Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 COMT 1000.00%
2 TMET 1000.00%
3 FINX 5.88%
4 IPAY 4.40%
5 LEND 4.25%
6 UTRN 4.05%
7 WBIF 3.98%
8 BASV 3.29%
9 BAMV 2.93%
10 COWS 2.63%
11 JDIV 2.53%
12 LBAY 2.49%
13 BLCV 2.38%
14 BEEX 2.25%
15 GOP 2.20%
16 KRUZ 2.04%
17 BPAY 1.96%
18 LGBT 1.93%
19 PKW 1.93%
20 GTEK 1.84%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 62.64M (11.96%) -635.84K
Decreased by -1.02%
Mar 31, 25
2 BlackRock Inc 48.67M (9.30%) -602.36K
Decreased by -1.24%
Mar 31, 25
3 JPMorgan Chase & Co 36.88M (7.04%) 4.60M
Increased by +12.48%
Mar 31, 25
4 Dodge & Cox 34.81M (6.65%) 480.77K
Increased by +1.38%
Mar 31, 25
5 Capital Research Global Investors 29.97M (5.72%) 531.94K
Increased by +1.78%
Mar 31, 25
6 State Street Corporation 25.62M (4.89%) -52.60K
Decreased by -0.21%
Mar 31, 24
7 State Street Corp 25.29M (4.83%) 46.96K
Increased by +0.19%
Mar 31, 25
8 Geode Capital Management, LLC 13.24M (2.53%) 187.56K
Increased by +1.42%
Mar 31, 25
9 Boston Partners Global Investors, Inc 10.70M (2.04%) -1.30M
Decreased by -12.16%
Mar 31, 25
10 Goldman Sachs Group Inc 10.66M (2.04%) 369.20K
Increased by +3.46%
Mar 31, 25
11 Charles Schwab Investment Management Inc 10.13M (1.93%) 31.63K
Increased by +0.31%
Mar 31, 25
12 Amvescap Plc. 9.30M (1.78%) 1.73M
Increased by +18.60%
Mar 31, 25
13 Wellington Management Company LLP 8.97M (1.71%) -1.12M
Decreased by -12.46%
Sep 30, 23
14 Barrow Hanley Mewhinney & Strauss LLC 8.92M (1.70%) -356.94K
Decreased by -4.00%
Mar 31, 25
15 Capital Research & Mgmt Co - Division 3 8.38M (1.60%) -816.39K
Decreased by -9.74%
Mar 31, 24
16 Longview Partners (Guernsey) Ltd. 8.01M (1.53%) 21.40K
Increased by +0.27%
Sep 30, 24
17 Nuveen Asset Management, LLC 8.01M (1.53%) 124.31K
Increased by +1.55%
Dec 31, 23
18 Fidelity International Ltd 7.90M (1.51%) -179.69K
Decreased by -2.27%
Mar 31, 25
19 NORGES BANK 7.86M (1.50%) -33.02K
Decreased by -0.42%
Dec 31, 24
20 FMR Inc 7.79M (1.49%) -89.72K
Decreased by -1.15%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 23.92M (4.57%) 409.20K
Increased by +1.71%
Jun 30, 25
2 Vanguard US Total Market Shares ETF 17.26M (3.30%) -334.63K
Decreased by -1.94%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 16.91M (3.23%) -95.09K
Decreased by -0.56%
Jun 30, 25
4 American Funds American Mutual A 15.29M (2.92%) 0.00
Increased by 0.00%
Jun 30, 25
5 Capital Group American Mutual Comp 15.29M (2.92%) 0.00
Increased by 0.00%
Jun 30, 25
6 Vanguard Institutional 500 Index Trust 15.07M (2.88%) 107.41K
Increased by +0.71%
May 31, 25
7 Vanguard 500 Index Investor 14.91M (2.85%) -152.80K
Decreased by -1.02%
Jun 30, 25
8 UBS: Global Equity 11.61M (2.22%) 0.00
Increased by 0.00%
Sep 30, 24
9 Vanguard Mid Cap Index Institutional 11.59M (2.21%) -33.28K
Decreased by -0.29%
Jun 30, 25
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 (1.27%) -25.32K
Decreased by -0.38%
Jun 30, 25
13 American Funds IS® Growth-Income 1 6.65M (1.27%) 0.00
Increased by 0.00%
Jun 30, 25
14 Capital Group Core Equity Composite 6.65M (1.27%) 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 Trust 6.41M (1.23%) -33.59K
Decreased by -0.52%
Mar 31, 25
17 SPDR® S&P 500® ETF 6.39M (1.22%) -26.57K
Decreased by -0.42%
Jul 31, 25
18 iShares Core S&P 500 ETF 6.25M (1.19%) -620.00
Decreased by -0.01%
Jul 30, 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