Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 COMT 1000.00%
2 TMET 1000.00%
3 FINX 5.31%
4 LEND 4.25%
5 UTRN 4.05%
6 WBIF 3.98%
7 IPAY 3.84%
8 BASV 2.89%
9 BAMV 2.88%
10 COWS 2.63%
11 JDIV 2.52%
12 LBAY 2.49%
13 GOP 2.20%
14 BLCV 2.06%
15 BEEX 2.02%
16 CGVV 1.97%
17 LGBT 1.93%
18 GTEK 1.82%
19 KRUZ 1.81%
20 FTXD 1.77%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 63.02M (12.09%) 376.50K
Increased by +0.60%
Jun 30, 25
2 BlackRock Inc 48.67M (9.34%) -602.36K
Decreased by -1.24%
Mar 31, 25
3 JPMorgan Chase & Co 36.88M (7.08%) 4.60M
Increased by +12.48%
Mar 31, 25
4 Dodge & Cox 35.27M (6.77%) 466.20K
Increased by +1.32%
Jun 30, 25
5 Capital Research Global Investors 27.95M (5.36%) -2.02M
Decreased by -7.22%
Jun 30, 25
6 State Street Corporation 25.62M (4.92%) -52.60K
Decreased by -0.21%
Mar 31, 24
7 State Street Corp 25.29M (4.85%) 46.96K
Increased by +0.19%
Mar 31, 25
8 Geode Capital Management, LLC 13.24M (2.54%) 187.56K
Increased by +1.42%
Mar 31, 25
9 Boston Partners Global Investors, Inc 10.70M (2.05%) -1.30M
Decreased by -12.16%
Mar 31, 25
10 Charles Schwab Investment Management Inc 10.22M (1.96%) 97.84K
Increased by +0.96%
Jun 30, 25
11 Amvescap Plc. 9.30M (1.79%) 1.73M
Increased by +18.60%
Mar 31, 25
12 Barrow Hanley Mewhinney & Strauss LLC 9.10M (1.75%) 177.35K
Increased by +1.95%
Jun 30, 25
13 Goldman Sachs Group Inc 9.08M (1.74%) -1.58M
Decreased by -17.43%
Jun 30, 25
14 Wellington Management Company LLP 8.97M (1.72%) -1.12M
Decreased by -12.46%
Sep 30, 23
15 Capital Research & Mgmt Co - Division 3 8.38M (1.61%) -816.39K
Decreased by -9.74%
Mar 31, 24
16 Longview Partners (Guernsey) Ltd. 8.01M (1.54%) 21.40K
Increased by +0.27%
Sep 30, 24
17 Nuveen Asset Management, LLC 8.01M (1.54%) 124.31K
Increased by +1.55%
Dec 31, 23
18 Fidelity International Ltd 7.90M (1.52%) -179.69K
Decreased by -2.27%
Mar 31, 25
19 FMR Inc 7.79M (1.50%) -89.72K
Decreased by -1.15%
Sep 30, 23
20 NORGES BANK 7.68M (1.47%) -188.89K
Decreased by -2.46%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 23.92M (4.59%) 409.20K
Increased by +1.71%
Jun 30, 25
2 Vanguard US Total Market Shares ETF 17.26M (3.31%) -334.63K
Decreased by -1.94%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 16.52M (3.17%) -391.90K
Decreased by -2.37%
Jul 31, 25
4 American Funds American Mutual A 15.29M (2.93%) 0.00
Increased by 0.00%
Jun 30, 25
5 Capital Group American Mutual Comp 15.29M (2.93%) 0.00
Increased by 0.00%
Jun 30, 25
6 Vanguard Institutional 500 Index Trust 15.07M (2.89%) 107.41K
Increased by +0.71%
May 31, 25
7 Vanguard 500 Index Investor 13.01M (2.50%) -1.91M
Decreased by -14.65%
Jul 31, 25
8 Vanguard Mid Cap Index Institutional 11.72M (2.25%) 126.12K
Increased by +1.08%
Jul 31, 25
9 UBS: Global Equity 11.61M (2.23%) 0.00
Increased by 0.00%
Sep 30, 24
10 SPDR® S&P 500 ETF Trust 7.15M (1.37%) -55.62K
Decreased by -0.78%
Mar 31, 24
11 Fidelity® 500 Index 6.90M (1.32%) 43.93K
Increased by +0.64%
Nov 30, 23
12 Fidelity 500 Index 6.66M (1.28%) -25.32K
Decreased by -0.38%
Jun 30, 25
13 American Funds IS® Growth-Income 1 6.65M (1.28%) 0.00
Increased by 0.00%
Jun 30, 25
14 Capital Group Core Equity Composite 6.65M (1.28%) 0.00
Increased by 0.00%
Jun 30, 25
15 SPDR® S&P 500 ETF 6.59M (1.26%) -209.58K
Decreased by -3.18%
Mar 31, 25
16 SPDR® S&P 500® ETF 6.44M (1.24%) 27.50K
Increased by +0.43%
Jul 31, 25
17 SPDR® S&P 500® ETF Trust 6.41M (1.23%) -33.59K
Decreased by -0.52%
Mar 31, 25
18 iShares Core S&P 500 ETF 6.28M (1.20%) 28.52K
Increased by +0.45%
Jul 31, 25
19 JPM US Equity Income-Composite 5.59M (1.07%) 5.59M
Increased by +100.00%
Jun 30, 25
20 JPMorgan Equity Income I 5.59M (1.07%) 0.00
Increased by 0.00%
Jun 30, 25