Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 COMT 1000.00%
2 HDLB 13.40%
3 GNRX 9.65%
4 FDL 6.89%
5 FTXH 6.85%
6 THNR 5.33%
7 XUDV 5.27%
8 PJP 4.88%
9 HART 4.82%
10 WBIG 4.62%
11 PPH 4.61%
12 IHE 4.57%
13 GBDV 4.57%
14 TINT 4.24%
15 SCHD 4.20%
16 BVNSC 4.19%
17 WBIY 4.15%
18 MEDX 4.01%
19 UTRN 3.93%
20 XPH 3.55%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 516.25M (9.13%) 4.85M
Increased by +0.94%
Sep 30, 24
2 BlackRock Inc 436.00M (7.71%) 11.62M
Increased by +2.67%
Sep 30, 24
3 State Street Corporation 290.70M (5.14%) 3.21M
Increased by +1.11%
Mar 31, 24
4 State Street Corp 290.46M (5.13%) 3.41M
Increased by +1.17%
Sep 30, 24
5 Wellington Management Company LLP 163.73M (2.89%) -2.59M
Decreased by -1.58%
Sep 30, 24
6 Charles Schwab Investment Management Inc 130.14M (2.30%) 12.86M
Increased by +9.88%
Sep 30, 24
7 Geode Capital Management, LLC 117.67M (2.08%) 1.86M
Increased by +1.58%
Sep 30, 24
8 NORGES BANK 83.96M (1.48%) 9.98M
Increased by +11.89%
Jun 30, 24
9 Morgan Stanley - Brokerage Accounts 77.97M (1.38%) -76.97M
Decreased by -98.72%
Sep 30, 24
10 JPMorgan Chase & Co 74.60M (1.32%) -1.22M
Decreased by -1.63%
Sep 30, 24
11 Massachusetts Financial Services Company 71.15M (1.26%) -642.20K
Decreased by -0.90%
Sep 30, 24
12 State Farm Mutual Automobile Ins Co 54.51M (0.96%) 0.00
Increased by 0.00%
Sep 30, 24
13 Bank of America Corp 54.36M (0.96%) 1.98M
Increased by +3.63%
Sep 30, 24
14 Northern Trust Corp 54.22M (0.96%) -2.44M
Decreased by -4.51%
Sep 30, 24
15 Capital World Investors 53.69M (0.95%) -34.45M
Decreased by -64.18%
Sep 30, 24
16 Amundi 47.13M (0.83%) -3.02M
Decreased by -6.41%
Sep 30, 24
17 Legal & General Group PLC 46.68M (0.83%) 38.73K
Increased by +0.08%
Sep 30, 24
18 Bank of New York Mellon Corp 40.68M (0.72%) -1.23M
Decreased by -3.03%
Sep 30, 24
19 UBS Asset Mgmt Americas Inc 38.07M (0.67%) 6.98M
Increased by +18.33%
Sep 30, 24
20 Goldman Sachs Group Inc 34.92M (0.62%) 12.57M
Increased by +36.00%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 177.63M (3.14%) -515.22K
Decreased by -0.29%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 153.47M (2.71%) 1.11M
Increased by +0.72%
Dec 31, 24
3 Schwab US Dividend Equity ETF™ 110.33M (1.95%) 79.59K
Increased by +0.07%
Jan 30, 25
4 Fidelity 500 Index 70.35M (1.24%) 325.13K
Increased by +0.46%
Dec 31, 24
5 SPDR® S&P 500® ETF Trust 69.79M (1.23%) -3.33K
Decreased by -0.00%
Jan 30, 25
6 SPDR® S&P 500 ETF Trust 66.76M (1.18%) 150.88K
Increased by +0.23%
Apr 30, 24
7 iShares Core S&P 500 ETF 66.16M (1.17%) -113.59K
Decreased by -0.17%
Jan 29, 25
8 Fidelity® 500 Index 65.79M (1.16%) 418.68K
Increased by +0.64%
Nov 30, 23
9 Vanguard Value Index Inv 48.27M (0.85%) -184.32K
Decreased by -0.38%
Dec 31, 24
10 The Health Care Select Sector SPDR® ETF 41.32M (0.73%) 186.41K
Increased by +0.45%
Jan 30, 25
11 Health Care Select Sector SPDR® ETF 41.16M (0.73%) -53.41K
Decreased by -0.13%
Apr 30, 24
12 Vanguard Equity-Income Inv 38.66M (0.68%) 1.16M
Increased by +2.99%
Dec 31, 24
13 Capital Group Wash Mutual Invtrs Comp 36.82M (0.65%) -15.67M
Decreased by -42.54%
Mar 31, 24
14 Vanguard Institutional Index I 35.76M (0.63%) -106.11K
Decreased by -0.30%
Dec 31, 24
15 Vanguard Wellington™ Inv 35.13M (0.62%) 10.05M
Increased by +28.62%
Dec 31, 23
16 American Funds American Balanced A 33.10M (0.59%) -649.08K
Decreased by -1.96%
Dec 31, 23
17 MFS Large Cap Value Equity 32.34M (0.57%) 2.28M
Increased by +7.05%
Dec 31, 24
18 MFS Value A 32.34M (0.57%) -400.73K
Decreased by -1.24%
Dec 31, 24
19 American Funds Washington Mutual A 31.59M (0.56%) -5.24M
Decreased by -16.58%
Jun 30, 24
20 Vanguard Health Care Inv 30.51M (0.54%) -11.12M
Decreased by -36.46%
Dec 31, 24