Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 COMT 1000.00%
2 TMET 1000.00%
3 FINX 5.32%
4 IPAY 4.73%
5 LEND 4.25%
6 UTRN 4.05%
7 WBIF 3.98%
8 LBAY 3.06%
9 BAMV 2.68%
10 COWS 2.63%
11 BASV 2.60%
12 BLCV 2.37%
13 JDIV 2.32%
14 BPAY 2.31%
15 GOP 2.20%
16 LGBT 1.93%
17 FTXD 1.77%
18 BEEX 1.76%
19 ISHP 1.70%
20 KRUZ 1.58%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 63.02M (12.20%) 376.50K
Increased by +0.60%
Jun 30, 25
2 JPMorgan Chase & Co 54.78M (10.61%) 17.91M
Increased by +32.68%
Jun 30, 25
3 BlackRock Inc 48.80M (9.45%) 128.26K
Increased by +0.26%
Jun 30, 25
4 Dodge & Cox 35.27M (6.83%) 466.20K
Increased by +1.32%
Jun 30, 25
5 Capital Research Global Investors 27.95M (5.41%) -2.02M
Decreased by -7.22%
Jun 30, 25
6 State Street Corporation 25.62M (4.96%) -52.60K
Decreased by -0.21%
Mar 31, 24
7 State Street Corp 24.71M (4.78%) -587.11K
Decreased by -2.38%
Jun 30, 25
8 Geode Capital Management, LLC 13.29M (2.57%) 48.97K
Increased by +0.37%
Jun 30, 25
9 Boston Partners Global Investors, Inc 11.82M (2.29%) 1.12M
Increased by +9.49%
Jun 30, 25
10 Charles Schwab Investment Management Inc 10.22M (1.98%) 97.84K
Increased by +0.96%
Jun 30, 25
11 Barrow Hanley Mewhinney & Strauss LLC 9.10M (1.76%) 177.35K
Increased by +1.95%
Jun 30, 25
12 Goldman Sachs Group Inc 9.08M (1.76%) -1.58M
Decreased by -17.43%
Jun 30, 25
13 Wellington Management Company LLP 8.97M (1.74%) -1.12M
Decreased by -12.46%
Sep 30, 23
14 Capital Research & Mgmt Co - Division 3 8.38M (1.62%) -816.39K
Decreased by -9.74%
Mar 31, 24
15 Amvescap Plc. 8.07M (1.56%) -1.24M
Decreased by -15.34%
Jun 30, 25
16 Longview Partners (Guernsey) Ltd. 8.01M (1.55%) 21.40K
Increased by +0.27%
Sep 30, 24
17 Nuveen Asset Management, LLC 8.01M (1.55%) 124.31K
Increased by +1.55%
Dec 31, 23
18 Fidelity International Ltd 7.90M (1.53%) -179.69K
Decreased by -2.27%
Mar 31, 25
19 FMR Inc 7.79M (1.51%) -89.72K
Decreased by -1.15%
Sep 30, 23
20 NORGES BANK 7.68M (1.49%) -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 (4.63%) 409.20K
Increased by +1.71%
Jun 30, 25
2 Vanguard US Total Market Shares ETF 17.26M (3.34%) -334.63K
Decreased by -1.94%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 16.52M (3.20%) -391.90K
Decreased by -2.37%
Jul 31, 25
4 American Funds American Mutual A 15.29M (2.96%) 0.00
Increased by 0.00%
Jun 30, 25
5 Capital Group American Mutual Comp 15.29M (2.96%) 0.00
Increased by 0.00%
Jun 30, 25
6 Vanguard Institutional 500 Index Trust 15.07M (2.92%) 107.41K
Increased by +0.71%
May 31, 25
7 Vanguard 500 Index Investor 13.01M (2.52%) -1.91M
Decreased by -14.65%
Jul 31, 25
8 Vanguard Mid Cap Index Institutional 11.72M (2.27%) 126.12K
Increased by +1.08%
Jul 31, 25
9 UBS: Global Equity 11.61M (2.25%) 0.00
Increased by 0.00%
Sep 30, 24
10 SPDR® S&P 500 ETF Trust 7.15M (1.38%) -55.62K
Decreased by -0.78%
Mar 31, 24
11 Fidelity® 500 Index 6.90M (1.34%) 43.93K
Increased by +0.64%
Nov 30, 23
12 Fidelity 500 Index 6.66M (1.29%) 2.86K
Increased by +0.04%
Jul 31, 25
13 American Funds IS® Growth-Income 1 6.65M (1.29%) 0.00
Increased by 0.00%
Jun 30, 25
14 Capital Group Core Equity Composite 6.65M (1.29%) 0.00
Increased by 0.00%
Jun 30, 25
15 SPDR® S&P 500 ETF 6.59M (1.28%) -209.58K
Decreased by -3.18%
Mar 31, 25
16 SPDR® S&P 500® ETF Trust 6.41M (1.24%) -33.59K
Decreased by -0.52%
Mar 31, 25
17 SPDR® S&P 500® ETF 6.36M (1.23%) 78.18K
Increased by +1.23%
Aug 31, 25
18 iShares Core S&P 500 ETF 6.32M (1.22%) 0.00
Increased by 0.00%
Aug 31, 25
19 JPMorgan Equity Income I 5.85M (1.13%) 265.44K
Increased by +4.53%
Jul 31, 25
20 JPM US Equity Income-Composite 5.59M (1.08%) 5.59M
Increased by +100.00%
Jun 30, 25