Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 COMT 1000.00%
2 XLB 6.77%
3 FMAT 6.44%
4 VAW 6.39%
5 DJIA 5.19%
6 DYLG 5.14%
7 DIA 5.12%
8 FCTE 5.10%
9 TINT 4.98%
10 UYM 4.96%
11 BEEZ 4.11%
12 DDM 4.06%
13 UTRN 3.81%
14 RTM 3.81%
15 RSPM 3.81%
16 WBIF 3.59%
17 MXI 3.56%
18 UDOW 3.55%
19 JHMA 3.38%
20 EDOW 3.29%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 21.84M (9.43%) 138.17K
Increased by +0.63%
Dec 31, 24
2 BlackRock Inc 17.60M (7.60%) 377.61K
Increased by +2.15%
Dec 31, 24
3 State Street Corp 15.91M (6.87%) 6.02M
Increased by +37.86%
Dec 31, 24
4 State Street Corporation 10.01M (4.32%) -375.91K
Decreased by -3.76%
Sep 30, 23
5 T. Rowe Price Associates, Inc. 7.15M (3.09%) -86.84K
Decreased by -1.21%
Dec 31, 24
6 Morgan Stanley - Brokerage Accounts 6.93M (2.99%) 488.20K
Increased by +7.04%
Dec 31, 24
7 FMR Inc 6.59M (2.85%) 106.09K
Increased by +1.61%
Dec 31, 24
8 Geode Capital Management, LLC 4.83M (2.09%) 96.57K
Increased by +2.00%
Dec 31, 24
9 AllianceBernstein L.P. 4.32M (1.86%) 86.27K
Increased by +2.00%
Dec 31, 24
10 NORGES BANK 4.00M (1.73%) -51.84K
Decreased by -1.30%
Dec 31, 24
11 Capital World Investors 3.84M (1.66%) 1.08M
Increased by +28.00%
Dec 31, 23
12 Capital Research Global Investors 3.00M (1.30%) 960.72K
Increased by +32.04%
Dec 31, 24
13 Parnassus Investments, LLC 2.94M (1.27%) -14.41K
Decreased by -0.49%
Dec 31, 23
14 Northern Trust Corp 2.73M (1.18%) 595.59K
Increased by +21.85%
Dec 31, 24
15 Capital Research & Mgmt Co - Division 3 2.71M (1.17%) 296.39K
Increased by +10.94%
Sep 30, 24
16 HHG PLC 2.64M (1.14%) 175.93K
Increased by +6.67%
Sep 30, 23
17 ClearBridge Advisors, LLC 2.43M (1.05%) -104.18K
Decreased by -4.29%
Dec 31, 24
18 Fiera Capital Corporation 2.23M (0.96%) -74.68K
Decreased by -3.36%
Dec 31, 24
19 Alphinity Investment Management Pty Ltd 2.17M (0.94%) 114.59K
Increased by +5.28%
Dec 31, 24
20 UBS Group AG 2.09M (0.90%) 803.29K
Increased by +38.42%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.15M (3.09%) 27.47K
Increased by +0.38%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 6.43M (2.78%) 44.33K
Increased by +0.69%
Feb 28, 25
3 SPDR® Dow Jones Industrial Avrg ETF Tr 5.50M (2.37%) 92.16K
Increased by +1.68%
Feb 28, 25
4 Fidelity 500 Index 2.89M (1.25%) 12.75K
Increased by +0.44%
Jan 31, 25
5 American Funds Growth Fund of Amer A 2.87M (1.24%) 943.72K
Increased by +32.91%
Dec 31, 24
6 Capital Group Growth Fnd of Amer Comp 2.87M (1.24%) 943.72K
Increased by +32.91%
Dec 31, 24
7 SPDR® S&P 500® ETF Trust 2.87M (1.24%) -21.22K
Decreased by -0.74%
Feb 28, 25
8 SPDR® S&P 500 ETF Trust 2.84M (1.23%) -22.12K
Decreased by -0.78%
Mar 31, 24
9 Fidelity® 500 Index 2.76M (1.19%) 17.54K
Increased by +0.64%
Nov 30, 23
10 iShares Core S&P 500 ETF 2.72M (1.18%) -137.00
Decreased by -0.01%
Feb 28, 25
11 Vanguard Growth Index Investor 2.36M (1.02%) 1.98K
Increased by +0.08%
Feb 28, 25
12 American Funds New Perspective A 1.65M (0.71%) -251.54K
Decreased by -15.24%
Dec 31, 24
13 Capital Group New Perspective Comp 1.65M (0.71%) -251.54K
Decreased by -15.24%
Dec 31, 24
14 Vanguard Institutional Index I 1.44M (0.62%) -17.81K
Decreased by -1.24%
Feb 28, 25
15 Parnassus Core Equity Investor 1.40M (0.60%) -120.38K
Decreased by -8.60%
Dec 31, 24
16 AllianceBernstein US L/C Growth Eqty MF 1.37M (0.59%) 44.20K
Increased by +3.23%
Jan 31, 25
17 MFS Large Cap Value Equity 1.36M (0.59%) -608.15K
Decreased by -44.57%
Dec 31, 23
18 MFS Value A 1.36M (0.59%) -319.19K
Decreased by -23.39%
Dec 31, 23
19 The Materials Select Sector SPDR® ETF 1.33M (0.58%) 1.02K
Increased by +0.08%
Feb 28, 25
20 Materials Select Sector SPDR® ETF 1.31M (0.57%) 9.92K
Increased by +0.76%
Mar 31, 24