Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 COMT 1000.00%
2 HDLB 13.40%
3 GNRX 9.65%
4 OZEM 6.38%
5 FDL 6.13%
6 HART 5.12%
7 PJP 5.03%
8 THNR 4.78%
9 PRVS 4.75%
10 PPH 4.74%
11 ROPE 4.71%
12 GBDV 4.57%
13 WBIY 4.47%
14 DURA 4.42%
15 NXTV 4.35%
16 HDV 4.31%
17 SCHD 4.29%
18 XUDV 4.27%
19 TINT 4.20%
20 BVNSC 4.19%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 541.35M (9.51%) 7.03M
Increased by +1.30%
Dec 31, 25
2 BlackRock Inc 498.26M (8.75%) 5.20M
Increased by +1.04%
Mar 31, 26
3 Vanguard Capital Management, LLC 369.43M (6.49%) 369.43M
Increased by +100.00%
Mar 31, 26
4 State Street Corp 301.59M (5.30%) 1.14M
Increased by +0.38%
Mar 31, 26
5 State Street Corporation 290.70M (5.11%) 3.21M
Increased by +1.11%
Mar 31, 24
6 Geode Capital Management, LLC 133.56M (2.35%) 3.37M
Increased by +2.52%
Mar 31, 26
7 Vanguard Portfolio Management, LLC 116.73M (2.05%) 116.73M
Increased by +100.00%
Mar 31, 26
8 Fisher Asset Management, LLC 104.96M (1.84%) 53.01M
Increased by +50.51%
Mar 31, 26
9 Morgan Stanley - Brokerage Accounts 92.69M (1.63%) 3.57M
Increased by +3.85%
Mar 31, 26
10 NORGES BANK 73.53M (1.29%) -20.12M
Decreased by -27.36%
Dec 31, 25
11 Northern Trust Corp 62.03M (1.09%) -1.22M
Decreased by -1.97%
Mar 31, 26
12 Massachusetts Financial Services Company 56.91M (1.00%) 1.04M
Increased by +1.83%
Mar 31, 26
13 JPMorgan Chase & Co 56.53M (0.99%) 27.17M
Increased by +48.06%
Sep 30, 25
14 State Farm Mutual Automobile Ins Co 54.51M (0.96%) 0.00
Increased by 0.00%
Mar 31, 26
15 Bank of New York Mellon Corp 53.88M (0.95%) 5.36M
Increased by +9.96%
Mar 31, 26
16 Charles Schwab Investment Management Inc 51.89M (0.91%) 1.35M
Increased by +2.60%
Mar 31, 26
17 Wellington Management Company LLP 49.92M (0.88%) -2.18M
Decreased by -4.36%
Mar 31, 26
18 The Goldman Sachs Group Inc 47.11M (0.83%) 7.05M
Increased by +14.97%
Mar 31, 26
19 Bank of America Corp 46.55M (0.82%) -2.24M
Decreased by -4.80%
Mar 31, 26
20 Capital World Investors 43.62M (0.77%) -10.07M
Decreased by -23.09%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 181.18M (3.18%) 539.88K
Increased by +0.30%
Apr 30, 26
2 Vanguard US Total Market Shares ETF 179.45M (3.15%) 129.30K
Increased by +0.07%
Sep 30, 24
3 Vanguard 500 Index Investor 147.43M (2.59%) 2.65M
Increased by +1.80%
Apr 30, 26
4 Schwab US Dividend Equity ETF™ 112.37M (1.97%) 93.56K
Increased by +0.08%
Feb 28, 25
5 iShares Core S&P 500 ETF 74.91M (1.32%) 229.01K
Increased by +0.31%
May 29, 26
6 Fidelity 500 Index 72.86M (1.28%) 250.64K
Increased by +0.34%
Apr 30, 26
7 SPDR® S&P 500 ETF 70.47M (1.24%) -1.03M
Decreased by -1.47%
Mar 31, 25
8 SPDR® S&P 500® ETF 68.70M (1.21%) 844.77K
Increased by +1.23%
Aug 31, 25
9 SPDR® S&P 500® ETF Trust 68.60M (1.21%) -359.64K
Decreased by -0.52%
Mar 31, 25
10 State Street® SPDR® S&P 500® ETF 68.52M (1.20%) 72.71K
Increased by +0.11%
May 31, 26
11 SPDR® S&P 500 ETF Trust 66.76M (1.17%) 150.88K
Increased by +0.23%
Apr 30, 24
12 Fidelity® 500 Index 65.79M (1.16%) 418.68K
Increased by +0.64%
Nov 30, 23
13 Vanguard Value Index Inv 52.70M (0.93%) 158.89K
Increased by +0.30%
Apr 30, 26
14 Health Care Select Sector SPDR® ETF 41.16M (0.72%) -53.41K
Decreased by -0.13%
Apr 30, 24
15 State Street®HlthCrSelSectSPDR®ETF 39.56M (0.70%) -654.37K
Decreased by -1.65%
May 31, 26
16 The Health Care Select Sector SPDR® ETF 38.82M (0.68%) 62.86K
Increased by +0.16%
Aug 31, 25
17 Capital Group Wash Mutual Invtrs Comp 36.82M (0.65%) -15.67M
Decreased by -42.54%
Mar 31, 24
18 Vanguard Wellington™ Inv 35.13M (0.62%) 10.05M
Increased by +28.62%
Dec 31, 23
19 American Funds American Balanced A 33.10M (0.58%) -649.08K
Decreased by -1.96%
Dec 31, 23
20 American Funds Washington Mutual A 31.59M (0.55%) -5.24M
Decreased by -16.58%
Jun 30, 24