Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 COMT 1000.00%
2 GEND 4.47%
3 UTRN 3.94%
4 KBWB 3.64%
5 FOVL 3.02%
6 SAEF 2.80%
7 ARWG 2.61%
8 PXLG 2.17%
9 SPGP 2.17%
10 SEIM 2.13%
11 FTGS 1.89%
12 FGSI 1.88%
13 MOTE 1.81%
14 KCE 1.76%
15 FBCV 1.67%
16 TKNQ 1.56%
17 BRCE 1.55%
18 DVAL 1.55%
19 CZA 1.53%
20 CNAV 1.51%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 22.23M (12.22%) -71.29K
Decreased by -0.32%
Dec 31, 25
2 BlackRock Inc 14.37M (7.90%) -334.14K
Decreased by -2.33%
Mar 31, 26
3 Vanguard Capital Management, LLC 11.78M (6.48%) 11.78M
Increased by +100.00%
Mar 31, 26
4 FMR Inc 10.81M (5.94%) -3.04M
Decreased by -28.10%
Mar 31, 26
5 State Street Corp 9.08M (4.99%) -168.77K
Decreased by -1.86%
Mar 31, 26
6 State Street Corporation 8.82M (4.85%) -1.23M
Decreased by -13.98%
Mar 31, 24
7 Vanguard Portfolio Management, LLC 8.42M (4.63%) 8.42M
Increased by +100.00%
Mar 31, 26
8 PRIMECAP Management Company 6.55M (3.60%) -58.68K
Decreased by -0.90%
Mar 31, 26
9 Northern Trust Corp 5.88M (3.23%) 197.19K
Increased by +3.36%
Mar 31, 26
10 Massachusetts Financial Services Company 5.81M (3.19%) -132.25K
Decreased by -2.28%
Mar 31, 26
11 Geode Capital Management, LLC 5.17M (2.84%) 150.08K
Increased by +2.91%
Mar 31, 26
12 Charles Schwab Investment Management Inc 4.47M (2.46%) -16.88K
Decreased by -0.38%
Dec 31, 23
13 Barrow Hanley Mewhinney & Strauss LLC 4.21M (2.31%) -358.60K
Decreased by -8.52%
Sep 30, 23
14 State Farm Mutual Automobile Ins Co 4.15M (2.28%) 0.00
Increased by 0.00%
Mar 31, 26
15 Amvescap Plc. 3.51M (1.93%) -233.69K
Decreased by -6.65%
Mar 31, 26
16 The Goldman Sachs Group Inc 2.80M (1.54%) -98.24K
Decreased by -3.51%
Mar 31, 26
17 Morgan Stanley - Brokerage Accounts 2.53M (1.39%) -2.31K
Decreased by -0.09%
Mar 31, 26
18 AQR Capital Management LLC 2.49M (1.37%) 763.29K
Increased by +30.69%
Mar 31, 26
19 Dimensional Fund Advisors, Inc. 2.46M (1.35%) 36.32K
Increased by +1.48%
Mar 31, 26
20 JPMorgan Chase & Co 2.32M (1.27%) -375.44K
Decreased by -16.20%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 6.06M (3.33%) -114.82K
Decreased by -1.90%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 5.62M (3.09%) 13.52K
Increased by +0.24%
Apr 30, 26
3 Vanguard Institutional 500 Index Trust 5.58M (3.07%) 39.70K
Increased by +0.71%
May 31, 25
4 Vanguard 500 Index Investor 4.83M (2.66%) 86.96K
Increased by +1.80%
Apr 30, 26
5 Vanguard Mid Cap Index Institutional 3.82M (2.10%) 8.45K
Increased by +0.22%
Apr 30, 26
6 Schwab US Dividend Equity ETF™ 3.27M (1.80%) -1.90K
Decreased by -0.06%
Jan 31, 24
7 iShares Core S&P 500 ETF 2.46M (1.35%) 7.52K
Increased by +0.31%
May 29, 26
8 SPDR® S&P 500 ETF Trust 2.45M (1.35%) 5.49K
Increased by +0.22%
Apr 30, 24
9 SPDR® S&P 500 ETF 2.44M (1.34%) -66.00K
Decreased by -2.71%
Mar 31, 25
10 Fidelity® 500 Index 2.41M (1.33%) 15.35K
Increased by +0.64%
Nov 30, 23
11 Fidelity 500 Index 2.39M (1.31%) 8.21K
Increased by +0.34%
Apr 30, 26
12 SPDR® S&P 500® ETF Trust 2.37M (1.30%) -12.42K
Decreased by -0.52%
Mar 31, 25
13 SPDR® S&P 500® ETF 2.34M (1.29%) 28.84K
Increased by +1.23%
Aug 31, 25
14 State Street® SPDR® S&P 500® ETF 2.24M (1.23%) 2.38K
Increased by +0.11%
May 31, 26
15 Vanguard Capital Opportunity Inv 2.12M (1.17%) -19.80K
Decreased by -0.93%
Mar 31, 26
16 Vanguard PRIMECAP Inv 2.04M (1.12%) -10.00K
Decreased by -0.49%
Mar 31, 26
17 Strategic Advisers Fidelity US TtlStk 1.79M (0.98%) -73.02K
Decreased by -4.08%
Apr 30, 26
18 Nuance Mid Cap Value Separate Account 1.65M (0.91%) -187.61K
Decreased by -11.36%
Jun 30, 24
19 Champlain Mid Cap Fund, LLC 1.65M (0.91%) -20.21K
Decreased by -1.22%
Dec 31, 23
20 Vanguard Value Index Inv 1.64M (0.90%) 5.22K
Increased by +0.32%
Apr 30, 26