Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 COMT 1000.00%
2 UTRN 3.91%
3 DVLU 2.39%
4 SMRI 2.10%
5 PKB 2.04%
6 RSPD 1.99%
7 RCD 1.99%
8 SPVM 1.83%
9 CLAW 1.78%
10 FXR 1.24%
11 RPV 1.11%
12 SAEF 1.10%
13 PXLV 1.07%
14 DSMC 1.02%
15 BUSA 0.97%
16 ITB 0.97%
17 FCFY 0.84%
18 HOMZ 0.79%
19 FNK 0.76%
20 LSAF 0.75%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.92M (11.45%) -307.39K
Decreased by -5.19%
Mar 31, 25
2 JPMorgan Chase & Co 3.63M (7.01%) 410.39K
Increased by +11.32%
Mar 31, 25
3 BlackRock Inc 3.56M (6.89%) 117.90K
Increased by +3.31%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 2.96M (5.73%) 213.43K
Increased by +7.20%
Mar 31, 25
5 State Street Corp 1.88M (3.63%) -46.68K
Decreased by -2.49%
Mar 31, 25
6 State Street Corporation 1.83M (3.54%) -3.89K
Decreased by -0.21%
Mar 31, 24
7 Amvescap Plc. 1.82M (3.52%) 96.57K
Increased by +5.30%
Mar 31, 25
8 Ariel Investments, LLC 1.74M (3.37%) 57.39K
Increased by +3.29%
Mar 31, 25
9 Select Equity Group LP 1.55M (2.99%) 50.23K
Increased by +3.25%
Mar 31, 25
10 Massachusetts Financial Services Company 1.42M (2.75%) 55.45K
Increased by +3.90%
Mar 31, 25
11 Geode Capital Management, LLC 1.35M (2.62%) 55.87K
Increased by +4.13%
Mar 31, 25
12 Boston Partners Global Investors, Inc 1.22M (2.35%) -975.09K
Decreased by -80.12%
Dec 31, 23
13 Pacer Advisors, INC. 1.20M (2.32%) 403.62K
Increased by +33.63%
Jun 30, 24
14 Pzena Investment Management, LLC 1.12M (2.16%) 27.68K
Increased by +2.48%
Mar 31, 25
15 Phoenix Holdings Ltd 1.03M (2.00%) 946.51K
Increased by +91.59%
Mar 31, 24
16 American Century Companies Inc 1.00M (1.94%) 43.03K
Increased by +4.30%
Mar 31, 25
17 Citadel Advisors Llc 993.94K (1.92%) 474.67K
Increased by +47.76%
Mar 31, 25
18 Millennium Management LLC 898.32K (1.74%) 360.69K
Increased by +40.15%
Dec 31, 24
19 Brandes Investment Partners & Co 824.70K (1.59%) 272.62K
Increased by +33.06%
Mar 31, 25
20 FMR Inc 757.23K (1.46%) -363.34K
Decreased by -47.98%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 1.71M (3.31%) 1.36K
Increased by +0.08%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.60M (3.10%) 8.04K
Increased by +0.50%
May 31, 25
3 Vanguard Institutional 500 Index Trust 1.49M (2.88%) 9.28K
Increased by +0.62%
May 31, 25
4 Vanguard Small Cap Index 1.26M (2.44%) 6.09K
Increased by +0.48%
May 31, 25
5 Invesco S&P 500® Equal Weight ETF 1.22M (2.35%) 4.08K
Increased by +0.34%
May 30, 25
6 Pacer US Cash Cows 100 ETF 1.20M (2.31%) 420.00
Increased by +0.04%
Jun 28, 24
7 Pzena Large Cap Value 1.06M (2.05%) 0.00
Increased by 0.00%
May 31, 25
8 Vanguard Windsor Investor Shares 1.06M (2.05%) 0.00
Increased by 0.00%
Mar 31, 25
9 JPMorgan Mid Cap Value L 1.05M (2.03%) 23.23K
Increased by +2.21%
Apr 30, 25
10 JPM US Mid Cap Value-Composite 1.03M (1.99%) 0.00
Increased by 0.00%
Mar 31, 25
11 JPM US Mid Cap Value-MA 1.03M (1.99%) 0.00
Increased by 0.00%
Mar 31, 25
12 Vanguard Small Cap Value Index Inv 811.84K (1.57%) -730.00
Decreased by -0.09%
May 31, 25
13 DFA US Small Cap Value I 780.55K (1.51%) 13.24K
Increased by +1.70%
Apr 30, 25
14 Ariel Fund Investor 765.42K (1.48%) 0.00
Increased by 0.00%
Mar 31, 25
15 Fidelity 500 Index 658.10K (1.27%) 810.00
Increased by +0.12%
Apr 30, 25
16 SPDR® S&P 500 ETF 653.74K (1.26%) -9.61K
Decreased by -1.47%
Mar 31, 25
17 JPM US Value Advantage-MA 646.50K (1.25%) 624.02K
Increased by +96.52%
Sep 30, 23
18 MFS Mid Cap Value A 642.62K (1.24%) 0.00
Increased by 0.00%
Apr 30, 25
19 MFS Mid Cap Value Equity 642.62K (1.24%) 0.00
Increased by 0.00%
Mar 31, 25
20 SPDR® S&P 500® ETF Trust 636.35K (1.23%) -3.35K
Decreased by -0.53%
Mar 31, 25