Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 COMT 1000.00%
2 TMET 1000.00%
3 SBM 4.81%
4 SMN 4.81%
5 TINT 4.58%
6 UTRN 3.83%
7 CAMX 3.68%
8 RSPM 3.60%
9 RTM 3.60%
10 JHMA 3.57%
11 XLB 3.42%
12 EQTY 2.94%
13 UYM 2.54%
14 FMAT 2.10%
15 VAW 1.99%
16 TUSA 1.94%
17 FTCS 1.92%
18 FTDS 1.91%
19 CZA 1.85%
20 PYZ 1.76%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 28.61M (12.37%) -54.62K
Decreased by -0.19%
Sep 30, 24
2 BlackRock Inc 20.73M (8.97%) 390.69K
Increased by +1.88%
Jun 30, 24
3 State Street Corp 11.72M (5.07%) 491.77K
Increased by +4.20%
Sep 30, 24
4 State Street Corporation 10.92M (4.72%) -441.36K
Decreased by -4.04%
Mar 31, 24
5 JPMorgan Chase & Co 9.46M (4.09%) -450.17K
Decreased by -4.76%
Sep 30, 24
6 Wellington Management Company LLP 8.98M (3.88%) 485.60K
Increased by +5.41%
Sep 30, 24
7 Massachusetts Financial Services Company 6.99M (3.02%) -451.36K
Decreased by -6.46%
Sep 30, 24
8 Geode Capital Management, LLC 5.45M (2.36%) 9.52K
Increased by +0.17%
Sep 30, 24
9 Amvescap Plc. 4.45M (1.93%) 88.89K
Increased by +2.00%
Sep 30, 24
10 Viking Global Investors LP 4.04M (1.75%) 3.14M
Increased by +77.75%
Sep 30, 23
11 Ameriprise Financial Inc 3.86M (1.67%) 65.67K
Increased by +1.70%
Sep 30, 24
12 Wells Fargo & Co 3.79M (1.64%) 36.93K
Increased by +0.97%
Sep 30, 24
13 Beutel, Goodman & Company Ltd. 3.33M (1.44%) 966.64K
Increased by +29.04%
Sep 30, 24
14 NORGES BANK 3.24M (1.40%) -467.91K
Decreased by -14.44%
Jun 30, 24
15 Franklin Resources Inc 3.14M (1.36%) 170.34K
Increased by +5.43%
Sep 30, 24
16 Morgan Stanley - Brokerage Accounts 3.04M (1.31%) -3.21M
Decreased by -105.76%
Sep 30, 24
17 Bank of America Corp 2.68M (1.16%) 12.51K
Increased by +0.47%
Sep 30, 24
18 Putnam Investments LLC 2.66M (1.15%) 81.20K
Increased by +3.05%
Dec 31, 23
19 Putnam Investments, LLC., a Franklin Templeton company 2.66M (1.15%) 81.20K
Increased by +3.05%
Dec 31, 23
20 Goldman Sachs Group Inc 2.58M (1.11%) 1.31M
Increased by +50.69%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.37M (3.19%) -22.35K
Decreased by -0.30%
Oct 31, 24
2 Vanguard Institutional 500 Index Trust 6.18M (2.67%) 71.12K
Increased by +1.15%
Oct 31, 24
3 JPM US Equity Income-MA 5.65M (2.44%) 5.64M
Increased by +99.90%
Sep 30, 23
4 Vanguard Mid Cap Index Institutional 4.95M (2.14%) 8.88K
Increased by +0.18%
Oct 31, 24
5 JPM US Equity Income-Composite 3.96M (1.71%) -1.37M
Decreased by -34.60%
Sep 30, 24
6 Vanguard Equity-Income Inv 2.90M (1.25%) 316.99K
Increased by +10.94%
Sep 30, 24
7 SPDR® S&P 500® ETF Trust 2.88M (1.25%) 16.99K
Increased by +0.59%
Nov 30, 24
8 Fidelity 500 Index 2.86M (1.24%) -4.70K
Decreased by -0.16%
Oct 31, 24
9 JPMorgan Equity Income I 2.86M (1.24%) -1.10M
Decreased by -38.54%
Oct 31, 24
10 SPDR® S&P 500 ETF Trust 2.78M (1.20%) 6.30K
Increased by +0.23%
Apr 30, 24
11 Fidelity® 500 Index 2.74M (1.19%) 17.47K
Increased by +0.64%
Nov 30, 23
12 MFS Large Cap Value Equity 2.71M (1.17%) -59.86K
Decreased by -2.21%
Sep 30, 24
13 iShares Core S&P 500 ETF 2.64M (1.14%) 0.00
Increased by 0.00%
Nov 30, 24
14 Columbia Dividend Value 2.53M (1.09%) -23.14K
Decreased by -0.91%
Sep 30, 24
15 Columbia Dividend Income Inst 2.53M (1.09%) -4.01K
Decreased by -0.16%
Oct 31, 24
16 JPMorgan US Equity L 2.14M (0.92%) 0.00
Increased by 0.00%
Mar 31, 24
17 Putnam Large Cap Value A 1.98M (0.86%) 43.35K
Increased by +2.19%
Oct 31, 24
18 MFS Value A 1.98M (0.86%) -728.45K
Decreased by -36.81%
Oct 31, 24
19 Vanguard Value Index Inv 1.98M (0.85%) 7.82K
Increased by +0.40%
Oct 31, 24
20 Putnam US Large Cap Value Equity 1.94M (0.84%) 115.04K
Increased by +5.94%
Sep 30, 24