Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 COMT 1000.00%
2 JETD 8.89%
3 JETU 8.89%
4 SHPP 8.16%
5 FTXR 8.06%
6 GCIG 6.03%
7 TPOR 5.80%
8 DIP 4.47%
9 SUPL 4.30%
10 WBIY 4.22%
11 WBIG 4.19%
12 UTRN 3.98%
13 UAV 3.56%
14 FLV 3.21%
15 SCHD 3.15%
16 FDL 3.14%
17 XUDV 2.89%
18 SEA 2.88%
19 TBG 2.63%
20 AGQI 2.61%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 65.14M (8.82%) 370.70K
Increased by +0.57%
Dec 31, 24
2 BlackRock Inc 51.57M (6.98%) -2.06M
Decreased by -4.00%
Dec 31, 24
3 State Street Corp 30.10M (4.08%) 506.24K
Increased by +1.68%
Dec 31, 24
4 State Street Corporation 29.00M (3.93%) 799.32K
Increased by +2.76%
Mar 31, 24
5 Charles Schwab Investment Management Inc 23.26M (3.15%) 1.34M
Increased by +5.75%
Dec 31, 24
6 JPMorgan Chase & Co 22.54M (3.05%) -25.22M
Decreased by -111.93%
Dec 31, 24
7 Geode Capital Management, LLC 15.70M (2.13%) 414.71K
Increased by +2.64%
Dec 31, 24
8 Wellington Management Company LLP 14.94M (2.02%) -1.31M
Decreased by -8.80%
Dec 31, 24
9 International Assets Investment Management, LLC 14.63M (1.98%) 14.54M
Increased by +99.37%
Sep 30, 24
10 Franklin Resources Inc 10.98M (1.49%) 1.48M
Increased by +13.52%
Dec 31, 24
11 FMR Inc 10.90M (1.48%) 268.28K
Increased by +2.46%
Dec 31, 24
12 Amundi 10.04M (1.36%) 1.28M
Increased by +12.72%
Dec 31, 24
13 Bank of America Corp 9.98M (1.35%) -1.06M
Decreased by -10.65%
Dec 31, 24
14 NORGES BANK 8.53M (1.15%) 362.01K
Increased by +4.24%
Dec 31, 24
15 Viking Global Investors LP 8.20M (1.11%) 1.54M
Increased by +18.77%
Dec 31, 23
16 Goldman Sachs Group Inc 7.91M (1.07%) 818.97K
Increased by +10.36%
Sep 30, 24
17 Morgan Stanley - Brokerage Accounts 7.54M (1.02%) 655.66K
Increased by +8.70%
Dec 31, 24
18 Northern Trust Corp 7.39M (1.00%) 648.54K
Increased by +8.77%
Dec 31, 24
19 UBS Group AG 7.16M (0.97%) 1.10M
Increased by +15.31%
Dec 31, 24
20 ClearBridge Advisors, LLC 6.67M (0.90%) 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 23.07M (3.12%) 80.53K
Increased by +0.35%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 20.28M (2.75%) 137.46K
Increased by +0.68%
Feb 28, 25
3 Schwab US Dividend Equity ETF™ 19.25M (2.61%) 16.03K
Increased by +0.08%
Feb 28, 25
4 Fidelity 500 Index 9.12M (1.23%) 40.24K
Increased by +0.44%
Jan 31, 25
5 SPDR® S&P 500® ETF Trust 9.04M (1.22%) -67.08K
Decreased by -0.74%
Feb 28, 25
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%) -432.00
Decreased by -0.01%
Feb 28, 25
8 Fidelity® 500 Index 8.43M (1.14%) 53.63K
Increased by +0.64%
Nov 30, 23
9 Vanguard Value Index Inv 6.32M (0.86%) 44.68K
Increased by +0.71%
Feb 28, 25
10 JPM US Equity Income-Composite 5.41M (0.73%) -69.00K
Decreased by -1.28%
Dec 31, 24
11 JPMorgan Equity Income I 5.41M (0.73%) 0.00
Increased by 0.00%
Jan 31, 25
12 Vanguard Dividend Growth Inv 5.27M (0.71%) -364.78K
Decreased by -6.93%
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 4.53M (0.61%) -53.66K
Decreased by -1.18%
Feb 28, 25
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 3.71M (0.50%) -18.98K
Decreased by -0.51%
Feb 28, 25
18 State St S&P 500® Indx SL Cl III 3.54M (0.48%) 2.60K
Increased by +0.07%
Feb 28, 25
19 Industrial Select Sector SPDR® ETF 3.38M (0.46%) -22.31K
Decreased by -0.66%
Mar 31, 24
20 Vanguard Equity-Income Inv 3.17M (0.43%) -88.00K
Decreased by -2.78%
Dec 31, 24