Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 COMT 1000.00%
2 JETD 8.27%
3 JETU 8.27%
4 SHPP 6.28%
5 GCIG 6.03%
6 FTXR 5.76%
7 IYT 4.74%
8 DIP 4.47%
9 WBIY 4.21%
10 UTRN 3.98%
11 SUPL 3.97%
12 TPOR 3.73%
13 UAV 3.56%
14 MVAL 3.40%
15 DURA 3.32%
16 DIVY 3.25%
17 SHRY 3.09%
18 XUDV 2.87%
19 BAMD 2.81%
20 RISN 2.71%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 66.14M (9.02%) 999.83K
Increased by +1.51%
Mar 31, 25
2 BlackRock Inc 47.68M (6.50%) -3.89M
Decreased by -8.16%
Mar 31, 25
3 State Street Corp 30.33M (4.14%) 226.48K
Increased by +0.75%
Mar 31, 25
4 State Street Corporation 29.00M (3.96%) 799.32K
Increased by +2.76%
Mar 31, 24
5 Charles Schwab Investment Management Inc 25.05M (3.42%) 1.78M
Increased by +7.11%
Mar 31, 25
6 Geode Capital Management, LLC 15.86M (2.16%) 157.09K
Increased by +0.99%
Mar 31, 25
7 FMR Inc 15.12M (2.06%) 4.22M
Increased by +27.93%
Mar 31, 25
8 International Assets Investment Management, LLC 14.63M (2.00%) 14.54M
Increased by +99.37%
Sep 30, 24
9 JPMorgan Chase & Co 14.43M (1.97%) -8.10M
Decreased by -56.12%
Mar 31, 25
10 Bank of America Corp 12.18M (1.66%) 2.20M
Increased by +18.03%
Mar 31, 25
11 Wellington Management Company LLP 11.40M (1.56%) -3.54M
Decreased by -31.02%
Mar 31, 25
12 Morgan Stanley - Brokerage Accounts 8.85M (1.21%) 1.32M
Increased by +14.87%
Mar 31, 25
13 NORGES BANK 8.53M (1.16%) 362.01K
Increased by +4.24%
Dec 31, 24
14 Viking Global Investors LP 8.20M (1.12%) 1.54M
Increased by +18.77%
Dec 31, 23
15 Amundi 7.49M (1.02%) -2.55M
Decreased by -33.98%
Mar 31, 25
16 Northern Trust Corp 7.42M (1.01%) 23.92K
Increased by +0.32%
Mar 31, 25
17 UBS Group AG 6.86M (0.94%) -304.87K
Decreased by -4.44%
Mar 31, 25
18 Franklin Resources Inc 6.78M (0.92%) -4.20M
Decreased by -61.96%
Mar 31, 25
19 ClearBridge Advisors, LLC 6.67M (0.91%) 406.25K
Increased by +6.09%
Mar 31, 24
20 T. Rowe Price Associates, Inc. 6.44M (0.88%) -24.64K
Decreased by -0.38%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 23.76M (3.24%) 22.13K
Increased by +0.09%
May 31, 25
2 Vanguard US Total Market Shares ETF 23.20M (3.16%) 99.01K
Increased by +0.43%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 20.80M (2.84%) 144.22K
Increased by +0.69%
May 31, 25
4 Schwab US Dividend Equity ETF™ 20.77M (2.83%) 5.17K
Increased by +0.02%
Jun 28, 25
5 Fidelity 500 Index 9.23M (1.26%) 40.04K
Increased by +0.43%
May 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 Trust 8.86M (1.21%) -46.44K
Decreased by -0.52%
Mar 31, 25
8 SPDR® S&P 500® ETF 8.85M (1.21%) -31.10K
Decreased by -0.35%
Jun 30, 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 8.70M (1.19%) 13.86K
Increased by +0.16%
Jun 30, 25
11 Fidelity® 500 Index 8.43M (1.15%) 53.63K
Increased by +0.64%
Nov 30, 23
12 Vanguard Value Index Inv 6.50M (0.89%) 12.14K
Increased by +0.19%
May 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 4.49M (0.61%) -125.00
Decreased by -0.00%
May 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 Franklin Income A1 4.00M (0.55%) 970.00K
Increased by +24.25%
Jun 30, 25
19 Columbia Dividend Value 3.96M (0.54%) 716.98K
Increased by +18.11%
Mar 31, 24
20 State St S&P 500® Indx SL Cl III 3.92M (0.53%) 30.40K
Increased by +0.78%
Jun 30, 25