Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 COMT 1000.00%
2 SHLD 6.90%
3 HACK 6.17%
4 XKFF 5.96%
5 PPA 5.77%
6 ROKT 4.61%
7 NATO 4.55%
8 MISL 4.50%
9 XAR 4.22%
10 UAV 4.04%
11 UTRN 4.03%
12 DFEN 3.17%
13 GCAD 2.91%
14 SAMT 2.79%
15 UFO 2.51%
16 UPGD 2.44%
17 RYJ 2.44%
18 CBSE 2.34%
19 DVOL 2.33%
20 YLDE 2.30%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 State Street Corporation 14.07M (10.35%) 210.98K
Increased by +1.50%
Mar 31, 24
2 State Street Corp 13.69M (10.07%) -103.51K
Decreased by -0.76%
Dec 31, 24
3 Vanguard Group Inc 12.68M (9.32%) 56.81K
Increased by +0.45%
Dec 31, 24
4 BlackRock Inc 10.76M (7.92%) 94.71K
Increased by +0.88%
Dec 31, 24
5 Capital Research & Mgmt Co - Division 3 8.24M (6.06%) 461.31K
Increased by +5.60%
Dec 31, 24
6 Wellington Management Company LLP 4.16M (3.06%) 23.81K
Increased by +0.57%
Dec 31, 24
7 Morgan Stanley - Brokerage Accounts 4.16M (3.06%) -805.95K
Decreased by -19.38%
Dec 31, 24
8 JPMorgan Chase & Co 3.75M (2.76%) -4.36M
Decreased by -116.13%
Dec 31, 24
9 Geode Capital Management, LLC 3.03M (2.23%) 21.90K
Increased by +0.72%
Dec 31, 24
10 Bank of America Corp 2.83M (2.08%) -58.25K
Decreased by -2.06%
Dec 31, 24
11 FMR Inc 2.81M (2.06%) 109.31K
Increased by +3.89%
Dec 31, 24
12 Franklin Resources Inc 2.53M (1.86%) 107.11K
Increased by +4.23%
Dec 31, 24
13 Massachusetts Financial Services Company 2.13M (1.57%) -239.87K
Decreased by -11.24%
Dec 31, 24
14 T. Rowe Price Associates, Inc. 2.03M (1.49%) 450.86K
Increased by +22.20%
Dec 31, 24
15 Sanders Capital, LLC 2.02M (1.48%) -265.44K
Decreased by -13.16%
Dec 31, 24
16 Capital World Investors 1.93M (1.42%) 756.00
Increased by +0.04%
Dec 31, 24
17 Amvescap Plc. 1.73M (1.28%) 343.02K
Increased by +19.79%
Dec 31, 24
18 Ameriprise Financial Inc 1.65M (1.22%) -19.48K
Decreased by -1.18%
Dec 31, 24
19 Northern Trust Corp 1.25M (0.92%) 118.21K
Increased by +9.45%
Dec 31, 24
20 Putnam Investments LLC 1.16M (0.85%) 28.93K
Increased by +2.50%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.59M (3.38%) 15.67K
Increased by +0.34%
Feb 28, 25
2 American Funds Washington Mutual A 3.99M (2.93%) 0.00
Increased by 0.00%
Dec 31, 24
3 Capital Group Wash Mutual Invtrs Comp 3.99M (2.93%) 0.00
Increased by 0.00%
Dec 31, 24
4 Vanguard Institutional 500 Index Trust 3.80M (2.79%) 25.36K
Increased by +0.67%
Feb 28, 25
5 Vanguard Dividend Growth Inv 2.32M (1.71%) -704.67K
Decreased by -30.36%
Dec 31, 24
6 Fidelity 500 Index 1.71M (1.26%) 7.54K
Increased by +0.44%
Jan 31, 25
7 SPDR® S&P 500® ETF Trust 1.69M (1.25%) -12.64K
Decreased by -0.75%
Feb 28, 25
8 SPDR® S&P 500 ETF Trust 1.68M (1.23%) 3.78K
Increased by +0.23%
Apr 30, 24
9 Fidelity® 500 Index 1.66M (1.22%) 10.55K
Increased by +0.64%
Nov 30, 23
10 iShares Core S&P 500 ETF 1.61M (1.18%) -81.00
Decreased by -0.01%
Feb 28, 25
11 MFS Large Cap Value Equity 1.46M (1.08%) -168.98K
Decreased by -11.55%
Dec 31, 24
12 JPM US Equity Income-MA 1.41M (1.04%) 1.41M
Increased by +99.92%
Sep 30, 23
13 MFS Value A 1.36M (1.00%) -88.48K
Decreased by -6.52%
Feb 28, 25
14 Vanguard Value Index Inv 1.26M (0.93%) 9.65K
Increased by +0.77%
Feb 28, 25
15 American Funds Invmt Co of Amer A 1.18M (0.87%) 0.00
Increased by 0.00%
Dec 31, 24
16 Capital Group Investment Co of Amer Comp 1.18M (0.87%) 0.00
Increased by 0.00%
Dec 31, 24
17 JPM US Equity-MA 1.18M (0.87%) 991.88K
Increased by +84.28%
Dec 31, 24
18 JPM US Equity Income-Composite 1.09M (0.80%) -176.80K
Decreased by -16.26%
Mar 31, 24
19 JPMorgan Equity Income I 1.09M (0.80%) -115.20K
Decreased by -10.59%
Mar 31, 24
20 JPMorgan US Equity L 1.03M (0.76%) -144.73K
Decreased by -14.02%
Jan 31, 25