Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 COMT 1000.00%
2 HDLB 13.40%
3 GNRX 9.65%
4 FTXH 7.16%
5 FDL 6.40%
6 XUDV 4.82%
7 HART 4.81%
8 PRVS 4.75%
9 PJP 4.75%
10 WBIY 4.67%
11 GBDV 4.57%
12 THNR 4.53%
13 IHE 4.53%
14 SCHD 4.29%
15 PPH 4.27%
16 TINT 4.20%
17 BVNSC 4.19%
18 UTRN 3.93%
19 MEDX 3.89%
20 XPH 3.61%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 523.17M (9.22%) 4.63M
Increased by +0.88%
Mar 31, 25
2 BlackRock Inc 474.17M (8.35%) 22.43M
Increased by +4.73%
Mar 31, 25
3 State Street Corp 296.97M (5.23%) 6.49M
Increased by +2.18%
Mar 31, 25
4 State Street Corporation 290.70M (5.12%) 3.21M
Increased by +1.11%
Mar 31, 24
5 Geode Capital Management, LLC 125.65M (2.21%) 5.06M
Increased by +4.03%
Mar 31, 25
6 Wellington Management Company LLP 103.49M (1.82%) -36.50M
Decreased by -35.27%
Mar 31, 25
7 NORGES BANK 87.79M (1.55%) 3.82M
Increased by +4.36%
Dec 31, 24
8 Morgan Stanley - Brokerage Accounts 80.44M (1.42%) 6.54M
Increased by +8.14%
Mar 31, 25
9 Massachusetts Financial Services Company 75.45M (1.33%) -1.06M
Decreased by -1.40%
Mar 31, 25
10 Northern Trust Corp 58.38M (1.03%) 4.17M
Increased by +7.14%
Dec 31, 24
11 Bank of America Corp 56.07M (0.99%) 10.96M
Increased by +19.55%
Mar 31, 25
12 State Farm Mutual Automobile Ins Co 54.51M (0.96%) 0.00
Increased by 0.00%
Mar 31, 25
13 Amundi 52.09M (0.92%) 15.76M
Increased by +30.25%
Mar 31, 25
14 Charles Schwab Investment Management Inc 48.03M (0.85%) -107.43M
Decreased by -223.67%
Mar 31, 25
15 Fisher Asset Management, LLC 47.44M (0.84%) 36.29M
Increased by +76.50%
Mar 31, 25
16 Capital World Investors 43.62M (0.77%) -10.07M
Decreased by -23.09%
Dec 31, 24
17 Bank of New York Mellon Corp 38.74M (0.68%) -1.18M
Decreased by -3.04%
Mar 31, 25
18 UBS Asset Mgmt Americas Inc 38.69M (0.68%) -711.93K
Decreased by -1.84%
Mar 31, 25
19 Legal & General Group PLC 37.06M (0.65%) 153.98K
Increased by +0.42%
Mar 31, 25
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 181.79M (3.20%) 2.66M
Increased by +1.47%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 179.45M (3.16%) 129.30K
Increased by +0.07%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 160.05M (2.82%) 2.56M
Increased by +1.60%
Apr 30, 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 Trust 68.60M (1.21%) -359.64K
Decreased by -0.52%
Mar 31, 25
8 SPDR® S&P 500® ETF 68.24M (1.20%) -409.59K
Decreased by -0.60%
Apr 30, 25
9 iShares Core S&P 500 ETF 67.13M (1.18%) -70.10K
Decreased by -0.10%
Apr 30, 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 49.69M (0.88%) -6.61K
Decreased by -0.01%
Apr 30, 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 40.59M (0.72%) 288.27K
Increased by +0.71%
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 34.79M (0.61%) -87.85K
Decreased by -0.25%
Apr 30, 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