Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 COMT 1000.00%
2 XKFF 5.96%
3 HACK 5.87%
4 PPA 5.42%
5 SHLD 5.03%
6 ITA 4.95%
7 MISL 4.51%
8 ROKT 4.18%
9 UAV 4.04%
10 UTRN 4.03%
11 NATO 3.97%
12 XAR 3.85%
13 VSMV 3.02%
14 SAMT 3.00%
15 CBLS 2.89%
16 CBSE 2.80%
17 MVAL 2.49%
18 GCAD 2.47%
19 DFEN 2.45%
20 UFO 2.40%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 State Street Corporation 14.07M (10.46%) 210.98K
Increased by +1.50%
Mar 31, 24
2 State Street Corp 13.45M (10.01%) -237.42K
Decreased by -1.76%
Mar 31, 25
3 Vanguard Group Inc 13.27M (9.87%) 588.52K
Increased by +4.44%
Mar 31, 25
4 BlackRock Inc 10.51M (7.82%) -254.19K
Decreased by -2.42%
Mar 31, 25
5 Capital Research & Mgmt Co - Division 3 8.85M (6.59%) 613.62K
Increased by +6.93%
Mar 31, 25
6 Wellington Management Company LLP 5.14M (3.82%) 974.63K
Increased by +18.96%
Mar 31, 25
7 Morgan Stanley - Brokerage Accounts 4.08M (3.04%) -75.82K
Decreased by -1.86%
Mar 31, 25
8 Geode Capital Management, LLC 3.10M (2.31%) 75.28K
Increased by +2.43%
Mar 31, 25
9 JPMorgan Chase & Co 2.89M (2.15%) -865.68K
Decreased by -29.98%
Mar 31, 25
10 Bank of America Corp 2.77M (2.06%) -62.19K
Decreased by -2.25%
Mar 31, 25
11 Franklin Resources Inc 2.62M (1.95%) 91.00K
Increased by +3.47%
Mar 31, 25
12 FMR Inc 2.44M (1.82%) -364.01K
Decreased by -14.90%
Mar 31, 25
13 T. Rowe Price Associates, Inc. 2.24M (1.67%) 210.50K
Increased by +9.39%
Mar 31, 25
14 Sanders Capital, LLC 2.02M (1.50%) 1.54K
Increased by +0.08%
Mar 31, 25
15 Capital World Investors 1.96M (1.46%) 29.07K
Increased by +1.49%
Mar 31, 25
16 Amvescap Plc. 1.94M (1.45%) 210.51K
Increased by +10.83%
Mar 31, 25
17 Massachusetts Financial Services Company 1.94M (1.44%) -198.98K
Decreased by -10.28%
Mar 31, 25
18 Ameriprise Financial Inc 1.64M (1.22%) -10.74K
Decreased by -0.65%
Mar 31, 25
19 GAMMA Investing LLC 1.52M (1.13%) 1.52M
Increased by +99.82%
Mar 31, 25
20 ClearBridge Advisors, LLC 1.20M (0.89%) 234.39K
Increased by +19.50%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Washington Mutual A 4.85M (3.61%) 1.19M
Increased by +24.41%
Jun 30, 25
2 Capital Group Wash Mutual Invtrs Comp 4.85M (3.61%) 1.19M
Increased by +24.41%
Jun 30, 25
3 Vanguard Total Stock Mkt Idx Inv 4.65M (3.46%) 4.31K
Increased by +0.09%
May 31, 25
4 Vanguard US Total Market Shares ETF 4.63M (3.44%) 412.69K
Increased by +8.91%
Sep 30, 24
5 Vanguard Institutional 500 Index Trust 3.87M (2.88%) 26.70K
Increased by +0.69%
May 31, 25
6 Vanguard Dividend Growth Inv 2.28M (1.69%) -44.60K
Decreased by -1.96%
Mar 31, 25
7 Fidelity 500 Index 1.72M (1.28%) 7.43K
Increased by +0.43%
May 31, 25
8 American Funds American Mutual A 1.71M (1.27%) 277.81K
Increased by +16.22%
Jun 30, 25
9 Capital Group American Mutual Comp 1.71M (1.27%) 277.81K
Increased by +16.22%
Jun 30, 25
10 American Funds American Balanced A 1.69M (1.26%) 629.61K
Increased by +37.16%
Jun 30, 25
11 SPDR® S&P 500 ETF 1.69M (1.26%) -37.07K
Decreased by -2.19%
Mar 31, 25
12 SPDR® S&P 500 ETF Trust 1.68M (1.25%) 3.78K
Increased by +0.23%
Apr 30, 24
13 Fidelity® 500 Index 1.66M (1.23%) 10.55K
Increased by +0.64%
Nov 30, 23
14 SPDR® S&P 500® ETF Trust 1.65M (1.23%) -8.64K
Decreased by -0.52%
Mar 31, 25
15 SPDR® S&P 500® ETF 1.63M (1.21%) -5.76K
Decreased by -0.35%
Jun 30, 25
16 iShares Core S&P 500 ETF 1.60M (1.19%) 2.56K
Increased by +0.16%
Jun 30, 25
17 JPM US Equity Income-MA 1.41M (1.05%) 1.41M
Increased by +99.92%
Sep 30, 23
18 American Funds New Perspective A 1.36M (1.01%) 228.02K
Increased by +16.78%
Jun 30, 25
19 Capital Group New Perspective Comp 1.36M (1.01%) 228.02K
Increased by +16.78%
Jun 30, 25
20 MFS Value A 1.32M (0.98%) -8.17K
Decreased by -0.62%
May 31, 25