar 31, 26
11 Morgan Stanley - Brokerage Accounts 12.68M (1.63%) 339.20K
Increased by +2.68%
Mar 31, 26
12 FMR Inc 10.75M (1.38%) -1.15M
Decreased by -10.70%
Mar 31, 26
13 Franklin Resources Inc 10.37M (1.33%) 2.13M
Increased by +20.57%
Mar 31, 26
14 Bank of America Corp 9.35M (1.20%) 605.35K
Increased by +6.48%
Mar 31, 26
15 Charles Schwab Investment Management Inc 9.10M (1.17%) 173.48K
Increased by +1.91%
Mar 31, 26
16 JPMorgan Chase & Co 8.23M (1.06%) 4.75M
Increased by +57.70%
Sep 30, 25
17 Royal Bank of Canada 7.89M (1.02%) -309.15K
Decreased by -3.92%
Mar 31, 26
18 GQG Partners LLC 7.80M (1.00%) -1.74M
Decreased by -22.31%
Mar 31, 26
19 Northern Trust Corp 7.36M (0.95%) 12.71K
Increased by +0.17%
Mar 31, 26
20 Pathway Financial Advisors, LLC 6.78M (0.87%) 6.72M
Increased by +99.14%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 24.80M (3.19%) 89.53K
Increased by +0.36%
Apr 30, 26
2 Vanguard US Total Market Shares ETF 24.46M (3.15%) 8.71K
Increased by +0.04%
Sep 30, 24
3 Vanguard 500 Index Investor 20.16M (2.59%) 361.96K
Increased by +1.80%
Apr 30, 26
4 State Street®UtilSelSectSPDR®ETF 12.64M (1.63%) 25.22K
Increased by +0.20%
May 29, 26
5 The Utilities Select Sector SPDR® ETF 12.59M (1.62%) -10.15K
Decreased by -0.08%
Aug 31, 25
6 iShares Core S&P 500 ETF 10.25M (1.32%) 31.33K
Increased by +0.31%
May 29, 26
7 Fidelity 500 Index 9.97M (1.28%) 34.30K
Increased by +0.34%
Apr 30, 26
8 SPDR® S&P 500 ETF 9.65M (1.24%) -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 State Street® SPDR® S&P 500® ETF 9.38M (1.21%) 12.66K
Increased by +0.13%
May 29, 26
12 SPDR® S&P 500® ETF 9.38M (1.21%) 115.37K
Increased by +1.23%
Aug 31, 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 MFS Large Cap Value Equity 7.94M (1.02%) -1.10M
Decreased by -13.87%
Mar 31, 26
16 MFS Value A 7.80M (1.00%) -138.37K
Decreased by -1.77%
Apr 30, 26
17 Vanguard Value Index Inv 7.21M (0.93%) 20.93K
Increased by +0.29%
Apr 30, 26
18 Vanguard Wellington™ Inv 5.81M (0.75%) -1.09M
Decreased by -18.82%
Jun 30, 25
19 Vanguard Wellington Inv 5.53M (0.71%) -233.88K
Decreased by -4.23%
Dec 31, 25
20 Vanguard Utilities ETF 5.39M (0.69%) 34.13K
Increased by +0.63%
Apr 30, 26