Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 COMT 1000.00%
2 FTXR 6.37%
3 TPOR 6.13%
4 SHPP 6.09%
5 GCIG 6.03%
6 DIP 4.47%
7 WBIY 4.36%
8 SUPL 4.18%
9 UTRN 3.98%
10 UAV 3.56%
11 SCHD 3.27%
12 FLV 3.21%
13 FDL 3.06%
14 XUDV 2.80%
15 SIXA 2.70%
16 SIXH 2.68%
17 SEA 2.67%
18 GINX 2.64%
19 AGQI 2.61%
20 TBG 2.59%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 64.77M (8.76%) 817.40K
Increased by +1.26%
Sep 30, 24
2 BlackRock Inc 53.63M (7.26%) -1.73M
Decreased by -3.23%
Sep 30, 24
3 State Street Corp 29.60M (4.01%) 613.41K
Increased by +2.07%
Sep 30, 24
4 State Street Corporation 29.00M (3.92%) 799.32K
Increased by +2.76%
Mar 31, 24
5 JPMorgan Chase & Co 23.88M (3.23%) 143.87K
Increased by +0.60%
Sep 30, 24
6 Charles Schwab Investment Management Inc 21.93M (2.97%) 1.32M
Increased by +6.02%
Sep 30, 24
7 Wellington Management Company LLP 16.25M (2.20%) -2.89M
Decreased by -17.76%
Sep 30, 24
8 Geode Capital Management, LLC 15.29M (2.07%) 373.20K
Increased by +2.44%
Sep 30, 24
9 International Assets Investment Management, LLC 14.63M (1.98%) 14.54M
Increased by +99.37%
Sep 30, 24
10 Bank of America Corp 11.05M (1.49%) -1.57M
Decreased by -14.19%
Sep 30, 24
11 FMR Inc 10.63M (1.44%) 380.23K
Increased by +3.58%
Sep 30, 24
12 Franklin Resources Inc 9.50M (1.29%) -1.02M
Decreased by -10.79%
Sep 30, 24
13 Amundi 8.76M (1.19%) 4.56M
Increased by +52.02%
Sep 30, 24
14 Viking Global Investors LP 8.20M (1.11%) 1.54M
Increased by +18.77%
Dec 31, 23
15 NORGES BANK 8.17M (1.11%) 989.84K
Increased by +12.12%
Jun 30, 24
16 Goldman Sachs Group Inc 7.91M (1.07%) 818.97K
Increased by +10.36%
Sep 30, 24
17 Morgan Stanley - Brokerage Accounts 6.88M (0.93%) -7.64M
Decreased by -111.04%
Sep 30, 24
18 Northern Trust Corp 6.74M (0.91%) -424.03K
Decreased by -6.29%
Sep 30, 24
19 ClearBridge Advisors, LLC 6.67M (0.90%) 406.25K
Increased by +6.09%
Mar 31, 24
20 Bank of New York Mellon Corp 6.48M (0.88%) -14.27K
Decreased by -0.22%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 22.91M (3.10%) -101.96K
Decreased by -0.44%
Dec 31, 24
2 Vanguard Institutional 500 Index Trust 19.81M (2.68%) 111.40K
Increased by +0.56%
Dec 31, 24
3 Schwab US Dividend Equity ETF™ 18.62M (2.52%) 19.79K
Increased by +0.11%
Dec 31, 24
4 SPDR® S&P 500® ETF Trust 9.20M (1.24%) 106.21K
Increased by +1.16%
Dec 31, 24
5 Fidelity 500 Index 9.05M (1.22%) 61.50K
Increased by +0.68%
Nov 30, 24
6 SPDR® S&P 500 ETF Trust 8.72M (1.18%) -67.78K
Decreased by -0.78%
Mar 31, 24
7 iShares Core S&P 500 ETF 8.59M (1.16%) 6.03K
Increased by +0.07%
Dec 31, 24
8 Fidelity® 500 Index 8.43M (1.14%) 53.63K
Increased by +0.64%
Nov 30, 23
9 Vanguard Value Index Inv 6.23M (0.84%) -32.85K
Decreased by -0.53%
Dec 31, 24
10 Vanguard Dividend Growth Inv 5.63M (0.76%) -83.40K
Decreased by -1.48%
Sep 30, 24
11 JPMorgan Equity Income I 5.47M (0.74%) 0.00
Increased by 0.00%
Nov 30, 24
12 JPM US Equity Income-Composite 5.41M (0.73%) -69.00K
Decreased by -1.28%
Dec 31, 24
13 JPM US Equity Income-MA 4.69M (0.64%) 4.69M
Increased by +99.90%
Sep 30, 23
14 Vanguard Institutional Index I 4.62M (0.62%) -21.24K
Decreased by -0.46%
Dec 31, 24
15 Vanguard Dividend Appreciation ETF 4.15M (0.56%) -52.84K
Decreased by -1.27%
Jan 31, 24
16 Columbia Dividend Value 3.96M (0.54%) 716.98K
Increased by +18.11%
Mar 31, 24
17 The Industrial Select Sector SPDR® ETF 3.67M (0.50%) -43.65K
Decreased by -1.19%
Dec 31, 24
18 State St S&P 500® Indx SL Cl III 3.51M (0.48%) -36.49K
Decreased by -1.04%
Dec 31, 24
19 Industrial Select Sector SPDR® ETF 3.38M (0.46%) -22.31K
Decreased by -0.66%
Mar 31, 24
20 Vanguard Equity-Income Inv 3.26M (0.44%) -706.64K
Decreased by -21.69%
Sep 30, 24