Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 COMT 1000.00%
2 TMET 1000.00%
3 SMN 4.81%
4 SBM 4.81%
5 TINT 4.43%
6 UTRN 3.83%
7 RSPM 3.73%
8 RTM 3.73%
9 JHMA 3.57%
10 CAMX 3.36%
11 XLB 3.28%
12 EQTY 2.74%
13 UYM 2.43%
14 BLCV 2.37%
15 VAW 1.94%
16 FMAT 1.94%
17 TUSA 1.94%
18 FTDS 1.85%
19 FTCS 1.81%
20 PYZ 1.76%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 29.37M (12.98%) 756.94K
Increased by +2.58%
Dec 31, 24
2 BlackRock Inc 21.51M (9.51%) 29.16K
Increased by +0.14%
Dec 31, 24
3 State Street Corp 11.90M (5.26%) 184.18K
Increased by +1.55%
Dec 31, 24
4 State Street Corporation 10.92M (4.83%) -441.36K
Decreased by -4.04%
Mar 31, 24
5 Wellington Management Company LLP 10.57M (4.67%) 1.59M
Increased by +15.05%
Dec 31, 24
6 JPMorgan Chase & Co 10.27M (4.54%) -8.75M
Decreased by -85.20%
Dec 31, 24
7 Geode Capital Management, LLC 5.55M (2.45%) 93.45K
Increased by +1.68%
Dec 31, 24
8 Massachusetts Financial Services Company 5.49M (2.43%) -1.50M
Decreased by -27.37%
Dec 31, 24
9 Amvescap Plc. 4.73M (2.09%) 271.70K
Increased by +5.75%
Dec 31, 24
10 Kovitz Investment Group Partners, LLC 4.34M (1.92%) 3.59M
Increased by +82.82%
Dec 31, 24
11 Viking Global Investors LP 4.04M (1.79%) 3.14M
Increased by +77.75%
Sep 30, 23
12 NORGES BANK 3.94M (1.74%) 698.07K
Increased by +17.72%
Dec 31, 24
13 Ameriprise Financial Inc 3.75M (1.66%) -107.47K
Decreased by -2.86%
Dec 31, 24
14 Wells Fargo & Co 3.55M (1.57%) -238.35K
Decreased by -6.71%
Dec 31, 24
15 Franklin Resources Inc 3.36M (1.48%) 220.15K
Increased by +6.56%
Dec 31, 24
16 Beutel, Goodman & Company Ltd. 3.34M (1.48%) 10.12K
Increased by +0.30%
Dec 31, 24
17 Morgan Stanley - Brokerage Accounts 3.29M (1.46%) 255.59K
Increased by +7.76%
Dec 31, 24
18 Arnhold & S. Bleichroeder Advisers, LLC 3.20M (1.41%) 1.86M
Increased by +58.15%
Dec 31, 24
19 T. Rowe Price Associates, Inc. 3.03M (1.34%) 2.70M
Increased by +89.08%
Dec 31, 24
20 Dimensional Fund Advisors, Inc. 2.83M (1.25%) 324.69K
Increased by +11.47%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.32M (3.24%) 28.07K
Increased by +0.38%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 6.43M (2.84%) 43.65K
Increased by +0.68%
Feb 28, 25
3 JPM US Equity Income-MA 5.65M (2.50%) 5.64M
Increased by +99.90%
Sep 30, 23
4 Vanguard Mid Cap Index Institutional 5.01M (2.22%) 21.62K
Increased by +0.43%
Feb 28, 25
5 Vanguard Equity-Income Inv 4.46M (1.97%) 1.56M
Increased by +35.01%
Dec 31, 24
6 Fidelity 500 Index 2.89M (1.28%) 12.77K
Increased by +0.44%
Jan 31, 25
7 SPDR® S&P 500® ETF Trust 2.87M (1.27%) -21.22K
Decreased by -0.74%
Feb 28, 25
8 SPDR® S&P 500 ETF Trust 2.78M (1.23%) 6.30K
Increased by +0.23%
Apr 30, 24
9 Fidelity® 500 Index 2.74M (1.21%) 17.47K
Increased by +0.64%
Nov 30, 23
10 iShares Core S&P 500 ETF 2.73M (1.20%) -137.00
Decreased by -0.01%
Feb 28, 25
11 First Eagle Global A 2.70M (1.19%) 154.97K
Increased by +5.75%
Feb 28, 25
12 Columbia Dividend Value 2.51M (1.11%) -17.50K
Decreased by -0.70%
Dec 31, 24
13 Columbia Dividend Income Inst 2.51M (1.11%) -5.82K
Decreased by -0.23%
Feb 28, 25
14 JPMorgan US Equity L 2.14M (0.94%) 0.00
Increased by 0.00%
Mar 31, 24
15 Putnam Large Cap Value A 2.08M (0.92%) 0.00
Increased by 0.00%
Feb 28, 25
16 Putnam US Large Cap Value Equity 2.03M (0.90%) 91.86K
Increased by +4.53%
Dec 31, 24
17 Vanguard Value Index Inv 2.00M (0.88%) 8.65K
Increased by +0.43%
Feb 28, 25
18 MFS Large Cap Value Equity 1.86M (0.82%) -848.46K
Decreased by -45.64%
Dec 31, 24
19 MFS Value A 1.86M (0.82%) -23.04K
Decreased by -1.24%
Dec 31, 24
20 JPM US Equity Income-Composite 1.85M (0.82%) -2.11M
Decreased by -113.80%
Dec 31, 24