Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 COMT 1000.00%
2 UTRN 3.94%
3 KBWB 3.75%
4 SAEF 3.02%
5 FOVL 3.02%
6 FTGS 1.98%
7 FGSI 1.96%
8 MOTE 1.81%
9 KCE 1.78%
10 CNAV 1.63%
11 CZA 1.54%
12 RSPF 1.51%
13 HEJD 1.34%
14 RYF 1.29%
15 SPYD 1.29%
16 SPVM 1.24%
17 KBE 1.19%
18 CDL 1.16%
19 FLCC 1.16%
20 CDC 1.16%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 22.41M (11.90%) -122.41K
Decreased by -0.55%
Mar 31, 25
2 FMR Inc 17.54M (9.32%) -255.64K
Decreased by -1.46%
Mar 31, 25
3 BlackRock Inc 15.37M (8.16%) 233.58K
Increased by +1.52%
Mar 31, 25
4 State Street Corp 9.46M (5.03%) 288.84K
Increased by +3.05%
Mar 31, 25
5 State Street Corporation 8.82M (4.68%) -1.23M
Decreased by -13.98%
Mar 31, 24
6 Massachusetts Financial Services Company 7.85M (4.17%) 363.47K
Increased by +4.63%
Mar 31, 25
7 PRIMECAP Management Company 6.52M (3.46%) -197.60K
Decreased by -3.03%
Mar 31, 25
8 Northern Trust Corp 5.85M (3.11%) 4.08K
Increased by +0.07%
Mar 31, 25
9 Geode Capital Management, LLC 5.01M (2.66%) 107.06K
Increased by +2.14%
Mar 31, 25
10 Charles Schwab Investment Management Inc 4.47M (2.37%) -16.88K
Decreased by -0.38%
Dec 31, 23
11 State Farm Mutual Automobile Ins Co 4.41M (2.34%) 0.00
Increased by 0.00%
Mar 31, 25
12 Goldman Sachs Group Inc 4.21M (2.24%) -716.93K
Decreased by -17.02%
Mar 31, 25
13 Barrow Hanley Mewhinney & Strauss LLC 4.21M (2.24%) -358.60K
Decreased by -8.52%
Sep 30, 23
14 Amvescap Plc. 3.44M (1.83%) 558.29K
Increased by +16.21%
Mar 31, 25
15 American Century Companies Inc 3.01M (1.60%) 20.01K
Increased by +0.66%
Mar 31, 25
16 JPMorgan Chase & Co 2.66M (1.41%) -303.83K
Decreased by -11.42%
Mar 31, 25
17 Morgan Stanley - Brokerage Accounts 2.65M (1.41%) 123.63K
Increased by +4.67%
Mar 31, 25
18 Dimensional Fund Advisors, Inc. 2.16M (1.15%) -37.56K
Decreased by -1.74%
Mar 31, 25
19 Wellington Management Company LLP 2.16M (1.15%) -376.24K
Decreased by -17.45%
Mar 31, 25
20 Fiduciary Management, Inc. of Milwaukee 2.02M (1.07%) -122.06K
Decreased by -6.03%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 6.06M (3.22%) -114.82K
Decreased by -1.90%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 5.96M (3.17%) 3.39K
Increased by +0.06%
May 31, 25
3 Vanguard Institutional 500 Index Trust 5.58M (2.96%) 39.70K
Increased by +0.71%
May 31, 25
4 Vanguard Mid Cap Index Institutional 4.08M (2.17%) 38.58K
Increased by +0.95%
May 31, 25
5 Schwab US Dividend Equity ETF™ 3.27M (1.74%) -1.90K
Decreased by -0.06%
Jan 31, 24
6 Strategic Advisers Fidelity US TtlStk 2.82M (1.50%) 2.81K
Increased by +0.10%
May 31, 25
7 Fidelity 500 Index 2.47M (1.31%) 10.74K
Increased by +0.43%
May 31, 25
8 SPDR® S&P 500 ETF Trust 2.45M (1.30%) 5.49K
Increased by +0.22%
Apr 30, 24
9 SPDR® S&P 500 ETF 2.44M (1.29%) -66.00K
Decreased by -2.71%
Mar 31, 25
10 Fidelity® 500 Index 2.41M (1.28%) 15.35K
Increased by +0.64%
Nov 30, 23
11 SPDR® S&P 500® ETF Trust 2.37M (1.26%) -12.42K
Decreased by -0.52%
Mar 31, 25
12 SPDR® S&P 500® ETF 2.36M (1.25%) -8.28K
Decreased by -0.35%
Jun 30, 25
13 iShares Core S&P 500 ETF 2.31M (1.23%) 3.68K
Increased by +0.16%
Jun 30, 25
14 Vanguard PRIMECAP Inv 2.01M (1.07%) -42.00K
Decreased by -2.09%
Mar 31, 25
15 Vanguard Capital Opportunity Inv 1.96M (1.04%) -25.63K
Decreased by -1.31%
Mar 31, 25
16 MFS Mid Cap Value A 1.75M (0.93%) 64.07K
Increased by +3.66%
May 31, 25
17 MFS Mid Cap Value Equity 1.68M (0.90%) 0.00
Increased by 0.00%
Mar 31, 25
18 Nuance Mid Cap Value Separate Account 1.65M (0.88%) -187.61K
Decreased by -11.36%
Jun 30, 24
19 Champlain Mid Cap Fund, LLC 1.65M (0.88%) -20.21K
Decreased by -1.22%
Dec 31, 23
20 Vanguard Value Index Inv 1.63M (0.87%) 1.18K
Increased by +0.07%
May 31, 25