Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 COMT 1000.00%
2 TMET 1000.00%
3 FINX 6.43%
4 IPAY 5.24%
5 LEND 4.25%
6 UTRN 4.05%
7 WBIF 3.98%
8 LBAY 3.87%
9 JDIV 2.83%
10 COWS 2.63%
11 BLCV 2.50%
12 GTEK 2.14%
13 BPAY 2.00%
14 LGBT 1.93%
15 FTXD 1.77%
16 PKW 1.72%
17 ISHP 1.69%
18 CGUS 1.60%
19 FDIG 1.58%
20 JGLO 1.57%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 62.64M (11.95%) -635.84K
Decreased by -1.02%
Mar 31, 25
2 BlackRock Inc 48.67M (9.29%) -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 (6.64%) 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 (2.03%) 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 Wellington Management Company LLP 8.97M (1.71%) -1.12M
Decreased by -12.46%
Sep 30, 23
13 Barrow Hanley Mewhinney & Strauss LLC 8.92M (1.70%) -356.94K
Decreased by -4.00%
Mar 31, 25
14 Capital Research & Mgmt Co - Division 3 8.38M (1.60%) -816.39K
Decreased by -9.74%
Mar 31, 24
15 Longview Partners (Guernsey) Ltd. 8.01M (1.53%) 21.40K
Increased by +0.27%
Sep 30, 24
16 Nuveen Asset Management, LLC 8.01M (1.53%) 124.31K
Increased by +1.55%
Dec 31, 23
17 Fidelity International Ltd 7.90M (1.51%) -179.69K
Decreased by -2.27%
Mar 31, 25
18 NORGES BANK 7.86M (1.50%) -33.02K
Decreased by -0.42%
Dec 31, 24
19 FMR Inc 7.79M (1.49%) -89.72K
Decreased by -1.15%
Sep 30, 23
20 Amvescap Plc. 7.57M (1.45%) 632.33K
Increased by +8.35%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 23.52M (4.49%) 533.40K
Increased by +2.27%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 17.26M (3.29%) -334.63K
Decreased by -1.94%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 16.98M (3.24%) 267.57K
Increased by +1.58%
Apr 30, 25
4 American Funds American Mutual A 15.29M (2.92%) 327.07K
Increased by +2.14%
Mar 31, 25
5 Capital Group American Mutual Comp 15.29M (2.92%) 327.07K
Increased by +2.14%
Mar 31, 25
6 Vanguard Institutional 500 Index Trust 14.96M (2.85%) 238.75K
Increased by +1.60%
Apr 30, 25
7 UBS: Global Equity 11.61M (2.22%) 0.00
Increased by 0.00%
Sep 30, 24
8 Vanguard Mid Cap Index Institutional 11.52M (2.20%) 110.31K
Increased by +0.96%
Apr 30, 25
9 SPDR® S&P 500 ETF Trust 7.15M (1.36%) -55.62K
Decreased by -0.78%
Mar 31, 24
10 Fidelity® 500 Index 6.90M (1.32%) 43.93K
Increased by +0.64%
Nov 30, 23
11 American Funds IS® Growth-Income 1 6.65M (1.27%) 0.00
Increased by 0.00%
Mar 31, 25
12 Capital Group Core Equity Composite 6.65M (1.27%) 0.00
Increased by 0.00%
Mar 31, 25
13 Fidelity 500 Index 6.65M (1.27%) -97.02K
Decreased by -1.46%
Mar 31, 25
14 SPDR® S&P 500 ETF 6.59M (1.26%) -209.58K
Decreased by -3.18%
Mar 31, 25
15 SPDR® S&P 500® ETF Trust 6.41M (1.22%) -33.59K
Decreased by -0.52%
Mar 31, 25
16 SPDR® S&P 500® ETF 6.37M (1.22%) 23.95K
Increased by +0.38%
May 29, 25
17 iShares Core S&P 500 ETF 6.14M (1.17%) -2.81K
Decreased by -0.05%
May 28, 25
18 JPMorgan Equity Income I 4.82M (0.92%) 4.82M
Increased by +100.00%
Apr 30, 25
19 Vanguard Value Index Inv 4.64M (0.89%) -636.00
Decreased by -0.01%
Apr 30, 25
20 American Funds Invmt Co of Amer A 4.53M (0.87%) -359.53K
Decreased by -7.93%
Mar 31, 25