Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 COMT 1000.00%
2 TMET 1000.00%
3 FINX 6.98%
4 IPAY 5.45%
5 LEND 4.25%
6 UTRN 4.05%
7 WBIF 3.98%
8 LBAY 3.50%
9 COWS 2.63%
10 JDIV 2.60%
11 BLCV 2.43%
12 GTEK 2.36%
13 BPAY 2.14%
14 LGBT 1.93%
15 FDIG 1.83%
16 FTXD 1.77%
17 PKW 1.77%
18 ISHP 1.61%
19 RFDA 1.54%
20 RSPF 1.51%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 63.28M (11.98%) -391.09K
Decreased by -0.62%
Dec 31, 24
2 BlackRock Inc 49.27M (9.33%) 665.12K
Increased by +1.35%
Dec 31, 24
3 Dodge & Cox 34.33M (6.50%) -6.75M
Decreased by -19.65%
Dec 31, 24
4 JPMorgan Chase & Co 32.28M (6.11%) -10.69M
Decreased by -33.12%
Dec 31, 24
5 Capital Research Global Investors 29.43M (5.57%) 1.08M
Increased by +3.68%
Dec 31, 24
6 State Street Corporation 25.62M (4.85%) -52.60K
Decreased by -0.21%
Mar 31, 24
7 State Street Corp 25.25M (4.78%) 525.07K
Increased by +2.08%
Dec 31, 24
8 Geode Capital Management, LLC 13.05M (2.47%) 208.13K
Increased by +1.59%
Dec 31, 24
9 Morgan Stanley - Brokerage Accounts 12.12M (2.29%) -1.49M
Decreased by -12.33%
Jun 30, 24
10 Boston Partners Global Investors, Inc 12.00M (2.27%) 446.54K
Increased by +3.72%
Dec 31, 24
11 Goldman Sachs Group Inc 10.29M (1.95%) -705.64K
Decreased by -6.86%
Dec 31, 24
12 Charles Schwab Investment Management Inc 10.09M (1.91%) -70.27K
Decreased by -0.70%
Dec 31, 24
13 Barrow Hanley Mewhinney & Strauss LLC 9.28M (1.76%) -308.36K
Decreased by -3.32%
Dec 31, 24
14 Wellington Management Company LLP 8.97M (1.70%) -1.12M
Decreased by -12.46%
Sep 30, 23
15 Capital Research & Mgmt Co - Division 3 8.38M (1.59%) -816.39K
Decreased by -9.74%
Mar 31, 24
16 Fidelity International Ltd 8.08M (1.53%) -350.68K
Decreased by -4.34%
Dec 31, 24
17 Longview Partners (Guernsey) Ltd. 8.01M (1.52%) 21.40K
Increased by +0.27%
Sep 30, 24
18 Nuveen Asset Management, LLC 8.01M (1.52%) 124.31K
Increased by +1.55%
Dec 31, 23
19 NORGES BANK 7.86M (1.49%) -33.02K
Decreased by -0.42%
Dec 31, 24
20 FMR Inc 7.79M (1.47%) -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 22.98M (4.35%) -4.74M
Decreased by -20.64%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 16.97M (3.21%) 64.81K
Increased by +0.38%
Feb 28, 25
3 American Funds American Mutual A 14.96M (2.83%) 0.00
Increased by 0.00%
Dec 31, 24
4 Capital Group American Mutual Comp 14.96M (2.83%) 0.00
Increased by 0.00%
Dec 31, 24
5 Vanguard Institutional 500 Index Trust 14.93M (2.83%) 98.52K
Increased by +0.66%
Feb 28, 25
6 Vanguard Mid Cap Index Institutional 11.63M (2.20%) 50.11K
Increased by +0.43%
Feb 28, 25
7 UBS: Global Equity 11.61M (2.20%) 0.00
Increased by 0.00%
Sep 30, 24
8 SPDR® S&P 500 ETF Trust 7.15M (1.35%) -55.62K
Decreased by -0.78%
Mar 31, 24
9 Fidelity® 500 Index 6.90M (1.31%) 43.93K
Increased by +0.64%
Nov 30, 23
10 Fidelity 500 Index 6.71M (1.27%) 29.62K
Increased by +0.44%
Jan 31, 25
11 SPDR® S&P 500® ETF Trust 6.66M (1.26%) -49.30K
Decreased by -0.74%
Feb 28, 25
12 American Funds IS® Growth-Income 1 6.65M (1.26%) -146.49K
Decreased by -2.20%
Dec 31, 24
13 Capital Group Core Equity Composite 6.65M (1.26%) -146.49K
Decreased by -2.20%
Dec 31, 24
14 iShares Core S&P 500 ETF 6.32M (1.20%) -318.00
Decreased by -0.01%
Feb 28, 25
15 American Funds Invmt Co of Amer A 4.89M (0.93%) 0.00
Increased by 0.00%
Dec 31, 24
16 Capital Group Investment Co of Amer Comp 4.89M (0.93%) 0.00
Increased by 0.00%
Dec 31, 24
17 Vanguard Value Index Inv 4.65M (0.88%) 33.81K
Increased by +0.73%
Feb 28, 25
18 Vanguard Equity-Income Inv 4.46M (0.84%) -298.40K
Decreased by -6.70%
Sep 30, 23
19 Vanguard Windsor™ II Inv 4.34M (0.82%) 359.20K
Increased by +8.27%
Dec 31, 23
20 The Financial Select Sector SPDR® ETF 4.04M (0.76%) 4.80K
Increased by +0.12%
Feb 28, 25