Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 COMT 1000.00%
2 HDLB 13.40%
3 GNRX 9.65%
4 FTXH 7.12%
5 FDL 6.57%
6 THNR 4.93%
7 HART 4.90%
8 XUDV 4.81%
9 PJP 4.72%
10 TINT 4.64%
11 GBDV 4.57%
12 WBIG 4.53%
13 IHE 4.52%
14 PPH 4.38%
15 SCHD 4.29%
16 BVNSC 4.19%
17 WBIY 4.15%
18 MEDX 3.97%
19 UTRN 3.93%
20 XPH 3.77%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 518.54M (9.16%) 2.29M
Increased by +0.44%
Dec 31, 24
2 BlackRock Inc 451.74M (7.98%) 15.74M
Increased by +3.48%
Dec 31, 24
3 State Street Corporation 290.70M (5.14%) 3.21M
Increased by +1.11%
Mar 31, 24
4 State Street Corp 290.48M (5.13%) 23.75K
Increased by +0.01%
Dec 31, 24
5 Charles Schwab Investment Management Inc 155.46M (2.75%) 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 (2.13%) 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 76.50M (1.35%) 5.35M
Increased by +6.99%
Dec 31, 24
10 JPMorgan Chase & Co 74.60M (1.32%) -1.22M
Decreased by -1.63%
Sep 30, 24
11 Morgan Stanley - Brokerage Accounts 73.90M (1.31%) -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 (0.80%) -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 (0.71%) -757.79K
Decreased by -1.90%
Dec 31, 24
17 UBS Asset Mgmt Americas Inc 39.40M (0.70%) 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 Total Stock Mkt Idx Inv 178.72M (3.16%) 667.62K
Increased by +0.37%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 157.16M (2.78%) 1.06M
Increased by +0.67%
Feb 28, 25
3 Schwab US Dividend Equity ETF™ 112.37M (1.99%) 93.56K
Increased by +0.08%
Feb 28, 25
4 Fidelity 500 Index 70.66M (1.25%) 311.78K
Increased by +0.44%
Jan 31, 25
5 SPDR® S&P 500® ETF Trust 70.02M (1.24%) -519.64K
Decreased by -0.74%
Feb 28, 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 66.56M (1.18%) -3.35K
Decreased by -0.01%
Feb 28, 25
8 Fidelity® 500 Index 65.79M (1.16%) 418.68K
Increased by +0.64%
Nov 30, 23
9 Vanguard Value Index Inv 48.95M (0.87%) 322.99K
Increased by +0.66%
Feb 28, 25
10 The Health Care Select Sector SPDR® ETF 41.42M (0.73%) 544.25K
Increased by +1.31%
Feb 28, 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 35.13M (0.62%) -416.50K
Decreased by -1.19%
Feb 28, 25
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 American Funds Washington Mutual A 31.59M (0.56%) -5.24M
Decreased by -16.58%
Jun 30, 24
19 MFS Value A 31.43M (0.56%) -524.68K
Decreased by -1.67%
Feb 28, 25
20 Vanguard Health Care Inv 30.51M (0.54%) -11.12M
Decreased by -36.46%
Dec 31, 24