Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 COMT 1000.00%
2 DFEN 10.36%
3 JETD 9.87%
4 JETU 9.87%
5 PPA 7.52%
6 MISL 7.19%
7 SHLD 6.67%
8 XKFF 6.66%
9 PKW 6.10%
10 ORFN 5.78%
11 NATO 5.22%
12 CGDV 5.03%
13 XLI 4.46%
14 ROKT 4.46%
15 UTRN 4.13%
16 CGCV 4.09%
17 CAMX 4.00%
18 XAR 3.90%
19 TADS 3.80%
20 GCAD 3.59%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 118.48M (9.71%) 1.25M
Increased by +1.06%
Dec 31, 24
2 State Street Corporation 117.68M (9.64%) -3.69M
Decreased by -3.13%
Mar 31, 24
3 State Street Corp 112.96M (9.26%) 977.46K
Increased by +0.87%
Dec 31, 24
4 BlackRock Inc 98.86M (8.10%) 1.46M
Increased by +1.47%
Dec 31, 24
5 Capital Research Global Investors 75.75M (6.21%) -3.75M
Decreased by -4.94%
Dec 31, 24
6 Capital Research & Mgmt Co - Division 3 55.21M (4.52%) -8.47M
Decreased by -15.34%
Dec 31, 24
7 Dodge & Cox 44.49M (3.65%) 92.49K
Increased by +0.21%
Dec 31, 24
8 Morgan Stanley - Brokerage Accounts 29.57M (2.42%) -1.20M
Decreased by -4.06%
Dec 31, 24
9 Geode Capital Management, LLC 28.26M (2.32%) 1.00M
Increased by +3.54%
Dec 31, 24
10 Bank of America Corp 25.76M (2.11%) -586.05K
Decreased by -2.28%
Dec 31, 24
11 Fisher Asset Management, LLC 19.05M (1.56%) 576.21K
Increased by +3.03%
Dec 31, 24
12 Franklin Resources Inc 16.61M (1.36%) 603.16K
Increased by +3.63%
Dec 31, 24
13 JPMorgan Chase & Co 15.59M (1.28%) -18.29M
Decreased by -117.29%
Dec 31, 24
14 NORGES BANK 15.09M (1.24%) 5.08M
Increased by +33.65%
Dec 31, 24
15 Massachusetts Financial Services Company 14.99M (1.23%) -559.90K
Decreased by -3.73%
Dec 31, 24
16 Wellington Management Company LLP 13.00M (1.07%) -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 Sanders Capital, LLC 10.91M (0.89%) 9.64K
Increased by +0.09%
Sep 30, 24
20 UBS Group AG 10.85M (0.89%) -225.37K
Decreased by -2.08%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 42.16M (3.45%) 57.33K
Increased by +0.14%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 42.11M (3.45%) 128.59K
Increased by +0.31%
Mar 31, 25
3 Vanguard Institutional 500 Index Trust 37.02M (3.03%) 110.23K
Increased by +0.30%
Mar 31, 25
4 American Funds American Mutual A 30.59M (2.51%) 272.51K
Increased by +0.89%
Mar 31, 25
5 Capital Group American Mutual Comp 30.31M (2.48%) 0.00
Increased by 0.00%
Dec 31, 24
6 Dodge & Cox Stock I 28.79M (2.36%) -1.67M
Decreased by -5.81%
Mar 31, 25
7 Capital Group Investment Co of Amer Comp 19.83M (1.62%) -1.87M
Decreased by -9.45%
Dec 31, 24
8 Capital Group Wash Mutual Invtrs Comp 17.47M (1.43%) -2.28M
Decreased by -13.06%
Dec 31, 24
9 American Funds Washington Mutual A 17.43M (1.43%) -34.88K
Decreased by -0.20%
Mar 31, 25
10 American Funds Invmt Co of Amer A 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 16.67M (1.37%) 74.23K
Increased by +0.45%
Feb 28, 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 iShares Core S&P 500 ETF 16.25M (1.33%) 47.10K
Increased by +0.29%
Mar 31, 25
16 SPDR® S&P 500® ETF Trust 16.13M (1.32%) -84.56K
Decreased by -0.52%
Mar 31, 25
17 SPDR® S&P 500 ETF Trust 16.01M (1.31%) -124.50K
Decreased by -0.78%
Mar 31, 24
18 SPDR® S&P 500® ETF 15.94M (1.31%) -267.79K
Decreased by -1.68%
Mar 31, 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