Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 COMT 1000.00%
2 HDLB 13.40%
3 GNRX 9.65%
4 FTXH 7.17%
5 FDL 6.33%
6 XUDV 4.82%
7 HART 4.79%
8 WBIG 4.77%
9 PRVS 4.75%
10 PJP 4.72%
11 THNR 4.59%
12 GBDV 4.57%
13 WBIY 4.48%
14 IHE 4.44%
15 PPH 4.31%
16 SCHD 4.29%
17 TINT 4.20%
18 BVNSC 4.19%
19 MEDX 3.94%
20 UTRN 3.93%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 518.54M (9.14%) 2.29M
Increased by +0.44%
Dec 31, 24
2 BlackRock Inc 451.74M (7.96%) 15.74M
Increased by +3.48%
Dec 31, 24
3 State Street Corporation 290.70M (5.12%) 3.21M
Increased by +1.11%
Mar 31, 24
4 State Street Corp 290.48M (5.12%) 23.75K
Increased by +0.01%
Dec 31, 24
5 Charles Schwab Investment Management Inc 155.46M (2.74%) 25.32M
Increased by +16.28%
Dec 31, 24
6 Wellington Management Company LLP 139.99M (2.47%) -23.74M
Decreased by -16.96%
Dec 31, 24
7 Geode Capital Management, LLC 120.59M (2.12%) 2.92M
Increased by +2.42%
Dec 31, 24
8 NORGES BANK 87.79M (1.55%) 3.82M
Increased by +4.36%
Dec 31, 24
9 Massachusetts Financial Services Company 75.45M (1.33%) -1.06M
Decreased by -1.40%
Mar 31, 25
10 JPMorgan Chase & Co 74.60M (1.31%) -1.22M
Decreased by -1.63%
Sep 30, 24
11 Morgan Stanley - Brokerage Accounts 73.90M (1.30%) -4.07M
Decreased by -5.51%
Dec 31, 24
12 Northern Trust Corp 58.38M (1.03%) 4.17M
Increased by +7.14%
Dec 31, 24
13 State Farm Mutual Automobile Ins Co 54.51M (0.96%) 0.00
Increased by 0.00%
Dec 31, 24
14 Bank of America Corp 45.11M (0.79%) -9.26M
Decreased by -20.52%
Dec 31, 24
15 Capital World Investors 43.62M (0.77%) -10.07M
Decreased by -23.09%
Dec 31, 24
16 Bank of New York Mellon Corp 39.92M (0.70%) -757.79K
Decreased by -1.90%
Dec 31, 24
17 UBS Asset Mgmt Americas Inc 39.40M (0.69%) 1.33M
Increased by +3.38%
Dec 31, 24
18 Legal & General Group PLC 36.91M (0.65%) -955.38K
Decreased by -2.59%
Dec 31, 24
19 Amundi 36.33M (0.64%) -10.80M
Decreased by -29.73%
Dec 31, 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 US Total Market Shares ETF 179.45M (3.16%) 129.30K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 179.13M (3.16%) 402.74K
Increased by +0.22%
Mar 31, 25
3 Vanguard Institutional 500 Index Trust 157.50M (2.77%) 332.49K
Increased by +0.21%
Mar 31, 25
4 Schwab US Dividend Equity ETF™ 112.37M (1.98%) 93.56K
Increased by +0.08%
Feb 28, 25
5 Fidelity 500 Index 71.10M (1.25%) 122.69K
Increased by +0.17%
Mar 31, 25
6 SPDR® S&P 500 ETF 70.47M (1.24%) -1.03M
Decreased by -1.47%
Mar 31, 25
7 SPDR® S&P 500® ETF 68.71M (1.21%) 56.61K
Increased by +0.08%
Apr 30, 25
8 SPDR® S&P 500® ETF Trust 68.60M (1.21%) -359.64K
Decreased by -0.52%
Mar 31, 25
9 iShares Core S&P 500 ETF 67.20M (1.18%) -66.76K
Decreased by -0.10%
Apr 29, 25
10 SPDR® S&P 500 ETF Trust 66.76M (1.18%) 150.88K
Increased by +0.23%
Apr 30, 24
11 Fidelity® 500 Index 65.79M (1.16%) 418.68K
Increased by +0.64%
Nov 30, 23
12 Vanguard Value Index Inv 49.70M (0.88%) 750.97K
Increased by +1.51%
Mar 31, 25
13 Health Care Select Sector SPDR® ETF 41.16M (0.73%) -53.41K
Decreased by -0.13%
Apr 30, 24
14 The Health Care Select Sector SPDR® ETF 40.47M (0.71%) 171.40K
Increased by +0.42%
Apr 30, 25
15 Capital Group Wash Mutual Invtrs Comp 36.82M (0.65%) -15.67M
Decreased by -42.54%
Mar 31, 24
16 Vanguard Wellington™ Inv 35.13M (0.62%) 10.05M
Increased by +28.62%
Dec 31, 23
17 Vanguard Institutional Index I 34.88M (0.61%) -254.77K
Decreased by -0.73%
Mar 31, 25
18 American Funds American Balanced A 33.10M (0.58%) -649.08K
Decreased by -1.96%
Dec 31, 23
19 Vanguard Equity-Income Inv 32.54M (0.57%) -6.12M
Decreased by -18.80%
Mar 31, 25
20 American Funds Washington Mutual A 31.59M (0.56%) -5.24M
Decreased by -16.58%
Jun 30, 24