Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 COMT 1000.00%
2 ITA 15.01%
3 DFEN 9.69%
4 JETD 8.86%
5 JETU 8.86%
6 IDEF 8.40%
7 SHLD 8.33%
8 TSSD 7.56%
9 FOWF 7.53%
10 NATO 7.47%
11 MISL 7.14%
12 PPA 7.09%
13 XKFF 6.66%
14 ORFN 5.78%
15 PKW 5.36%
16 DIVO 5.13%
17 WDGF 5.11%
18 TGLR 4.56%
19 XLI 4.53%
20 UTRN 4.13%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 124.99M (9.99%) 2.21M
Increased by +1.77%
Dec 31, 25
2 State Street Corporation 117.68M (9.40%) -3.69M
Decreased by -3.13%
Mar 31, 24
3 BlackRock Inc 109.05M (8.71%) 4.13M
Increased by +3.79%
Mar 31, 26
4 State Street Corp 92.59M (7.40%) 704.67K
Increased by +0.76%
Mar 31, 26
5 Vanguard Capital Management, LLC 87.22M (6.97%) 87.22M
Increased by +100.00%
Mar 31, 26
6 J Stern & Co LLP 62.42M (4.99%) 62.04M
Increased by +99.39%
Dec 31, 25
7 Capital Research Global Investors 52.34M (4.18%) -23.80M
Decreased by -45.48%
Mar 31, 26
8 JPMorgan Chase & Co 41.35M (3.30%) 9.24M
Increased by +22.35%
Mar 31, 26
9 Dodge & Cox 35.47M (2.83%) -2.10M
Decreased by -5.92%
Mar 31, 26
10 Geode Capital Management, LLC 33.25M (2.66%) 2.93M
Increased by +8.81%
Mar 31, 26
11 Morgan Stanley - Brokerage Accounts 30.12M (2.41%) 340.15K
Increased by +1.13%
Mar 31, 26
12 Vanguard Portfolio Management, LLC 25.47M (2.03%) 25.47M
Increased by +100.00%
Mar 31, 26
13 Bank of America Corp 25.39M (2.03%) -87.84K
Decreased by -0.35%
Mar 31, 26
14 Capital Research & Mgmt Co - Division 3 23.91M (1.91%) -20.60M
Decreased by -86.16%
Mar 31, 26
15 Fisher Asset Management, LLC 22.24M (1.78%) 444.54K
Increased by +2.00%
Mar 31, 26
16 NORGES BANK 17.27M (1.38%) 1.11M
Increased by +6.44%
Dec 31, 25
17 Massachusetts Financial Services Company 14.15M (1.13%) -14.55K
Decreased by -0.10%
Mar 31, 26
18 FMR Inc 13.16M (1.05%) 6.12M
Increased by +46.51%
Mar 31, 26
19 Wellington Management Company LLP 13.00M (1.04%) -5.54M
Decreased by -42.60%
Jun 30, 24
20 Goldman Sachs Group Inc 12.62M (1.01%) 7.70M
Increased by +61.02%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 42.77M (3.42%) 134.08K
Increased by +0.31%
Apr 30, 26
2 Vanguard US Total Market Shares ETF 42.16M (3.37%) 57.33K
Increased by +0.14%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 37.89M (3.03%) 262.02K
Increased by +0.69%
May 31, 25
4 Vanguard 500 Index Investor 34.81M (2.78%) 624.74K
Increased by +1.79%
Apr 30, 26
5 Dodge & Cox Stock I 24.12M (1.93%) -1.08M
Decreased by -4.49%
Mar 31, 26
6 iShares Core S&P 500 ETF 17.68M (1.41%) 54.10K
Increased by +0.31%
May 29, 26
7 Fidelity 500 Index 17.20M (1.37%) 59.20K
Increased by +0.34%
Apr 30, 26
8 Fidelity® 500 Index 16.96M (1.36%) 107.93K
Increased by +0.64%
Nov 30, 23
9 American Funds Washington Mutual A 16.80M (1.34%) -1.19M
Decreased by -7.10%
Mar 31, 26
10 Capital Group Wash Mutual Invtrs Comp 16.80M (1.34%) -1.19M
Decreased by -7.10%
Mar 31, 26
11 SPDR® S&P 500 ETF 16.57M (1.32%) -241.96K
Decreased by -1.46%
Mar 31, 25
12 State Street® SPDR® S&P 500® ETF 16.19M (1.29%) 17.16K
Increased by +0.11%
May 31, 26
13 SPDR® S&P 500® ETF 16.13M (1.29%) 198.60K
Increased by +1.23%
Aug 31, 25
14 SPDR® S&P 500® ETF Trust 16.13M (1.29%) -84.56K
Decreased by -0.52%
Mar 31, 25
15 SPDR® S&P 500 ETF Trust 16.01M (1.28%) -124.50K
Decreased by -0.78%
Mar 31, 24
16 Vanguard Dividend Growth Inv 14.17M (1.13%) 1.08M
Increased by +7.63%
Sep 30, 23
17 UBS HV Global Selections - Agg 13.21M (1.06%) 13.20M
Increased by +99.96%
Jun 30, 24
18 UBS HV Tax-Opt Global Selections - Agg 13.21M (1.06%) 13.21M
Increased by +100.00%
Jun 30, 24
19 UBS Tax-Opt Digital Transformation theme 13.21M (1.06%) 13.21M
Increased by +100.00%
Jun 30, 24
20 American Funds Invmt Co of Amer A 12.67M (1.01%) -5.09M
Decreased by -40.19%
Mar 31, 26