Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 COMT 1000.00%
2 JETU 7.85%
3 JETD 7.85%
4 SHPP 7.34%
5 FTXR 7.01%
6 GCIG 6.03%
7 WBIY 4.67%
8 WBIG 4.57%
9 DIP 4.47%
10 UTRN 3.98%
11 TPOR 3.94%
12 SUPL 3.83%
13 ERNZ 3.59%
14 UAV 3.56%
15 SCHD 3.07%
16 FDL 3.03%
17 SHRY 2.97%
18 XUDV 2.91%
19 TBG 2.63%
20 FLV 2.61%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 65.14M (8.89%) 370.70K
Increased by +0.57%
Dec 31, 24
2 BlackRock Inc 51.57M (7.04%) -2.06M
Decreased by -4.00%
Dec 31, 24
3 State Street Corp 30.10M (4.11%) 506.24K
Increased by +1.68%
Dec 31, 24
4 State Street Corporation 29.00M (3.96%) 799.32K
Increased by +2.76%
Mar 31, 24
5 Charles Schwab Investment Management Inc 23.26M (3.17%) 1.34M
Increased by +5.75%
Dec 31, 24
6 JPMorgan Chase & Co 22.54M (3.07%) -25.22M
Decreased by -111.93%
Dec 31, 24
7 Geode Capital Management, LLC 15.70M (2.14%) 414.71K
Increased by +2.64%
Dec 31, 24
8 Wellington Management Company LLP 14.94M (2.04%) -1.31M
Decreased by -8.80%
Dec 31, 24
9 International Assets Investment Management, LLC 14.63M (2.00%) 14.54M
Increased by +99.37%
Sep 30, 24
10 Franklin Resources Inc 10.98M (1.50%) 1.48M
Increased by +13.52%
Dec 31, 24
11 FMR Inc 10.90M (1.49%) 268.28K
Increased by +2.46%
Dec 31, 24
12 Amundi 10.04M (1.37%) 1.28M
Increased by +12.72%
Dec 31, 24
13 Bank of America Corp 9.98M (1.36%) -1.06M
Decreased by -10.65%
Dec 31, 24
14 NORGES BANK 8.53M (1.16%) 362.01K
Increased by +4.24%
Dec 31, 24
15 Viking Global Investors LP 8.20M (1.12%) 1.54M
Increased by +18.77%
Dec 31, 23
16 Goldman Sachs Group Inc 7.91M (1.08%) 818.97K
Increased by +10.36%
Sep 30, 24
17 Morgan Stanley - Brokerage Accounts 7.54M (1.03%) 655.66K
Increased by +8.70%
Dec 31, 24
18 Northern Trust Corp 7.39M (1.01%) 648.54K
Increased by +8.77%
Dec 31, 24
19 UBS Group AG 7.16M (0.98%) 1.10M
Increased by +15.31%
Dec 31, 24
20 ClearBridge Advisors, LLC 6.67M (0.91%) 406.25K
Increased by +6.09%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 23.39M (3.19%) 328.45K
Increased by +1.40%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 23.20M (3.17%) 99.01K
Increased by +0.43%
Sep 30, 24
3 Schwab US Dividend Equity ETF™ 20.73M (2.83%) 3.60K
Increased by +0.02%
Apr 30, 25
4 Vanguard Institutional 500 Index Trust 20.33M (2.77%) 45.81K
Increased by +0.23%
Mar 31, 25
5 Fidelity 500 Index 9.18M (1.25%) 15.83K
Increased by +0.17%
Mar 31, 25
6 SPDR® S&P 500 ETF 9.10M (1.24%) -133.30K
Decreased by -1.46%
Mar 31, 25
7 SPDR® S&P 500® ETF 8.88M (1.21%) 7.31K
Increased by +0.08%
Apr 30, 25
8 SPDR® S&P 500® ETF Trust 8.86M (1.21%) -46.44K
Decreased by -0.52%
Mar 31, 25
9 SPDR® S&P 500 ETF Trust 8.72M (1.19%) -67.78K
Decreased by -0.78%
Mar 31, 24
10 iShares Core S&P 500 ETF 8.67M (1.18%) -8.62K
Decreased by -0.10%
Apr 29, 25
11 Fidelity® 500 Index 8.43M (1.15%) 53.63K
Increased by +0.64%
Nov 30, 23
12 Vanguard Value Index Inv 6.49M (0.89%) 170.55K
Increased by +2.63%
Mar 31, 25
13 JPM US Equity Income-Composite 5.41M (0.74%) -69.00K
Decreased by -1.28%
Dec 31, 24
14 JPM US Equity Income-MA 4.69M (0.64%) 4.69M
Increased by +99.90%
Sep 30, 23
15 Vanguard Institutional Index I 4.50M (0.61%) -32.07K
Decreased by -0.71%
Mar 31, 25
16 Vanguard Dividend Appreciation ETF 4.15M (0.57%) -52.84K
Decreased by -1.27%
Jan 31, 24
17 Vanguard Dividend Growth Inv 4.13M (0.56%) -1.13M
Decreased by -27.47%
Mar 31, 25
18 Columbia Dividend Value 3.96M (0.54%) 716.98K
Increased by +18.11%
Mar 31, 24
19 State St S&P 500® Indx SL Cl III 3.77M (0.51%) 235.32K
Increased by +6.24%
Mar 31, 25
20 Pacer US Cash Cows 100 ETF 3.74M (0.51%) -4.61K
Decreased by -0.12%
Apr 30, 25