Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 COMT 1000.00%
2 TMET 1000.00%
3 LEND 4.25%
4 UTRN 4.05%
5 IPAY 4.02%
6 FINX 4.00%
7 WBIF 3.98%
8 BAMV 3.33%
9 LBAY 3.06%
10 COWS 2.63%
11 LGBT 1.93%
12 POWA 1.85%
13 FTXD 1.77%
14 SOVF 1.76%
15 BPAY 1.61%
16 BLCV 1.57%
17 CPAI 1.57%
18 ISHP 1.55%
19 PWV 1.49%
20 RYF 1.47%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 62.79M (12.18%) -64.10K
Decreased by -0.10%
Dec 31, 25
2 BlackRock Inc 54.34M (10.54%) 529.19K
Increased by +0.97%
Dec 31, 25
3 Dodge & Cox 49.07M (9.52%) -40.14K
Decreased by -0.08%
Mar 31, 26
4 JPMorgan Chase & Co 37.72M (7.31%) -11.33M
Decreased by -30.05%
Mar 31, 26
5 State Street Corporation 25.62M (4.97%) -52.60K
Decreased by -0.21%
Mar 31, 24
6 State Street Corp 24.75M (4.80%) 10.94K
Increased by +0.04%
Dec 31, 25
7 Capital Research Global Investors 18.90M (3.67%) -9.23M
Decreased by -48.82%
Mar 31, 26
8 Geode Capital Management, LLC 13.39M (2.60%) 11.57K
Increased by +0.09%
Dec 31, 25
9 Charles Schwab Investment Management Inc 11.20M (2.17%) 514.49K
Increased by +4.60%
Dec 31, 25
10 Goldman Sachs Group Inc 9.08M (1.76%) -1.58M
Decreased by -17.43%
Jun 30, 25
11 Wellington Management Company LLP 8.97M (1.74%) -1.12M
Decreased by -12.46%
Sep 30, 23
12 Capital Research & Mgmt Co - Division 3 8.38M (1.63%) -816.39K
Decreased by -9.74%
Mar 31, 24
13 Amvescap Plc. 8.21M (1.59%) -317.25K
Decreased by -3.87%
Mar 31, 26
14 Longview Partners (Guernsey) Ltd. 8.01M (1.55%) 21.40K
Increased by +0.27%
Sep 30, 24
15 Nuveen Asset Management, LLC 8.01M (1.55%) 124.31K
Increased by +1.55%
Dec 31, 23
16 Fidelity International Ltd 7.90M (1.53%) -179.69K
Decreased by -2.27%
Mar 31, 25
17 FMR Inc 7.79M (1.51%) -89.72K
Decreased by -1.15%
Sep 30, 23
18 NORGES BANK 7.46M (1.45%) -212.98K
Decreased by -2.85%
Dec 31, 25
19 Bank of America Corp 6.86M (1.33%) 200.13K
Increased by +2.92%
Jun 30, 25
20 Hotchkis & Wiley Capital Management LLC 6.67M (1.29%) 986.65K
Increased by +14.80%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 33.30M (6.46%) 0.00
Increased by 0.00%
Mar 31, 26
2 Vanguard US Total Market Shares ETF 17.26M (3.35%) -334.63K
Decreased by -1.94%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 16.35M (3.17%) -5.03K
Decreased by -0.03%
Mar 31, 26
4 Vanguard Institutional 500 Index Trust 15.07M (2.92%) 107.41K
Increased by +0.71%
May 31, 25
5 Vanguard 500 Index Investor 13.19M (2.56%) -135.79K
Decreased by -1.03%
Mar 31, 26
6 American Funds American Mutual A 12.29M (2.38%) -3.00M
Decreased by -24.37%
Mar 31, 26
7 Capital Group American Mutual Comp 12.29M (2.38%) -3.00M
Decreased by -24.37%
Mar 31, 26
8 UBS: Global Equity 11.61M (2.25%) 0.00
Increased by 0.00%
Sep 30, 24
9 Vanguard Mid Cap Index Institutional 11.11M (2.15%) -142.90K
Decreased by -1.29%
Mar 31, 26
10 SPDR® S&P 500 ETF Trust 7.15M (1.39%) -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 iShares Core S&P 500 ETF 6.70M (1.30%) 19.63K
Increased by +0.29%
Apr 30, 26
13 Fidelity 500 Index 6.61M (1.28%) 23.04K
Increased by +0.35%
Mar 31, 26
14 SPDR® S&P 500 ETF 6.59M (1.28%) -209.58K
Decreased by -3.18%
Mar 31, 25
15 SPDR® S&P 500® ETF Trust 6.41M (1.24%) -33.59K
Decreased by -0.52%
Mar 31, 25
16 SPDR® S&P 500® ETF 6.36M (1.23%) 78.18K
Increased by +1.23%
Aug 31, 25
17 BlackRock Equity Dividend Instl 6.34M (1.23%) 222.61K
Increased by +3.51%
Mar 31, 26
18 JPM US Equity Income-Composite 6.33M (1.23%) 471.39K
Increased by +7.45%
Dec 31, 25
19 JPM US Equity Income-MA 6.33M (1.23%) 471.39K
Increased by +7.45%
Dec 31, 25
20 State Street® SPDR® S&P 500® ETF 6.21M (1.20%) 20.17K
Increased by +0.32%
Apr 30, 26