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 FTXG 4.33%
6 UTRN 4.10%
7 LBAY 4.07%
8 DIVE 4.01%
9 OAKM 3.84%
10 QQLV 3.71%
11 CBLS 3.26%
12 DIVP 3.22%
13 RSPS 3.15%
14 RHS 3.15%
15 FXG 3.02%
16 XLP 2.74%
17 TCAF 2.57%
18 OAKG 2.54%
19 SAWG 2.49%
20 BLCV 2.44%

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 145.63M (10.75%) 10.14M
Increased by +6.96%
Mar 31, 26
3 BlackRock Inc 125.51M (9.27%) 5.88M
Increased by +4.69%
Mar 31, 26
4 Capital World Investors 99.03M (7.31%) 576.26K
Increased by +0.58%
Mar 31, 26
5 Harris Associates L.P. 93.08M (6.87%) 6.81M
Increased by +7.32%
Mar 31, 26
6 Vanguard Capital Management, LLC 85.97M (6.35%) 85.97M
Increased by +100.00%
Mar 31, 26
7 State Street Corp 65.12M (4.81%) 872.26K
Increased by +1.34%
Mar 31, 26
8 Vanguard Portfolio Management, LLC 62.12M (4.59%) 62.12M
Increased by +100.00%
Mar 31, 26
9 Wellington Management Company LLP 61.74M (4.56%) 4.74M
Increased by +7.67%
Mar 31, 26
10 State Street Corporation 44.01M (3.25%) 739.90K
Increased by +1.68%
Mar 31, 24
11 T. Rowe Price Investment Management,Inc. 37.30M (2.75%) -7.38M
Decreased by -19.78%
Mar 31, 26
12 JPMorgan Chase & Co 33.26M (2.46%) -11.04M
Decreased by -33.20%
Mar 31, 26
13 Geode Capital Management, LLC 32.94M (2.43%) 1.14M
Increased by +3.47%
Mar 31, 26
14 Morgan Stanley - Brokerage Accounts 26.61M (1.96%) 1.25M
Increased by +4.69%
Mar 31, 26
15 Barrow Hanley Mewhinney & Strauss LLC 21.87M (1.61%) 623.73K
Increased by +2.85%
Mar 31, 26
16 NORGES BANK 20.29M (1.50%) 3.09M
Increased by +15.25%
Dec 31, 25
17 Capital Research & Mgmt Co - Division 3 20.03M (1.48%) 3.18M
Increased by +15.86%
Mar 31, 26
18 Amvescap Plc. 16.70M (1.23%) 1.23M
Increased by +7.35%
Mar 31, 26
19 T. Rowe Price Associates, Inc. 14.15M (1.04%) 2.10M
Increased by +14.83%
Mar 31, 26
20 UBS Group AG 13.90M (1.03%) 4.76M
Increased by +34.23%
Sep 30, 25

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 41.11M (3.04%) 135.71K
Increased by +0.33%
Apr 30, 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 35.23M (2.60%) 632.82K
Increased by +1.80%
Apr 30, 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 29.51M (2.18%) 138.91K
Increased by +0.47%
May 29, 26
8 Vanguard Mid Cap Index Institutional 27.95M (2.06%) 68.03K
Increased by +0.24%
Apr 30, 26
9 American Funds American Balanced A 27.94M (2.06%) 746.95K
Increased by +2.67%
Mar 31, 26
10 Vanguard Equity-Income Inv 25.74M (1.90%) 1.04M
Increased by +4.04%
Mar 31, 26
11 Strategic Advisers Fidelity US TtlStk 24.07M (1.78%) 2.30M
Increased by +9.57%
Apr 30, 26
12 Oakmark Investor 22.43M (1.66%) 0.00
Increased by 0.00%
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 17.90M (1.32%) 54.72K
Increased by +0.31%
May 29, 26
16 Fidelity 500 Index 17.41M (1.29%) 59.99K
Increased by +0.34%
Apr 30, 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 16.40M (1.21%) 17.38K
Increased by +0.11%
May 31, 26
19 T. Rowe Price Capital Appreciation 15.94M (1.18%) 0.00
Increased by 0.00%
Apr 30, 26
20 Vanguard Windsor II Inv 15.19M (1.12%) 1.81M
Increased by +11.93%
Mar 31, 26