Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 COMT 1000.00%
2 DFEN 9.53%
3 JETD 9.11%
4 JETU 9.11%
5 MISL 7.40%
6 NATO 7.05%
7 PPA 6.94%
8 XKFF 6.66%
9 SHLD 6.42%
10 ORFN 5.78%
11 PKW 4.94%
12 CGDV 4.65%
13 ROKT 4.58%
14 XLI 4.18%
15 UTRN 4.13%
16 GCAD 4.09%
17 DIVO 4.05%
18 CAMX 4.00%
19 CGCV 3.97%
20 TADS 3.80%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 119.84M (9.81%) 1.36M
Increased by +1.13%
Mar 31, 25
2 State Street Corporation 117.68M (9.64%) -3.69M
Decreased by -3.13%
Mar 31, 24
3 State Street Corp 112.15M (9.18%) -809.24K
Decreased by -0.72%
Mar 31, 25
4 BlackRock Inc 98.25M (8.05%) -603.79K
Decreased by -0.61%
Mar 31, 25
5 Capital Research Global Investors 77.81M (6.37%) 2.06M
Increased by +2.65%
Mar 31, 25
6 Capital Research & Mgmt Co - Division 3 54.37M (4.45%) -842.26K
Decreased by -1.55%
Mar 31, 25
7 Dodge & Cox 42.35M (3.47%) -2.14M
Decreased by -5.05%
Mar 31, 25
8 Bank of America Corp 29.18M (2.39%) 3.42M
Increased by +11.73%
Mar 31, 25
9 Morgan Stanley - Brokerage Accounts 28.75M (2.35%) -817.41K
Decreased by -2.84%
Mar 31, 25
10 Geode Capital Management, LLC 28.74M (2.35%) 477.57K
Increased by +1.66%
Mar 31, 25
11 JPMorgan Chase & Co 23.27M (1.91%) 7.68M
Increased by +33.01%
Mar 31, 25
12 Fisher Asset Management, LLC 19.76M (1.62%) 714.24K
Increased by +3.61%
Mar 31, 25
13 Franklin Resources Inc 15.35M (1.26%) -1.26M
Decreased by -8.19%
Mar 31, 25
14 NORGES BANK 15.09M (1.24%) 5.08M
Increased by +33.65%
Dec 31, 24
15 Massachusetts Financial Services Company 14.60M (1.20%) -397.02K
Decreased by -2.72%
Mar 31, 25
16 Wellington Management Company LLP 13.00M (1.06%) -5.54M
Decreased by -42.60%
Jun 30, 24
17 Northern Trust Corp 12.91M (1.06%) 997.81K
Increased by +7.73%
Dec 31, 24
18 Goldman Sachs Group Inc 12.62M (1.03%) 7.70M
Increased by +61.02%
Dec 31, 23
19 T. Rowe Price Investment Management,Inc. 10.51M (0.86%) 3.16M
Increased by +30.12%
Dec 31, 24
20 Charles Schwab Investment Management Inc 10.35M (0.85%) 104.14K
Increased by +1.01%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 42.75M (3.50%) 645.19K
Increased by +1.51%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 42.16M (3.45%) 57.33K
Increased by +0.14%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 37.62M (3.08%) 601.01K
Increased by +1.60%
Apr 30, 25
4 American Funds American Mutual A 30.59M (2.50%) 272.51K
Increased by +0.89%
Mar 31, 25
5 Capital Group American Mutual Comp 30.59M (2.50%) 272.51K
Increased by +0.89%
Mar 31, 25
6 Dodge & Cox Stock I 28.79M (2.36%) -1.67M
Decreased by -5.81%
Mar 31, 25
7 American Funds Washington Mutual A 17.43M (1.43%) -34.88K
Decreased by -0.20%
Mar 31, 25
8 Capital Group Wash Mutual Invtrs Comp 17.43M (1.43%) -34.88K
Decreased by -0.20%
Mar 31, 25
9 American Funds Invmt Co of Amer A 17.13M (1.40%) -2.69M
Decreased by -15.72%
Mar 31, 25
10 Capital Group Investment Co of Amer Comp 17.13M (1.40%) -2.69M
Decreased by -15.72%
Mar 31, 25
11 Fidelity® 500 Index 16.96M (1.39%) 107.93K
Increased by +0.64%
Nov 30, 23
12 Fidelity 500 Index 16.71M (1.37%) 42.71K
Increased by +0.26%
Mar 31, 25
13 SPDR® S&P 500 ETF 16.57M (1.36%) -241.96K
Decreased by -1.46%
Mar 31, 25
14 American Funds Capital Income Bldr A 16.41M (1.34%) 1.02M
Increased by +6.24%
Mar 31, 25
15 SPDR® S&P 500® ETF Trust 16.13M (1.32%) -84.56K
Decreased by -0.52%
Mar 31, 25
16 SPDR® S&P 500® ETF 16.04M (1.31%) -96.31K
Decreased by -0.60%
Apr 30, 25
17 SPDR® S&P 500 ETF Trust 16.01M (1.31%) -124.50K
Decreased by -0.78%
Mar 31, 24
18 iShares Core S&P 500 ETF 15.78M (1.29%) -16.48K
Decreased by -0.10%
Apr 30, 25
19 Vanguard Dividend Growth Inv 14.17M (1.16%) 1.08M
Increased by +7.63%
Sep 30, 23
20 UBS HV Global Selections - Agg 13.21M (1.08%) 13.20M
Increased by +99.96%
Jun 30, 24