Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 COMT 1000.00%
2 TMET 1000.00%
3 EPRE 4.63%
4 LBAY 4.62%
5 PBJ 4.48%
6 UTRN 4.10%
7 FTXG 4.03%
8 OAKM 3.57%
9 PLGI 3.48%
10 QQLV 3.46%
11 CBLS 3.26%
12 DIVP 2.99%
13 RSPS 2.98%
14 RHS 2.98%
15 FXG 2.83%
16 DIVE 2.75%
17 XLP 2.56%
18 SAWG 2.37%
19 TCAF 2.35%
20 OAKG 2.31%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 160.96M (11.89%) 1.54M
Increased by +0.96%
Dec 31, 25
2 FMR Inc 135.49M (10.00%) 32.12M
Increased by +23.70%
Dec 31, 25
3 BlackRock Inc 119.63M (8.83%) 10.76M
Increased by +8.99%
Dec 31, 25
4 Capital World Investors 98.45M (7.27%) -16.31M
Decreased by -16.56%
Dec 31, 25
5 Harris Associates L.P. 86.27M (6.37%) 23.65M
Increased by +27.41%
Dec 31, 25
6 State Street Corp 64.25M (4.74%) -343.73K
Decreased by -0.53%
Dec 31, 25
7 Wellington Management Company LLP 57.00M (4.21%) 15.39M
Increased by +27.00%
Dec 31, 25
8 T. Rowe Price Investment Management,Inc. 44.68M (3.30%) 44.68M
Increased by +100.00%
Dec 31, 25
9 JPMorgan Chase & Co 44.31M (3.27%) -69.84M
Decreased by -157.63%
Dec 31, 25
10 State Street Corporation 44.01M (3.25%) 739.90K
Increased by +1.68%
Mar 31, 24
11 Geode Capital Management, LLC 31.80M (2.35%) 1.19M
Increased by +3.73%
Dec 31, 25
12 Morgan Stanley - Brokerage Accounts 25.36M (1.87%) 730.86K
Increased by +2.88%
Dec 31, 25
13 Barrow Hanley Mewhinney & Strauss LLC 21.25M (1.57%) 688.52K
Increased by +3.24%
Dec 31, 25
14 NORGES BANK 20.29M (1.50%) 3.09M
Increased by +15.25%
Dec 31, 25
15 Capital Research & Mgmt Co - Division 3 16.86M (1.24%) 16.05M
Increased by +95.21%
Dec 31, 25
16 Amvescap Plc. 15.47M (1.14%) -1.80M
Decreased by -11.62%
Dec 31, 25
17 UBS Group AG 13.90M (1.03%) 4.76M
Increased by +34.23%
Sep 30, 25
18 Allspring Global Investments Holdings, LLC 13.53M (1.00%) -1.11M
Decreased by -8.20%
Dec 31, 25
19 Citadel Advisors Llc 12.70M (0.94%) -1.20M
Decreased by -9.45%
Sep 30, 25
20 Neuberger Berman Group LLC 12.18M (0.90%) 3.09M
Increased by +25.35%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Washington Mutual A 50.69M (3.74%) 3.53M
Increased by +6.97%
Mar 31, 26
2 Capital Group Wash Mutual Invtrs Comp 50.69M (3.74%) 3.53M
Increased by +6.97%
Mar 31, 26
3 Vanguard Total Stock Mkt Idx Inv 40.97M (3.03%) 162.60K
Increased by +0.40%
Mar 31, 26
4 Vanguard Institutional 500 Index Trust 38.63M (2.85%) 4.91M
Increased by +12.71%
May 31, 25
5 Vanguard 500 Index Investor 34.59M (2.55%) -349.72K
Decreased by -1.01%
Mar 31, 26
6 Vanguard US Total Market Shares ETF 34.32M (2.53%) 24.64K
Increased by +0.07%
Sep 30, 24
7 Invesco QQQ Trust 29.08M (2.15%) 213.88K
Increased by +0.74%
Apr 30, 26
8 American Funds American Balanced A 27.94M (2.06%) 746.95K
Increased by +2.67%
Mar 31, 26
9 Vanguard Mid Cap Index Institutional 27.88M (2.06%) -168.93K
Decreased by -0.61%
Mar 31, 26
10 Vanguard Equity-Income Inv 25.74M (1.90%) 1.04M
Increased by +4.04%
Mar 31, 26
11 Oakmark Investor 22.43M (1.66%) 0.00
Increased by 0.00%
Mar 31, 26
12 Strategic Advisers Fidelity US TtlStk 21.76M (1.61%) 1.32M
Increased by +6.07%
Mar 31, 26
13 American Funds Income Fund of Amer A 19.32M (1.43%) 2.05M
Increased by +10.62%
Mar 31, 26
14 Oakmark Select Investor 19.22M (1.42%) 2.66M
Increased by +13.83%
Mar 31, 26
15 iShares Core S&P 500 ETF 17.52M (1.29%) 26.22K
Increased by +0.15%
Apr 29, 26
16 Fidelity 500 Index 17.35M (1.28%) 60.44K
Increased by +0.35%
Mar 31, 26
17 SPDR® S&P 500® ETF 16.41M (1.21%) 201.89K
Increased by +1.23%
Aug 31, 25
18 State Street® SPDR® S&P 500® ETF 16.17M (1.19%) -17.38K
Decreased by -0.11%
Apr 30, 26
19 T. Rowe Price Capital Appreciation 15.94M (1.18%) 0.00
Increased by 0.00%
Mar 31, 26
20 Vanguard Windsor II Inv 15.19M (1.12%) 1.81M
Increased by +11.93%
Mar 31, 26