Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 COMT 1000.00%
2 HDLB 13.40%
3 GNRX 9.65%
4 OZEM 7.18%
5 FDL 6.04%
6 HART 5.12%
7 PJP 4.86%
8 PPH 4.79%
9 PRVS 4.75%
10 ROPE 4.71%
11 THNR 4.70%
12 GBDV 4.57%
13 WBIY 4.57%
14 DURA 4.42%
15 NXTV 4.35%
16 SCHD 4.29%
17 XUDV 4.28%
18 TINT 4.20%
19 BVNSC 4.19%
20 IHE 4.17%

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 493.06M (8.66%) -4.37M
Decreased by -0.89%
Dec 31, 25
3 State Street Corp 300.45M (5.28%) 1.36M
Increased by +0.45%
Dec 31, 25
4 State Street Corporation 290.70M (5.11%) 3.21M
Increased by +1.11%
Mar 31, 24
5 Geode Capital Management, LLC 130.19M (2.29%) 1.18M
Increased by +0.91%
Dec 31, 25
6 Fisher Asset Management, LLC 104.96M (1.84%) 53.01M
Increased by +50.51%
Mar 31, 26
7 Morgan Stanley - Brokerage Accounts 89.11M (1.57%) 14.34M
Increased by +16.10%
Dec 31, 25
8 NORGES BANK 73.53M (1.29%) -20.12M
Decreased by -27.36%
Dec 31, 25
9 Northern Trust Corp 62.03M (1.09%) -1.22M
Decreased by -1.97%
Mar 31, 26
10 Massachusetts Financial Services Company 56.91M (1.00%) 1.04M
Increased by +1.83%
Mar 31, 26
11 JPMorgan Chase & Co 56.53M (0.99%) 27.17M
Increased by +48.06%
Sep 30, 25
12 State Farm Mutual Automobile Ins Co 54.51M (0.96%) 0.00
Increased by 0.00%
Mar 31, 26
13 Bank of New York Mellon Corp 53.88M (0.95%) 5.36M
Increased by +9.96%
Mar 31, 26
14 Wellington Management Company LLP 52.09M (0.92%) -8.37M
Decreased by -16.06%
Dec 31, 25
15 Charles Schwab Investment Management Inc 50.54M (0.89%) 410.08K
Increased by +0.81%
Dec 31, 25
16 Bank of America Corp 48.78M (0.86%) 4.37M
Increased by +8.95%
Dec 31, 25
17 Amundi 47.06M (0.83%) 5.57M
Increased by +11.84%
Dec 31, 25
18 Capital World Investors 43.62M (0.77%) -10.07M
Decreased by -23.09%
Dec 31, 24
19 Legal & General Group PLC 43.51M (0.76%) 641.34K
Increased by +1.47%
Mar 31, 26
20 The Goldman Sachs Group Inc 40.06M (0.70%) 7.24M
Increased by +18.08%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 180.64M (3.17%) 803.59K
Increased by +0.44%
Mar 31, 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 144.78M (2.54%) -1.46M
Decreased by -1.01%
Mar 31, 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 73.54M (1.29%) 215.74K
Increased by +0.29%
Apr 30, 26
6 Fidelity 500 Index 72.61M (1.28%) 253.09K
Increased by +0.35%
Mar 31, 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 68.04M (1.20%) 221.50K
Increased by +0.33%
Apr 30, 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 52.55M (0.92%) -424.94K
Decreased by -0.81%
Mar 31, 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 40.96M (0.72%) -403.36K
Decreased by -0.98%
Apr 30, 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 Vanguard Institutional Index I 32.03M (0.56%) -174.86K
Decreased by -0.55%
Mar 31, 26