Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 COMT 1000.00%
2 TMET 1000.00%
3 EPRE 4.63%
4 PBJ 4.48%
5 LBAY 4.22%
6 FTXG 4.13%
7 UTRN 4.10%
8 DIVE 3.82%
9 QQLV 3.71%
10 OAKM 3.35%
11 DIVP 2.82%
12 RHS 2.77%
13 RSPS 2.73%
14 XLP 2.59%
15 CBSE 2.40%
16 SAWG 2.29%
17 CBLS 2.26%
18 BLCV 2.23%
19 OAKG 2.19%
20 FDIV 2.19%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 160.96M (12.15%) 1.54M
Increased by +0.96%
Dec 30, 25
2 FMR Inc 145.63M (10.99%) 10.14M
Increased by +6.96%
Mar 30, 26
3 BlackRock Inc 125.51M (9.47%) 5.88M
Increased by +4.69%
Mar 30, 26
4 Capital World Investors 99.03M (7.47%) 576.26K
Increased by +0.58%
Mar 30, 26
5 Harris Associates L.P. 93.08M (7.02%) 6.81M
Increased by +7.32%
Mar 30, 26
6 Vanguard Capital Management, LLC 85.97M (6.49%) 85.97M
Increased by +100.00%
Mar 30, 26
7 State Street Corp 65.12M (4.91%) 872.26K
Increased by +1.34%
Mar 30, 26
8 Vanguard Portfolio Management, LLC 62.12M (4.69%) 62.12M
Increased by +100.00%
Mar 30, 26
9 Wellington Management Company LLP 61.74M (4.66%) 4.74M
Increased by +7.67%
Mar 30, 26
10 Amvescap Plc. 45.21M (3.41%) -779.51K
Decreased by -1.72%
Mar 30, 26
11 State Street Corporation 44.01M (3.32%) 739.90K
Increased by +1.68%
Mar 30, 24
12 T. Rowe Price Investment Management,Inc. 37.30M (2.81%) -7.38M
Decreased by -19.78%
Mar 30, 26
13 JPMorgan Chase & Co 33.26M (2.51%) -11.04M
Decreased by -33.20%
Mar 30, 26
14 Geode Capital Management, LLC 32.94M (2.49%) 1.14M
Increased by +3.47%
Mar 30, 26
15 Morgan Stanley - Brokerage Accounts 26.61M (2.01%) 1.25M
Increased by +4.69%
Mar 30, 26
16 Barrow Hanley Mewhinney & Strauss LLC 21.87M (1.65%) 623.73K
Increased by +2.85%
Mar 30, 26
17 NORGES BANK 20.29M (1.53%) 3.09M
Increased by +15.25%
Dec 30, 25
18 Capital Research & Mgmt Co - Division 3 20.03M (1.51%) 3.18M
Increased by +15.86%
Mar 30, 26
19 T. Rowe Price Associates, Inc. 14.15M (1.07%) 2.10M
Increased by +14.83%
Mar 30, 26
20 UBS Group AG 13.90M (1.05%) 4.76M
Increased by +34.23%
Sep 29, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Washington Mutual A 60.41M (4.56%) 9.72M
Increased by +16.09%
Jun 29, 26
2 Capital Group Wash Mutual Invtrs Comp 60.41M (4.56%) 9.72M
Increased by +16.09%
Jun 29, 26
3 Vanguard Morn Total Stk Mkt Idx Investor 41.05M (3.10%) -36.57K
Decreased by -0.09%
Jun 29, 26
4 Vanguard Total Stock Mkt Idx Inv 41.05M (3.10%) -36.57K
Decreased by -0.09%
Jun 29, 26
5 Vanguard Institutional 500 Index Trust 38.63M (2.92%) 4.91M
Increased by +12.71%
May 30, 25
6 Vanguard 500 Index Investor 35.34M (2.67%) -225.17K
Decreased by -0.64%
Jun 29, 26
7 Vanguard US Total Market Shares ETF 34.32M (2.59%) 24.64K
Increased by +0.07%
Sep 29, 24
8 American Funds American Balanced A 33.47M (2.53%) 5.54M
Increased by +16.54%
Jun 29, 26
9 Invesco QQQ Trust 28.64M (2.16%) -4.28K
Decreased by -0.01%
Jul 28, 26
10 Vanguard Mid Cap Index Institutional 28.01M (2.11%) 7.83K
Increased by +0.03%
Jun 29, 26
11 Vanguard Morn Mid Cap Index Instl 28.01M (2.11%) 7.83K
Increased by +0.03%
Jun 29, 26
12 Vanguard Equity-Income Inv 25.74M (1.94%) 1.04M
Increased by +4.04%
Mar 30, 26
13 Strategic Advisers Fidelity US TtlStk 24.47M (1.85%) 405.24K
Increased by +1.66%
May 30, 26
14 American Funds Income Fd of Amer A 23.39M (1.77%) 4.07M
Increased by +17.39%
Jun 29, 26
15 Oakmark Investor 21.62M (1.63%) -808.00K
Decreased by -3.74%
Jun 29, 26
16 Oakmark Select Investor 19.41M (1.46%) 189.00K
Increased by +0.97%
Jun 29, 26
17 American Funds Income Fund of Amer A 19.32M (1.46%) 2.05M
Increased by +10.62%
Mar 30, 26
18 iShares Core S&P 500 ETF 18.77M (1.42%) 59.33K
Increased by +0.32%
Jun 29, 26
19 Fidelity 500 Index 17.45M (1.32%) 67.84K
Increased by +0.39%
Jun 29, 26
20 State Street® SPDR® S&P 500® ETF 16.81M (1.27%) 48.07K
Increased by +0.29%
Jul 27, 26