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 RSPD 2.09%
6 RCD 2.04%
7 PKB 2.04%
8 SPVM 1.91%
9 CLAW 1.78%
10 FXR 1.25%
11 RPV 1.16%
12 DSMC 1.13%
13 PXLV 1.07%
14 BUSA 1.01%
15 ITB 0.99%
16 SAEF 0.96%
17 FCFY 0.89%
18 HOMZ 0.85%
19 FNK 0.82%
20 NAIL 0.79%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.92M (11.49%) -307.39K
Decreased by -5.19%
Mar 31, 25
2 JPMorgan Chase & Co 3.63M (7.04%) 410.39K
Increased by +11.32%
Mar 31, 25
3 BlackRock Inc 3.56M (6.92%) 117.90K
Increased by +3.31%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 2.96M (5.75%) 213.43K
Increased by +7.20%
Mar 31, 25
5 State Street Corp 1.88M (3.64%) -46.68K
Decreased by -2.49%
Mar 31, 25
6 State Street Corporation 1.83M (3.55%) -3.89K
Decreased by -0.21%
Mar 31, 24
7 Amvescap Plc. 1.82M (3.53%) 96.57K
Increased by +5.30%
Mar 31, 25
8 Ariel Investments, LLC 1.74M (3.38%) 57.39K
Increased by +3.29%
Mar 31, 25
9 Select Equity Group LP 1.55M (3.00%) 50.23K
Increased by +3.25%
Mar 31, 25
10 Massachusetts Financial Services Company 1.42M (2.76%) 55.45K
Increased by +3.90%
Mar 31, 25
11 Geode Capital Management, LLC 1.35M (2.63%) 55.87K
Increased by +4.13%
Mar 31, 25
12 Boston Partners Global Investors, Inc 1.22M (2.36%) -975.09K
Decreased by -80.12%
Dec 31, 23
13 Pacer Advisors, INC. 1.20M (2.33%) 403.62K
Increased by +33.63%
Jun 30, 24
14 Pzena Investment Management, LLC 1.12M (2.17%) 27.68K
Increased by +2.48%
Mar 31, 25
15 Phoenix Holdings Ltd 1.03M (2.01%) 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 (1.93%) 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 (1.60%) 272.62K
Increased by +33.06%
Mar 31, 25
20 FMR Inc 757.23K (1.47%) -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 (3.32%) 1.36K
Increased by +0.08%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.60M (3.11%) 8.04K
Increased by +0.50%
May 31, 25
3 Vanguard Institutional 500 Index Trust 1.49M (2.89%) 9.28K
Increased by +0.62%
May 31, 25
4 Invesco S&P 500® Equal Weight ETF 1.36M (2.65%) 15.95K
Increased by +1.17%
Jun 30, 25
5 Vanguard Small Cap Index 1.26M (2.45%) 6.09K
Increased by +0.48%
May 31, 25
6 Pacer US Cash Cows 100 ETF 1.20M (2.32%) 420.00
Increased by +0.04%
Jun 28, 24
7 JPM US Mid Cap Value-Composite 1.08M (2.10%) 54.76K
Increased by +5.05%
Jun 30, 25
8 JPMorgan Mid Cap Value L 1.08M (2.09%) 25.16K
Increased by +2.33%
May 31, 25
9 Pzena Large Cap Value 1.06M (2.06%) 0.00
Increased by 0.00%
Jun 30, 25
10 Vanguard Windsor Investor Shares 1.06M (2.06%) 0.00
Increased by 0.00%
Mar 31, 25
11 JPM US Mid Cap Value-MA 1.03M (2.00%) 0.00
Increased by 0.00%
Mar 31, 25
12 MFS Mid Cap Value A 833.78K (1.62%) 191.16K
Increased by +22.93%
May 31, 25
13 Vanguard Small Cap Value Index Inv 811.84K (1.58%) -730.00
Decreased by -0.09%
May 31, 25
14 DFA US Small Cap Value I 780.55K (1.51%) 0.00
Increased by 0.00%
May 31, 25
15 Ariel Fund Investor 740.95K (1.44%) -24.47K
Decreased by -3.30%
Jun 30, 25
16 Fidelity 500 Index 661.01K (1.28%) 2.91K
Increased by +0.44%
May 31, 25
17 SPDR® S&P 500 ETF 653.74K (1.27%) -9.61K
Decreased by -1.47%
Mar 31, 25
18 JPM US Value Advantage-MA 646.50K (1.25%) 624.02K
Increased by +96.52%
Sep 30, 23
19 MFS Mid Cap Value Equity 642.62K (1.25%) 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