Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 COMT 1000.00%
2 UTRN 3.94%
3 KBWB 3.38%
4 FOVL 3.01%
5 SAEF 2.48%
6 KCE 1.68%
7 FXO 1.43%
8 RSPF 1.42%
9 RYF 1.29%
10 SPYD 1.29%
11 CZA 1.28%
12 KBE 1.13%
13 HEJD 1.13%
14 FLCV 1.09%
15 FLCC 1.08%
16 SPVM 1.08%
17 DIVG 1.03%
18 CDL 1.00%
19 CDC 1.00%
20 SMIZ 0.98%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 22.41M (11.70%) -122.41K
Decreased by -0.55%
Mar 31, 25
2 FMR Inc 17.54M (9.16%) -255.64K
Decreased by -1.46%
Mar 31, 25
3 BlackRock Inc 15.37M (8.02%) 233.58K
Increased by +1.52%
Mar 31, 25
4 State Street Corp 9.46M (4.94%) 288.84K
Increased by +3.05%
Mar 31, 25
5 State Street Corporation 8.82M (4.60%) -1.23M
Decreased by -13.98%
Mar 31, 24
6 Massachusetts Financial Services Company 7.85M (4.10%) 363.47K
Increased by +4.63%
Mar 31, 25
7 PRIMECAP Management Company 6.52M (3.41%) -197.60K
Decreased by -3.03%
Mar 31, 25
8 Northern Trust Corp 5.85M (3.05%) 6.00K
Increased by +0.10%
Dec 31, 24
9 Geode Capital Management, LLC 5.01M (2.62%) 107.06K
Increased by +2.14%
Mar 31, 25
10 Charles Schwab Investment Management Inc 4.47M (2.33%) -16.88K
Decreased by -0.38%
Dec 31, 23
11 State Farm Mutual Automobile Ins Co 4.41M (2.30%) 0.00
Increased by 0.00%
Mar 31, 25
12 Goldman Sachs Group Inc 4.21M (2.20%) -716.93K
Decreased by -17.02%
Mar 31, 25
13 Barrow Hanley Mewhinney & Strauss LLC 4.21M (2.20%) -358.60K
Decreased by -8.52%
Sep 30, 23
14 American Century Companies Inc 3.01M (1.57%) 20.01K
Increased by +0.66%
Mar 31, 25
15 Amvescap Plc. 2.89M (1.51%) 202.33K
Increased by +7.01%
Dec 31, 24
16 JPMorgan Chase & Co 2.66M (1.39%) -303.83K
Decreased by -11.42%
Mar 31, 25
17 Morgan Stanley - Brokerage Accounts 2.65M (1.38%) 123.63K
Increased by +4.67%
Mar 31, 25
18 Dimensional Fund Advisors, Inc. 2.16M (1.13%) -37.56K
Decreased by -1.74%
Mar 31, 25
19 Wellington Management Company LLP 2.16M (1.13%) -376.24K
Decreased by -17.45%
Mar 31, 25
20 Fiduciary Management, Inc. of Milwaukee 2.02M (1.06%) -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 (3.16%) -114.82K
Decreased by -1.90%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 5.96M (3.11%) 102.32K
Increased by +1.72%
Apr 30, 25
3 Vanguard Institutional 500 Index Trust 5.54M (2.89%) 88.47K
Increased by +1.60%
Apr 30, 25
4 Vanguard Mid Cap Index Institutional 4.04M (2.11%) 38.83K
Increased by +0.96%
Apr 30, 25
5 Schwab US Dividend Equity ETF™ 3.27M (1.71%) -1.90K
Decreased by -0.06%
Jan 31, 24
6 Strategic Advisers Fidelity US TtlStk 2.78M (1.45%) -43.70K
Decreased by -1.57%
Mar 31, 25
7 Fidelity 500 Index 2.46M (1.28%) -23.91K
Decreased by -0.97%
Mar 31, 25
8 SPDR® S&P 500 ETF Trust 2.45M (1.28%) 5.49K
Increased by +0.22%
Apr 30, 24
9 SPDR® S&P 500 ETF 2.44M (1.27%) -66.00K
Decreased by -2.71%
Mar 31, 25
10 Fidelity® 500 Index 2.41M (1.26%) 15.35K
Increased by +0.64%
Nov 30, 23
11 SPDR® S&P 500® ETF Trust 2.37M (1.24%) -12.42K
Decreased by -0.52%
Mar 31, 25
12 SPDR® S&P 500® ETF 2.36M (1.23%) -14.14K
Decreased by -0.60%
Apr 30, 25
13 iShares Core S&P 500 ETF 2.32M (1.21%) -2.42K
Decreased by -0.10%
Apr 30, 25
14 Vanguard PRIMECAP Inv 2.01M (1.05%) -42.00K
Decreased by -2.09%
Mar 31, 25
15 Vanguard Capital Opportunity Inv 1.96M (1.02%) -25.63K
Decreased by -1.31%
Mar 31, 25
16 MFS Mid Cap Value A 1.68M (0.88%) 0.00
Increased by 0.00%
Mar 31, 25
17 MFS Mid Cap Value Equity 1.68M (0.88%) 0.00
Increased by 0.00%
Mar 31, 25
18 Nuance Mid Cap Value Separate Account 1.65M (0.86%) -187.61K
Decreased by -11.36%
Jun 30, 24
19 Champlain Mid Cap Fund, LLC 1.65M (0.86%) -20.21K
Decreased by -1.22%
Dec 31, 23
20 Vanguard Value Index Inv 1.63M (0.85%) -2.60K
Decreased by -0.16%
Apr 30, 25